Texas PSF - Investment Analyst - Officer

Job Description

*Salary is commensurate with experience.

About the Job

The Texas Permanent School Fund Corporation (Texas PSF) is on the lookout for Investment Analysts, Senior Analysts, and Officers for all our different asset classes! To list a few, Private Equity, Private/Public Credit, Real Estate, and more. This is a wonderful opportunity to find a corporation where we not only invest for the children of Texas, but that also invests in your future as an employee. We offer career growth opportunities, attractive benefits, and a collaborative culture.

About the Corporation

The Texas Permanent School Fund Corporation (Texas PSF) was created by Texas' first Constitution in 1845 as a perpetual fund to support the state's public schools and was initially seeded with $2 million. Since that time, the PSF Corporation has grown to comprise over $56 billion in assets and will distribute nearly $2.2 billion annually to Texas K-12 schools.

Broad Responsibilities Include the Following

• Assist with monitoring transactions and modeling investments.

• Assist with preparation of basic investment analysis, including review of financial statements, company performance, and market trends to evaluate investment opportunities.

• Conduct investment due diligence for potential investments, overseeing comprehensive research, and analyze and evaluate data to assess suitability and alignment with investment criteria.

• Conduct in-depth research of market trends, economic developments, and industry innovations through available technology platforms and risk systems.

• Monitor the performance of existing investments, tracking key performance indicators, and conducting periodic reviews to assess their continued suitability and alignment with investment objectives.

• Assist in the execution of an Investment Committee (IC) memos and presentations.

• Attend meetings with clients, law firms, vendors, and stakeholders.



Qualifications:

Qualifications

• Graduation from an accredited four-year college or university with a bachelor's degree.

• Relevant investment or financial analysis experience.

Preferred Qualifications

• Graduation from an accredited college or university with a degree in Finance, Accounting, Economics, Math, Data Analytics, or a related field.

• Financial Modeling Software such as PowerBI or Tableau.

• Underwrite direct investments for co-investment efforts.

• Charted Financial Analyst (CFA), Chartered Alterative Investment Analyst (CAIA), Data Analytics, or similar industry related certifications.

We Offer

• Bonuses based on individual and fund performance.

• State-paid health and life insurance plans.

• Optional benefits, such as dental, vision, short- and long-term disability insurance, 401K and 457 plans and much more.

• State of Texas defined benefit plan.

• Paid holidays, annual leave, and sick leave.

How to Apply

This is an excellent opportunity to where your expertise will drive impactful investment decisions funds dedicated to supporting Texas schools. If you have a passion for finance and a commitment to making a difference in the lives of Texas students, apply today and be part of a legacy that funds future generations!

Contact Us

Any questions? Ask our HR Team! Email us today at PSFHR@texaspsf.org

The Texas Permanent School Fund is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, and disability.