Trust Investments Analyst
2 weeks ago
Job Duties and Qualifications
Under general supervision, support and execute detailed and varied tasks related to Trust Investments business processes, including general investment analysis.
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, and attending 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.
Completion of a university degree in finance or accounting and four (4) years of relevant experience.
This role requires a working knowledge of investment acumen.
Candidates having qualifications that exceed the minimum job requirements will receive consideration for higher-level roles give (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 from F&A Business Analyst, Principal to F&A Business Analyst, Coordinator.
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
Job Details
Requisition Number: 193437
Experience Level: Experienced Hire
Job Family: Support Services
Product Service Line: Finance
Full Time / Part Time: Full Time
Additional Locations for this position:
Nearest Major Market: Houston
Job Segment: Business Analyst, Technology
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