Corporate Finance Analyst

We are partnering with a growing Houston-based investment firm to add a Corporate Finance Analyst to their team. This is an excellent opportunity for a Big 4 auditor or public accountant with 1–3+ years of experience who wants to transition into the investment industry and gain exposure to fund operations, financial reporting, and strategic projects.

This role offers broad exposure across the business, working closely with senior leadership while supporting both firm-level accounting and investment fund operations. It’s a great fit for someone who enjoys variety in their work and wants to build a career within private markets and investment management.

• Fast-growing investment platform with multiple funds and new product launches
• High-visibility role working closely with senior leadership and investment teams
• Opportunity to gain exposure to both corporate accounting and investment fund operations
• Clear growth path within a growing finance team
• Collaborative, high-performing team environment with strong mentorship
• Competitive compensation and excellent benefits

• Assist with monthly close activities, including journal entries and balance sheet reconciliations
• Support preparation and review of financial statements and internal reporting
• Assist with fund operations, including capital calls, distributions, and investor reporting
• Partner with external auditors, tax advisors, and fund administrators during audit and reporting cycles
• Help prepare materials for leadership reporting, budgeting, and forecasting
• Support financial analysis, modeling, and strategic planning initiatives
• Assist with process improvements and automation efforts across finance operations
• Provide ad hoc financial analysis and support various business initiatives

• Bachelor’s degree in Accounting or Finance
• 1–3 years of public accounting experience (Big 4 or large firm preferred)
• Exposure to financial services, investment funds, or energy clients is a plus
• CPA or pursuing CPA preferred
• Strong Excel and analytical skills
• Highly organized, detail-oriented, and comfortable working in a fast-paced environment
• Competitive salary + bonus potential
• Strong 401(k) match
• Team-oriented culture with regular events and collaborative environment
• Opportunity to work closely with experienced investment professionals