Financial Analyst – Woodlands –

A successful financial analyst candidate should be proactive, possess excellent analytical skills, demonstrate attention to detail, and have the ability to drive multiple work streams. This position will work closely in a family office environment with varied investments along with a broad spectrum of business lines and industries.

Financial Analyst 

  • Develop Excel models for economic analysis of existing and potential future investments. These models will require dynamic, multi-year financial analysis, data manipulation including pivot tables, adjustable variables, and summary output sheets
  • Monitor investment performance and maintain monthly status reports and trend reports for a growing pool of investments
  • Participate in the evaluation of new investment opportunities, including modeling various investment structures and assessing investment return profiles
  • Develop and maintain capital deployment forecasts
  • Work with Investment Accounting to build actionable strategies based on internal portfolio reporting
  • Facilitate the flow of data and information between portfolio management and internal finance department with respect to capital deployment, cash flow from investments, and recycling of capital from financing transactions
  • Research, monitor and validate existing portfolios for strategy, process, performance, and compliance; and evaluate markets and asset
  • Research and prepare economic reports on subjects such as rate of return, depreciation, and working capital requirements


  • A bachelor’s degree in finance, economics, mathematics, accounting or a related field
  • Excellent financial modeling and Excel skills
  • Strong written and oral communication skills
  • Ability to communicate conclusions and recommendations from data analysis
  • Expert computer skills using PowerPoint, Word, and Outlook
  • Ability to handle multiple projects and initiatives simultaneously
  • Ability to work both independently and as part of a team
  • A strong work ethic, high energy level, and impeccable integrity
  • A background in specialty finance lending, asset-backed finance, asset-based lending, investment banking, ABS portfolio management, or securitization banking a plus


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