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    Investment Associate/Analyst - Dallas, United States - USI Insurance Services

    USI Insurance Services
    USI Insurance Services Dallas, United States

    1 week ago

    Default job background
    Description
    Investment Associate/Analyst - Entry Level/ Experienced

    Founded in 2011, RWR Investments is a private investment firm and the management company for a Dallas-based family office. Our team sources, diligences, and manages investments on behalf of and alongside family offices, ultra-high-net-worth individuals, and select institutions. Our goal is to compound capital for our investors in a tax efficient manner over a long-time horizon. We invest as limited partners or general partners across asset classes in public equity, private equity, and credit.
    About the Opportunity

    The firm invests and manages a variety of investments including financial assets (public equity, private equity, and credit) and real assets (real estate and oil & gas).

    The Associate/Analyst will play an integral role in the sourcing, execution, and management of the firm's investment portfolio. The Associate/Analyst's responsibilities will include financial analysis, modeling, and writing investment memorandums amongst other things.

    The successful candidate will have prior investment experience (buy-side or sell-side) and be highly motivated to develop investment acumen across asset classes.

    Qualifications


    The successful candidate will need to be self-motivated, a team player, and able to work with parties outside of the firm.

    An ethical, intellectually curious, and humble individual with a "figure it out" mentality (who enjoys autonomy/responsibility) will thrive in this role.

    Technical Skills
    Degree in Accounting, Business, Economics or Finance. Master's degree and/or CFA is a plus but not required.
    0-2 years at accounting, investment banking or alternative investment firm.
    Excellent financial modeling skills and an ability to synthesize large amounts of information into a concise investment package.
    Excellent computer skills including Excel, Word, and PowerPoint.
    Additional Job Information
    Salary and bonus compensation commensurate with skill level, plus competitive benefits package

    Location:
    This position will be based in RWR's Dallas office, located at 3131 Turtle Creek Blvd.
    How to Apply

    To apply please click


    HERE
    to email

    Parit Patel

    (Controller) and include your resume, affiliation with the Evans Scholars Foundation, and briefly describe your interest and fit for this opportunity. To provide additional support,

    Dan Puglisi

    (Senior Director, Career Services) is copied on the email.

    #J-18808-Ljbffr
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