Investment Associate

Family Office AssociateAustin, TX | Full-time, In-PersonDo you enjoy turning complex information into clear insights and helping leaders make better decisions? Are you someone who likes working with data, financial models, systems, and strategy—but also wants exposure to people, investments, and real-world business building? Are you driven, curious, and energized by being close to decision-making in a lean, high-accountability environment? If that sounds like you, we want to know you.About the OpportunityThis role is with a lean, entrepreneurial investment office supporting a founder with a long track record of building and investing in businesses across multiple industries. The team operates across investments, operating companies, and philanthropic initiatives, with a focus on long-term value creation, thoughtful capital allocation, and building things that matter. This is not a large institutional environment where work disappears into layers of hierarchy. The team is small, fast-moving, and highly collaborative. People are trusted with real responsibility early and expected to think like owners.The RoleWe’re looking for a Family Office Associate to help own and improve the organization’s capital planning and business intelligence ecosystem. This person will work across financial modeling, dashboards, reporting, research, and investment operations to help leadership better understand where capital, time, and attention should be focused. You’ll work closely with leadership, accounting, outside advisors, and investment partners to gather information, refine systems, and translate complex financial data into clear, actionable insights. Over time, this role will also help shape internal processes around investment evaluation, documentation, and portfolio monitoring. This is a high-trust, high-autonomy role with significant exposure to leadership and meaningful room for growth as capability and ownership expand.What You’ll DoCapital Planning & Financial AnalysisOwn and continuously improve capital planning and forecasting models across operating businesses and investment holdingsBuild dashboards, reporting tools, and executive materials that help leadership make informed decisionsTranslate complex financial information into clear, decision-ready insightsInvestment Monitoring & ResearchMaintain regular communication with external investment partners and portfolio companiesGather updates on business performance, capital activity, and strategic developmentsSupport investment research, thematic analysis, and portfolio monitoringAssist in developing and refining investment evaluation and documentation processes over timeSystems & Process DevelopmentHelp create scalable systems and workflows around investment tracking, documentation, and reportingImprove how information is organized and communicated internallyBuild tools and processes that bring clarity, visibility, and efficiency to the organizationSpecial Projects & Strategic SupportSupport family-office-related reporting, planning, and organizational initiativesContribute to projects tied to philanthropy, education, public policy, or broader strategic interests as neededTake ownership of cross-functional projects in a fast-moving environmentWho You AreTrustworthy and discreet with sensitive financial and personal informationFinancially fluent and comfortable thinking through how capital moves through businesses and investmentsCurious about technology and interested in how AI tools can improve workflows and decision-makingA strong communicator who can simplify complicated information clearly and confidentlyDetail-oriented and thoughtful—you care about getting things rightEntrepreneurial and proactive—you don’t wait around to be told what to fixOrganized and systems-minded—you naturally build structure where there isn’t much yetComfortable operating in a lean, ambiguous environment with high ownership and accountabilityHigh EQ and polished in how you interact internally and externallyExperience & Qualifications2+ years of experience in investment management, consulting, private banking, finance, analytics, or another rigorous analytical environmentStrong financial modeling skills and comfort building models from scratchFamiliarity with investment concepts and return metrics (IRR, MOIC, cash flow analysis, etc.)Experience using AI tools in a practical, workflow-oriented wayComfortable working with dashboards, presentations, and financial reportingFamiliarity with Notion or similar organizational/documentation platforms is a plusStrong references who can speak to judgment, ownership, and discretionWhy This RoleThis is an opportunity to work closely with a founder and leadership team in a highly entrepreneurial environment where your work will have direct visibility and impact. You’ll gain exposure across investments, operating businesses, strategy, and systems-building while helping shape how a growing organization operates and makes decisions. The right person will grow quickly here—not through layers of management, but through ownership, trust, and consistently strong execution.