Corporate Analyst

• Base salary: $85,000–$110,000, Annual bonus
• Schedule: 8:00 a.m. – 5:00 p.m., full-time in office

Company Overview

Our client is a highly respected Houston-based investment advisor with a strong presence in private equity, specializing in oil & gas and energy transition strategies. The firm is well regarded within Houston’s PE community for its professionalism, performance-driven culture, and long-term client relationships.

Leadership places a strong emphasis on work/life balance. Employees are encouraged to prioritize family commitments, and excessive overtime typical of large consulting firms is not the norm.

The Senior Analyst will play a key role in supporting the firm’s financial operations, reporting, and strategic initiatives, working closely with the CFO and senior leadership. This position offers significant exposure to private fund operations, cross-functional business units, and executive-level decision-making.

The ideal candidate brings a strong accounting foundation, sound judgment, and the ability to operate independently in a professional services environment. This role is well suited for a high-performing Analyst ready to take on increased responsibility, visibility, and ownership.

Financial Operations & Reporting

• Own journal entries and account reconciliations as part of the monthly close across multiple entities and subsidiaries
• Ensure accuracy and integrity of financial data and internal reporting
• Prepare/review monthly financial statements, including P&L and balance sheets, with the CFO
• Support budgeting, forecasting, and variance analysis
• Assist with fund-level accounting activities, including cash movements, investor reporting, and NAV calculations
• Maintain trading activity records and support middle‑office operations
• Provide financial data for investor relations, due diligence requests, and performance reporting
• Partner with senior leadership on the launch of new investment products and initiatives

• Oversee shared services functions, including accounts payable, accounts receivable, and cash collections
• Coordinate with third‑party providers (audit, tax, fund administration)
• Identify and implement process improvements and automation initiatives using Net Suite, Salesforce, and related systems

Required

• Bachelor’s degree in Accounting, Finance, or Economics
• 2–4 years of relevant experience in accounting, financial operations, fund accounting, audit, or financial services
• Strong general ledger accounting, reconciliation, and reporting experience
• Proven ability to work independently, manage competing priorities, and meet deadlines
• Strong analytical, organizational, and communication skills

Preferred

• CPA eligibility or CPA license (major plus)
• Experience with in private equity, investment management, financial services, or public accounting
• Experience with Net Suite, Salesforce, Bloomberg, or EZE OMS
• Professional, detail-oriented mindset with discretion and sound judgment

• Direct access to and mentorship from senior executive leadership
• Strong industry reputation and stable platform within Houston’s PE market
• Exposure to innovative projects during a period of significant energy sector transformation
• Performance-driven culture without excessive hours
• Clear runway for continued growth and expanded responsibility