Senior Investment Analyst – Family Office

About the Company

Generational Group is North America’s leading business transition firm, dedicated to helping business owners plan for and execute the successful sale of their company. With a team of more than 250 professionals and decades of combined M&A experience, they guide clients through every phase of the exit process — from strategic planning and business valuation to marketing, negotiation, and closing. Their mission is to maximize the value business owners receive for their life’s work while ensuring a smooth and successful transition. They foster a collaborative, high‑performance culture where every team member plays a meaningful role in client success.

Generational Wealth Advisors (GWA) is a rapidly growing Registered Investment Advisor located in Richardson, TX. As part of Generational Group, GWA focuses on working with business owners and their families in preparation for liquidity events and beyond. Clients include High Net Worth and Ultra High Net Worth individuals, Family Offices, and charitable organizations, requiring coordination of investment strategy, portfolio construction, tax and estate planning, and long‑term family objectives.

Position Overview

GWA is seeking a highly motivated and intellectually curious Senior Investment Analyst to join the Family Office investment team. The role involves evaluating investment opportunities and supporting the deployment and ongoing management of significant Family Office capital across public and private markets. It is a hands‑on investment role that requires deep analysis of pitch decks, industry research, financial statements, modeling, and communication of investment recommendations. The position offers growth potential toward senior investment leadership.

Key Responsibilities

• Investment Analysis & Underwriting: Evaluate prospective investments across public and private markets (private equity, direct investments, co‑investments, private credit, real estate, etc.); review diligence materials; build detailed financial models; analyze business models, industry dynamics, management teams, capital structures, growth assumptions, and exit scenarios; conduct independent research; identify risks, opportunities, and unanswered questions; develop written investment analyses and recommendations.
• Private Markets & Manager Due Diligence: Evaluate private equity funds, direct private company investments, venture capital, private credit, real estate, and other alternatives; assess investment managers’ strategy, performance, team, process, fees, and alignment of interests; participate in diligence calls and meetings; evaluate transactions under multiple scenarios; maintain and prioritize the investment pipeline.
• Portfolio Analysis & Investment Strategy: Support asset allocation and investment strategy development for Ultra High Net Worth and Family Office clients; analyze portfolio exposures across asset classes, managers, industries, geographies, and liquidity profiles; assist with liquidity planning and deployment of new capital; monitor existing investments for material changes; evaluate new opportunities in the context of overall portfolios; develop analytical tools for performance, commitments, cash flows, exposures, liquidity, and risk.
• Investment Decision Support & Communication: Prepare investment committee materials that clearly communicate thesis, expected returns, risks, assumptions, and recommendation; present findings to senior team members; translate complex concepts into concise conclusions for professionals and clients; collaborate with wealth management, financial planning, tax, estate planning, and Family Office professionals; coordinate with external advisors as needed.

Qualifications

• Approximately five years of relevant investment experience in private equity, investment banking, family office investing, institutional asset management, private credit, or a similar analytical role.
• CFA designation strongly preferred.
• MBA or other relevant advanced degree is a plus.
• Meaningful experience evaluating private equity, direct investments, co‑investments, or other alternative investments.
• Excellent financial modeling skills and advanced proficiency with Microsoft Excel.
• Strong understanding of financial statements, valuation, capital structures, investment returns, and fundamental analysis.
• Demonstrated ability to conduct rigorous investment research and due diligence.
• Exceptional analytical and critical‑thinking skills, with ability to quickly understand unfamiliar businesses, industries, and investment structures.
• Excellent written and verbal communication skills.
• Intellectual curiosity and genuine interest in how businesses operate, compete, create value, and generate returns.
• High attention to detail combined with strategic perspective.
• Initiative, resourcefulness, personal accountability, low ego, and collaborative mindset.
• Discretion and professionalism when handling ultra‑high net worth client information.
• Interest in long‑term professional growth within a rapidly expanding wealth management and Family Office platform.

What Success Looks Like

• Investment opportunities are evaluated thoroughly, efficiently, and with appropriate intellectual skepticism.
• Senior investment professionals receive clear, concise analysis that highlights key decision factors.
• Pitch decks and proposals are transformed into independent analysis rather than accepted at face value.
• Financial models clearly illustrate assumptions,