Investment Operations & Portfolio Management Associate

InforCapital, partnership; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

InforCapital, partnership in Houston is seeking an Associate for Portfolio Management & Operations. In this full-time role, you will ensure that investment opportunities are successfully onboarded and monitored, collaborating closely with due diligence and the portfolio management teams. The ideal candidate will possess strong communication skills and a background in financial operations. Competitive compensation and career growth opportunities are offered.

Qualifications

• Strong communication skills for interaction with external managers and teams.
• Ability to maintain high-quality data across investment systems.
• Experience in portfolio management or similar financial operations is preferred.

Responsibilities

• Document and process new investment opportunities.
• Communicate with external managers and Investment Management Team.
• Assist in monitoring and tracking investments and portfolios.

Job description

InforCapital, partnership in Houston is seeking an Associate for Portfolio Management & Operations. In this full-time role, you will ensure that investment opportunities are successfully onboarded and monitored, collaborating closely with due diligence and the portfolio management teams. The ideal candidate will possess strong communication skills and a background in financial operations. Competitive compensation and career growth opportunities are offered.