Manager, Investments

4 weeks ago

San Antonio, United States H-E-B Full time

Responsibilities:

MANAGER, INVESTMENTS & RETIREMENT

Reports to: Director, Investments & Retirement

Position Summary

"The MANAGER, INVESTMENTS & RETIREMENT helps provide day-to-day investment management oversight of the H-E-B Savings & Retirement Plan.

The Savings & Retirement Plan is a participant-directed 401(k) plan with three internally-managed global asset allocation funds, four index funds, and a money market fund.

Responsibilities

  • Source, identify, evaluate, and monitor investment managers across multiple asset classes, including public and private market investments.
  • Conduct regular due-diligence monitoring calls/visits with Plan investment managers and vendors; maintain due-diligence files.
  • Assist Director with asset allocation decisions and hiring/termination of public and private market managers.
  • Assist Director with ongoing investment/retirement planning education to H-E-B Partners and Plan participants.
  • Perform ad hoc investment research and stays current on developments impacting the capital markets and the legal/regulatory environment impacting defined contribution plans.
  • Interact and assist where needed with the Plans administrator and accounting staff.
  • Participate in annual budget preparation for the Investment Office.
  • Provide coaching, mentoring, guidance, and performance evaluations to junior Partners in the Investment Office.
  • Some occasional travel is required.

Qualifications

  • Bachelors degree required; advanced degree in a business-related discipline preferred (MBA, MSF).
  • Chartered Financial Analyst (CFA) professional designation preferred; progress toward completion of the designation required.
  • Additional related professional designations are a plus (e.g., CAIA, CIPM).
  • Minimum 5-7 years of institutional investment experience (e.g., DB/DC pension plan, endowment, or foundation) successfully working in investment manager due diligence and monitoring and multi-asset class portfolio management; 7-10 years of experience preferred.
  • Familiarity with the provisions of ERISA and fiduciary responsibilities.
  • Experience with private, illiquid investments and derivatives a plus.
  • Ability to work effectively in a team environment and build relationships.
  • Ability to exercise critical thinking and analytical skills; deliver quality, detail-oriented analysis and make well-reasoned decisions.
  • Excellent communication skills, both written and verbal. Ability to make effective presentations.
  • Proficient with Microsoft Office applications and Morningstar Direct.
  • Possess a high degree of intellectual curiosity and desire to learn.
  • Ability to demonstrate integrity and a high degree of ethics.
  • Ability to adapt quickly to the H-E-B culture of Partners, Community, Customers.
  • A willingness to travel.
  • Successful completion of a comprehensive background check.

FINACC3232

  • Investment Officer

    1 week ago

    San Antonio, United States City Of San Antonio Tx Full time

    Job SummaryUnder general direction, is responsible for performing professional-level work in investment management in the Financial Management Division. Working conditions are primarily in an office environment with the possibility of remote work. Exercises no supervision.Work Location100 W. Houston St.Work Hours7:45 a.m. - 4:30 p.m.; Monday -...

  • Account Manager-CNAC

    1 week ago

    San Antonio, United States DPR Investments Full time

    Job DescriptionDPR Investments (d.b.a as CNAC) is looking for passionate, career-minded and focused professionals to join our San Antonio, TX based DPR Family. We are growing again and looking for top talent to join our Account Management-Collections team!The Account Manager- Collections will work both independently and as part of a team. You will perform...

  • Account Manager-CNAC

    7 days ago

    San Antonio, United States DPR Investments Full time

    Job Description DPR Investments (d.b.a as CNAC) is looking for passionate, career-minded and focused professionals to join our San Antonio, TX based DPR Family. We are growing again and looking for top talent to join our Account Management-Collections team! The Account Manager- Collections will work both independently and as part of a team. You will perform...

  • Hedge Fund Investment Operations Analyst

    7 days ago

    San Antonio, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Description: As a Hedge Fund Investment Operations Analyst, you will play a critical role in supporting the investment operations of the hedge fund. Your primary responsibilities will include ensuring accurate and efficient trade processing, reconciling trades and positions, monitoring cash flows, and collaborating with...

  • Corporate Investment Manager

    1 month ago

    San Francisco, United States Hanwha Impact Partners Full time

    Job DescriptionJob DescriptionSalary: $150,000/year+Hanwha Impact Partners is a member of Hanwha Group, a Fortune Global 500 company, and it engages in corporate development and investments in new energy and other growth industry. In 2018, Hanwha Impact Partners established its US entity that manages its existing investment portfolio and explore new...

  • Corporate Investment Manager

    1 month ago

    San Francisco, United States Hanwha Impact Partners Full time

    Job DescriptionJob DescriptionSalary: $150,000/year+Hanwha Impact Partners is a member of Hanwha Group, a Fortune Global 500 company, and it engages in corporate development and investments in new energy and other growth industry. In 2018, Hanwha Impact Partners established its US entity that manages its existing investment portfolio and explore new...

