Website SummitFinance Summit Financial Group
Global Financial Excellence
Job Description
About the Role
Dallas Investment Group seeks an analyst to conduct market research, build financial models, and support M&A activities. Prepare investor reports and evaluate portfolio performance in fast-paced environment.
Responsibilities
- Build DCF models
- Prepare quarterly reports
- Analyze industry trends
- Support due diligence
- Create executive presentations
- Monitor KPIs
Requirements
- 2+ years finance experience
- Advanced Excel skills
- CFA Level I (or progress)
- MBA preferred
- SQL proficiency
- Accounting knowledge
Benefits
- Performance bonuses
- CFA reimbursement
- Stock purchase plan
- Executive mentorship
- Gym membership
- Flexible hours
About the Company
A boutique investment firm managing $750M+ in assets, we specialize in energy sector investments. Our lean team offers accelerated growth opportunities and exposure to C-suite decision-making.
Job ID: financial-analyst-IXnWB
