Sr. Investment Analyst

InforCapital; Dallas, Northern (TX, KY); Hybrid; USD 110,000 - 150,000; Full time

Job summary

Scottish Rite for Children is seeking a Sr. Investment Analyst to support an institutional investment portfolio across equities, fixed income, and alternatives including private equity, private credit, and hedge funds.

Responsibilities include data gathering, private investment analysis, and portfolio optimization with a focus on risk decomposition and guideline compliance within a mission-driven nonprofit environment.

Qualifications

• Bachelor's degree in finance, accounting, economics, or related field.
• 5+ years of institutional investment office experience.
• Strong investment analysis and performance measurement knowledge.

Responsibilities

• Prepare investment analysis at portfolio and fund level, including liquidity, exposures, and benchmarks.
• Conduct extensive data gathering and reporting on private investment holdings (PE, private credit, hedge funds).
• Monitor portfolio guideline compliance and risk decomposition for ongoing management.
• Assist in manager searches with quantitative and qualitative analyses of prospective managers.
• Perform portfolio optimization and stochastic modeling using asset allocation parameters.

Skills

Portfolio analysis

Risk management

Data gathering

Quantitative research

Education

Bachelor's degree in Finance

Tools

Zephyr/PSN

Evest

Wilshire Compass

Job description

# Sr. Investment AnalystScottish Rite for ChildrenAnalystFund of FundsOn-siteLocationDallas, United StatesDate PostedAugust 12, 2026RegionAmericasStay ahead of the marketGet instant notifications when new job openings matching "Fund of Funds / Analyst jobs in Dallas, United States" are published.## About This RoleScottish Rite for Children is seeking a Sr. Investment Analyst to prepare investment portfolio and private investment analysis, including risk decomposition, guideline compliance, and portfolio optimization for an institutional investment portfolio of equities, fixed income, and alternatives including private equity, private credit, and hedge funds. The position has broad exposure to the workings of an institutional investment office within a mission-driven non-profit organization.Duties/Responsibilities: conduct extensive data gathering, documentation, and reporting on private investment holdings including private equity, private credit, and hedge funds; prepare private investment analysis at a portfolio and fund level, including liquidity, exposures, and benchmark comparisons; prepare portfolio exposures and risk decomposition for monitoring and management of investment portfolios; research, prepare, and write pieces on portfolio diligence and market trends; monitor portfolio guideline compliance; participate in manager searches by preparing quantitative and qualitative analyses of prospective managers; conduct portfolio optimization and stochastic modeling using asset allocation parameters.Requirements: bachelor's degree in finance, accounting, business, economics or a relevant field, with five years of directly related experience in an institutional investment office such as an endowment, foundation, or pension plan; strong background in investment analysis, portfolio analysis, and performance measurement methodologies; working knowledge of Zephyr/PSN, Evest, Wilshire Compass or other portfolio optimization software.Scottish Rite for Children is seeking a Sr. Investment Analyst to join their Fund of Funds team in Dallas, United States.The position is On-site.This opportunity was sourced via LinkedIn guest.Interested candidates can apply through the original job posting.Apply for this PositionYou will be redirected to the original job posting.