Senior Analyst

Job Description

Job Description

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

Qualifications

Employee Benefits

This employer offers a highly competitive and comprehensive benefits package, including :

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.