Investments Senior Analyst
Stoneweg
COMPANY:
Stoneweg US is a globally recognized real estate investment firm with domestic offices in Dallas, TX, Miami, FL, and St. Petersburg, FL. Stoneweg serves as the exclusive asset manager of Varia US Properties AG, a foreign, publicly-traded real estate fund (SIX: VARN). The Company's mission is broad and in addition to its core business in multifamily investment management, Stoneweg has an expanding portfolio of business opportunities in complementary real estate verticals. Stoneweg US is a subsidiary of Stoneweg and SWI Group , a global alternative investment platform founded in 2015 and headquartered in Geneva, Switzerland with over $10B in total assets under management and a presence in 15 European countries and Singapore.
Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying.
POSITION:
Based in Dallas, TX (Las Colinas), the Investments Senior Analystwill be part of a dynamic and fast-paced business environment. The position will support all aspects of Investments and Asset Management, and play a critical role in underwriting new acquisitions, supporting due diligence, and assisting with ongoing asset management responsibilities and initiatives. This individual will work cross-functionally to evaluate investment opportunities, monitor portfolio performance, and contribute to strategic decision-making. The ideal candidate will be an energetic, motivated self-starter with a highly detailed, hands-on approach. This person will be results-oriented and able to excel in a fast-paced environment that requires one to be able to adjust to shifting priorities and accomplish multiple tasks.
RESPONSIBILITIES:
- Build and maintain detailed financial models in Excel to evaluate potential multifamily acquisitions and dispositions.
- Underwrite potential acquisitions, considering all comparable properties and developing initial business plans for rents, capital improvements, and operational changes.
- Develop and update cash flow forecasting models at the asset, portfolio, and fund levels.
- Assist in preparing investment memoranda and presentations for internal investment committees and external capital partners.
- Support the transaction process including due diligence, third-party coordination, and closing documentation.
- Develop benchmarks to analyze monthly operating statements and KPIs, rolling up portfolio performance to help inform strategic decision-making.
- Support Asset Managers in collaborating with property managers and third-party vendors to identify operational efficiencies and value-add opportunities.
- Conduct market and submarket research to support investment theses and portfolio strategy.
- Monitor property performance against underwritten projections and business plans.
- Develop budget comparison templates and translate portfolio fee, tax, insurance, and debt service data to inform management company budget assumptions at the asset level.
- Maintain databases of market intelligence and investment pipeline activity.
- Research and complete ad hoc projects.
- Work effectively and successfully in a fast-paced, deadline driven environment.
REQUIREMENTS
- Bachelor's degree or greater in Finance, Real Estate, Economics, or related field.
- 3-4+ years of experience in real estate investment, private equity, or investment banking with a focus on multifamily and/or commercial real estate preferred.
- Advanced Microsoft Office knowledge, particularly Microsoft Excel and financial modeling.
- Ability to perform and prioritize multiple assignments without immediate supervision.
- Strong interpersonal, time management, organizational, and strategic planning skills.
- Excellent quantitative, analytical, and problem-solving skills.
- Excellent verbal and written communication skills with a strong attention to detail.
- Familiarity with industry tools such as Radix, DealPath, RealPage, and CoStar is highly desirable.
- Forward-thinking capabilities to support integration of AI into the platform.
- Team player with the ability to work independently and function in a support role.
- This role will be based in-person in our Dallas, TX (Las Colinas) office only
This role is expected to embody Stoneweg's values at a leadership level, ensuring that professional conduct and decision-making align with the company's principles:
- Trust & Integrity – Acts with transparency, honesty, and accountability, upholding high ethical standards in all responsibilities.
- Respect & Collaboration – Fosters an inclusive and supportive environment, valuing diverse perspectives and working effectively with colleagues and stakeholders.
- Entrepreneurial Mindset – Demonstrates agility, proactiveness, and a solution-oriented approach to drive innovation and sustainable growth.
- Excellence & Commitment – Takes ownership of tasks, continuously seeks improvement, and is dedicated to delivering high-quality results.
