Job ID: KP2476761120 Location: Plano, TX Employment Type: Permanent Date Added: 12/10/2025 Apply now Back to Search Thank you for applying. Someone will be contacting you shortly.   Uploading Data... Creating Application... Finishing up... Apply Now

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Senior Analyst – Family Office | Plano, TX | $120K + Bonus (Total Comp ~$140-165K) | Mon–Fri, 8am–5pmWhat Matters MostSchedule: Monday–Friday, 8:00am–5:00pmLocation: Plano, TXCompensation: $115,000-130,000 base salary plus bonus (total anticipated compensation approx. $140,000-165,000)Type: Direct hire, confidential searchBenefits: Comprehensive medical, dental, vision, retirement match, additional insurance, concierge health support, and more (details below)Job DescriptionA 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.ResponsibilitiesMaintain financial models and valuations for real estate investmentsMeasure performance and monitor portfolio-level real estate assetsForecast cash flow across the family office and recommend funding sources for future investmentsConduct diligence for real estate acquisitionsCalculate private company valuations for monitoring, acquisitions, and dispositionsPrepare annual budgets for both family and family-office entities; deliver monthly budget-to-actual reportingMonitor debt service schedules and liquidity needsPartner with accounting to ensure timely, accurate financial reportingCoordinate with external advisors, ensuring proper information flow and adherence to security protocolsDocument quantitative and qualitative investment research and analysisQualificationsBachelor’s degree in Finance, Accounting, Economics, or related field3–5 years of experience in Banking, Multifamily Office, Real Estate Development, or similar environmentStrong familiarity with cash flow forecasting and financial modelingDemonstrated ability to handle confidential information with discretionClear, confident communicator with strong interpersonal skillsProactive problem solver—independent, resourceful, and detail-orientedProficient with Microsoft Office Suite (Outlook, Word, Excel)Highly organized with strong follow-through on complex assignmentsEmployee BenefitsThis employer offers a highly competitive and comprehensive benefits package, including:Health Insurance: 100% employer-paid medical, dental, and vision premiumsRetirement Savings: 50% employer match up to IRS limits, with multiple investment optionsAdditional Insurance: Company-paid life, AD&D, short- and long-term disabilityEmployee Assistance Program (EAP): Confidential counseling and wellness supportConcierge Health Support: Access to dedicated healthcare guidancePerks & Discounts: Exclusive partner discounts and wellness resourcesAbout the OrganizationThis 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.
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