Energy & MLP Analyst

Energy & MLP Analyst

Investments |

Reports to:

Chief Investment Officer | Exempt

DAC is seeking a talented and experienced Energy & MLP Analyst to play a visible, high-impact role within our investment team. This position offers the opportunity to serve as a firmwide expert in energy, energy infrastructure, and Master Limited Partnerships (MLPs), contributing meaningful research, insight, and thought leadership that directly supports investment decisions and client outcomes.

If you enjoy rigorous analysis, thoughtful collaboration, and translating complex investment and tax concepts into clear, actionable insights, this role offers both challenge and influence. While there are no direct portfolio management responsibilities, your work will shape portfolio construction, advisor education, and DAC’s voice in the energy investment space.

• Conduct in-depth fundamental research across DAC’s Energy and MLP investment universe using proprietary investment screens.
• Participate in earnings calls and meetings with company management.
• Build, maintain, and enhance financial models, projections, valuation analyses, and price targets.
• Prepare company-level and industry research reports.
• Provide model-weighting recommendations grounded in disciplined analysis.

• Produce industry-specific energy and MLP commentary for DAC’s Energy Monthly and other internal and external publications.
• Contribute to marketing and COI materials aligned with DAC’s investment philosophy.

• Serve as DAC’s internal subject matter expert on Schedule K-1 issuers.
• Support advisors, clients, and tax professionals by clearly explaining partnership-related tax considerations.
• Act as the primary internal contact for complex partnership-related questions.

• Support additional research initiatives and special projects as directed by senior leadership.

• Bachelor’s degree from an accredited institution (required).
• Advanced degree in Finance, Economics, Business, or related field (preferred).
• CFP®, CFA®, CIMA®, or similar designations preferred and may be required.
• Series 65 required.
• Demonstrated experience with K-1 issuers and partnership taxation (required).

• Minimum 4 years of relevant industry experience analyzing Energy and MLP investments.
• Strong ability to evaluate cash flows and the sustainability of dividends or partnership distributions.
• Advanced proficiency in Microsoft Office.
• Experience with Fact Set, Bloomberg, Orion/Eclipse, or similar platforms is a plus.

• Analytical, disciplined, and intellectually curious
• Clear and confident communicator (written and verbal)
• Highly organized, self-directed, and accountable
• Collaborative team player with strong professional judgment
• Committed to integrity, excellence, and continuous learning

• Know Your Stuff
• Be Devoted to Excellence
• Serve with Integrity and Humility
• Be Real and Transparent

If you’re an experienced analyst who values precision, depth, and meaningful contribution, this role offers the opportunity to do serious work in a supportive, high-performing investment environment.