Senior Investment & Asset Management Lead

And Simple ApS; Houston (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

The Friedkin Group, a family office in Houston, is hiring a Senior Manager of Investments & Asset Management reporting to the Head of Family Office. The role covers co-invest and direct evaluation, external manager monitoring across PE/VC and other asset classes, portfolio reporting, and asset-management support across TFG businesses.

Ideal candidate has 8–10+ years of related experience; CFA preferred; advanced Excel and PowerPoint; ~20% travel.

Qualifications

• 8–10+ years related experience
• CFA preferred

Responsibilities

• Evaluate co-investment and direct opportunities; build LBO/DCF and returns models; support diligence and IC memos
• Screen and monitor fund managers across strategies; track capital calls/distributions and performance
• Maintain portfolio tracking (IRR, TVPI, DPI, RVPI); support periodic reporting and liquidity planning
• Lead performance review of assets owned/operated by TFG and affiliates; KPIs, budgets, scenario analysis; partner with tax, accounting, and legal

Skills

Advanced Excel

PowerPoint

Education

Bachelor's in Accounting, Finance, or Economics

Master's / MBA or equivalent

Job description

The Friedkin Group, a family office in Houston, is hiring a Senior Manager of Investments & Asset Management reporting to the Head of Family Office. The role covers co-invest and direct evaluation, external manager monitoring across PE/VC and other asset classes, portfolio reporting, and asset-management support across TFG businesses.

Ideal candidate has 8–10+ years of related experience; CFA preferred; advanced Excel and PowerPoint; ~20% travel.