Investment specialist Jobs in Houston, TX
Last updated: 15 hours ago
A bachelor's degree, preferably in Finance, Economics, Accounting, or a related field is required from an accredited college or university.
A Master's in Business Administration (MBA) or Chartered F...Show moreLast updated: 15 hours ago
Analyst - Investment Management.Analysts are responsible for supporting the Investment Management Team in evaluating and monitoring investment opportunities.
In this role, you will collaborate acros...Show moreLast updated: 3 days ago
Associate at Sustainability Focused PE Firm.Renewables / Infrastructure / Transportation.Show moreLast updated: 10 days ago
Our client, a boutique private equity firm specializing in.Lead deal sourcing, underwriting, and due diligence for acquisitions.
Conduct financial modeling and market analysis to assess investment o...Show moreLast updated: 5 days ago
Competitive salary and employee benefit package.An opportunity to love what you do.Compile and analyze financial information related to the Company's investments in order to prepare and post entrie...Show moreLast updated: 16 hours ago
Seeking a Strategic Co-Founder & Investor to Transform AI-Driven Drug Discovery.AI-powered end-to-end pharmaceutical platform.
AI-driven small molecule & biologics discovery.Automated / roboti...Show moreLast updated: 16 days ago
The Jefferies Energy team represents one of the largest dedicated Energy sector investment banking teams in the world.Our unique structure combines corporate finance and advisory capabilities with ...Show moreLast updated: 17 days ago
Clayton Services is searching for an.Investment Operations Specialist.Investment Operations Specialist Responsibilities : .
Input data to produce accurate financial reports.Manage multiple projects at...Show moreLast updated: 30+ days ago
My client is an Investor in Sustainable Infrastructure.They are looking for a Buy-Side Associate to join their team in Houston, TX.
Thoroughly analyze and underwrite potential investments including ...Show moreLast updated: 7 days ago
The Investment Analyst Intern will be based in TDC’s Houston, Texas office.Job responsibilities will include assisting with all aspects of the investment team’s functions including acqu...Show moreLast updated: 2 days ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients.Since 1995, Fisher Investments has developed a specialized approach focused on our pr...Show moreLast updated: 1 day ago
Texas Children’s Hospital has an opening for an Investment Manager position in Houston, TX.Responsible for overseeing investment managers’ performance, with limited oversight from senior team membe...Show moreLast updated: 30+ days ago
Aurex Group is partnered with an energy development company looking to hire a.Direct experience working with investments in power gen / storage assets and infrastructure is required, and this role wi...Show moreLast updated: 5 days ago
Join a dynamic family office with a diverse portfolio spanning real estate, oil and gas, and technology sectors.This role offers direct collaboration with senior leadership, significant responsibil...Show moreLast updated: 1 day ago
Young boutique Lower Middle Market Private Equity firm in Houston seeks a Big 4 Transactions Advisory or Assurance professional with three to five years of experience to join their team and support...Show moreLast updated: 30+ days ago
Macdonald & Company is pleased to be retained to find a VP of Investment / Development to be the market lead focused on sourcing industrial development opportunities in Houston, Texas.Our client is a...Show moreLast updated: 22 days ago
PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future.Depending on your eligibility, options for full-time employees include medical / prescription drug...Show moreLast updated: 30+ days ago
CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas.Since our inception, we have focused our efforts on finding excellent opportunit...Show moreLast updated: 3 days ago
- Promoted
- New!
Investment Analyst
McNair InterestsHouston, TX, United StatesFull-time
- Promoted
Investment Analyst
Augustine Talent GroupHouston, TX, United StatesFull-time
- Promoted
Investment Associate
Spencer Ogdenhouston, TX, United StatesFull-time
- Promoted
Investment Manager
Noor Staffing GroupAustin, Texas Metropolitan Area, United StatesFull-time
- Promoted
- New!
