Investment Portfolio Manager

10 hours ago

Houston, Texas, United States Augustine Talent Group Full time
Investment Management Analyst Role

As an Investment Management Analyst at Augustine Talent Group, you will play a crucial role in supporting the Investment Management and Capital Formation teams. Your primary responsibilities will include:

Key Responsibilities:
  • Support the expansion and service of the firm's co-investors by creating performance and investment materials on the firm's investments.
  • Organize co-investor meeting materials for members of the Investment Management team.
  • Evaluate new investment opportunities and support the monitoring of existing investments.
  • Perform top-down and bottom-up analysis on public and private investment opportunities.
  • Conduct initial due diligence and prepare Investment Memos to be presented to the Investment Committee.
  • Engage in routine communication with external managers to monitor existing investments.
  • Assist in internal portfolio tracking and management.
  • Provide daily updates and transparency to the portfolios to enable Portfolio Managers to make effective trading decisions.
  • Assist with facilitating and reconciling trades within the equity, derivatives, and futures markets.
Requirements:
  • Bachelor's degree with a strong academic record.
  • 2-4 years prior experience in a related field.
  • Ability to work in a fast-paced environment under strict deadlines.
  • Exceptional organizational and written communication skills with exacting attention to detail.
  • Strong research experience and financial knowledge. Understanding accounting and financial valuation is a plus.
  • Experience in DC, Caissa is a strong plus.
  • Proficiency with Excel and Microsoft Office. Experience with VBA is a plus.
  • Strong practical understanding of underlying macro-and micro-economic forces and trends.
  • Ability to quickly learn and utilize quantitative modeling techniques.
  • Outgoing personality and the ability to interact with rooms full of people with confidence.
  • Selfless team player with a strong work ethic.
Compensation Structure:
  • Base salary will be commensurate with experience.
  • Bonus opportunity will be tied to effectiveness measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability.
  • After 30 days of employment, you will be eligible to participate in the firm's Matching 401k plan.
  • The firm offers a generous PTO plan, along with an excellent Benefit Portfolio.

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