Job Title: Investment Analyst

Location: Houston, TX or Hattiesburg, MS (Hybrid or On-site Preferred)

Reports To: CFO – Private Equity Division

Our client is a dynamic and diversified organization operating at the intersection of a private equity firm, family office, and multi-entity operating company. Headquartered in the Southern U.S., the firm manages a portfolio of 12 operating companies across various industries.

As they evolve, they are formalizing support structures for our portfolio companies and their internal investment operations. They are looking to fill a critical gap in our finance and investment team with a high-performing, analytical professional with Vena experience.

Position Overview

We are seeking a highly analytical and technically skilled Investment Analyst to support the CFO and executive leadership team in managing and evaluating the performance of our growing portfolio. This role is ideal for a candidate with a background in investment analysis, financial systems, and reporting across a hybrid organizational structure that includes private equity, family office operations, and active portfolio company management.

This is a newly created position, designed to provide direct analytical and reporting support, help standardize performance metrics, and optimize internal reporting systems (Vena, NetSuite)

Key Responsibilities

• Partner closely with the CFO to develop board materials, performance analysis, and strategic commentary across the portfolio.
• Own the consolidation and reporting of financials from 12+ portfolio companies.
• Manage and optimize the use of Vena Solutions for FP&A and reporting workflows.
• Serve as a mentor to portfolio company finance teams on data submission and Vena utilization.
• Support executive sponsors and managing partners with deal-related analytics and operational reporting.
• Drive improvements in system use, identifying efficiencies and automation opportunities.
• Contribute to NetSuite reporting and integration with portfolio company data.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CFA a plus).
• 3–6 years of experience in investment analysis, private equity, family office, or FP&A roles.
• Strong proficiency in Vena, NetSuite, and Excel; experience with Power BI is a plus.
• Demonstrated ability to manage data pipelines across multiple operating companies.
• Effective communicator comfortable interfacing with executives and board-level stakeholders.
• Self-starter with the ability to work independently and navigate ambiguity.
• Preference for candidates who can work on-site in Houston or Hattiesburg, MS.

Preferred Attributes

• Prior experience in a private equity-backed operating environment.
• Ability to simplify and synthesize financial data into actionable insights.
• High technical aptitude with financial systems and a mindset for optimization.
• Comfortable mentoring others and standardizing processes across decentralized teams.