  • Corporate Investment Manager

    1 day ago

    San Francisco, United States Hanwha Impact Partners Full time

    Job DescriptionJob DescriptionSalary: $150,000/year+Hanwha Impact Partners is a member of Hanwha Group, a Fortune Global 500 company, and it engages in corporate development and investments in new energy and other growth industry. In 2018, Hanwha Impact Partners established its US entity that manages its existing investment portfolio and explore new...

  • Maintenance Supervisor

    1 week ago

    San Antonio, United States NRP Investments, LLC Full time

    NRP INVESTMENTS, LLC is currently seeking a Maintenance Supervisor at our San Antonio LIHTC community, Costa Biscaya. POSITION SUMMARY Under the direction of the Community Manager, the Maintenance Supervisor is responsible for all physical aspects of Maintenance, Supervisor, Customer Service, Property Management, Team Member

  • Investment Management Sales

    1 week ago

    San Francisco, United States Selby Jennings Full time

    We have a current opportunity for an external sales professional at a leading asset manager in the bay area. The position will be full time and in-person. This is an urgent search, further information about this position please apply today! Responsibilities- Involvement in sales, relationship management and marketing efforts - Develop relationships with...

  • Investment Management Sales

    1 week ago

    San Francisco, California, United States Selby Jennings Full time

    We have a current opportunity for an external sales professional at a leading asset manager in the bay area. The position will be full time and in-person. This is an urgent search, further information about this position please apply today ResponsibilitiesInvolvement in sales, relationship management and marketing efforts Develop relationships with existing...

  • Investment Management Sales

    2 days ago

    San Francisco, California, United States Selby Jennings Full time

    We have a current opportunity for an external sales professional at a leading asset manager in the bay area. The position will be full time and in-person. This is an urgent search, further information about this position please apply today ResponsibilitiesInvolvement in sales, relationship management and marketing efforts Develop relationships with existing...

  • Real Estate Investment Sales Agent

    1 month ago

    San Antonio, United States Real Equity Acquisitions Full time

    Job DescriptionJob DescriptionReal Equity Acquisitions is one of the top real estate investment companies in each of our active markets. More than a wholesale company - we buy, flip, lease and sell our own properties. We're a team investment experts with the exit strategies needed to be successful in this industry.We are looking for highly motivated...

  • Real Estate Investment Sales Agent

    19 hours ago

    San Antonio, United States Real Equity Acquisitions Full time

    Job DescriptionJob DescriptionReal Equity Acquisitions is one of the top real estate investment companies in each of our active markets. More than a wholesale company - we buy, flip, lease and sell our own properties. We're a team investment experts with the exit strategies needed to be successful in this industry.We are looking for highly motivated...

  • Senior Director, Investment Manager

    1 week ago

    San Francisco, United States NAIOP SoCal Full time

    Invesco Senior Director, Investment Management Location(s): San Francisco, California Tim e Type: Full time Posted: 30+ Days Ago Job Requisition ID: R-5844 As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment...

  • Senior Director, Investment Manager

    24 hours ago

    San Francisco, United States NAIOP SoCal Full time

    Invesco Senior Director, Investment Management Location(s): San Francisco, California Tim e Type: Full time Posted: 30+ Days Ago Job Requisition ID: R-5844 As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment...

  • Senior Director, Investment Management

    1 week ago

    San Francisco, United States Invesco Full time

    Job DescriptionAs one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.If you're looking for...

  • Private Wealth Investment Management Specialist

    7 days ago

    San Francisco, United States Bank of America Full time

    Description : The Private WealthInvestment Management Specialists are responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas. They ensure risk profiles, goals, objectives and asset...

  • Private Wealth Investment Management Specialist

    22 hours ago

    San Francisco, United States Bank of America Full time

    Description : The Private WealthInvestment Management Specialists are responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas. They ensure risk profiles, goals, objectives and asset...

  • AVP, Investment Transition Manager

    4 days ago

    San Diego, United States LPL Financial Full time

    Job Overview: The Investment Transition Partner (ITP) works directly with recruits who are transitioning from various firms to LPL Financial into any of LPL affiliation types such as Core, SWS, Linsco, RIA, Advisor Network and Institutional. The ITP’s core responsibilities will be to conduct consultative discovery sessions with individual prospects and...

  • AVP, Investment Transition Manager

    1 day ago

    San Diego, United States LPL Financial Full time

    Job Overview: The Investment Transition Partner (ITP) works directly with recruits who are transitioning from various firms to LPL Financial into any of LPL affiliation types such as Core, SWS, Linsco, RIA, Advisor Network and Institutional. The ITP’s core responsibilities will be to conduct consultative discovery sessions with individual prospects and...