Investment Associate

2 weeks ago


Houston, United States Rice University Full time

**Position Summary**:
Rice University’s endowment, valued at approximately $8 billion, is ranked in the top 20 endowments of private research universities (by market value) in the US. The endowment is critical to the university’s ability to achieve its goals, the annual distribution funds nearly half of the university’s annual operating budget. The Rice Management Company (RMC) is responsible for asset allocation, the selection and termination of investment managers, performance monitoring, and reporting to the Rice Management Company Board of Directors. The goal of the RMC is to provide a stable source of funding for current university operations and to preserve & grow the purchasing power of the endowment to benefit future generations of students. The endowment primarily utilizes outside investment managers and invests globally across all asset classes.

The investment associate position is a full-time, pre-MBA role. This role will be actively involved in all aspects of investment & manager research for the Rice endowment. Reporting to the investment manager, associates routinely interact with senior and executive leadership. This generalist role involves broad exposure across asset classes, including public equities, private equity, venture capital, hedge funds, and real assets _. _

**This is a full-time, on-site, benefits-eligible position. This is a two-year term appointment with the possibility of an additional third-year extension, contingent on business need and individual performance.**

**Minimum Requirements**:

- **Bachelor's Degree**:

- **2 years of related experience as an analyst at a consulting firm, investment bank, or investment firm**:

- Skills
- Proficiency in MS Excel, Word, and PowerPoint
- Fundamental understanding of investment principles and financial metrics
- Strong technical/quantitative skills with demonstrated ability to execute complex financial analysis
- Excellent written and verbal communication skills; the ability to communicate effectively with senior management and investment professionals
- Ability to work independently with mínimal supervision, and on a collaborative basis as part of a team
- Accuracy, attention to detail, ability to multi-task, and organizational skills
- Self-motivated with a passion for learning about investments & supporting the work of a university endowment

**Essential Functions**:

- Assists in the monitoring of existing managers of the public and private investments portfolios
- Gathers data and prepares reports for the routine review of asset class level performance & exposures
- Provides support to senior investment team members and assists in the screening and due diligence process for new managers
- Assists with the development of and maintenance of asset class models and databases
- Participates in investment research projects from asset allocation to security level review
- Assists in the preparation of materials for quarterly board meetings
- Provides applicable administrative support to the investment team which includes scanning, filing, meeting preparation, copying documents, creating PowerPoint presentations, and other tasks
- Performs all other duties as assigned

Rice Mission and Values: Mission and Values | Rice University
- Rice University is an Equal Opportunity Employer with a commitment to diversity at all levels and considers for employment qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national or ethnic origin, genetic information, disability, or protected veteran status._

Boasting a 300-acre tree-lined campus in Houston, Rice University is ranked among the nation’s top 20 universities by U.S. News & World Report. Rice has a 6-to-1 undergraduate student-to-faculty ratio, and a residential college system, which supports students intellectually, emotionally and culturally through social events, intramural sports, student plays, lectures series, courses and student government. Developing close-knit, diverse college communities is a strong campus tradition, which is why Rice is highly ranked for best quality of life and best value among private universities.


  • Investment Associate

    4 weeks ago


    Houston, United States Climate Investment (CI) Full time

    ABOUT US Climate Investment ( CI ) is an independently managed specialist investor focused on accelerating the decarbonization of heavy emitting sectors. Operational since 2017, its team of investment and technical experts has built a portfolio of over 36 outstanding technology and business model innovations. Collectively, its portfolio delivered ~90 MT CO2e...

  • Investment Associate

    1 month ago


    Houston, United States Climate Investment (CI) Full time

    ABOUT US Climate Investment (“CI”) is an independently managed specialist investor focused on accelerating the decarbonization of heavy emitting sectors. Operational since 2017, its team of investment and technical experts has built a portfolio of over 36 outstanding technology and business model innovations. Collectively, its portfolio delivered ~90 MT...

  • Investment Associate

    3 weeks ago


    Houston, United States Climate Investment (CI) Full time

    ABOUT US Climate Investment (“CI”) is an independently managed specialist investor focused on accelerating the decarbonization of heavy emitting sectors. Operational since 2017, its team of investment and technical experts has built a portfolio of over 36 outstanding technology and business model innovations. Collectively, its portfolio delivered ~90 MT...


  • Houston, United States Climate Investment (CI) Full time

    ABOUT US Climate Investment (“CI”) is an independently managed specialist investor focused on accelerating the decarbonization of heavy emitting sectors. Operational since 2017, its team of investment and technical experts has built a portfolio of over 36 outstanding technology and business model innovations. Collectively, its portfolio delivered ~90 MT...

  • Investment Associate

    1 month ago


    Houston, United States The Green Recruitment Company Full time

    Exciting opportunity to join a prestigious investor in the global energy and infrastructure sectors! The business specializes in private investments in energy and energy-related infrastructure, globally.As an Associate, you will be afforded a high-level of responsibility and autonomy from the outset, and will report to a Managing Director - offering a...

