Senior Manager, Investments &Asset Management

The Friedkin Group•Houston, TX

72d

About The Position

The Senior Manager, Investments & Asset Management, reporting to the Head of Family Office, owns investment reporting and the investment pipeline for The Friedkin Group (TFG), supports fund and direct-investment diligence, and helps build the team’s data and AI capabilities. This is a broad-based, hands-on generalist investment role on a small team, covering internally sourced and external-manager opportunities across asset classes, including private equity and venture capital. The role is expected to focus approximately 40% on reporting and pipeline, 30% on diligence, and initially 30% on investment-related technology improvements enabled by AI. The role also leads efforts to modernize how the Family Office analyzes, monitors, and reports on investments. It identifies and pilots AI, automation, and data tools, and leads adoption across financial reporting, investment analysis, and portfolio monitoring to improve speed, accuracy, and decision quality. The successful candidate collaborates across investments, business development, asset management, and other departments to support family office and shareholder objectives.

Requirements

Bachelor’s degree in Accounting, Finance, Economics, Computer Science, Engineering, or a related field from a four-year college or university.
8 to 10+ years of related experience and/or training, or an equivalent combination of education and experience.
Sound judgment and ability to work independently and prioritize in an evolving environment.
Advanced Excel and PowerPoint skills; advanced proficiency with Microsoft Office products, primarily Excel and PowerPoint.
Demonstrated experience applying technology, automation, or AI to improve financial analysis, reporting, or investment processes.
Working proficiency with data-analysis tools, including advanced Excel and SQL, Python, or Power BI.
Strong understanding of data governance, security, and responsible AI use in a confidential environment.
Experience with fund diligence and investment reporting, including capital calls, distributions, and performance metrics.
Hands-on approach and willingness to own detailed reporting work.
Ability to apply common sense.
Legally authorized to work in the United States without sponsorship.

Nice To Haves

Master’s degree, MBA, and/or similar credentials or certifications.
Hands-on experience with generative AI tools and prompt design for finance workflows.
Experience with portfolio or investment-accounting platforms such as Addepar, Allvue, Chronograph, or Carta, and ETL- or API-based data integration.
Track record of leading change management or technology adoption with non-technical stakeholders.
Chartered Financial Analyst (CFA) designation.

Responsibilities

Evaluate co-investment opportunities from private equity sponsors, family offices, and direct-deal networks, including business, financial, and structural review.
Build and stress-test financial models, including DCF and returns/IRR/MOIC sensitivity analyses, to evaluate deal economics and downside scenarios; use automation and AI-assisted tools to accelerate analysis.
Draft investment memoranda and presentation materials for investment committee review.
Contribute relevant investment opportunities from a personal network.
Screen and evaluate prospective fund managers across strategies through track record analysis, attribution, and benchmarking.
Analyze fund terms, fees, cash flow projections, and portfolio-construction fit.
Conduct operational and organizational due diligence and review fund documentation with the legal team.
Monitor existing fund investments, including capital calls, distributions, performance reporting, and manager check-ins; maintain manager research files and prepare recommendation memos.
Own the central investment pipeline from opportunity intake through diligence and decision, coordinate diligence timelines, and report pipeline status.
Own processing, tracking, and reporting of capital calls and distributions across investments.
Maintain portfolio tracking for direct, co-investment, and fund positions, including valuations and performance metrics such as IRR, TVPI, DPI, and RVPI.
Own monthly, quarterly, and annual reporting, capital-account reconciliation, and ad hoc analysis; automate recurring reports to improve timeliness, accuracy, and auditability.
Assist with cash-flow forecasting and liquidity planning for the private investment portfolio.
Perform and coordinate portfolio-construction and risk analytics, monitor investment performance, and participate in risk management activities for the multi-asset portfolio or selected asset classes.
Develop and execute a roadmap for applying AI and automation to investment analysis, financial reporting, and portfolio monitoring, prioritizing use cases by value, risk, and feasibility.
Lead pilots and implementation of AI tools, including generative AI assistants, document extraction, and workflow automation, and drive adoption across the Family Office.
Automate recurring reporting, reconciliation, and data collection, including ingestion of capital-call notices, distribution statements, and fund financials into portfolio systems.
Use AI to accelerate diligence and research by summarizing investment and fund documents, drafting first-pass memos, and flagging key terms and risks, with human review of outputs.
Build and maintain dashboards and analytics using tools such as Power BI, Python, and SQL to provide leadership visibility into portfolio performance, liquidity, and exposures.
Partner with IT, Data, Legal, and Information Security to establish governance, data-quality standards, and responsible-use guardrails for AI and confidential information.
Evaluate and recommend portfolio-management, data-aggregation, and alternative-investment reporting platforms; manage implementation and onboarding.
Train and support teammates and affiliate finance teams in new tools, document best practices, and stay current on AI developments relevant to investment management and family offices.