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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About San Antonio, TX

Step into a world of career possibilities in San Antonio, Texas! As a vibrant hub of culture, history, and opportunity, this city offers job seekers a unique blend of Texan charm and modern growth. From the iconic Alamo and romantic River Walk to the flavorful Tex-Mex cuisine and thriving arts scene with institutions like the McNay Art Museum and Tobin Center for the Performing Arts, San Antonio has something for everyone. With professional sports teams like the Spurs and a plethora of parks, there's always something exciting to do in this dynamic city. Don't miss out on your chance to explore our job listings and start your career journey in this enchanting region!