Mid Level Investment Analyst Jobs
Mid level investment analyst jobs go to professionals ready to own the full analytical process, lead due diligence workstreams, and present investment recommendations with limited oversight. Hiring runs across Insurance, Investment & Asset Management, and Hospitality & Tourism, with a mix of on-site, remote, and hybrid roles, and employers like In-N-Out Burger, AIG, and Invesco competing for analysts at this level now.
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The Signorelli Company is a vertically integrated, diversified development company based in The Woodlands, TX. As one of the largest privately held development companies in Texas, Signorelli has more than 30 years of experience in all aspects of real estate development including retail, mixed-use, multifamily, office, healthcare, land development and single-family homes.
The Senior Investment Analyst reports on the enterprise as an investment company that owns and oversees a portfolio of operating divisions in the real estate development business.
Each division has its own VP of Finance who owns the day-to-day inputs, modeling, and analysis at the division level; this position defines how the divisions report up, aggregates and consolidates their submissions, and presents the results in an investment-company fashion — focused on portfolio returns, capital deployed, available cash to deploy, liquidity, and other holdings-level metrics — for the CEO, CFO, ownership, lenders, and outside investors.
ESSENTIAL DUTIES
Corporate Standards, Templates, & Rollout- Design and roll out the corporate templates and assumptions used across the company for forecasting, capital planning, liquidity, fair value, and investment performance reporting.
- Establish a clear reporting calendar and submission framework that the divisions execute against.
- Own and enhance corporate FP&A and reporting tools (e.g., Excel, AI, Vena, BI tools) used to collect division submissions and present consolidated results.
- Identify and implement process improvements that reduce manual work, shorten cycle times, and increase the reliability of forecasts and investment reporting.
Consolidated Forecasting & Planning
- Lead the monthly and quarterly corporate forecast process — calendar, deliverables, and review cadence with division VPs of Finance.
- Own the consolidated forecasting model that rolls up division submissions into corporate forecasts; the divisions own their underlying inputs and modeling.
- Coordinate the long-range plan (LRP) and annual plan at the holdings level.
- Establish the scenario framework and assumption sets (downside, base, upside) used across divisions to assess the impact of changes in absorption, pricing, construction costs, interest rates, and capital markets on portfolio returns and deployable capital.
Holdings Company Aggregation & Investment Reporting
- Aggregate and translate division results into single investment-company view of the enterprise with clear narratives and recommended actions.
- Track and analyze investment returns at the asset, project, entity, division, and consolidated holdings levels.
- Build and maintain a portfolio dashboard presenting division performance, capital deployed, capital returned, fair value movements, and key return metrics in a format suitable for an investment committee or board.
- Define the fair value templates and methodologies used across the company; coordinate with division VPs of Finance to gather inputs and supporting evidence. Run the process and communicate with Auditor.
Liquidity & Cash Deployment Reporting
- Define the liquidity and cash forecasting templates that each division populates; aggregate submissions into a consolidated, forward-looking view of available cash to deploy, sources and uses of capital, funding gaps, and timing of capital needs across the portfolio.
- Partner with Treasury and Accounting to maintain the consolidated capital plan, including debt, equity, and internal capital allocation across divisions.
- Build and maintain real-time liquidity dashboard.
- Support new financing and refinancing decisions by modeling structures, covenants, pricing, and return impacts at the entity, division, and holdings level.
ADDITIONAL RESPONSIBILITIES
- Perform ad hoc analysis and special projects for the CEO and CFO including strategic initiatives and new investment opportunities.
- Support system implementations and enhancements related to planning, reporting, capital management, and investment analytics.
- Other duties and projects as assigned.
SUPERVISORY RESPONSIBILITIES
- May supervise and develop analysts, including setting priorities, reviewing work product, and providing coaching and performance feedback.
- Lead cross-functional project teams on forecasting, capital management, and investment reporting initiatives.
CORE VALUES
- Integrity: Do the right thing, always. Corporate sustainability can only be achieved through trust and integrity.
- Growth: Strive to do more. There is no growth in your comfort zone and no comfort in your growth zone.
- Innovation: Think differently. Innovation is the ability to see change as an opportunity, not a threat.
- Vision: A strong team turns a vision into reality. We focus not on where we are, but where we are headed.
- Excellence: Excellence is not a skill, it’s an attitude. We are what we repeatedly do. It is not an act, but a habit.
