Senior Investment Analyst – Co-Investments & Due Diligence

Texas Permanent School Fund; Austin (TX); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Flexible work arrangements

Parking/Transit benefits

Job summary

Texas Permanent School Fund seeks a Senior Investment Analyst to join the Co-Investments team, bringing 2+ years of experience across investment banking, private equity, or related investing roles.

You will conduct due diligence, build financial models, support underwriting, and monitor portfolio investments, collaborating with internal teams and external partners on direct investments across multiple industries.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field
• 2+ years of experience in investment banking, private equity, private credit, asset management, endowment investing, or related roles
• Strong financial modeling and Excel skills
• Solid understanding of financial statements, valuation methodologies, and capital structures
• Proficiency with Bloomberg, PitchBook or Power BI

Responsibilities

• Support due diligence processes by evaluating investment opportunities, conducting company and industry research, maintaining deal flow tracking, and drafting investment memoranda and internal materials
• Monitor and assess existing portfolio investments, including company performance, valuation developments, and key risk factors
• Evaluate new co-investment opportunities alongside senior investment personnel, including business quality, transaction structure, and return potential
• Assist senior investment personnel with transaction execution, portfolio management, and program administration
• Build and maintain financial models to evaluate investment opportunities, including operating forecasts, valuation analyses, capital structures, and return scenarios

Skills

Financial modeling

Excel

Valuation

Due diligence

Portfolio management

Education

Bachelor’s degree in Finance/Economics

Tools

Bloomberg

PitchBook

Power BI

Job description

Texas Permanent School Fund seeks a Senior Investment Analyst to join the Co-Investments team, bringing 2+ years of experience across investment banking, private equity, or related investing roles.

You will conduct due diligence, build financial models, support underwriting, and monitor portfolio investments, collaborating with internal teams and external partners on direct investments across multiple industries.