These competencies are essential to contributing to Stoneweg's culture, ensuring a positive impact on the business, stakeholders, and the broader community
COMPENSATION:
The chosen candidate will receive a competitive salary, bonus program, and an excellent benefits package. This position offers the candidate a strong opportunity for growth and advancement in the Company.
August 2026
NOTE: This job description is inclusive of but not limited to the job specifications contained herein. xhyhwjd Additional duties or job functions may be required as deemed necessary.
- ...seeking an experienced Alternative Operations professional to support the lifecycle management of private debt and private equity investments across a growing alternatives platform. This role offers the opportunity to take greater ownership within the function, with...SeniorHourly payContract work
- ...Chicago (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base +... ...room management, and deal execution Work with senior bankers to support client strategy and...SeniorFull timeInternship
- ...America) Please review the following job description: The Senior Private Equity & Credit Analyst will play a lead role in the sourcing, due diligence,... ..., and ongoing monitoring of private market investment opportunities across private equity, private credit, private...SeniorOdd jobFull timePart timeShift workDay shift
- Welltower is seeking an Analyst to support investment analysis, underwriting, and due diligence for seniors housing and related real estate assets. You will model returns, assist in deal structuring, and help manage portfolio performance with cross-functional teams. Candidates...Senior
- BNY in Dallas, Texas, seeks an investment professional to support Portfolio Managers overseeing approximately $4.7 billion for high-net-worth families. The role focuses on portfolio management, client preparation and investment analysis, with involvement in rebalancing...Senior
- ...You will assist Portfolio Managers with discretionary portfolios, rebalancing, and trade execution, while preparing meetings and investment reporting to strengthen client engagement. The role emphasizes analytical skills, cross-asset experience, and communication with...Senior
- Judson Group is seeking a Senior Portfolio Analyst for its Dallas team to support portfolio trading and enhance investment operations. The role involves working closely with advisors and managing client accounts with a focus on sophistication in investments, liquidity,...Senior
- ...Job Description Job Description Title: Investment Banking Senior Analyst Company Summary: We are working with a top tier Investment Banking team in Dallas, TX looking to add an Investment Banking Senior Analyst to their growing M&A team within the Healthcare...SeniorLocal area
$243k - $304k
...expertise, Prologis is a category of one—not just shaping the future of logistics but building what comes next. Job Title: Senior Vice President, Investment Officer Company: Prologis A day in the life As an SVP, Investment Officer within our Central Region you will lead a...SeniorFull time$33 per hour
...real estate platform offering expertise in property management, investment management, development, and construction services in... ...JOB DESCRIPTION As an Investment Management Summer Analyst, you'll help execute investment strategies by analyzing market...Temporary workSummer workSummer internshipLocal areaImmediate start$95k - $110k
...Job Description Senior Financial Analyst - Allocations & Costing (Dallas) Who: A fast-scaling finance team seeking an analytical leader in cost allocations and financial KPIs. What: Build allocation engines, ABC financials, KPI dashboards, and manage...SeniorWork at office$115k - $130k
...Senior Financial Analyst: Are you ready to take on a challenging and rewarding role with a company that's experiencing significant growth? Our client is an industry-leading firm and is committed to helping clients achieve their financial goals through personalized...Senior$85k - $100k
...insurance Health insurance Paid time off Flexible schedule Training & development Vision insurance Sr. Financial Analyst Dallas, TX | Full-Time Salary: $85k-$100k A well-established, mission-driven organization in the Dallas area is seeking a Sr....SeniorFull timeImmediate startFlexible hours- ...G MASS are seeking an Alternative Operations professional to support the lifecycle management of private debt and private equity investments across a growing alternatives platform. This role offers the opportunity to take greater ownership within the function, with exposure...Contract workWork at office
- BCG Attorney Search in Dallas seeks a Corporate M&A Associate with 5-7 years of experience to join the Corporate Department. You will handle represents public and private M&A, joint ventures, and complex transactions, driving deals from structuring through closing. You ...Senior
$98k - $100k
