INVESTMENT MANAGER
Full Time
No Travel Required
On-site
150000 - 180000/yr
Shyra tech LLC
Fitment
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Job Details
Skills
- Accounting
- Accessibility
- Alternative Investments
- Analytical Skill
- Attention To Detail
- Collaboration
- Communication
- Control Flow Analysis
- Dashboard
- Decision-making
- Documentation
- Due Diligence
- Economics
- Evaluation
- Finance
- Financial Modeling
- Investment Analysis
- Investment Management
- Investments
- Management
- Microsoft Excel
- Modeling
- Organizational Skills
- Performance Appraisal
- Performance Metrics
- Portfolio Management
- Portfolio Optimization
- Regulatory Compliance
- Reporting
- Research
- Sourcing
- Stress Testing
- Unity
- Workflow
Summary
Job Title: Investment Manager
Department: Investments
Reports to: CFO / CIO
Houston, TX - (Onsite and Locals)
Non-Profit Org
Mid-Level: 5+ years profiles
Final interview onsite in-person
Position Overview
The Investment Manager plays a critical role in supporting the Foundation’s investment strategy and overall portfolio management by delivering rigorous investment analysis, performance reporting, and ongoing manager relationship support. This role contributes to the sourcing, evaluation, and due diligence of investment opportunities and provides high-quality analytical insights to inform investment decision-making across the organization.
Qualifications
In everything the Investment Manager does, he or she must embody the Foundation’s values:
· Excellence: Commits to the highest standards of performance, quality, and professionalism.
· Authenticity: Operates with transparency, sincerity, and fidelity to the Foundation’s identity and mission.
· Collaboration: Works effectively with colleagues and partners, fostering unity, mutual respect, and shared purpose.
· Service: Approaches responsibilities with humility and a desire to serve others.
· Impact: Strives to drive meaningful, long-term, and sustainable outcomes through investment stewardship.
Key Performance Metrics
· Total Return
· Sharpe Ratio
· Excess Return vs. Benchmark
· Tracking Error vs. Benchmark
· Information Ratio
· Maximum Drawdown vs. Benchmark
· Policy Compliance Breaches
Essential Job Functions
Research & Analysis (50–60%)
· Build, maintain, and enhance financial and investment models.
· Monitor existing investments for performance, risk exposure, and policy adherence.
· Generate research insights across investment managers, funds, and asset classes.
· Prepare timely and accurate Investment Performance Review reports.
· Develop new analytical reports to improve portfolio transparency and decision-making.
· Conduct portfolio modeling, stress testing, and scenario analyses.
Investment Management (20–25%)
· Assist in maintaining and strengthening relationships with external investment managers.
· Oversee and manage Non-Core and Legacy assets.
· Support quantitative and qualitative due diligence for prospective and existing investments.
· Research and evaluate tools, technology, and resources to enhance investment processes.
· Contribute to the development and refinement of investment policies, workflows, and evaluation frameworks.
Administration & General (25–30%)
· Prepare, organize, and maintain investment documentation to ensure compliance and accessibility.
· Collaborate closely with the Finance team on valuations, capital calls, distributions, and liquidity planning.
· Maintain the accuracy and integrity of investment data; prepare monthly dashboards and reports.
· Coordinate meetings for Strategic Partners, the Investment Committee, and the Board, including materials and follow-up.
· Lead or support ad-hoc projects related to portfolio optimization, reporting, or strategic initiatives.
Core Competencies
· Strong analytical and quantitative skills, with advanced proficiency in Excel and financial modeling tools.
· Exceptional attention to detail and strong organizational skills, with the ability to manage multiple priorities and deadlines.
· Excellent written, verbal, and interpersonal communication skills, with the ability to clearly present complex information to diverse audiences.
· Proven ability to collaborate effectively with cross-functional teams and stakeholders.
· High level of discretion in handling confidential and sensitive information.
· Ethical, principled, and disciplined approach to investment management.
· Ability to serve as a trusted and knowledgeable advisor to the CFO/CIO.
Qualifications
· Bachelor’s degree in Finance, Economics, Accounting, or a related field.
· Advanced degree or progress toward the CFA designation preferred.
· 3–7+ years of experience in investment analysis, portfolio management, financial modeling, or related roles.
· Experience with alternative investments, asset allocation, or institutional investment environments preferred.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
- Dice Id: 91122477
- Position Id: 8910514
- Posted 18 hours ago
Company Info
About Shyra tech LLC
Shyra Tech LLC offers services ranging from Contract Consulting to Staff Augmentation. With an expert staff of recruiters waiting to assist you, we also have the right opportunities for anyone coming from either an IT/Non-IT background, which includes roles for functional/techno-functional consultants like, Project Managers, Business System Analysts, Software Engineers/Developers, and Enterprise Architects with skills ranging from legacy systems to the latest technologies.
We provide customized staffing services and solutions to companies nationwide and our ability to deliver is to vouch for, which makes our clients put their trust in us to fulfil their day-to-day hiring needs or business challenges and help put them on a path for greater success.
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