Associate

Welcome to a new start in 2027. This will be a start date of Jan 2027 as client understands candidates may wait to get there year-end bonuses and start fresh.

We are looking for an Associate to join a fast-moving investment team in Dallas, Texas. In this role, you will contribute to financial analysis, portfolio insights, and fund-related reporting while helping maintain efficient day-to-day operations. The ideal candidate brings a strong analytical mindset, careful attention to detail, and the ability to manage multiple priorities in a collaborative environment.

Responsibilities:

• Evaluate financial and investment data to support portfolio decisions and broader business initiatives.
• Prepare recurring and ad hoc reports, presentations, and analytical materials for internal stakeholders.
• Track fund performance and help produce materials related to investor reporting and portfolio updates.
• Monitor investment activity across holdings and summarize key trends, risks, and results.
• Assist with cash flow reviews, capital activity oversight, and other core fund operations tasks.
• Contribute to distribution modeling and waterfall analysis when applicable to the investment structure.
• Work closely with cross-functional teams to strengthen reporting quality and improve operational workflows.
• Perform variance analysis and other special projects as business needs evolve.
• At least 1 to 3 years of experience in private equity, hedge funds, family offices, or a comparable investment-focused setting.
• Strong analytical and quantitative capabilities with the ability to interpret complex financial information.
• Advanced Excel skills, including financial modeling and report development.
• Experience supporting investment reporting, fund operations, or portfolio analysis is preferred.
• Familiarity with waterfall calculations is a plus, though not mandatory.
• High level of accuracy, organization, and ability to balance competing deadlines.
• Effective written and verbal communication skills.
• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline is preferred

Resume via LinkedIn - Hemant Dahya