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About the Role
The Texas Permanent School Fund (PSF) is seeking a Senior Investment Analyst to join the Co-Investments team. This role involves evaluating and executing direct investment opportunities alongside leading sponsors and investment partners, conducting due diligence, building financial models, and supporting transaction underwriting.
Responsibilities
- Support due diligence processes by evaluating investment opportunities, conducting company and industry research, maintaining deal flow tracking, and drafting investment memoranda and internal materials.
- Monitor and assess existing portfolio investments, including company performance, valuation developments, and key risk factors.
- Evaluate new co-investment opportunities alongside senior investment personnel, including business quality, transaction structure, and return potential.
- Assist senior investment personnel with transaction execution, portfolio management, and program administration.
- Analyze industries, companies, and market trends to identify attractive investment opportunities and risks.
- Conduct macroeconomic, sector, and competitive research to support underwriting and investment decisions.
- Build and maintain financial models to evaluate investment opportunities, including operating forecasts, valuation analyses, capital structures, and return scenarios.
- Perform company, industry, and transaction analysis to support investment recommendations and portfolio management activities.
- Provide general support to the team on a day-to-day basis.
- Maintain thorough records related to portfolio investments, due diligence activities, and transaction documentation.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Over 2 years of experience in investment banking, private equity, private credit, asset management, endowment investing, or other investing roles.
- Strong financial modeling and Excel skills.
- Strong understanding of financial statements, valuation methodologies, transaction structures, and capital structures.
- Proficiency with Bloomberg, PitchBook or Power BI.
- 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.
- Domestic travel up to 10%.
- Ability to work and travel outside normal business hours.
Skills
- Financial modeling
- Excel
- Financial statements analysis
- Valuation methodologies
- Transaction structures
- Capital structures
- Bloomberg
- PitchBook
- Power BI
- PowerPoint
- Presentation skills
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- Over 2 years
Education Level
- Bachelor's degree
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 more than 180 years of history supporting Texas public schools.
- PSF manages more than $60 billion in assets through a diversified, long-term investment strategy designed to generate sustainable returns, preserve the Fund for future generations, and support Texas K–12 education.
- Our portfolio spans a broad range of public and private market strategies, including public equities, private and public credit, real estate and real assets, private equity, absolute return strategies, venture capital, and co-investments.
- Texas PSF works with leading investment firms and managers across markets and strategies.
- In addition to providing permanent funding for Texas public schools, the Fund also supports the Bond Guarantee Program, helping school and charter districts access lower borrowing costs and directing more resources toward classrooms and students.
- Our work supports more than 5 million students across 1,000+ school districts statewide.
- Guided by fiduciary responsibility, integrity, and service to Texans, PSF combines institutional scale with an enduring mission: strengthening public education and investing in Texas’s future.