What are the responsibilities and job description for the Investment Assistant position at Stone Garden Group?
Company Description:
Stone Garden Group (SGG) is a newly established single-family office, headquartered in Houston, Texas. SGG’s mission is superior alpha generation, leveraging a dual competitive advantage of a wide mandate and a long-term investment horizon of a young principal.
Stone Garden is founded on the integration of advanced analytics and AI driven automation of data collection and management, research workflows, investment underwriting, thematic development, and risk management.
The team is comprised of professionals from leadership roles in private markets, hedge funds, commodity trading, and operational management across institutional asset management and global energy firms.
Responsibilities include:
- Help document internal processes and maintain knowledge libraries
- Support preparation of materials for internal meetings and the Investment Committee
- Manage scheduling, calendar coordination, and travel for senior investment team members
- Manage data inputs and ensure accuracy across systems and research databases
- Act as a liaison across internal teams and external partners to keep workflows on track
This position offers the opportunity to sit at the center of the investment process, taking on substantive responsibilities that directly enable decision-making at the family office.
Qualifications:
We seek individuals who thrive in a collaborative, entrepreneurial environment and demonstrate excellence, judgment, and intellectual curiosity.
The successful candidate will bring:
- Familiarity with investment terms, financial concepts, and business communication
- Exceptional organizational and time-management skills
- Strong attention to detail and ability to handle multiple priorities simultaneously
- Highly team-oriented, collaborative, and growth-minded
- Humility, strong work ethic, self-motivation
- Strong written and verbal communication skills
- Proficiency with AI tools and Microsoft Office Suite
- Intellectual curiosity and eagerness to learn
Compensation & Benefits:
- Competitive base salary and benefits package
- Annual performance-based bonus
- Employee share plan bonus tied to portfolio performance
- Opportunity to participate in profit sharing