Senior Manager - Investments & Asset Management

External Description

Living Our ValuesAll associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.Why Join Us?

• Career Growth: Advance your career with opportunities for leadership and personal development.
• Culture of Excellence: Be part of a supportive team that values your input and encourages innovation.
• Competitive Benefits: Enjoy a comprehensive benefits package that looks after both your professional and personal needs.

Total RewardsOur Total Rewards package underscores our commitment to recognizing your contributions. We offer a competitive and fair compensation structure that includes base pay and performance-based rewards. Compensation is based on skill set, experience, qualifications, and job-related requirements. Our comprehensive benefits package includes medical, dental, and vision insurance, wellness programs, retirement plans, and generous paid leave. Discover more about what we offer by visiting our Benefits page.A Day In The LifeThe Sr. Manager, Investments & Asset Management, under the direction of the Head of Family Office, will own investment reporting and the investment pipeline for The Friedkin Group (TFG), support fund and direct investment diligence, and help build the team’s data and AI capabilities. This is a dynamic, broad-based investment role offering the opportunity to develop as an investor beyond a traditional style box. The Sr. Manager will assist in evaluating co-investment and direct investment opportunities as a generalist investor. With an objective lens across internally sourced and external-manager investment opportunities, the Sr. Manager will assist with identifying and monitoring external investment managers across various asset classes, including but not limited to, private equity and venture capital global fund investments. Importantly, as each team member operates in multiple capacities, the Sr. Manager will own financial reporting for the investment portfolio, a key component for success in the role. The successful candidate will be a collaborative team player willing to contribute to ad hoc projects across investments, business development, asset management and other departments to support family office and shareholders’ objectives. This is a hands-on role on a small team, and the right candidate will find building better reporting and tools as rewarding as evaluating investments. The role is expected to be roughly 40% reporting and pipeline, 30% diligence, and, initially, 30% investment-related technology improvements enabled by AI.

This role will also serve as a catalyst for modernizing how the Family Office analyzes, monitors, and reports on investments. The Sr. Manager will identify, pilot, and lead the adoption of AI, automation, and data tools across financial reporting, investment analysis, and portfolio monitoring, translating emerging technology into measurable gains in speed, accuracy, and decision quality.As a Sr Mgr, Invst&Asset Mgmt you will:

Direct & Co-Investment Analysis

• Evaluate co-investment opportunities sourced from private equity sponsors, family offices, and other direct-deal networks, including business, financial, and structural review.
• Build and stress-test financial models (DCF, returns/IRR/MOIC sensitivity) to assess deal economics and downside scenarios, leveraging automation and AI-assisted tools to accelerate scenario analysis and diligence workflows.
• Draft investment memoranda and presentation materials summarizing opportunity, risks, structure, and recommendation for investment committee review.
• Contribute opportunities from your personal network where relevant.

Fund Investment Analysis

• Screen and evaluate prospective fund managers (GPs) across strategies, including track record analysis, attribution, and benchmarking against relevant indices and peer sets.
• Perform qualitative and quantitative analyses of fund terms, fee structures, cash flow projections, and portfolio construction fit.
• Conduct operational and organizational due diligence and review fund documentation in coordination with the legal team.
• Monitor existing fund investments through capital call and distribution tracking, performance reporting, and periodic manager check-ins, using automated data capture and dashboards to streamline tracking.
• Prepare fund recommendation memos and maintain manager research files.

Portfolio & Reporting

• Own the central investment pipeline, tracking opportunities from intake through diligence and decision, coordinating timelines on deals in diligence, and reporting pipeline status across the team.
• Own capital calls and distributions across all investments, including processing, tracking, and reporting.
• Maintain portfolio-level tracking of direct, co-investment, and fund positions, including valuations and performance metrics (IRR, TVPI, DPI, RVPI).
• Own monthly, quarterly, and annual reporting, capital account reconciliation, and ad hoc analysis for internal stakeholders, and lead the automation of recurring reports to improve timeliness, accuracy, and auditability.
• Assist with cash flow forecasting and liquidity planning across the private investment portfolio.
• Perform and coordinate portfolio construction and risk analytics, monitor investment performance, and engage in risk management activities as needed for the multi-asset investment portfolio and/or selected asset classes, as part of the overall portfolio construction framework.

AI & Technology Enablement

• Develop and execute a roadmap for applying AI and automation across investment analysis, financial reporting, and portfolio monitoring, prioritizing use cases by value, risk, and feasibility.
• Lead pilots and implementation of AI tools (e.g., generative AI assistants, document extraction, workflow automation) and drive adoption across the Family Office.
• Automate recurring reporting, reconciliation, and data-collection processes, such as ingesting capital call notices, distribution statements, and fund financials into portfolio systems.
• Use AI to accelerate diligence and research, including summarizing PPMs, LPAs, data room materials, and manager reporting, drafting first-pass investment memos, and flagging key terms and risks, with human review of all outputs.
• Build and maintain dashboards and analytics (e.g., Power BI, Python, SQL) that give leadership real-time 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, including the handling of confidential investment and family information.
• Evaluate and recommend vendors and platforms (portfolio management, data aggregation, alternative-investment reporting), and manage implementation and onboarding.
• Train and support teammates and affiliate finance teams in new tools, and document best practices.
• Stay current on AI developments in the investment management and family office space, and bring forward practical ideas.

What We Need From You

• Bachelor's Degree in Accounting, Finance, Economics, Computer Science, Engineering, or a related field from a four-year college or university
• Master's Degree , MBA and/or similar credentials or certifications highly desirable.
• 8 to 10+ years related experience and/or training; or equivalent combination of education and experience
• Hands-on experience with generative AI tools and prompt design for finance workflows preferred
• Experience with portfolio or investment-accounting platforms (e.g., Addepar, Allvue, Chronograph, Carta) and ETL or API-based data integration
• Sound judgment and the ability to work independently and prioritize in an evolving environment
• Advanced skills and experience with Excel and PowerPoint
• Demonstrated experience applying technology, automation, or AI to improve financial analysis, reporting, or investment processes
• Working proficiency with data analysis tools (advanced Excel plus 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 (capital calls, distributions, performance metrics)
• Hands-on approach and willingness to own detailed reporting work
• Track record of leading change management or technology adoption with non-technical stakeholders (Low proficiency)
• Ability to apply common sense.
• Advanced Skills and Experience with MS office products are required (primarily MS Excel and MS PowerPoint)
• Chartered Financial Analyst (CFA) Preferred

Physical RequirementsThe physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the work day and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the corporate campus. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds.Travel Requirements

• 20% travel as required for role

Join UsThe Friedkin Group and its affiliates are committed to ensuring equal employment opportunities, including providing reasonable accommodations to individuals with disabilities. If you have a disability and would like to request an accommodation, please contact us at [email protected]. We celebrate diversity and are committed to creating an inclusive environment for all associates.We are seeking candidates legally authorized to work in the United States, without Sponsorship.

#LI-CS1