Investment & Operations Analyst

Note- only Austin-area-based candidates will be considered for this role. Our client is a private investment and family office platform with diverse holdings. Unlike a traditional analyst role, this position offers direct mentorship from the firm's founder and exposure to investing, business operations, strategic decision-making, acquisitions, and financial management. This is an opportunity for an ambitious early-career professional who wants to learn how businesses are built, acquired, operated, and scaled. The right person will be intellectually curious, highly motivated, and excited to take on responsibilities beyond a traditional accounting or finance position. What You'll Do Work directly with the founder to evaluate business performance across a diverse investment portfolio Analyze financial statements, cash flow, and key operating metrics to identify opportunities and risks Support acquisitions, due diligence activities, and investment analysis Assist with budgeting, forecasting, and financial modeling initiatives Serve as a trusted resource to portfolio company leadership teams on financial and operational performance Maintain accounting records and oversee day-to-day financial operations for select portfolio companies Improve processes, reporting capabilities, and internal controls as businesses grow Prepare executive-level reporting and analysis to support strategic decision-making Gain exposure to board-level discussions, investment strategy, and business operations What We're Looking For Bachelor's degree in Finance, Accounting, Economics, or a related field Approximately 2-5 years of experience in finance, accounting, consulting, valuation, investment analysis, or a similar analytical role Strong Excel and financial modeling skills Ability to work independently and thrive in a fast-paced environment Strong intellectual curiosity and desire to continuously learn Excellent communication skills and confidence interacting with business leaders Willingness to roll up your sleeves and take ownership of a wide variety of responsibilities Preferred Experience Financial statement analysis and forecasting Accounting knowledge or exposure to GAAP principles Transaction, valuation, consulting, investment, or corporate finance experience Private equity, family office, startup, professional services, or entrepreneurial environments Experience improving processes and driving operational efficiencies Why This Opportunity Is Different This is not a traditional accounting role and it is not a traditional financial analyst role. You'll work alongside an experienced business owner and investor, gaining hands‑on exposure to acquisitions, operations, finance, strategy, and leadership. The goal is to develop someone with the potential to become a future business leader within the organization. #J-18808-Ljbffr LHH