Senior Investment Analyst

Senior Investment Analyst
Austin, TX  | $90K–$130K Base Bonus 


We’ve partnered with a nationally scaled, rapidly growing wealth management organization seeking a Senior Investment Analyst to join its Alternative Investments & Due Diligence team.

This role is a unique opportunity to step into a high-visibility, high-impact position evaluating private market solutions across private equity, private credit, hedge funds, venture capital, and real assets.

As a Senior Investment Analyst, you’ll lead the due diligence process for new and existing alternative investment strategies. You will analyze fund performance, risk drivers, operational structures, fees, and market positioning, while preparing investment memos and presenting recommendations to the Product Committee.

What You’ll Do

• Conduct comprehensive due diligence on private equity, private credit, hedge fund, real estate, and venture capital strategies

• Perform quantitative analysis including financial modeling, return attribution, volatility measures, liquidity terms, and stress testing

• Prepare investment memos, due diligence reports, and presentations for senior leadership and the investment product committee

• Present recommendations, defend analysis, and answer technical questions regarding fund strategy and risk

• Maintain ongoing oversight of approved funds through performance monitoring, risk reviews, and market-condition assessments

• Collaborate with compliance, legal, product, and portfolio strategy teams to ensure platform alignment and regulatory adherence

• Track industry trends, regulatory updates, and emerging opportunities across private markets

What You Bring

• 3–5 years of relevant experience in alternative investments, manager research, due diligence, or asset management

• Deep understanding of private market structures, risk frameworks, fee models, liquidity profiles, and operational due diligence

• Strong analytical toolkit, including financial modeling and comfort interpreting complex fund data

• Experience with tools like Bloomberg, PitchBook, Preqin, FactSet, or similar

• Excellent communication skills with the ability to write clear research reports and present complex concepts to internal stakeholders

• Bachelor’s degree in Finance, Economics, Business, or related field (MBA a plus)

• CFA and/or CAIA preferred (or progress toward either designation)

Equal Opportunity Statement

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. For compliance concerns, please contact hr@themohrgrp.com.