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Investment Operations-Associate

Houston, TX

Order: 42651125
DirectHire

The Daniel Group is seeking a dynamic Investment Operations Associate to join their client's team. This company is an investment firm located in the Galleria area. Please refer to the job requirements below. If interested please email your resume to Ezeiders@danielgroupus.com.

 

 

Associate – Investment Operations

The Investment Operations team is dedicated to developing raving fans of our co-investors, investor partners, and our internal team, by delivering a “wow” experience and world-class support throughout the lifecycle of an investment. Key areas of responsibility for the Associate could include:

• Facilitating the onboarding and ongoing maintenance of fund and co-investor investments • Oversight and coordination of investment transactions with our administrator, custodians, coinvestors and underlying managers • Conducting audits on investments, documentation, systems and processes • Manage e-mail and telephone conversations with co-investors, relaying pertinent messages while maintaining accuracy and confidentiality

 

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

 

Requirements:

• Team player with an enthusiastic work ethic • Exceptional organizational, and written communication skills with an exacting attention to detail • Exemplary ability to organize, prioritize and multi-task in a fast-paced environment, with strict deadlines • Ability to learn quickly and comprehensively • Proficient in Microsoft Office Suite • Basic fundamental knowledge of investments and accounting and have 3-5 years experience in a similar role