  • Investment Associate

    1 month ago


    Houston, United States The Green Recruitment Company Full time

    Exciting opportunity to join a prestigious investor in the global energy and infrastructure sectors! The business specializes in private investments in energy and energy-related infrastructure, globally.As an Associate, you will be afforded a high-level of responsibility and autonomy from the outset, and will report to a Managing Director - offering a...


  • Houston, United States Inventure Full time

    My client is an Investor in Sustainable Infrastructure. They are looking for a Buy-Side Associate to join their team in Houston, TX.Key Responsibilities:Thoroughly analyze and underwrite potential investments including reviews of historical financials, development of cashflow projection models, third-party model audits, and investment analyses. Apply various...


  • Houston, United States Aurex Group Full time

    Aurex Group is currently working with a Tier 1 global Private Equity firm and their associated Portfolio Company seeking an M&A Associate to join their Energy team in Houston.Candidates must have prior experience within a bank or energy corporate.Overview:Work with a global team looking at investment opportunities across the traditional energy sectorPerform...


  • Houston, United States Aurex Group Full time

    Aurex Group is currently working with a Tier 1 global Private Equity firm and their associated Portfolio Company seeking an M&A Associate to join their Energy team in Houston.Candidates must have prior experience within a bank or energy corporate.Overview:Work with a global team looking at investment opportunities across the traditional energy sectorPerform...


  • Houston, United States Brookfield Asset Management Full time

    Location Two Allen Center - 1200 Smith Street Business - Infrastructure Brookfield Infrastructure Group is one of Brookfield’s primary operating groups. The Infrastructure Group is one of the world’s largest infrastructure investors, owning and operating critical assets across the transport, utilities, energy, and data infrastructure sectors. The...


  • Houston, United States Selby Jennings Full time

    Job Title: Investment Banking Associate - A&D - UpstreamCompany Overview:Our client is a leading energy advisory firm specializing in providing strategic financial advisory services regarding acquisitions and divestitures to clients across the upstream oil and gas sector. Location: Houston, TXJob Description:As an Investment Banking Associate, you will play...


  • Houston, United States Selby Jennings Full time

    Job Title: Investment Banking Associate - A&D - UpstreamCompany Overview:Our client is a leading energy advisory firm specializing in providing strategic financial advisory services regarding acquisitions and divestitures to clients across the upstream oil and gas sector. Location: Houston, TXJob Description:As an Investment Banking Associate, you will play...


  • Houston, United States Selby Jennings Full time

    Job Title: Investment Banking Associate - A&D - UpstreamCompany Overview:Our client is a leading energy advisory firm specializing in providing strategic financial advisory services regarding acquisitions and divestitures to clients across the upstream oil and gas sector. Location: Houston, TXJob Description:As an Investment Banking Associate, you will play...


  • Houston, United States Selby Jennings Full time

    Job Title: Investment Banking Associate - A&D - UpstreamCompany Overview:Our client is a leading energy advisory firm specializing in providing strategic financial advisory services regarding acquisitions and divestitures to clients across the upstream oil and gas sector. Location: Houston, TXJob Description:As an Investment Banking Associate, you will play...


  • Houston, United States Selby Jennings Full time

    Job Title: Investment Banking Associate - A&D - UpstreamCompany Overview:Our client is a leading energy advisory firm specializing in providing strategic financial advisory services regarding acquisitions and divestitures to clients across the upstream oil and gas sector. Location: Houston, TXJob Description:As an Investment Banking Associate, you will play...


  • Houston, United States Fund Services Group Full time

    Job DescriptionJob DescriptionFSG is the solution for operational excellence being sought by private fund managers who wish to focus solely on raising capital and identifying investment opportunities. We support the entire life-cycle of our clients’ private funds and management company, managing the execution of investments, the experience of their...


  • Houston, United States Fund Services Group Full time

    Job DescriptionJob DescriptionFSG is the solution for operational excellence being sought by private fund managers who wish to focus solely on raising capital and identifying investment opportunities. We support the entire life-cycle of our clients’ private funds and management company, managing the execution of investments, the experience of their...


  • Houston, United States Fund Services Group Full time

    Job DescriptionJob DescriptionFSG is the solution for operational excellence being sought by private fund managers who wish to focus solely on raising capital and identifying investment opportunities. We support the entire life-cycle of our clients’ private funds and management company, managing the execution of investments, the experience of their...


  • Houston, United States Fund Services Group Full time

    Job DescriptionJob DescriptionFSG is the solution for operational excellence being sought by private fund managers who wish to focus solely on raising capital and identifying investment opportunities. We support the entire life-cycle of our clients’ private funds and management company, managing the execution of investments, the experience of their...


  • Houston, Texas, United States HighTower Advisors Full time

    Our Story Presidio Wealth Partners ("Presidio"), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio currently manages $1.8 billion of assets on behalf of our clients. We offer an outsourced family office experience for our clients that places us at the center of a...