True North Advisors · 15 hours ago
Senior Investment Analyst
Dallas, TX
Full-time
Onsite
Mid, Senior Level
3+ years expTrue North Advisors is a $5+B AUM Independent RIA that manages an endowment style investment platform and runs an alternative platform strategy. They are seeking a Senior Investment Analyst to support investment due diligence, prepare analysis for investment committee review, and assist with portfolio management across various asset classes.
ConsultingFinanceFinancial ServicesWealth Management
Responsibilities
Support and, as appropriate, lead investment due diligence across asset classes including equity, hedge funds, fixed income, private equity, and others
Prepare analysis and materials for investment committee review and presentations
Attend regular diligence meetings and calls with current and potential investment managers
Assist with the portfolio construction, reporting, and ongoing management of investment strategies
Support the preparation of internal and external investment communications, including presentations, commentaries, and investment reports
Support responses to client‑related investment inquiries and reporting needs
May represent the investment team in external meetings with clients and other constituents
Qualification
Required
Bachelor's Degree required (finance preferred.)
Minimum 3 years of full-time investment experience at an RIA, MFO, endowment/foundation, or similar institution
Advanced Excel and PowerPoint skills; comfort with learning analytical software systems such as Bloomberg, Addepar, FactSet and Morningstar Direct
Strong analytical mindset with demonstrated investment judgment and a sustained interest in investments
Ability to invest alongside clients, including in private equity and hedge fund allocations
Highly self-motivated with the ability to manage projects independently
Ability to collaborate effectively and contribute within a high‑performing team
Ability to exude the True North core values
Must consent to and have favorable credit report and background check
Preferred
Chartered Financial Analyst™ (CFA) designation preferred
Benefits
Competitive base salary
Competitive bonus potential based on successful execution of firm goals and individual performance metrics
15 days of Paid Time Off (PTO) for new employees; increases to 18 days after the second year and increases from there per a schedule
Volunteer Time Off (VTO)
Telecommuting opportunities
401(k) with employer contribution
Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
Employer reimbursement for professional designations and continuing education
Free Financial Planning services for employees and their spouses
Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!
Company
True North Advisors
True North Advisors provides company owners, entrepreneurs, and families with asset management, family wealth planning.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-01-24Private Equity
Leadership Team
Dhruv Maniktala
Chief Investment Officer, Partner
Michael Anderson, JD, CFP ®
Senior Wealth Manager, Partner
Recent News
Alternative Credit Investor
2025-08-29
Alternative Credit Investor
2025-08-29
Company data provided by crunchbase