Associate

Description We are looking for an Associate to join a fast-moving investment environment in Dallas, Texas. In this role, you will contribute to financial analysis, portfolio insights, and fund-related reporting while working closely with internal stakeholders across the firm. The ideal candidate brings a strong analytical foundation, sharp attention to detail, and the ability to manage multiple priorities in a collaborative setting.

Responsibilities:
• Evaluate financial and investment data to support portfolio decisions and broader business initiatives
• Prepare recurring and ad hoc reports that track fund performance, investment results, and key metrics for internal and investor-facing needs
• Monitor portfolio activity and develop analysis that helps identify trends, risks, and performance drivers across investments
• Build and maintain financial models, presentations, and summary materials for leadership and other stakeholders
• Review cash flow activity and...

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