Investment Accountant
Tokio Marine HCCHouston, TX, United StatesFull-time
- Promoted
Co founder with investment
Encure BiotherapeuticsHouston, TX, USFull-time
- Promoted
Investment Banking Associate | Energy (O&G)
JefferiesHouston, TX, United States$150,000.00–$225,000.00 yearly
Full-time
Investment Operations Specialist
Clayton ServicesHouston, TX$45,000.00–$65,000.00 yearly
- Promoted
Investment Associate - Power
InventureHouston, TX, United StatesFull-time
- Promoted
Real Estate Investment Analyst Intern
Dinerstein CompaniesHouston, TX, USFull-time
- Promoted
INVESTMENT COUNSELOR (FINANCIAL ADVISOR ALTERNATIVE)
Fisher InvestmentsTX, United StatesFull-time
Investment Manager
Texas Children's HospitalHouston, TXFull-time
- Promoted
Investment Associate - Energy Investments
Aurex Grouphouston, TX, United StatesFull-time
- Promoted
Investment Associate
Creative Financial StaffingHouston, TX, USFull-time
Investment Analyst
Search ServicesBellaire, TX, USFull-time
Quick Apply
- Promoted
VP - Investment
Macdonald & CompanyHouston, TX, United StatesFull-time
Investment Management Solutions Specialist - Asset Management Group Investment Office
PNC Bank NAHouston , TXFull-time
Investment Associate
The Green Recruitment CompanyHouston Houston, Texas, United States (On-site).Exciting opportunity to join a prestigious investor in the global energy and infrastructure sectors! The business specializes in private investments in energ...Show moreLast updated: 30+ days ago
- Promoted
Vice President of Investment Management
CAZ InvestmentsHouston, TX, United StatesFull-time
Investment Analyst
McNair InterestsHouston, TX, United States15 hours ago
Job type
- Full-time
Job descriptionExpertise in financial modeling, valuation, and advanced Excel; proficiency in the use of PowerPoint and other Microsoft Office Suite applications. Strong analytical skills with experience in conducting sensitivity and scenario analyses. Ability to distill complex information and make data-driven recommendations in clear and concise ways. Excellent written and verbal communication skills; proficiency in creating and delivering presentations. Familiarity with financial reporting and data visualization tools (e.g., Tableau, Power BI) is advantageous. Ability to work independently, prioritize multiple projects, and meet deadlines Direct exposure in investment administration, performance measurement, real estate analysis, and / or family trust administration is beneficial. Hands-on experience with portfolio investment applications Extensive knowledge of investment performance metrics Detailed understanding of marketable security and private equity transaction flow. Strong interpersonal skills and the ability to create and maintain solid working relationships across the organization and externally. Excellent attention to detail and an ability to produce high-quality, accurate work within designated deadlines. Ability to maintain confidential and / or proprietary information. Track and monitor portfolio performance, identifying areas of risk, potential improvements, and strategies to optimize returns; provide regular performance reports and insights to ensure alignment with investment objectives. Build and maintain comprehensive financial models across various asset classes (PE, public equities, real estate, direct investments, etc.). Analyze investment opportunities and prepare clear, actionable recommendations. Conduct sensitivity analysis, scenario planning, and performance tracking to evaluate potential returns and risks. Collaborate with the Executive Vice President to refine investment strategies and inform decision-making. Perform due diligence on investment proposals, including market research and financial projections. Review and analyze investment documents, contracts, and legal agreements to identify key terms, risks, and opportunities; provide clear summaries and actionable recommendations to support decision-making. Assist in preparing presentations and reports for senior management and board members. Maintain a database of investment portfolios, including transaction flow, market valuation maintenance, and performance reporting workflow.
Description
Position at McNair Interests
Education and / or Experience
- A bachelor's degree, preferably in Finance, Economics, Accounting, or a related field is required from an accredited college or university.
- A Master's in Business Administration (MBA) or Chartered Financial Analyst (CFA) designation is strongly preferred.
- A minimum of 5 years of experience in investment analysis, financial modeling, or related roles, preferably within private equity, investment banking, family office, or asset management.
- Coursework or certifications in areas like financial modeling, valuation techniques, and data analysis is ideal. Familiarity with platforms like Wall Street Prep, Financial Edge, or other recognized financial modeling programs is an advantage.
- Training in data visualization or proficiency with financial reporting software, such as Power BI, is beneficial.
Qualifications
The requirements listed below are representative of the knowledge, skill, and / or ability required :
Duties and Responsibilities