Senior Manager, Investments &Asset Management

• Evaluate co-investment opportunities sourced from private equity sponsors, family offices, and other direct-deal networks, including business, financial, and structural review.
• Build and stress-test financial models (LBO, DCF, returns/IRR/MOIC sensitivity) to assess deal economics and downside scenarios.
• Support due diligence workstreams: management assessment, market and competitive positioning, quality of earnings review coordination, and legal/tax structure review alongside outside counsel and advisors.
• Draft investment memoranda and presentation materials summarizing opportunity, risks, structure, and recommendation for investment committee review.
• Track deal pipeline, coordinate diligence timelines, and liaise with sponsors, investment banks, and co-investors.

• Bachelor's Degree in Accounting, Finance, Economics from a four-year college or university
• Master's Degree , MBA and/or similar credentials or certifications highly desirable.
• 8 to 10+ years related experience and/or training; or equivalent combination of education and experience.
• Ability to apply common sense.
• Advanced Skills and Experience with MS office products are required (primarily MS Excel and MS PowerPoint)
• Chartered Financial Analyst (CFA) Preferred

20% travel as required for role

Join UsThe Friedkin Group and its affiliates are committed to ensuring equal employment opportunities, including providing reasonable accommodations to individuals with disabilities. If you have a disability and would like to request an accommodation, please contact us at TalentAcquisition@friedkin.com. We celebrate diversity and are committed to creating an inclusive environment for all associates.

We are seeking candidates legally authorized to work in the United States, without Sponsorship.

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• Screen and evaluate prospective fund managers (GPs) across strategies, including track record analysis, attribution, and benchmarking against relevant indices and peer sets.
• Perform qualitative and quantitative analyses of fund terms, fee structures, cash flow projections, and portfolio construction fit.
• Conduct operational and organizational due diligence, including reference calls and review of fund documentation (PPM, LPA, side letters).
• Monitor existing fund investments through capital call and distribution tracking, performance reporting, and periodic manager check-ins.
• Prepare fund recommendation memos and maintain manager research files.

• Maintain portfolio-level tracking of direct, co-investment, and fund positions, including valuations and performance metrics (IRR, TVPI, DPI, RVPI).
• Support monthly, quarterly and annual reporting, capital account reconciliation, and ad hoc analysis for internal stakeholders.
• Assist with cash flow forecasting and liquidity planning across the private investment portfolio.
• Perform and coordinate portfolio construction and risk analytics, monitor investments performance, and engage in risk management activities as needed for multi-asset investments portfolio and/or selective asset class/es, as part of overall total portfolio construction framework.

• Lead the review of the performance of various assets owned and operated by The Friedkin Group or its affiliated companies including but limited to:
• Review monthly financial results of the various other asset classes and other family owned operating businesses.
• Identify any unusual trends, performance opportunities and/or KPI trends that need to be addressed or understood further to drive effective business decisions.
• Oversee workflow inputs, assumptions, and business plans and forecasts, including capital allocation decisions and related sensitivity and scenario analysis to budgets and performance of assets under ownership.
• Interact with business unit affiliates and or departments on a regular basis to:
• Identify and quantify potential financial benefits of improvement ideas and initiatives.
• Assist in the development of performance measurements and other financial tools
• Assist business units in reporting and translating performance measurements so that they can drive changes
• Communicate and collaborate on business decisions between the Friedkin group and other internal functional groups (namely, tax, accounting, legal)
• Provide out of the box thinking on solving issues
• Partner with affiliate financial team members in establishing appropriate financial thinking and decision support
• Participate in developing diagnostic analysis specific to a business unit
• Assist affiliates in streamlining and eliminating transactions and efforts
• Access and communicated the financial benefits of improvements to current processes
• Other duties as assigned