Senior Investment & Asset Management Lead

The Friedkin Group; Houston (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

The Friedkin Group in Houston seeks a Sr. Manager, Investments & Asset Management to drive wealth creation across the family office portfolio. You will develop and stress-test financial models, evaluate co-investment and fund opportunities, and coordinate portfolio analytics to inform strategic decisions.

You will lead performance tracking (IRR, TVPI, DPI) and liquidity planning while collaborating with affiliates and external partners to optimize asset allocation and value creation.

Qualifications

• Bachelor's Degree in Accounting, Finance, Economics from a four-year college.
• Master's Degree, MBA and/or similar credentials highly desirable.
• 8 to 10+ years related experience and/or training; or equivalent combination of education and experience.
• Chartered Financial Analyst (CFA) Preferred

Responsibilities

• Direct & Co-Investment Analysis including evaluating opportunities and building financial models.
• Fund Investment Analysis including evaluating fund managers and terms.
• Portfolio & Reporting including tracking valuations and supporting reporting.
• Asset Management including performance review and strategic decision support.

Skills

MS Excel

MS PowerPoint

Financial analysis

Communication

Education

Bachelor's Degree in Accounting, Finance, Economics

MBA desirable

CFA Preferred

Tools

MS Excel

MS PowerPoint

Job description

The Friedkin Group in Houston seeks a Sr. Manager, Investments & Asset Management to drive wealth creation across the family office portfolio. You will develop and stress-test financial models, evaluate co-investment and fund opportunities, and coordinate portfolio analytics to inform strategic decisions.

You will lead performance tracking (IRR, TVPI, DPI) and liquidity planning while collaborating with affiliates and external partners to optimize asset allocation and value creation.