Associate of Investments

Jobtailor; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor in Houston seeks an experienced Investment Manager to support the Investment Office overseeing Public Equities, Hedge Funds, and Fixed Income manager allocations for a non-profit organization. You will conduct due diligence, underwrite strategies, and provide actionable insights to drive allocations and performance.

You will produce Investment Committee materials, monitor performance, ensure Compliance with Investment Policy, and collaborate with HR on retirement plan options.

Qualifications

• Bachelor’s degree in Finance, Accounting, or Economics.
• 3–7 years of experience in financial asset management.
• Experience in non-profit investment management space preferred.
• Strong analytical, communication and collaboration skills.
• Ability to present to C-suite and Investment Committee.

Responsibilities

• Support Investment Office staff with fund manager allocations.
• Conduct quantitative and qualitative fund manager due diligence.
• Underwrite investment strategies and fund managers.
• Produce investment committee materials and reports.
• Monitor investment performance and recommend manager selections.
• Ensure compliance with Investment Policy Statement.
• Develop asset allocation strategies to meet financial goals.
• Oversee account management and operational processes.

Skills

Financial Asset Management

Fund Manager Due Diligence

Investment Strategy Underwriting

Performance Monitoring

Investment Policy Compliance

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Internal Performance Monitoring System

Job description

• Support Investment Office staff responsible for Public Equities, Hedge Funds, and Fixed Income fund manager allocations
• Conduct quantitative and qualitative fund manager due diligence
• Underwrite investment strategies and fund managers
• Provide actionable insights and recommendations
• Produce investment committee materials
• Perform ongoing internal reporting, including Investment Committee reporting
• Review and ensure compliance with the Investment Policy Statement
• Monitor investment performance and recommend manager selections
• Develop and manage the internal performance monitoring system
• Develop, implement, and evaluate asset allocation strategies to meet or exceed financial goals
• Partner with HR on Defined Contribution plan fund alternatives and manager selections
• Supervise Investment Analysts and Summer Interns
• Oversee account management and operational processes
• Evaluate Investment Consultant performance and advise on optimal Consultant structure
• Ensure safe, compassionate, personalized, and efficient care experiences while adhering to organizational policies and standards
• Support professional development, department goals, mentoring, and other assigned duties

Requirements

• Bachelor's degree in Finance, Accounting or Economics
• Three (3) to seven (7) years of experience in financial asset management; institutional experience preferred
• Experience in the non-profit investment management space preferred, such as universities, endowments, or healthcare
• Strong analytical capabilities
• Organized, with strong attention to detail and ability to work with diverse teams
• Ability to communicate with and present to C-suite management and the Investment Committee of the Board
• Strong communication, collaboration, organization, and initiative skills

Core Competencies

Demonstrates expertise in financial asset management, including quantitative and qualitative fund manager due diligence, investment strategy underwriting, and performance monitoring. Strong ability to communicate insights and recommendations to C-suite management and oversee investment analysts.

Highest-signal resume keywords

• Financial Asset Management
• Fund Manager Due Diligence
• Investment Strategy Underwriting
• Performance Monitoring
• Investment Policy Compliance

Hard Skills

• Quantitative Analysis
• Qualitative Analysis
• Asset Allocation Strategies
• Investment Performance Monitoring
• Investment Committee Reporting

Soft Skills

• Strong Analytical Capabilities
• Attention to Detail
• Collaboration
• Communication Skills
• Organizational Skills

Industry Keywords

• Public Equities
• Hedge Funds
• Fixed Income
• Non-Profit Investment Management
• Defined Contribution Plan

Tools & Technologies

• Internal Performance Monitoring System