Job Order: DHJOB06
Job Type: Direct Hire

Job Summary:

The Analyst will assist the Investment Team in all aspects of the investment lifecycle (deal origination, underwriting and portfolio management).



Prepare internal and external presentations, investment memos, and assist with quarterly valuation reports.

Monitor and track the monthly performance and compliance of existing portfolio companies.

Participate in monthly calls with portfolio company management.

Prepare detailed financial models and analysis.  

Evaluate prospective investments, including industry, financial and business due diligence.

Assist in negotiations of term sheets, deal structure, and legal documents.

Assist in deal origination and marketing.

Manage internal deal flow database.

Interact with third-party partners including deal intermediaries and due diligence advisors.



Bachelors degree required. Preferences for finance/accounting majors.

GPA of 3.5 or higher.

1 to 2 years of accounting (transaction services preferred), banking (commercial or investment), or strategy consulting from a top firm.

Completion of a formal financial training program is a plus.

Strong analytical capabilities, financial modeling proficiency, and communications skills (written and verbal).

Strong interpersonal skills and substantial self-initiative to thrive in a fast-paced, collaborative environment.

Texas residents or strong ties to Dallas preferred.

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