Senior Portfolio Analyst – Galleria – Hybrid – Investment Management

About the Company and Opportunity:

  • Our client is a private investment and management firm headquartered in Houston
  • They have an expansive portfolio of commercial real estate assets, over $10B in value
  • The firm prides itself on collaborative leadership and management approach
  • This is a cutting-edge and entrepreneurial culture and environment
  • Due to growth, they are adding several key financial positions
  • Work from home Mondays & Fridays
  • NEWLY created role!!!!


  • Prepare various monthly, quarterly, and annual financial statements and performance reports for distribution to executive management and ownership.
  • Generate reports utilizing investment portfolio records across multiple platforms and custodians.
  • Implement formal processes for obtaining and analyzing the information gathered from teams and systems for report preparation.
  • Prepare ad-hoc financial analysis and management reports as requested.
  • Act as a primary liaison among Treasury, Accounting, and Investment teams.
  • Prepare annual Treasury budgets, including cash, marketable securities, and debt.
  • Prepare analytics around existing and pro forma portfolios.
  • Perform research on public and private markets, industries, and companies.


  • A bachelor’s degree, preferably in Finance, Accounting, or a related field, is required from an accredited college or university.
  • Minimum five (5) years of relevant job experience required.
  • Big Four experience preferred.
  • Work experience in a private investment or wealth management firm is a plus.
  • Extensive knowledge of investment performance metrics, including internal rate of return and time-weighted return.
  • Detailed understanding of marketable security and private equity transaction activity.
  • Experience with portfolio performance reporting products such as SS&C Advent APX, Backstop, Black Diamond, or similar platforms.

Proficiency in using Microsoft Office software applications with an emphasis on intermediate to advanced Excel functionality

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