Investment Analyst

Vor 5 Tagen

Lupfig, Aargau, Schweiz Texas Permanent School Fund Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

Job Summary:

As an experienced Investment Analyst within the Private and Public Credit team at Texas PSF Corporation, you will play a pivotal role in researching markets and analyzing fund investment opportunities; in addition, you will be expected to provide significant support for modeling co-investments.  Investment analysts also assist more senior investment personnel with portfolio management and program administration. This hands-on position involves applying advanced financial analysis, market research, and investment modeling to real-world decisions, while collaborating closely with team members to deliver strategic insights and achieve portfolio objectives.

You'll conduct macro-level research, assist with due diligence, and contribute to investment recommendations and monitoring activities. We're seeking a detail-oriented, analytical professional with 2+ years of experience in finance or investments who is ready to take ownership of complex projects and contribute meaningfully to a dynamic, credit-focused investment team.

What You'll Do

Due Diligence & Portfolio Support

  • Support due diligence processes by compiling research, maintaining deal flow tracking, and drafting internal materials
  • Evaluate current and new credit investments alongside more senior investment personnel
  • Track and interpret investment performance data, identifying risks and key trends

Market & Investment Research

  • Scan public and private markets for emerging trends, risks, and opportunities
  • Conduct macro and microeconomic research to support investment decisions
  • Monitor market movements for public investments and track private investment performance

Financial Analysis & Modeling

  • Take part in financial analysis of investment opportunities, including full valuation modeling
  • Support team members with scenario analysis, data validation, and return modeling
  • Create reports that assess liquidity, portfolio risk, and credit fundamentals

Operations & Administrative Support

  • Manage investment calendars, reporting timelines, and diligence meetings
  • Prepare investment memos, presentations, and insights for internal review
  • Maintain thorough records for both public and private credit strategies

What We're Looking For

  • Education: Bachelor's degree in Finance, Accounting, Economics, or a related field
  • 2+ years of relevant professional experience in investment banking, M&A, private credit, or similar analytical roles.
  • Strong financial modeling and excel skills
  • Proficiency with Bloomberg or PitchBook or Power BI or Tableau
  • Strong understanding of credit metrics and capital structures

Nice to Haves:

  • Progress toward CFA, CAIA, or equivalent finance certifications
  • PowerPoint and Presentation skills
  • Willingness to learn and adapt to new technologies, methodologies, and market dynamics.
  • Awareness of economic indicators and market trends.

Work Environment & Perks

  • Hybrid work model – Four days in-office, one day remote
  • Office located in Downtown Austin, Texas
  • Exposure to senior professionals and complex deal structures
  • Travel: Occasional domestic and international (~10%)
  • Fast-paced, multi-asset investment platform

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