Senior Investment Analyst – Family Office

Generational Group; Richardson (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Generational Group is seeking a highly motivated Senior Investment Analyst to join our growing Family Office investment team in Richardson, TX. You will evaluate opportunities and support deployment and management of significant capital across public and private markets.

The ideal candidate has approximately ten years of investment experience, strong modeling skills, and experience in private equity or direct investments.

Qualifications

• Approximately five years of relevant investment experience in private equity, investment banking, family office investing, institutional asset management, private credit, or similar analytical role.
• CFA designation strongly preferred; MBA or other advanced degree is a plus.
• Meaningful experience evaluating private equity, direct investments, co-investments, or other alt investments.
• Excellent financial modeling skills and advanced proficiency with Excel.
• Strong understanding of financial statements, valuation, capital structures, and investment returns.

Responsibilities

• Evaluate investments across public and private markets, incl. private equity, direct investments, co-investments, private credit, real estate, and other alternatives.
• Build detailed financial models, valuation analyses, return models, sensitivity analyses, and exit scenarios.
• Prepare investment committee materials with clear theses, risks, and recommendations.
• Participate in due diligence calls with sponsors, fund managers, and executives.
• Monitor portfolio exposures and liquidity post-investment.
• Develop tools to monitor performance, cash flows, and risk across client portfolios.

Skills

Financial modeling

Analytical thinking

Investment analysis

Due diligence

Communication

Discretion

Tools

Microsoft Excel

Job description

Join over 300 of the brightest minds in middle-market mergers and acquisitions.

We’re always on the look out for talented people to join our award-winning team. Our people are paramount to our success so you’ll need to be at the top of your game and prepared to work hard to achieve our goals and the goals of our clients. Browse our current opportunities and discover the benefits of working at Generational Group below.

Senior Investment Analyst – Family Office

Position

Full Time

Job Category

Generational Wealth Advisors

Level

Not Specified

Education

Not Specified

Compensation

Not Specified

Travel

Not Specified

Date Posted

September 14, 2026

Senior Investment Analyst – Family Office

About Generational Group

Generational Group is North America’s leading business transition firm, dedicated to helping business owners plan for and execute the successful sale of their company. With a team of more than 250 professionals and decades of combined M&A experience, we guide clients through every phase of the exit process — from strategic planning and business valuation to marketing, negotiation, and closing.

Our mission is to maximize the value business owners receive for their life’s work while ensuring a smooth and successful transition. We are committed to building long-term relationships grounded in trust, integrity, and results. At Generational Group, our people are our greatest asset, and we foster a collaborative, high-performance culture where every team member plays a meaningful role in our clients’ success.

About Generational Wealth Advisors

Generational Wealth Advisors (“GWA”) is a rapidly growing Registered Investment Advisor located in the Dallas suburb of Richardson. As part of Generational Group, GWA focuses primarily on working with business owners and their families both in preparation for a liquidity event and throughout the years that follow.

Our clients include High Net Worth and Ultra High Net Worth individuals, Family Offices, and charitable organizations. Our work frequently involves clients experiencing significant liquidity events and requires thoughtful coordination of investment strategy, portfolio construction, tax and estate planning, and long-term family objectives.

GWA has been recognized by numerous organizations for its commitment to providing a high level of service to its clients.

Position Overview

GWA is seeking a highly motivated and intellectually curious Senior Investment Analyst to join our growing Family Office investment team.

This individual will play an important role in evaluating investment opportunities and supporting the deployment and ongoing management of significant Family Office capital across both public and private markets.

The ideal candidate will have approximately 10 years of relevant investment experience, strong analytical and financial modeling skills, and meaningful experience evaluating private equity, direct investments, or other alternative investments.

This is a highly hands‑on investment role. The successful candidate should enjoy digging deeply into an investment opportunity: reviewing a pitch deck, researching an industry, analyzing financial statements, building a financial model, questioning assumptions, speaking with investment managers or company executives, and ultimately developing a clear and well‑supported investment recommendation.

We are looking for someone who is exceptionally bright, learns quickly, communicates clearly, and combines strong quantitative skills with sound business judgment.

This is also a growth‑oriented role. As GWA and its Family Office capabilities continue to expand, the successful candidate will have the opportunity to assume progressively greater responsibility for investment analysis, portfolio construction, manager selection, and investment decision‑making, with the potential to develop over time into a senior investment leadership position.

