Senior Manager, Investments & Asset Management (AI)

Location: Houston, Texas; candidates must be legally authorized to work in the United States without sponsorship.

Company

hirify.global is part of The Friedkin Group and its affiliates.

What you will do

• Own investment reporting, the central investment pipeline, capital calls, distributions, portfolio tracking, and recurring financial reporting.
• Evaluate direct, co-investment, and private-market fund opportunities through business, financial, structural, operational, and organizational diligence.
• Build and stress-test financial models, prepare investment memoranda, and support investment committee recommendations.
• Monitor portfolio performance, liquidity, risk, valuations, and metrics including IRR, TVPI, DPI, and RVPI.
• Develop and implement AI, automation, dashboards, and data workflows for diligence, reporting, reconciliation, and portfolio monitoring.
• Partner with IT, Data, Legal, and Information Security on governance, data quality, responsible AI use, vendor implementation, and stakeholder adoption.

Requirements

• Bachelor's degree in Accounting, Finance, Economics, Computer Science, Engineering, or a related field from a four-year college or university.
• 8 to 10+ years of related experience and/or training, or an equivalent combination of education and experience.
• Experience with fund diligence and investment reporting, including capital calls, distributions, and performance metrics.
• Experience with portfolio or investment-accounting platforms such as Addepar, Allvue, Chronograph, or Carta, plus ETL or API-based data integration.
• Demonstrated experience applying technology, automation, or AI to financial analysis, reporting, or investment processes.
• Working proficiency with advanced Excel and SQL, Python, or Power BI; advanced Excel, PowerPoint, and MS Office skills are required.
• Strong understanding of data governance, security, and responsible AI use in a confidential environment.
• Ability to work independently, prioritize in an evolving environment, use sound judgment, apply common sense, and own detailed reporting work.
• Experience leading change management or technology adoption with non-technical stakeholders.

Nice to have

• Master's degree, MBA, or similar credentials or certifications.
• Hands-on experience with generative AI tools and prompt design for finance workflows.
• Chartered Financial Analyst (CFA) certification.

Culture & Benefits

• Regular full-time position with a comprehensive benefits package including medical, dental, vision, wellness programs, retirement plans, and paid leave.
• Performance-based rewards and opportunities for career growth, leadership, and personal development.
• Daily office and corporate-campus presence is required; the role includes remaining stationary for significant periods and moving around the office as needed.
• Approximately 20% travel is required.
• Equal employment opportunities and reasonable accommodations are provided.