Investment Manager | Hybrid/Remote, Diligence & Strategy

True North Advisors; Dallas (TX); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Telecommuting opportunities

401(k) with employer contribution

Comprehensive benefits

Bonus potential

Professional development support

Paid time off

Job summary

True North Advisors, an independent RIA in Dallas, seeks an Investment Manager to join a six-person investment team. The role offers broad exposure across public and private markets with emphasis on hedge funds and public equities.

The ideal candidate has a minimum of five years of full-time investment experience, strong analytical skills, and the ability to manage projects independently while collaborating within a high‑performing team.

Qualifications

• Bachelor’s Degree required (finance preferred)
• Minimum 5 years of full-time investment experience at an RIA, MFO, endowment/foundation, or similar institution
• Advanced Excel and PowerPoint skills; comfort with learning analytical software such as Bloomberg, Addepar, FactSet and Morningstar Direct
• Strong analytical mindset with demonstrated investment judgment and a sustained interest in investments
• Ability to invest alongside clients, including in private equity and hedge fund allocations
• Highly self-motivated with the ability to manage projects independently
• Ability to collaborate and contribute effectively to a high‑performing team
• Must consent to and have favorable credit report and background check
• Competitive bonus potential based on firm goals and individual performance metrics
• 15 days PTO for new employees; increases over time
• Telecommuting opportunities
• 401(k) with employer contribution
• Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
• Employer reimbursement for professional designations and continuing education
• Free Financial Planning services for employees and spouses

Responsibilities

• Lead and, as appropriate support, investment due diligence across asset classes including equity, hedge funds, fixed income, private equity, and others
• Prepare analysis and materials for investment committee review and presentations
• Attend regular diligence meetings and calls with current and potential investment managers
• Assist with the portfolio construction, reporting, and ongoing management of investment strategies
• Support the preparation of internal and external investment communications, including presentations, commentaries, and investment reports
• Support responses to client‑related investment inquiries and reporting needs
• Represent the investment team in external meetings with clients and other constituents

Skills

Investment due diligence

Analytical mindset

Project management

Self-motivation

Communication

Team collaboration

Excel skills

Financial modeling

Education

Bachelor’s Degree in Finance

Tools

Bloomberg

Addepar

FactSet

Morningstar Direct

Job description

True North Advisors, an independent RIA in Dallas, seeks an Investment Manager to join a six-person investment team. The role offers broad exposure across public and private markets with emphasis on hedge funds and public equities.

The ideal candidate has a minimum of five years of full-time investment experience, strong analytical skills, and the ability to manage projects independently while collaborating within a high‑performing team.