This range is provided by Selby Jennings. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $160,000.00/yr - $175,000.00/yr Selby Jennings has been retained to find a strategy associate to work alongside a prominent founder of a leading investment firm in Dallas, Texas. This role will study current and prospective investments to provide meaningful data and analysis of performance, compile research, develop financial reports and presentations. The position will engage in daily and proactive outreach to gather information and insights related to a wide variety of projects. The successful candidate will be analytically minded, proficient in financial modeling, have a strong business and investment acumen, conversant with business terminology, able to work autonomously and have strong interpersonal skills. This role requires thinking big picture, focusing on the overall impact of the task or project at hand. Responsibilities: Work closely with founder on projects relating to personal investments; includes providing analyst support on special projects including new personal investments Review and analyze companies to determine key drivers impacting company P&Ls, balance sheet, cash flow Work with data gathered from our portfolio to curate analyses and provide insights Conduct research for the family office Create analytical reports and models to further understand key business drivers and metrics Work with accounting departments of family office and foundation on special projects Design and implement forecast models and tools Attend annual investment meetings, in-person and by phone, and report back findings to principal Work closely with the founder to evaluate proposed growth opportunities Qualifications: Bachelor's degree in finance, accounting - REQUIRED Master's degree in accounting, Strong conceptual and practical GAAP and accounting knowledge 5-year experience handling financial evaluations in private equity, or investment banking Excellent with numbers, advanced proficiency with MS Excel, PowerPoint, pivot tables, financial Proven ability to drive projects to completion Results-oriented and will link analysis to business goals Quick study, intellectually curious and committed to continuous learning Ability to work under pressure to meet strict deadlines Be a self-starter with a positive and proactive approach Strong written and verbal communication skills with technical writing skills a must Ability to multi-task and shift priorities as necessary with high sense of urgency Positive energy with strong interpersonal skills Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance Industries Investment Management Referrals increase your chances of interviewing at Selby Jennings by 2x Get notified about new Investment Associate jobs in Dallas, TX . Private Equity Associate - TMT, Consumer Investment Banking - Mid-Cap Investment Banking - Analyst Dallas, TX $85,000.00-$95,000.00 4 weeks ago Investment Banking - Mid-Cap Investment Banking - Associate Asset & Wealth Management, Fixed Income - Research Analyst, High Yield and Bank Loans / Global High Yield Credit Analyst, Vice President Asset & Wealth Management, Fund Management, Analyst / Associate - Dallas Risk (Capital, Liquidity, and Market) | Analyst | Dallas Global Banking & Markets - Private - Dallas - Associate / Analyst - Private Equity Capital Call (PECC) Global Banking & Markets - Dallas - Analyst - Loan Management Corporate Finance Associate | Private Credit Associate, Asset Management & Investments Global Banking & Markets - Public - Dallas - Investments & Partnerships - Analyst Global Banking & Markets Private - Corporate Derivatives Underwriting- Dallas - Analyst/Associate Asset & Wealth Management Analyst (New Grad) Investment Banking Associate - Debt Advisory/Leveraged Finance/DCM Associate, Credit & Public Equity Clients (2025 Start Dates) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Selby Jennings
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