Trust Investments Analyst, Principal

Halliburton; Houston (TX); On-site; USD 87,000 - 139,000; Full time

Job summary

A leading company in investment management is seeking a Trust Investments Analyst, Principal in Houston. The successful candidate will support critical investment analysis tasks, collaborate with various financial service providers, and require a strong background in finance or accounting with relevant experience. This role is aimed at professionals ready for a mid-senior level position who can contribute to fiduciary duties for retirement and benefit plans.

Qualifications

• 4 years of relevant experience in investment analysis.
• Strong communication and collaborative skills.
• Ability to work with financial services and maintain accuracy.

Responsibilities

• Coordinate with investment management firms and auditors.
• Assist with regulatory reporting and performance reviews.
• Support the Investment Committee and manage projects.

Skills

Investment analysis

Communication skills

Accuracy

Education

University degree in finance or accounting

Job description

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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:

• Coordinating with professional investment management firms, custodian banks, consultants, auditors, and other service providers
  Maintaining master trust financials
• 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
• 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

This role requires a working knowledge of investment acumen.

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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst and Finance

• Industries

  Investment Management

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