Job Description

Job Summary:

**This is an immediate need. Qualified candidates will be contacted promptly for interviews. Apply as soon as possible to be considered. To ensure a fair and streamlined process, we kindly ask that applicants refrain from reaching out to employees directly regarding this position.**

As an Investment Analyst at Texas PSF Corporation, you’ll play a key role in researching markets, analyzing investment opportunities, and supporting senior investment officers in portfolio management. This is a hands-on role where you'll apply financial analysis, market research, and investment modeling to real-world decisions, working alongside experienced professionals in both public and private markets.

We're looking for someone with prior internships or junior-level experience in finance, investments who is ready to step up, take ownership of projects, and contribute to a dynamic investment team. If you're detail-oriented, analytical, and eager to deepen your expertise in asset management, this role is for you .

What You’ll Do (Day-to-Day Responsibilities):

• Market & Investment Research:
• Scan public and private markets for emerging trends, risks, and opportunities.
• Conduct macro and microeconomic research to support investment decisions.
• Monitor daily market movements for public investments and track private investment performance on a weekly basis
• Financial Analysis & Modeling:
• Assist in analyzing financial statements and valuation metrics for potential investments.
• Support senior team members in financial modeling and data validation.
• Help create reports that assess liquidity and risk across different asset classes.
• Due Diligence & Portfolio Support:
• Assist in the due diligence process by compiling research, maintaining deal flow databases, and organizing investment materials .
• Support senior investment officers and AVPs in evaluating current and new investment opportunities.
• Track and document investment performance, reviewing key financial data and risk factors.
• Operations & Administrative Support:
• Manage investment calendars and schedule due diligence meetings.
• Prepare reports, presentations, and memos summarizing investment insights.
• Keep investment records organized and updated for ongoing portfolio monitoring.

What We’re Looking For:

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Experience: Prior experience in investment or financial analysis is a plus. Exposure to Power BI, Tableau, or financial modeling software is a bonus.
• Certifications (Preferred but Not Required): Progress toward CFA, CAIA, or other relevant finance certifications.

Work Environment & Perks:

• Hybrid Work Model – Four days in-office, one day remote.
• Location - Right in Downtown Austin, Texas!
• Career Growth – Exposure to senior investment professionals, complex deals, and real decision-making.
• Travel: Occasional domestic and international travel (~10%).
• Dynamic, Fast-Paced Environment – Work at the intersection of public and private investments , developing a well-rounded skill set in finance.

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