Texas Mutual
Finance
PortfolioManager
Neural analysis suggests this role is
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“Portfolio Manager at Texas Mutual. Skills: Portfolio Management, Asset Management, Investment Analysis, Risk Management, Reporting. managing the Company's investment portfolio. commitments across private equity, private credit, and real assets”
What You'll Achieve.
enhance due diligence and portfolio construction; timely closings and accurate documentation for investments; Produce quarterly investment updates; develop and maintain manager scorecards; Monitor and forecast commitment pacing, NAV, and risk limits against approved investment policy guidelines; ensuring timely execution and communication with internal stakeholders; identify opportunities and risks and inform portfolio decision-making
Industry & Context.
analytical; risk management; investment analysis
Texas residency, travel to their designated office as needed
What They're Looking For.
Must Have
Bachelor’s degree or equivalent, 10+ years of investment experience including manager sourcing, selection, and oversight, Investment experience in an insurance company, Experience allocating capital to public and private markets, Texas residency
Nice to Have
CFA and/or CAIA designation
What You'll Do.
managing the Company's investment portfolio
commitments across private equity
and reporting for the investment portfolio
Perform complex asset management work involving fundamental investment research and analysis
enhance due diligence and portfolio construction
Evaluate new investment opportunities
participating in meetings with asset managers
assess fit for the portfolio
maintain a forward-looking pipeline
Support the evaluation of new and existing investment opportunities
conducting strategy and manager-level diligence
contributing to the preparation of investment memos
Coordinate manager onboarding across legal
ensure timely closings and accurate documentation for investments
inclusive of subscription documents
responding to KYC requests
updating custodian and internal systems
track and report on current manager exposures
analyzing alternative portfolio performance
and the underlying risk characteristics of the portfolio
and analysis on the overall investment portfolio
collaborating on portfolio construction
investments monitoring
and risk management across asset classes within the overall portfolio
conducting research projects
sharing economic and market insights to guide portfolio decision-making
Maintain up-to-date information on mandates
and investments in internal databases and third-party systems
Produce quarterly investment updates
develop and maintain manager scorecards using qualitative and quantitative analysis
Monitor and forecast commitment pacing
and risk limits against approved investment policy guidelines
and other fund-related documentation
ensuring timely execution and communication with internal stakeholders
Respond to ad-hoc inquiries from internal stakeholders—including finance
and the broader investment team
related to the investment portfolio
Stay current on investment industry developments
and regulations to identify opportunities and risks and inform portfolio decision-making
How You'll Work.
Team & Collaboration
works closely with senior investment professionals; Collaboration is central to this role; actively engages with investment team members and cross-functional partners — including Accounting, Enterprise Risk, Legal, Tax, and Treasury; contributing analytical, operational, and reporting support; Coordinate manager onboarding across legal, finance, and tax teams; ensuring timely execution and communication with internal stakeholders; Respond to ad-hoc inquiries from internal stakeholders—including finance, tax, and the broader investment team
Communication Scope
communication
Process & Methodology
manager sourcing, selection, and oversight, onboarding, monitoring, reporting, portfolio construction, investment operations, capital calls, distribution notices
Full Job Description
## We’re excited you’re considering joining a great place to work! Texas Mutual is deeply committed to creating and maintaining an environment of mutual respect and is proud to be an equal opportunity employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to age, race, color, national origin, religion, sex, gender identity, sexual orientation, genetic information, veteran status, or any other basis protected by local, state, or federal law. ## About this Position The Portfolio Manager supports the Investments department in managing the Company's investment portfolio, including commitments across private equity, private credit, and real assets. This role works closely with senior investment professionals across sourcing, diligence, onboarding, monitoring, and reporting for the investment portfolio. Collaboration is central to this role: the Portfolio Manager actively engages with investment team members and cross-functional partners — including Accounting, Enterprise Risk, Legal, Tax, and Treasury — contributing analytical, operational, and reporting support in areas including manager oversight, asset allocation, risk management, and investment operations. # ## Responsibilities & Qualifications **Portfolio Management** * Perform complex asset management work involving fundamental investment research and analysis to enhance due diligence and portfolio construction in coordination with approved investment policies across the spectrum of asset classes in which the Company invests. * Evaluate new investment opportunities by participating in meetings with asset managers and take diligence notes, assess fit for the portfolio, and maintain a forward-looking pipeline. Support the evaluation of new and existing investment opportunities by conducting strategy and manager-level diligence and contributing to the preparation of investment memos. * Coordinate manager onboarding across legal, finance, and tax teams to
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