...Position Overview: The Senior Financial Analyst is the operational finance partner to multi-site business units, pairing FP&A rigor with hands-on process improvement. The role analyzes operational workflows to surface inefficiencies, supports business unit managers...SeniorContract workWork at officeWork from home- ...benefits for our valued employees. Ranked as the number 1 hospital in Dallas-Fort Worth according to U.S. News & World Report , we invest in you with opportunities for career growth and development to align with your future goals. Our highly competitive benefits package...SeniorFull timeContract work
$120k - $140k
...Senior Financial Analyst STV is seeking a Senior Financial Analyst to join our Finance group. This position is designated as hybrid (3 days per week in-office) and may be based in one of the following STV locations: New York, NY; Frisco, TX; or Dallas, TX. This...SeniorWork at officeFlexible hours3 days per week$85.2k - $145.2k
...Senior Analyst, Business Unit Finance The Senior Analyst, Business Unit Finance serves as the strategic finance partner to executive... ...Living & LOFT Business Unit leadership, supporting strategy, investment decisions, and operational execution Translate business and...SeniorContract work$78k - $90k
You will partner with of the Regional and Market Leaders as well as Finance colleagues throughout North America to drive actionable analysis and insights to help business leaders make better decisions. This position plays a critical role supporting strategic planning, ...SeniorFull timeTemporary workPart timeLocal area- ...for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we... ...our team, visit texascapitalbank.com. Overview: This Senior Financial Analyst role is a vital member of the Technology Finance...SeniorImmediate startDay shift
$310k - $425k
...Description Job Description Dallas | Hybrid M&A (Private Equity) Senior Associate Attorney AmLaw 100 Opportunity A nationally... ...• Portfolio company transactions • Growth equity and investment transactions • Transaction structuring, due diligence, and...SeniorPrivate practice$60k - $80k
...Overview Cedar Brook Property real estate investment company is seeking an exceptional... ...the position of Real Estate Investment Analyst. The ideal candidate would have a passion... ...extensive training and work closely with senior investment professionals with the opportunity...Work experience placementLocal areaImmediate start$90.23k
...leverage technology, digital solutions, and data-driven insights to solve complex infrastructure challenges. We're seeking a Senior Financial Analyst to serve as a strategic business partner to leadership, helping guide financial decisions that drive growth, profitability...SeniorContract workWork experience placementH1bWork at office- ...Senior FP&A Analyst We are seeking a highly skilled Senior FP&A Analyst to join our growing FP&A department at Integrity Marketing Group... ...product launches, and other growth initiatives. Evaluate investment opportunities and assess their financial viability. Continuous...SeniorLocal area
- ...Description Job Description Arena is a global investment management firm that seeks to generate... ...investment teams through the addition of a Summer Analyst in 2028. In this role, this individual will support the senior members of the team. Ideal candidates will have...Summer workInternship
- ...Description: NexPoint is a multibillion-dollar alternative investment firm based in Dallas, Texas. The firm is structured around three... ...Summary NexPoint is seeking a bright, hard-working Investment Analyst to join its event-driven investment team with a primary focus...Fixed term contractRelocation
- ...Investment Analyst Or Associate Preston Hollow Community Capital (PHCC) is seeking a highly motivated, entry-to-junior level analyst/associate... ..., and execution. The analyst/associate will assist senior management and members of the investment team, including the...Temporary workLocal area
- ...firm that specializes in lower to middle market investment banking, is looking to add an Investment Banking Analyst to its team in Dallas, TX. Key Responsibilities... ...Participate in client calls and meetings alongside senior bankers, gaining early exposure to deal strategy...Internship
- A leading investment bank is seeking a highly motivated Investment Banking Analyst to join its team. In this role, you'll build and maintain financial models, conduct industry research, and assist in mergers & acquisitions. Ideal candidates possess a Bachelor’s in Finance...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investments Senior Analyst. Be the first to apply!
- investment specialist Dallas, TX
- senior investment analyst Dallas, TX
- investment officer Dallas, TX
- portfolio analyst Dallas, TX
- investment analyst Dallas, TX
- investment banking analyst Dallas, TX
- senior technical service engineer Dallas, TX
- senior director product management Dallas, TX
- senior vice president human resources Dallas, TX
- senior automation controls engineer Dallas, TX



