Trust Investments Analyst, Principal

Halliburton Energy Services; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading company in the energy sector is seeking a Trust Accounting & Investments Analyst (Principal - Supervisor) to join their team in Houston. The role involves executing key finance and accounting tasks critical to trust investments while collaborating with various financial institutions. Candidates must possess strong accounting skills and experience, a bachelor's degree in finance or accounting, and excellent communication capabilities. This position offers the opportunity to lead projects and engage with upper management in a competitive environment.

Qualifications

• 4+ years of relevant experience in finance or accounting.
• Ability to maintain high accuracy in finance tasks.
• Experience with investment management preferred.

Responsibilities

• Maintain master trust financial statements.
• Assist with regulatory reporting requirements.
• Review and monitor investment manager performance.

Skills

Accounting skills

Communication skills

Investment concepts

Education

University degree in finance or accounting

Job description

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Trust Accounting & Investments Analyst (Principal - Supervisor)

Location:

Houston, TX, US, 77032

We are looking for the right people — people who want to innovate, achieve, grow and lead. We attract and retain the best talent by investing in our employees and empowering them to develop themselves and their careers. Experience the challenges, rewards and opportunity of working for one of the world’s largest providers of products and services to the global energy industry.

Under general supervision, support and execute detailed and varied tasks related to finance and accounting business processes, including general investment analysis, that are critical to the Trust Investments function

Responsibilities may include:

• Maintaining master trust finanical statements
• Assisting with various regulatory reporting requirements, including monthly, quarterly, semi-annual, and annual deliverables
• Reviewing and monitoring investment manager performance; periodic virtual or in-person meetings
• Supporting the Investment Committee and attending quarterly Investment Committee meetings, with exposure to upper management
• Participating in the selection of new investment managers, as needed
• Coordinating with professional investment management firms, custodian banks, consultants, auditors, and other service providers
• Self-starting and leading departmental projects

Trust Investments acts in a fiduciary capacity for the various retirement and benefit plans it supports. Therefore, the candidate should be others-focused, work with a high degree of accuracy, and have excellent communication skills

The ideal candidate would have strong accounting skills and experience, and a working knowledge of investment concepts

Completion of a university degree in finance or accounting and four (4) years of relevant experience. Candidates having qualification that exceed the minimum job requirements will receive consideration for higher-level roles given (1) their experience, (2) additional job requirements, and/or (3) business needs. Depending on education, experience and skill level, a variety of job opportunities might be available

Halliburton is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.

Location

3000 N. Sam Houston Parkway E.,Houston,Texas,77032, United States

Requisition Number: 199918
Experience Level: Experienced Hire
Job Family: Support Services
Product Service Line: Finance
Full Time / Part Time: Full Time

Additional Locations for this position:

Compensation Information
Compensation is competitive and commensurate with experience.

Nearest Major Market: Houston
Job Segment: Manager, Management