Investment Manager

True North Advisors • Dallas, TX

3d • Hybrid

About The Position

True North Advisors is seeking a highly capable investment professional to join their existing team of six investment professionals. True North is an Independent RIA managing over $5 billion in assets, with an endowment-style investment platform and an alternative platform strategy. This full-time role reports directly to the Chief Investment Officer. The ideal candidate will have a strong interest in supporting the investment team at a growing firm, be self-motivated, capable of managing projects independently, and comfortable collaborating in a team-oriented environment. The position offers broad exposure to both public and private market investments, with an initial focus on hedge funds and public markets. A demonstrated investment interest and intuition are essential, as True North invests across various asset classes, geographies, styles, and markets, including early adoption of private investments in real estate, private equity, and energy. The candidate must be able to research, evaluate, and develop an understanding of diverse industries, markets, and investment strategies. An entrepreneurial mindset, strong sense of ownership, and effective communication and self-management skills are crucial. This position ideally requires a minimum of 5 years of relevant experience, with opportunities for growth in responsibility and scope. Exceptional candidates with less experience may be considered.

Requirements

• Bachelor’s Degree required (finance preferred)
• Minimum 5 years of full-time investment experience at an RIA, MFO, endowment/foundation, or similar institution.
• Advanced Excel and PowerPoint skills; comfort with learning analytical software systems such as Bloomberg, Addepar, FactSet and Morningstar Direct.
• Strong analytical mindset with demonstrated investment judgment and a sustained interest in investments.
• Ability to invest alongside clients, including in private equity and hedge fund allocations.
• Highly self-motivated with the ability to manage projects independently.
• Ability to collaborate and contribute effectively to a high-performing team.
• Ability to exude the True North core values.
• Must consent to and have favorable credit report and background check.

Nice To Haves

• Chartered Financial Analyst™ (CFA) designation preferred.

Responsibilities

• Lead and, as appropriate support, investment due diligence across asset classes including equity, hedge funds, fixed income, private equity, and others.
• Prepare analysis and materials for investment committee review and presentations.
• Attend regular diligence meetings and calls with current and potential investment managers.
• Assist with the portfolio construction, reporting, and ongoing management of investment strategies.
• Support the preparation of internal and external investment communications, including presentations, commentaries, and investment reports.
• Support responses to client-related investment inquiries and reporting needs.
• Represent the investment team in external meetings with clients and other constituents.

Benefits

• Competitive base salary
• Competitive bonus potential based on successful execution of firm goals and individual performance metrics
• 15 days of Paid Time Off (PTO) for new employees; increases to 18 days after the second year and increases from there per a schedule
• Volunteer Time Off (VTO)
• Telecommuting opportunities
• 401(k) with employer contribution
• Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
• Employer reimbursement for professional designations and continuing education
• Free Financial Planning services for employees and their spouses
• Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level