Special Opportunities Investor
Special Opportunities Investor
Posted on :
07-04-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Location:
1900 Aldrich Street
Austin Texas 78723
United States
1900 Aldrich Street
Austin Texas 78723
United States
Special Opportunities Investor
WHO WE ARE:
With the Investment Management Division (IMD) you will be joining a group of achievers who celebrate the unique value individuals bring to support our shared cause: earning trust and contributing to the financial future of 2 million public education employees and retirees throughout Texas.
Navigating the current market environment takes innovation and were passionate about stewarding the right investments to make an impact both in the lives of our members and all Texans. We invite you to partner with the best financial minds in the business to manage a global portfolio of over $200 billion in public and private investments. Our success starts with you.
The Special Opportunities Group Investor performs investment work focused on principal and and fund investments. Work involves sourcing and performing due diligence analysis of potential coinvestment and direct opportunities financial modeling and helping to manage investment process and monitoring of the Special Opportunities portfolio. This position reports to the Head of Special Opportunities.
This vacancy will be filled at one of two levels. Senior Associate or Investment Manager. Selected applicants will be offered the position that most closely matches their education and experience.
WHAT YOU WILL DO:
Due Diligence and Analysis
Performs sourcing due diligence management and daytoday oversight of principal investments to achieve longterm performance targets of 8 within acceptable risk parameters while also considering funding/liquidity sources.
Leads deal for principal and fund investments by coordinating due diligence efforts with external investment managers working in internal teams with Associates and Analysts and facilitating internal procedures relating to the evaluation and closing of principal transactions.
Performs due diligence of investment opportunities including reviewing company diligence materials conducting reference checks and developing an independent thesis and investment framework to evaluate merits and risks valuation return profiles terms and comparable transactions/companies across strategies sectors and geographies.
Communicates analysis of investment opportunities results and recommendations to the Head of Special Opportunities the broader Special Opportunities team and/or senior IMD professionals via verbal and written reports and presentations; including preparing qualitative and quantitative reports memoranda and spreadsheets.
Leads evaluation of a manager organizations leadership team strategy market opportunity historical and proforma financials investment history operations and competitive environment including conducting reference checks.
Negotiates investment management partnerships.
Documents and organizes the record of the due diligence process.
Portfolio Management
Assists in developing and monitoring a diverse portfolio of special opportunities investments which includes recurring reviews and adhoc analysis of portfolio partner and companylevel performance.
Monitors selected investments postclosing through observation of publicly available filings board meetings/calls and analysis of investment level financial and operational reports.
Consults and coordinates with investment managers analysts investment accounting legal counsel custodian and thirdparty advisors and consultants.
Develops and maintains professional relationships and contacts within the investments industry in order to conduct searches and gain knowledge of appropriate investment opportunities.
Works as part of a team to implement best operational and risk management practices.
Works with TRS portfolio management systems such as PowerBI and DealCloud.
Ensures that the agency Ethics Policy is adhered to in relationships with general partners external managers brokers research suppliers and other vendors.
WHAT YOU WILL BRING:
Required Education
Bachelors degree from an accredited fouryear college or university with major coursework in business administration finance accounting operations research math information technology liberal arts or a related area.
A Masters degree in a related area may substitute for two 2 years of required experience.
Required Experience
Five 5 years of fulltime professional institutional investment experience or other relevant experience involving a high degree of skill in data analysis financial modeling and investment evaluation with a credit equity or multiasset focus or other relevant transactional experience in a corporate development investment banking hedge fund private equity fund or similar background (Sr Associate).
Seven 7 years of fulltime professional institutional investment experience or other relevant experience involving a high degree of skill in data analysis financial modeling and investment evaluation with a credit equity or multiasset focus or other relevant transactional experience in a corporate development investment banking hedge fund private equity fund or similar background (Investment Manager).
Required Registration Certification Licensure
None
Preferred Qualifications
Seven 7 years of fulltime professional institutional investment experience or direct investment experience involving a high degree of skill in data analysis financial modeling and investment evaluation with a credit equity or multiasset focus or other relevant transactional experience (Sr Associate).
Ten 10 years of institutional investment experience or portfolio management role involving a high degree of skill in data analysis financial modeling and investment evaluation with a credit equity or multiasset focus (Investment Manager).
Master of Business Administration (MBA) or Masters degree related to finance or accounting.
Experience leading transaction and managing due diligence efforts of deal teams.
Experience working with external partners boards of directors and/or senior management teams (CEO CFO) of companies to evaluate operational financial and strategic decisions.
Certification as a Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) or Chartered Alternative Investments Analyst (CAIA) or progress toward obtaining such certification.
Knowledge of:
Credit and equity valuation metrics and markets.
Investment concepts terminology styles models strategies and fundamental investment factors.
Process for completing diligence on a variety of transaction types or deep skills in one of the following: public equity high yield and levered loans structured credit buyouts and distressed/event driven situations.
Institutional portfolio management
Legal principles for investment fund vehicles.
Skills in:
Financial modeling and valuation analyses.
Planning organizing and prioritizing work assignments to manage a highvolume workload in a fastpaced and changing environment.
Completing detailed work with a high degree of accuracy.
Verbal and/or written communication of complex information that is accurate timely and based on sound judgment.
Making presentations to groups with varied levels of investment knowledge.
Using a computer in a Windows environment with word processing spreadsheet presentation database and other business software to prepare correspondence spreadsheets charts and reports.
Ability to:
Establish and maintain harmonious working relationships with coworkers agency staff and external contacts.
Work effectively in a professional team environment
Military Occupational Specialty (MOS) Codes:
Veterans Reservists or Guardsmen with experience in the Military Occupational Specialty along with the minimum qualifications listed above may meet the minimum requirements and are highly encouraged to apply. Please contact Talent Acquisition at with questions or for additional information.
To view all job vacancies visit or more information visit.
Employment Type
Full Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
