Texas Mutual

Finance

PortfolioManager

$1–1k Austin, Texas, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“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.

Finance
Problems you'll solve

analytical; risk management; investment analysis

Eligibility Requirements

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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