EDUCATION
- Bachelor's degree in Finance, Accounting, Economics, or a related field required.
- Master's degree (MBA or MS in Finance) preferred.
CERTIFICATIONS & LICENSES
- CFA, CPA, or similar finance/accounting designation preferred.
EXPERIENCE
- 3-7 years of progressive experience in corporate finance or investment analysis, preferably within a holdings company, investment company, real estate development, or other capital-intensive, multi-entity environment.
- Demonstrated experience consolidating results, forecasts, and investment returns across multiple entities and divisions.
- Experience managing forecasting, scenario analysis, capital allocation, and liquidity planning processes.
- Experience with fair value measurement and supporting external audits
- Proficiency with advanced Excel modeling; experience with Vena, Power BI, GTreasury, or similar planning and treasury tools is a plus.
TALENTS
- Strong analytical and financial modeling skills with the ability to "pressure test" assumptions and identify key value and return drivers.
- Excellent business partnering skills
- Ability to translate complex financial and investment concepts into executive-level presentations and recommendations.
- Highly organized with strong time management skills and the ability to manage multiple priorities and deadlines in a fast-paced environment.
- Self-starter with a high degree of ownership, curiosity, and problem-solving capability.
- Strong written and verbal communication skills and a professional manner with a strong ethical code.
The Signorelli Company is committed to providing an environment of mutual respect where equal employment opportunities are available to all. We seek to empower everyone’s diverse experiences to maximize our organization’s talent and capabilities.
The Signorelli Company is a vertically integrated, diversified development company based in The Woodlands, TX. As one of the largest privately held development companies in Texas, Signorelli has more than 30 years of experience in all aspects of real estate development including retail, mixed-use, multifamily, office, healthcare, land development and single-family homes.
The Senior Investment Analyst reports on the enterprise as an investment company that owns and oversees a portfolio of operating divisions in the real estate development business.
Each division has its own VP of Finance who owns the day-to-day inputs, modeling, and analysis at the division level; this position defines how the divisions report up, aggregates and consolidates their submissions, and presents the results in an investment-company fashion — focused on portfolio returns, capital deployed, available cash to deploy, liquidity, and other holdings-level metrics — for the CEO, CFO, ownership, lenders, and outside investors.
ESSENTIAL DUTIES
Corporate Standards, Templates, & Rollout- Design and roll out the corporate templates and assumptions used across the company for forecasting, capital planning, liquidity, fair value, and investment performance reporting.
- Establish a clear reporting calendar and submission framework that the divisions execute against.
- Own and enhance corporate FP&A and reporting tools (e.g., Excel, AI, Vena, BI tools) used to collect division submissions and present consolidated results.
- Identify and implement process improvements that reduce manual work, shorten cycle times, and increase the reliability of forecasts and investment reporting.
Consolidated Forecasting & Planning
- Lead the monthly and quarterly corporate forecast process — calendar, deliverables, and review cadence with division VPs of Finance.
- Own the consolidated forecasting model that rolls up division submissions into corporate forecasts; the divisions own their underlying inputs and modeling.
- Coordinate the long-range plan (LRP) and annual plan at the holdings level.
- Establish the scenario framework and assumption sets (downside, base, upside) used across divisions to assess the impact of changes in absorption, pricing, construction costs, interest rates, and capital markets on portfolio returns and deployable capital.
Holdings Company Aggregation & Investment Reporting
- Aggregate and translate division results into single investment-company view of the enterprise with clear narratives and recommended actions.
- Track and analyze investment returns at the asset, project, entity, division, and consolidated holdings levels.
- Build and maintain a portfolio dashboard presenting division performance, capital deployed, capital returned, fair value movements, and key return metrics in a format suitable for an investment committee or board.
- Define the fair value templates and methodologies used across the company; coordinate with division VPs of Finance to gather inputs and supporting evidence. Run the process and communicate with Auditor.
Liquidity & Cash Deployment Reporting
- Define the liquidity and cash forecasting templates that each division populates; aggregate submissions into a consolidated, forward-looking view of available cash to deploy, sources and uses of capital, funding gaps, and timing of capital needs across the portfolio.
- Partner with Treasury and Accounting to maintain the consolidated capital plan, including debt, equity, and internal capital allocation across divisions.
- Build and maintain real-time liquidity dashboard.
