Senior Manager, Investments &Asset Management
Listed on 2026-09-03
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Finance & Banking
Portfolio & Asset Management, Financial Analyst, Corporate Finance
External Description
Living Our Values
All 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 Rewards
Our 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 Life
The Sr. Manager, Investments & Asset Management, under the direction of theHead of Family Office, will support in wealth creation for The Friedkin Group (TFG) and help optimize asset allocation across the portfolio of TFG businesses and its affiliates. 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 apply financial planning and analysis skills in the areas of financial reporting, a key component for success in the role, and creating financial decision support for assets under ownership. This 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 shareholder's objectives.
As a Sr. Manager, Investments & Asset Management 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 (LBO, DCF, returns/IRR/MOIC sensitivity) to assess deal economics and downside scenarios.
- Support due diligence work streams: management assessment, market and competitive positioning, quality of earnings review coordination, and legal/tax structure review alongside outside counsel and advisors.
- Draft investment memoranda and presentation materials summarizing opportunity, risks, structure, and recommendation for investment committee review.
- Track deal pipeline, coordinate diligence timelines, and liaise with sponsors, investment banks, and co-investors.
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, including reference calls and review of fund documentation (PPM, LPA, side letters).
- Monitor existing fund investments through capital call and distribution tracking, performance reporting, and periodic manager check-ins.
- Prepare fund recommendation memos and maintain manager research files.
Portfolio & Reporting
- Maintain portfolio-level tracking of direct,…
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