Investment Portfolio Manager jobs in Houston, TX

Investment Portfolio Manager manages the company's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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Analyst, Credit BDC Portfolio Monitoring (DC or Houston)
  • Apollo Investment Management, L.P.
  • Houston, TX FULL_TIME
  • Position Overview This role can sit in either Metro DC or Houston TX. Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career. The Role Apollo manages Midcap Financial Investment Corp (“MFIC”), a public business development company (BDC) that provides financing solutions to private companies primarily in the United States, and is launching a private BDC for institutional investors. We are seeking an Analyst to join as a core member of the team and play an active and integral role in day-to-day operations of both BDCs. Reporting directly to the President and Chief Investment Officer, the successful candidate will be responsible for the implementation and execution of deal-team policies and procedures, coordinating with deal teams, performing quarterly valuations, preparing board materials, reporting requirements, and optimizing efficiencies across the BDCs. Primary Responsibilities Support all facets of pipeline, deal screening, approval, funding, and portfolio management, including valuation, and board and investor reporting Coordinate materials and related information necessary for the relevant investment committee’s consideration and approval process Execute deal-team policies and procedures for compliance with the conditions of Apollo’s co-investment exemptive order Support all portfolio exposure, performance analytics, and investor reporting requests, in addition to all facets of portfolio management support Assist in coordinating discussion of the valuation of the portfolio companies on monthly and quarterly basis with the senior management, investment team, valuation team and third party valuation firms Assist the team with additional ad hoc projects, including but not limited to portfolio monitoring, reporting, investor requests and presentations Provide analytical and project support for all activities Qualifications & Experience 1-2 years of experience in a credit or valuations training program Bachelor’s degree from an accredited institution with a proven track record of academic success Degree in finance, accounting, or economics and/or coursework in finance and accounting highly preferred Interest in credit investing and specifically in the private credit and direct lending industries A strong grasp on the fundamentals of the financial markets required Strong analytical and problem-solving skills are a must Exceptional written and verbal communication skills with the ability to effectively collaborate with team members and across business lines Nimble and flexible with the ability to prioritize and organize multiple tasks simultaneously with a keen eye for detail Proactive self-starter with the desire to take initiative Excels in a rigorous environment both independently and as a contributing team member Proficient in Microsoft Excel and PowerPoint Apollo Global Management LLC is an equal opportunity/affirmative action employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local laws. About Apollo Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. Out Purpose & Core Values Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be: The leading provider of retirement income solutions to institutions, companies, and individuals. The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects – and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses. A leading contributor to addressing some of the biggest issues facing the world today – such as energy transition, accelerating the adoption of new technologies, and social impact – where innovative approaches to investing can make a positive difference. We are building a unique firm of extraordinary colleagues who: Outperform expectations Challenge Convention Champion Opportunity Lead responsibly Drive collaboration As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together. Our Benefits Apollo relies on its people to keep it a leader in alternative investment management, and the firm’s benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits. Pay Range 110,000-150,000 The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here. Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career. Join Apollo and learn from some of the smartest problem-solvers in the world to build your career and make your mark on the future of finance.
  • 1 Month Ago

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Regional Lending Manager
  • Consumer Portfolio Services, Inc.
  • Houston, TX FULL_TIME
  • About the Company: Consumer Portfolio Services, Inc. is a leader in the sub-prime auto finance industry, is a fast-paced, aggressive mid-sized company that has shown consistent revenue growth year aft...
  • 25 Days Ago

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Portfolio Manager
  • b1BANK
  • Pasadena, TX FULL_TIME
  • SummaryThis position will serve as a key support function for the production officers of the Commercial Banking area, focusing on developing and maintaining commercial lending and depository relations...
  • 12 Days Ago

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Assistant Self-Storage Property Manager
  • Spartan Investment Group
  • Huntsville, TX FULL_TIME
  • At Spartan Investment Group our mission is to Improve lives through our values. We do this by finding value-add and opportunistic investments offering solid returns to our investors, providing an oppo...
  • 8 Days Ago

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Client Portfolio Manager
  • Massachusetts Mutual Life Insurance Co.
  • Houston, TX OTHER
  • The OpportunityWe’re looking for a motivated and ambitious Client Portfolio Manager to join our growing wealth management organization! Your work will be fast-paced and innovative and will require mar...
  • Just Posted

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SBA / COMMERCIAL PORTFOLIO MANAGER
  • Texan Bank, National Association
  • Houston, TX FULL_TIME
  • Job DescriptionJob Title: SBA/ Commercial Portfolio Manager Last Updated: 10-2021Department: LendingReports to: Commercial BankerFLSA Status: ExemptPosition Summary:The primary purpose of this positio...
  • 3 Days Ago

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0 Investment Portfolio Manager jobs found in Houston, TX area

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Financial Analyst
  • K-Tek Resourcing
  • Spring, TX
  • Job Description Job Description Greetings for the day!! We are actively looking for the Position: PMO - Financial Analys...
  • 4/24/2024 12:00:00 AM

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Treasury Manager
  • Centerpoint Energy
  • Houston, TX
  • CenterPoint Energy and its predecessor companies have been in business for more than 150 years.Our Vision: Our vision is...
  • 4/24/2024 12:00:00 AM

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M&A Analyst
  • Honeywell International Inc.
  • Houston, TX
  • Innovate to solve the world's most important challenges Honeywell Process Solutions (HPS) isa pioneer in automation cont...
  • 4/23/2024 12:00:00 AM

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Compliance Program Manager - (Pipeline Security)- Onsite
  • EPMA
  • Houston, TX
  • Description Our client is looking for a Compliance Program Manager (Pipeline Security) Location: Houston, TX- Downtown -...
  • 4/22/2024 12:00:00 AM

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Acquisitions Associate - Multifamily (Semi-Remote)
  • Advice Personnel
  • Houston, TX
  • Real Estate Acquisitions Associate Multifamily (Semi-Remote) A prominent national real estate investment and management ...
  • 4/22/2024 12:00:00 AM

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Senior Analyst Corporate Finance
  • LHH
  • Houston, TX
  • Senior Analyst Corporate Finance LHH Professional Recruitment Solutions is seeking a Senior Analyst Corporate Finance fo...
  • 4/22/2024 12:00:00 AM

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Financial Advisor
  • The Fitzpatrick Group
  • Houston, TX
  • Ready to make a difference? The Fitzpatrick Group is on a mission to disrupt the financial services industry. While our ...
  • 4/22/2024 12:00:00 AM

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Senior Analyst Corporate Finance
  • Lhh
  • Houston, TX
  • Senior Analyst Corporate Finance LHH Professional Recruitment Solutions is seeking a Senior Analyst Corporate Finance fo...
  • 4/21/2024 12:00:00 AM

Houston is located 165 miles (266 km) east of Austin, 88 miles (142 km) west of the Louisiana border, and 250 miles (400 km) south of Dallas. The city has a total area of 627 square miles (1,620 km2); this comprises 599.59 square miles (1,552.9 km2) of land and 22.3 square miles (58 km2) covered by water. The Piney Woods are north of Houston. Most of Houston is located on the gulf coastal plain, and its vegetation is classified as temperate grassland and forest. Much of the city was built on forested land, marshes, swamp, or prairie and are all still visible in surrounding areas.[citation need...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$120,663 to $180,419
Houston, Texas area prices
were up 2.3% from a year ago