Financial Analyst - Financial Services

We are looking for a detail-oriented Financial Analyst to support private equity fund operations in Dallas, Texas. This role works closely with fund finance leadership to strengthen capital activity oversight, monitor investment results, and contribute to high-quality reporting for investors and internal stakeholders. The position offers a strong opportunity to deepen fund finance experience while providing analytical insight that supports sound financial decision-making.

Responsibilities:
• Prepare and review capital call and distribution calculations to support accurate and timely fund activity.
• Monitor portfolio and fund performance by analyzing returns, summarizing trends, and identifying meaningful insights for leadership.
• Contribute to fundraising efforts by developing financial content and responding to due diligence-related information requests from prospective investors.
• Compile data and perform calculations that support investor presentations and other fund-related meetings.
• Assist with monthly and quarterly fund reporting, including net asset value support and investor capital statement preparation.
• Produce ad hoc financial analyses such as cash flow reviews, management fee assessments, and reporting support for audits and client requests.
• Partner with investment managers, custodians, and other stakeholders to investigate variances, reconcile information, and resolve reporting questions.
• Maintain organized financial records and help ensure fund information is accurate, consistent, and ready for ongoing business needs.

Qualifications:

• 2+ years of experience in financial analysis, fund finance, private equity operations, or a related financial services environment.
• Hands-on experience with investor reporting and the preparation of financial reporting materials.
• Strong financial modeling and financial analysis skills with the ability to interpret data and communicate findings clearly.
• Experience supporting forecasting, cash flow analysis, or performance measurement activities.
• Proficiency in Excel and other financial reporting or analytical tools used to manage large data sets.
• Strong attention to detail and the ability to manage multiple deadlines in a fast-paced environment.
• Effective communication skills and the ability to work collaboratively with internal teams and external stakeholders.

Compensation

$90,000.00-$100,000.00 Yearly

About Us

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