Partner @ Spectrum Search Group | Executive Recruiting Expert
Investment Analyst – Single Family Office
Dallas, TX (Uptown)
Join a lean, Dallas-based investment platform with a long-term, relationship-driven approach to deploying capital across public/private equity, hedge funds, real estate, and venture. This role offers direct exposure to senior decision-makers and meaningful involvement in investment decisions from day one.
Why This Role Stands Out
Entrepreneurial, low-bureaucracy environment
High visibility with senior partners and real decision-making
Broad exposure across a highly diversified portfolio
Strong work/life balance with a long-tenured, stable team
Generous compensation and benefits, including up to 10% 401(k) match
Clear path to increasing responsibility and investment impact
Collaborative, close-knit culture with excellent office environment
Key Responsibilities
Support full-cycle investment diligence, including financial modeling, research, and execution
Analyze and monitor portfolio performance across asset classes
Conduct market research and help evaluate new investment opportunities
Track deals, manage documentation, and assist through closing
Build pipeline through sourcing, screening, and investment thesis development
What Makes a Strong Fit
2–4 years of investing or relevant operating experience
Strong financial modeling and analytical skills
Self-starter comfortable in a small, high-responsibility team
Curious, detail-oriented, and capable of independent problem-solving
Strong communication skills; CFA progress is a plus
Compensation
$115K–$140K base + ~20% bonus + additional incentives
Seniority level
Associate
Employment type
Full-time
Job function
Analyst and Finance
Industries
Investment Management
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