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About the Role
As an experienced Investment Analyst within the Private and Public Credit team at Texas PSF Corporation, you will play a pivotal role in researching markets and analyzing fund investment opportunities, in addition to providing support for modeling co-investments. This role involves applying advanced financial analysis, market research, and investment modeling to real-world decisions, while collaborating closely with team members to deliver strategic insights and achieve portfolio objectives. You’ll conduct macro-level research, assist with due diligence, and contribute to investment recommendations and monitoring activities. We’re seeking a detail-oriented, analytical professional with two years of experience in investment banking, finance, consulting, or investments, who is ready to take ownership of complex projects and contribute meaningfully to a dynamic, credit-focused investment team.
Responsibilities
- Support due diligence processes by compiling research, maintaining deal flow tracking, and drafting internal materials
- Monitor and assess existing portfolio investments including performance and risk/exposures
- Evaluate new credit investments, including manager and co-investments, alongside more senior investment personnel
- Assist senior investment personnel with portfolio management and program administration
- Scan public and private markets for emerging trends, risks, and opportunities
- Conduct macro and microeconomic research to support investment decisions
- Assist with financial analysis of investment opportunities, including manager analysis and co-investment modeling
- Create portfolio analysis reports that assess liquidity, risk, and underlying credit fundamentals
- Provide general support to the team on a day-to-day basis
- Maintain thorough records for both public and private credit strategies
Requirements
- Bachelor's degree in finance, Accounting, Economics, or a related field
- Up to 2 years in investment banking, finance, consulting or investing
- Strong financial modeling and excel skills
- Strong understanding of credit metrics and capital structures
- Proficiency with Bloomberg or PitchBook or Power BI or Tableau
- Progress toward CFA, CAIA, or equivalent finance certifications
- PowerPoint and Presentation skills
- Willingness to learn and adapt to new technologies, methodologies, and market dynamics
- Awareness of economic indicators and market trends
Skills
- Financial modeling
- Excel
- Credit metrics
- Capital structures
- Bloomberg
- PitchBook
- Power BI
- Tableau
- PowerPoint
- Presentation skills
- Market research
- Investment modeling
- Due diligence
- Portfolio management
Location
- Hybrid office/telework schedule
Work Type
- Hybrid
- Full-time
Experience Level
- Up to 2 years
Education Level
- Bachelor's degree in finance, Accounting, Economics, or a related field
Benefits
- Retirement benefits
- Employer-paid health and basic life insurance
- Generous paid holidays
- Multiple retirement options
- Longevity pay
- Range of optional insurance plans
- In-house training and professional development opportunities
- Free downtown parking
- Flexible work arrangements
About the Company
- The Texas Permanent School Fund (PSF) is a constitutionally established education endowment with a 150+ year history of supporting Texas public schools.
- Today, PSF manages more than $60 billion in assets and invests with a long-term perspective to generate sustainable funding for Texas K–12 education.
- Through a diversified investment portfolio, along with strong operational, legal, financial, and governance functions, PSF serves as a careful steward of public capital.
- Our work helps secure billions of dollars in school district bonds and supports more than 5 million students across 1,000+ school districts statewide.
- Guided by principles of fiduciary responsibility, integrity, and service to Texans, PSF plays an enduring role in strengthening public education and investing in Texas’s future.
- In 2021, the 87th Texas Legislature established the Texas Permanent School Fund Corporation (Texas PSF) as a stand‑alone, special‑purpose governmental corporation.
- Today, PSF manages its assets with a long‑term investment perspective to generate sustainable funding for public education.
- Through a diversified investment platform and strong operational, legal, financial, and governance functions, PSF serves as a careful steward of public capital, helping secure billions of dollars in school district bonds and supporting more than 5 million students across 1,000+ school districts statewide.
- Guided by principles of fiduciary responsibility, integrity, and service to Texans, PSF plays an enduring role in strengthening public education and investing in Texas’s future.