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Investment Officer

San Antonio, TX

Employment Type: Direct Hire Category: Accounting-Finance Job Number: 24155

Job Description

Investment Officer
Location: San Antonio
Why this company:
  • Multi-generation family office that is focused on family and team work
  • Executive leadership team that believes in mentorship and upward mobility
  • Enjoy flexible vacation and schedule to allow for your healthy life-work balance
  • If you like to be rewarded for your accomplishments, this is your chance!
  • Competitive base salary and bonus opportunity
Key Responsibilities:
  • Generate reporting data to facilitate growth and manage firm operations
  • Provide investment consulting to executive team regarding various securities and investment programs
  • Ad hoc projects with leadership team
  • Investment or wealth management industry experience
  • High attention to detail
  • Desire to understand performance and utilize numbers to communicate
  • Thrives in small team, fast paced, family environment
  • CFA required
  • Advanced degree desired
For a confidential conversation contact:
Dana Laramore, CPC | Direct: 210.807.5615 |

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