Senior Analyst / Associate

Cordatus Capital

Dallas, TX, USA
Posted on May 6, 2024

Position: Senior Analyst / Associate

Professional Location: Dallas

Start Date: Immediate or Summer 2024

Company Description

Founded in 2012, Cordatus Capital is a private investment firm based in Dallas, Texas. Cordatus is a flexible capital provider focused on – but not limited to – control equity investments in lower-middle market companies. On behalf of our high net worth individual and family office investors, we have completed numerous investments in a wide range of industries, including the Industrial, Manufacturing, Consumer, Healthcare and Energy sectors.

Position Description

Cordatus Capital is seeking a Senior Analyst or Associate to join our investment team. In this role, you will play a pivotal role in supporting the end-to-end transaction process, from origination to post-investment operations and value enhancement. As a key member of our team, you will primarily focus on conducting financial analysis and due diligence, contributing to informed decision-making and strategic initiatives. Specific responsibilities include:

  • Perform financial modeling and financial statement analysis with scenario and sensitivity detail
  • Screen and evaluate new investment opportunities including market and industry analysis
  • Support transaction diligence and execution for new investment opportunities and portfolio company add-on investments
  • Assist current portfolio companies across the strategy, finance and accounting functions and frequently engage with management teams


  • 1-3 years of professional experience in investment banking, strategy consulting, restructuring, or a related field, demonstrating a strong foundation in financial analysis
  • Extensive financial modeling skills and experience in Excel
  • Previous M&A experience is a plus
  • Highly analytical and well organized
  • Polished written communication skills with acute attention to detail
  • Strong interpersonal skills and demonstrated maturity
  • Passion for investing coupled with intellectual curiosity
  • Exception work ethic and integrity

***At least one year of postgrad work experience is required.

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