Applications are completed on the employer's own site.
Summary
Support wealth creation and optimize asset allocation across businesses and affiliates through investment evaluation, portfolio reporting, and asset management.
About this role
Senior Manager, Investments & Asset Management, The Friedkin Group, Houston
Full-timeHouston, Texas, USPosted today
The Friedkin Group
The Friedkin Group family office in Houston is hiring a Senior Manager of Investments & Asset Management reporting to the Head of Family Office. The seat covers co-invest and direct evaluation, external manager monitoring across PE/VC and other asset classes, portfolio reporting, and asset-management support across TFG businesses. Looks for 8–10+ years' related experience; CFA preferred.
About the job
Under the Head of Family Office, support wealth creation for The Friedkin Group and optimize asset allocation across TFG businesses and affiliates. A broad-based generalist investment role spanning co-invests/directs, external managers, FP&A-style reporting, and asset management.
Key responsibilities:
Evaluate co-investment and direct opportunities (business, financial, structural review); build LBO/DCF and returns models; support diligence and IC memos
Screen and monitor fund managers across strategies; track capital calls/distributions and performance
Maintain portfolio tracking (IRR, TVPI, DPI, RVPI); support periodic reporting and liquidity planning
Lead performance review of assets owned/operated by TFG and affiliates; KPIs, budgets, scenario analysis; partner with tax, accounting, and legal
Required qualifications:
Bachelor's in Accounting, Finance, or Economics
Master's / MBA and/or similar credentials highly desirable; CFA preferred
8 to 10+ years related experience
Advanced Excel and PowerPoint
Legally authorized to work in the US without sponsorship; ~20% travel
Skills named in this posting
Excel
PowerPoint
About And Simple ApS
The Friedkin Group is a family office in Houston focused on wealth creation and asset management.
Technology, Information and Internet
59 employees
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