Job ID: KP2476761120
Location: Plano, TX
Employment Type: Permanent
Date Added: 11/25/2025
Senior Analyst – Family Office | Plano, TX | $120K + Bonus (Total Comp ~$140-165K) | Mon–Fri, 8am–5pm
What Matters Most
- Schedule: Monday–Friday, 8:00am–5:00pm
- Location: Plano, TX
- Compensation: $115,000-130,000 base salary plus bonus (total anticipated compensation approx. $140,000-165,000)
- Type: Direct hire, confidential search
- Benefits: Comprehensive medical, dental, vision, retirement match, additional insurance, concierge health support, and more (details below)
Job Description
A rapidly expanding private family office is seeking a Senior Analyst to support a diverse portfolio of real estate investments, private company holdings, and long-term financial planning initiatives. This is a high-impact role supporting executive leadership and requires exceptional analytical strength, financial modeling capabilities, attention to detail, and discretion.
The Senior Analyst will be responsible for forecasting, financial modeling, investment analysis, valuation, and portfolio monitoring, collaborating closely with internal accounting teams and external advisors.
This position is ideal for someone who thrives in a fast-paced, entrepreneurial environment and can operate with a high level of confidentiality and professional maturity.
Responsibilities
- Maintain financial models and valuations for real estate investments
- Measure performance and monitor portfolio-level real estate assets
- Forecast cash flow across the family office and recommend funding sources for future investments
- Conduct diligence for real estate acquisitions
- Calculate private company valuations for monitoring, acquisitions, and dispositions
- Prepare annual budgets for both family and family-office entities; deliver monthly budget-to-actual reporting
- Monitor debt service schedules and liquidity needs
- Partner with accounting to ensure timely, accurate financial reporting
- Coordinate with external advisors, ensuring proper information flow and adherence to security protocols
- Document quantitative and qualitative investment research and analysis
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 3–5 years of experience in Banking, Multifamily Office, Real Estate Development, or similar environment
- Strong familiarity with cash flow forecasting and financial modeling
- Demonstrated ability to handle confidential information with discretion
- Clear, confident communicator with strong interpersonal skills
- Proactive problem solver—independent, resourceful, and detail-oriented
- Proficient with Microsoft Office Suite (Outlook, Word, Excel)
- Highly organized with strong follow-through on complex assignments
Employee Benefits
This employer offers a highly competitive and comprehensive benefits package, including:
- Health Insurance: 100% employer-paid medical, dental, and vision premiums
- Retirement Savings: 50% employer match up to IRS limits, with multiple investment options
- Additional Insurance: Company-paid life, AD&D, short- and long-term disability
- Employee Assistance Program (EAP): Confidential counseling and wellness support
- Concierge Health Support: Access to dedicated healthcare guidance
- Perks & Discounts: Exclusive partner discounts and wellness resources
About the Organization
This confidential employer is a high-growth private family office overseeing a sophisticated mix of real estate, direct investments, and private company interests. The culture is professional, collaborative, and mission-driven with a commitment to trust, excellence, and long-term strategic planning.
Your Career Partner:
The Reserves Network, a veteran-founded and family-owned company, specializes in connecting exceptional talent with rewarding opportunities. With extensive industry experience, we are dedicated to helping you achieve your professional goals and shine in your field. The Reserves Network values diversity and encourages applicants from all backgrounds to apply. As an equal-opportunity employer, we foster an environment of respect, integrity, and trust in every aspect of employment.
The base salary for this position is $120,000, excluding benefits, bonuses, or other compensation. Your final salary will depend on your skills, qualifications, experience, location, and internal pay equity. Please note, hiring at the top of the range is uncommon to allow room for future salary growth.