- Support new financing and refinancing decisions by modeling structures, covenants, pricing, and return impacts at the entity, division, and holdings level.
ADDITIONAL RESPONSIBILITIES
- Perform ad hoc analysis and special projects for the CEO and CFO including strategic initiatives and new investment opportunities.
- Support system implementations and enhancements related to planning, reporting, capital management, and investment analytics.
- Other duties and projects as assigned.
SUPERVISORY RESPONSIBILITIES
- May supervise and develop analysts, including setting priorities, reviewing work product, and providing coaching and performance feedback.
- Lead cross-functional project teams on forecasting, capital management, and investment reporting initiatives.
CORE VALUES
- Integrity: Do the right thing, always. Corporate sustainability can only be achieved through trust and integrity.
- Growth: Strive to do more. There is no growth in your comfort zone and no comfort in your growth zone.
- Innovation: Think differently. Innovation is the ability to see change as an opportunity, not a threat.
- Vision: A strong team turns a vision into reality. We focus not on where we are, but where we are headed.
- Excellence: Excellence is not a skill, it’s an attitude. We are what we repeatedly do. It is not an act, but a habit.
EDUCATION
- Bachelor's degree in Finance, Accounting, Economics, or a related field required.
- Master's degree (MBA or MS in Finance) preferred.
CERTIFICATIONS & LICENSES
- CFA, CPA, or similar finance/accounting designation preferred.
EXPERIENCE
- 3-7 years of progressive experience in corporate finance or investment analysis, preferably within a holdings company, investment company, real estate development, or other capital-intensive, multi-entity environment.
- Demonstrated experience consolidating results, forecasts, and investment returns across multiple entities and divisions.
- Experience managing forecasting, scenario analysis, capital allocation, and liquidity planning processes.
- Experience with fair value measurement and supporting external audits
- Proficiency with advanced Excel modeling; experience with Vena, Power BI, GTreasury, or similar planning and treasury tools is a plus.
TALENTS
- Strong analytical and financial modeling skills with the ability to "pressure test" assumptions and identify key value and return drivers.
- Excellent business partnering skills
- Ability to translate complex financial and investment concepts into executive-level presentations and recommendations.
- Highly organized with strong time management skills and the ability to manage multiple priorities and deadlines in a fast-paced environment.
- Self-starter with a high degree of ownership, curiosity, and problem-solving capability.
- Strong written and verbal communication skills and a professional manner with a strong ethical code.
The Signorelli Company is committed to providing an environment of mutual respect where equal employment opportunities are available to all. We seek to empower everyone’s diverse experiences to maximize our organization’s talent and capabilities.
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Mid Level Investment Analyst Jobs: Frequently Asked Questions
How do I get a mid level investment analyst job?
Position yourself around ownership and output, not just task completion. Highlight deals you underwrote from start to finish, models you built independently, and recommendations you defended to senior stakeholders. Employers at this level want analysts who can run a process without constant direction, so lead with specific transactions, asset classes, or portfolio decisions you drove rather than teams you supported.
Which companies hire mid level investment analysts?
Companies hiring mid level investment analysts right now include In-N-Out Burger, AIG, and Invesco, based on current listings on Migrate Mate as of August 2026. Hiring at this level comes from asset managers, private equity and credit firms, corporate strategy teams, and financial institutions that need analysts who can manage their own workstreams rather than shadow senior staff.
Are there remote mid level investment analyst jobs?
Yes, though availability varies by firm type and asset class. About 67% of mid level investment analyst openings are remote or hybrid as of August 2026, with hybrid arrangements more common at larger institutional employers and fully remote roles found more often at smaller funds and fintech-adjacent firms. On-site roles still dominate in private markets.
How do I move up to a mid level investment analyst role?
The path from entry level to mid level is built on deepening ownership over time. Early in your career, focus on mastering your firm's modeling standards and sector coverage, then actively seek to lead sections of deals or research reports rather than supporting them. Demonstrating measurable impact, such as catching a key risk or improving a valuation approach, signals readiness for the next level.
Which industries hire the most mid level investment analysts?
Mid Level investment analyst roles concentrate in Insurance, Investment & Asset Management, and Hospitality & Tourism, based on current listings on Migrate Mate as of August 2026. These sectors drive consistent demand because they require ongoing capital deployment, asset valuation, or portfolio monitoring, all functions that rely on analysts who can work independently across a full deal or research cycle.