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Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
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Obtain a thorough understanding of all accounting systems including but not limited to MRI accounting system, Avid invoicing system, Concur expense reporting system, Spreadsheet Server excel add-on for reporting, and Advent APX investment portfolio reporting system.
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RESPONSIBILITIES: Play a key role in developing a world‐class Finance function, including, but not limited to, external reporting, quarterly forecasting, annual budgets, strategic planning, multi‐year forecast, top‐line analysis / metrics, expense / investment management, M&A activity, process, and system re‐design.
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Specialized knowledge of client benefits offered by Frost's brokerage, investment management, trust, and insurance groups. Experience in managing a portfolio of affluent and high net worth clients.
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This position will provide support to Senior Management on cross-business projects at TAM such as investment portfolio management, real estate project management, financial analysis and risk management.
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You will also be responsible for on-going monitoring and risk management of an assigned portfolio of credit. These companies are active users of traditional corporate banking services, investment banking products and project finance.
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Effectively articulate investment processes and performance and communicate the portfolio management team’s outlook and investment perspectives. Because the Product Manager acts as an extension of the portfolio management team, this individual must have a strong understanding of the markets and be regarded as a credible source of information and perspective for both fundamental and macro-economic factors affecting your respective asset class.
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Squarepoint is a global investment management firm that utilizes a diversified portfolio of systematic and quantitative strategies across financial markets that seeks to achieve high quality, uncorrelated returns for our clients.
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Support the management of ongoing relationships with Investors as led by a senior member of the team, including portfolio advisory, investment inquiries, and liquidity maintenance.
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Manage a portfolio of investment real estate assets in accordance with the client’s investment needs and account governing documents while within the Asset Management & Trust’s policies and procedures.
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Assists Portfolio Manager by preparing various spreadsheets and reports for Investment Team Meetings in the absence of Investment Operations Associate. This position offers opportunities for growth in the Client Operations track, the Investment Operations track, or the client-facing Wealth Management track.
$55,000 - $62,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Minimum of 2 years of experience in a similar operational role within the financial services industry, preferably at a registered investment advisor or wealth management firm. In-depth knowledge of custodian and operational systems used in wealth management, such as portfolio management, billing, and trading platforms.
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2-5 years of experience in project finance, M&A, investment analysis, or portfolio management, including experience in the renewable energy industry. Provide support to the investment approval process by providing financing and structuring guidance to M&A, tax, and accounting teams.
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Assist in coordinating discussion of the valuation of the portfolio companies on monthly and quarterly basis with the senior management, investment team, valuation team and third party valuation firms.
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Partnering with the Global Head of Investment Risk on the outcomes from portfolio management / investment risk reviews that intersect with Enterprise Risk management.
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investment portfolio management jobs in Houston, TX
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