Senior Investments & Asset Strategy Lead

Friedkin; Houston (TX); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Competitive Benefits

Job summary

The Friedkin Group seeks a Senior Manager, Investments & Asset Management to support wealth creation for the group and optimize asset allocation across its portfolio and affiliates.

You will evaluate co-investment and direct investment opportunities, build financial models, and coordinate due diligence with external managers. The role offers broad exposure across asset classes and a hands-on, collaborative environment.

Qualifications

• Bachelor's Degree in Accounting, Finance, or Economics.
• Master's Degree, MBA and/or similar credentials desirable.
• 8–10+ years related experience and/or training; or equivalent.
• Chartered Financial Analyst (CFA) preferred.

Responsibilities

• Evaluate co-investment opportunities from private equity sponsors, family offices, and other networks.
• Build and stress-test financial models (LBO, DCF, IRR/MOIC) to assess deal economics.
• Support due diligence workstreams and prepare investment memoranda and presentations.
• Track deal pipeline and coordinate diligence with sponsors, banks, and co-investors.
• Screen and evaluate prospective fund managers across strategies and benchmark against indices.
• Monitor fund investments, capital calls, distributions, and performance reporting.
• Maintain portfolio tracking of direct, co-investment, and fund positions with valuations and metrics.
• Assist in liquidity planning and cash flow forecasting across the portfolio.
• Interact with affiliates and internal teams to drive financial improvements and decision support.

Skills

MS Excel

MS PowerPoint

CFA

Education

Bachelor's Degree in Accounting, Finance, Economics

Master's Degree / MBA desirable

Job description

The Friedkin Group seeks a Senior Manager, Investments & Asset Management to support wealth creation for the group and optimize asset allocation across its portfolio and affiliates.

You will evaluate co-investment and direct investment opportunities, build financial models, and coordinate due diligence with external managers. The role offers broad exposure across asset classes and a hands-on, collaborative environment.