What are the responsibilities and job description for the Investment Manager position at TW Work Solutions?
🚨 NOW HIRING: Investment Analyst – Wealth Management & Investment Operations | Houston, TX 🚨
TW Work Solutions is partnering with a confidential investment management client to identify an Investment Analyst to support investment operations, portfolio reporting, cash flow tracking, and financial analysis activities.
This opportunity is ideal for an FP&A Analyst, Financial Analyst, Investment Analyst, or Accounting professional with 1-5 years of experience and advanced Excel skills.
Key Responsibilities:
✔ Track investment cash flows, capital movements, and portfolio activity
✔ Monitor funds going into and out of investment vehicles and operating entities
✔ Maintain detailed portfolio reporting and investment schedules
✔ Analyze financial performance and prepare reports for management and clients
✔ Develop and manage complex Excel models and spreadsheets
✔ Support budgeting, forecasting, and investment planning initiatives
✔ Assist with banking, treasury, and investment operations functions
✔ Ensure accuracy of portfolio and financial reporting data
Qualifications:
• Bachelor's Degree in Finance, Accounting, Economics, Business, or related field
• 1-5 years of experience in FP&A, Financial Analysis, Investment Analysis, Accounting, or Banking
• Advanced Excel skills including Pivot Tables, XLOOKUP/VLOOKUP, financial modeling, and large data set management
• Strong analytical, mathematical, and problem-solving abilities
• Experience tracking financial transactions, cash flows, and reporting metrics
• Ability to manage multiple priorities while maintaining exceptional attention to detail
📍 Houston, TX (Onsite)
This role is a great fit for candidates coming from public accounting, FP&A, wealth management, commercial banking, investment operations, private equity support, or family office environments.
If you're interested in learning more, please contact Trevor Wrinkle at TW Work Solutions.
📧 twrinkle@tww-solutions.com
📞 409-392-3864
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