CareerPlan
Dallas, TX, USFull-time2026-10-04 → 2026-11-09

Core

Analyze potential real estate and corporate investments across the US and internationally to assess investment opportunities.

Role type

Investment Analyst (Credit Fund)

Builds

Financial models and investment analyses for illiquid assets

Domain

Real Estate and Corporate Credit

Required skills

Financial modeling, Excel, Coding, Quantitative analysis, Data analysis

Preferred skills

Research report analysis, Public filings analysis, Management discussion analysis, Due diligence coordination, Travel

Technologies

Excel

Responsibilities

Create and manipulate cash flow models in Excel to help analyze potential investments; Analyze company financial standings via the use of research reports, financials, public filings and management discussions; Identify patterns and macro themes; Analyze and model esoteric illiquid assets; Coordinate due diligence on investments including travel as necessary; Develop and present financial analyses, reports and presentations to support decision making in situations involving new investments and existing portfolio companies and assets; Assist in monitoring, management and valuation of existing portfolio of investments