Career Opportunity: Senior Analyst, Asset Management in Dallas

Posted by Steve Flynn on 12/7/15 9:00 AM

This position has been filled.
If you're interested in viewing our current open positions, click here.


Our client is looking for Senior Analysts to join their team in Dallas, TX. The Senior Analyst supports the Vice Presidents and Directors with analytics and due diligence in evaluating new investment opportunities and assists with the development and execution of key business plans and initiatives.  If you are interested in applying, please visit job #206 on our careers website.

Start DateThis position will have a start date of the Summer of 2017.  

Essential Functions: 

  • Provide support to asset management initiatives of existing investments including but not limited to financial analysis, developing and executing business plans and other ad hoc strategic projects
  • Collaborate directly with management teams to drive initiatives and deliver against business objectives
  • Manage investment capital requirements and debt covenant compliance
  • Analyze impact of various operational scenarios on portfolio company capital structures
  • Structure/build detailed financial models to support both investment decisions and asset management activities.  These modeling activities include creating financial statements, complex ROI and IRR calculations
  • Research and analyze target industries and proactively identify new investment opportunities
  • Perform all aspects of due diligence and underwriting
  • Assist in pricing, negotiation and documentation of M&A and financing related transactions
  • Manage various constituencies (lawyers, bankers, consultants) during due diligence and transaction execution
  • Author presentation materials and supporting documentation
  • Understand key industry trends and investment implications
  • Assist in investor reporting

Required Knowledge, Skills and Abilities:

  • Strong financial modeling and quantitative skills (strong excel a must)
  • Knowledge of financial statements, valuations and cash flows
  • Excellent project management and problem solving skills
  • Excellent interpersonal skills, including ability to communicate clearly and concisely both orally and in writing with all levels of management
  • Ability to work with detailed financial or other data and to understand and vocalize concerns and macro implications
  • Ability to work autonomously and as a member of a team; team player with a positive attitude
  • High attention to detail and accountability in analytical assessments, but with the aptitude to maintain a big picture perspective
  • Ability to work in a dynamic, deadline-driven environment with low to moderate supervision
  • Strong business judgment and decision making
  • Ability to thrive in a fast-paced, rapidly changing work environment
  • Self-starter with the ability to multi-task
  • Demonstrated ability to prioritize work and manage time
  • A self-teacher and quick learner able to pick up the technical skills necessary for any project
  • Hard working, detail-oriented, and committed to producing great end results
  • Ability to independently author presentations in Word and PowerPoint


  • Bachelor’s Degree in Business, Finance or related field


  • 2-4 years of experience in investment banking, private equity or other finance-related field
  • Transaction/acquisition experience preferred

Computer Skills:

  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
  • Strong Excel skills required

Desired Organizational Competencies:

  • Accountability - Demonstrates a commitment to and responsibility for accomplishing individual, team and business objectives
  • Drive - Consistently achieves challenging goals/objectives, and demonstrates an ability to create value and maximize results
  • Planning- Identifies business needs, problems and risks proactively, and develops well founded plans that specify strategies, actions/solutions, risk mitigants and desired results
  • Critical Thinking / Judgment - Commits to an action after developing alternative solutions that are based on logical assumptions and factual information and that take into consideration resources risks and organizational values
  • Adaptability - Exhibits the capacity to successfully change and evolve one’s actions, opinions and behavior as a result of changing priorities or environment
  • Communication Skills - Proactively communicates in the appropriate medium with clarity and focus at the right level to ensure delivery has the appropriate impact
  • Influential Leadership - Leads with confidence and conviction, and is able to establish credibility, trust, and respect among team members
  • Team Work - Fosters collaboration among team members and business partners, and uses capabilities to achieve team goals

Compensation / Benefit Package: 

Salary:  commensurate with experience  

Bonus:  discretionary annual bonus 

Vacation/Sick:  19 days per year on PTO plan 

Parking:  Company-paid, covered garage parking

Dress Code:  Business Casual

Benefits:  Medical, Dental, Vision, 401(k), Short and Long Term Disability, Basic and Voluntary Life Insurance, Flexible Spending Account, Child Care Subsidy, Tuition Reimbursement, Discounted Athletic Membership

Preferred Degrees
  • Bachelor of Science 
  • Bachelor of Arts
  • Bachelor of Business Administration 
Preferred Certifications
  • Not Applicable
Preferred Work Status
  • U.S. Citizen
  • U.S. Permanent Resident (Green Card Holder)
Willingness to Travel
  • Yes
Carried Interest
  • No 
Stock Options
  • No

This position has been filled.
If you're interested in viewing our current open positions, click here.

View Current Open Positions

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