Key Responsibilities

Investment Analysis & Underwriting

• Evaluate prospective investments across public and private markets, with particular emphasis on private equity, direct investments, co‑investments, private credit, real estate, and other alternative investments.
• Review pitch decks, investment memoranda, financial statements, capitalization tables, operating models, and other diligence materials.
• Build detailed financial models, including valuation analyses, return models, sensitivity analyses, scenario analyses, and investment waterfalls.
• Analyze business models, industry dynamics, competitive positioning, management teams, capital structures, growth assumptions, and potential exit scenarios.
• Conduct independent research and due diligence to test and validate assumptions presented by investment sponsors and managers.
• Identify the key risks, opportunities, assumptions, and unanswered questions associated with prospective investments.
• Develop clear and concise written investment analyses and recommendations for senior leadership and investment committees.
• Evaluate private equity funds, direct private company investments, co‑investments, venture capital, private credit, real estate, and other alternative investment opportunities.
• Analyze investment managers, including strategy, historical performance, team, investment process, portfolio construction, fees, incentives, and alignment of interests.
• Participate in diligence calls and meetings with private equity sponsors, fund managers, company executives, investment bankers, and other investment professionals.
• Evaluate prospective transactions under multiple operating, financing, and exit scenarios.
• Assist in maintaining and prioritizing the pipeline of prospective investments from initial review through final investment decision.
• Support the development and implementation of asset allocation and investment strategies for Ultra High Net Worth and Family Office clients.
• Analyze portfolio exposures across asset classes, investment managers, industries, geographies, liquidity profiles, and other risk factors.
• Assist with liquidity planning and the thoughtful deployment of significant amounts of new investment capital following client liquidity events.
• Monitor existing investments and identify material changes in performance, outlook, valuation, or risk.
• Evaluate new investment opportunities in the context of a client’s overall portfolio rather than solely as stand‑alone investments.
• Assist in developing and refining analytical tools for monitoring investment performance, commitments, cash flows, exposures, liquidity, and portfolio-level risk.

Investment Decision Support & Communication

• Prepare investment committee materials that clearly communicate the investment thesis, expected returns, risks, key assumptions, and recommendation.
• Present analytical findings and investment recommendations to senior members of the investment team.
• Translate complex financial and investment concepts into clear, concise conclusions for both investment professionals and clients.
• Work collaboratively with GWA’s wealth management, financial planning, tax, estate planning, and Family Office professionals to consider the broader implications of investment decisions.
• Coordinate as appropriate with outside investment managers, attorneys, accountants, bankers, and other professional advisors.

Qualifications

• Approximately five years of relevant investment experience in private equity, investment banking, family office investing, institutional asset management, private credit, investment management, or a similar analytical investment role.
• CFA designation strongly preferred.
• MBA or other relevant advanced degree is a plus.
• Meaningful experience evaluating private equity, direct investments, co‑investments, or other alternative investments.
• Excellent financial modeling skills and advanced proficiency with Microsoft Excel.
• Strong understanding of financial statements, valuation, capital structures, investment returns, and fundamental investment analysis.
• Demonstrated ability to conduct rigorous investment research and due diligence.
• Exceptional analytical and critical‑thinking skills, with an ability to quickly understand unfamiliar businesses, industries, and investment structures.
• Excellent written and verbal communication skills, including the ability to distill complex analysis into clear and concise recommendations.
• Intellectual curiosity and a genuine interest in understanding how businesses operate, compete, create value, and generate returns.
• Strong attention to detail while maintaining an ability to recognize the larger strategic and investment picture.
• High degree of initiative, resourcefulness, and personal accountability.
• Low ego and a collaborative mindset, with a willingness to perform detailed analytical work regardless of the size or complexity of the opportunity.
• Discretion and professionalism when working with Ultra High Net Worth and Family Office clients and highly sensitive financial information.
• Interest in long‑term professional growth within a rapidly expanding wealth management and Family Office platform.

What Success Looks Like

• Investment opportunities are evaluated thoroughly, efficiently, and with appropriate intellectual skepticism.
• Senior investment professionals receive clear, concise analysis that identifies what matters most to the investment decision.
• Pitch decks and investment proposals are converted into independent analysis rather than simply accepted at face value.
• Financial models clearly illustrate the assumptions, potential returns, downside scenarios, and key sensitivities associated with an investment.
• Potential risks and unanswered questions are identified early in the diligence process.
• New investment opportunities are considered within the context of each client’s overall portfolio, liquidity requirements, and long‑term objectives.
• Investment recommendations are communicated clearly in both written and verbal form.
• The individual becomes increasingly capable of independently leading investment diligence and making well‑reasoned investment recommendations.
• Over time, the individual develops the investment judgment, client perspective, and leadership capabilities necessary to assume significantly greater responsibility within GWA’s investment organization.

Why Generational Group

• Be part of a market‑leading firm with a proven 30+ year track record of client success.
• Work directly with experienced investment, wealth management, M&A, tax, estate planning, and Family Office professionals.
• Gain exposure to sophisticated investment decisions involving substantial pools of private family capital.
• Evaluate investments across a broad opportunity set rather than being limited to a single asset class or investment strategy.
• Participate in the deployment of capital following significant client liquidity events.
• Join a growing Family Office platform where an exceptional performer can take on progressively greater investment responsibility.
• Opportunity for substantial professional growth and a potential long‑term path to senior investment leadership.
• Compensation commensurate with experience.
• A culture built on integrity, excellence, intellectual curiosity, and a genuine commitment to the clients and communities we serve.

Generational Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.