Analyst - Asset Management & Investor Relations
KPMHouston, TX, US10 days ago
Job type
- Full-time
Job descriptionPrepare investor presentations, quarterly reports, and newsletters Support the development of investor messaging and FAQs. Coordinate investor meetings Track investor feedback and market sentiment to inform communication strategies. Ensure consistency and accuracy in all investor-facing materials. Bachelor’s degree in Finance, Economics, Business, or a related field. 1-2 years of applicable experience preferred Excellent written and verbal communication abilities. Proficiency in Excel and other Microsoft products Eagerness to learn more about the industry and experience different aspects of the business Exposure to both the operational and strategic sides of investment management. Competitive compensation and benefits package. Growth Opportunities
Job Description
Job Description
About the Role
We are seeking a highly motivated and detail-oriented Analyst to join our team, supporting both Investor Relations and Asset Management functions. This dual-role position offers a unique opportunity to work at the intersection of investment strategy and stakeholder communication, playing a key role in managing portfolio performance while also shaping the narrative we share with investors.
Key Responsibilities :
Asset Management
- Monitor and analyze portfolio performance across asset classes.
- Support investment decision-making through financial modeling, market research, and risk analysis.
- Assist in the preparation of asset-level and portfolio-level reports for internal and external stakeholders.
- Collaborate with portfolio managers to track KPIs and identify value creation opportunities.
- Maintain and enhance asset management dashboards and performance tracking tools.
Investor Relations
Qualifications
What We Offer
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Asset Management Analyst • Houston, TX, US