Comptroller- Junior Portfolio Manager jobs in United States
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Texas Comptroller of Public Accounts · 6 hours ago

Comptroller- Junior Portfolio Manager

The Texas Comptroller of Public Accounts is seeking a Junior Portfolio Manager to join their External Investments team. This role involves performing asset management, market research, and investment monitoring while contributing to the evaluation and analysis of fund investments in public and private credit markets.

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Work & Life Balance
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Responsibilities

Assist Portfolio Managers and the CIO in evaluating and monitoring existing external manager investments and co-investments, with an emphasis on exposures within private credit markets
Contribute to asset allocation, portfolio construction, and risk management
Communicate with potential managers via in-person meetings or phone calls on a regular basis and be able to speak to portfolio-related events knowledgeably
Lead portfolio reporting efforts, including maintaining internal databases, preparing periodic portfolio reviews and creating materials for internal Investment Team and relevant Board meetings
Conduct ongoing analysis for the existing portfolios; maintain and update information held in internal systems to ensure proper manager monitoring
Coordinate with consultants to ensure proper coverage and analysis of potential investment opportunities and to develop pacing and asset allocation plans for assigned portfolios
Support the senior team in sourcing and underwriting new fund investments with external managers in addition to prospective co-investment opportunities
Lead in investment due diligence on prospective opportunities, including qualitative and quantitative analysis of investment strategy, process, portfolio construction, organization, and performance
Prepare ad-hoc investment memos and present during Investment Committee meetings and other internal/external meetings
Communicate with potential managers via in-person meetings or phone calls on a regular basis
Assist Portfolio Managers and the CIO with developing opportunistic and strategic investment themes, areas of focus, special projects, and prepare associated reports and presentations for consideration
Represent the organization at industry conferences and manager annual meetings, fostering relationships and upholding TTSTC’s brand and reputation
Read macroeconomic, microeconomic, financial, general business, and geopolitical research and analysis
Participate in internal and/or external training and development opportunities

Qualification

FinanceInvestment experiencePrivate credit marketsCFAMBAQuantitative analysisResearch skillsCommunicationTeam collaboration

Required

Graduation from an accredited four-year college or university with major coursework in finance, accounting, mathematics, business administration, or a related field
Seven (7) years of total investment experience, preferably at an endowment, foundation, OCIO firm, family office, fund of funds, investment bank, consulting firm, or a similar organization allocating capital to external investment managers
A valid Texas (or state of residency) driver's license and a satisfactory driving record are a condition of employment. Applicants offered an interview must present the following documents at or before the interview: A state issued driving record for the last 36 months; valid Texas driver's license (or state of residency driver's license); and current proof of automobile insurance

Preferred

MBA, MSF, JD or other relevant graduate degree
Experience in Private credit markets
Chartered Financial Analyst (CFA); Chartered Alternative Investment Analyst (CAIA) are preferred

Benefits

Insurance
Retirement plans
Flexible work schedule

Company

Texas Comptroller of Public Accounts

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The Texas Comptroller of Public Accounts manages funds for the world’s 8th largest economy, processes millions of paper and electronic tax returns each year and continually searches for innovative solutions to streamline operations at one of Texas’ largest state agencies.

Funding

Current Stage
Late Stage

Leadership Team

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Ryan Murphy, MSc, CISSP, PMP, CISM, CCISO
Deputy Chief Information Security Officer
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