Investment Professional - Public Markets

Single Family Office

Job Title: Investment Professional, Public Markets

Role

The investment professional will help screen, evaluate, recommend, and monitor investments across public markets including cash, fixed income & credit, equities and hedge funds. The investment professional will report to the head of public markets.

Organization

The family office is based in Houston and manages a family portfolio and a private foundation. The family office invests across asset classes and is divided into (1) public, which includes cash, fixed income & credit, equities, hedge funds (equity long/short, credit, multi-strategy, global macro) and (2) private, which includes private equity and real estate. Collaborative style, small investment team of six investment professionals.

Job Responsibilities

• Screening for and analyzing potential investments
• Meeting with investment managers and participating in due diligence and market calls
• Preparing investment team and investment committee materials
• Presenting and discussing due diligence findings with the investment team and investment committee
• Monitoring existing investments and reviewing related reporting
• Maintaining and building internal models and relevant supporting software platforms
• Aiding in the monitoring of market/economic trends

Requirements

• 2-8 years of relevant experience such as: manager due diligence, equity research, portfolio management, corporate finance, accounting, investment banking
• Well-rounded resume with a strong desire to be in Houston
• Sound judgement and high ethical and professional standards
• Excellent analytical and quantitative capabilities
• Strong writing and presentation skills
• High level of proficiency in the Microsoft Office suite of products, especially Excel
• Keen attention to detail
• Self-starter mentality
• Excellent time management and organizational skills
• Familiarity with Bloomberg, eVestment, Morningstar, Backstop is a plus
• CFA and/or CAIA are a plus