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Investment Officer

Deacon Recruiting
San Antonio, TX Full Time
POSTED ON 2/9/2025
AVAILABLE BEFORE 5/4/2025

Job Description

Investment Officer

Location : San Antonio

Why this company :

  • Multi-generation family office that is focused on family and team work
  • Executive leadership team that believes in mentorship and upward mobility
  • Enjoy flexible vacation and schedule to allow for your healthy life-work balance
  • If you like to be rewarded for your accomplishments, this is your chance!
  • Competitive base salary and bonus opportunity

Key Responsibilities :

  • Generate reporting data to facilitate growth and manage firm operations
  • Provide investment consulting to executive team regarding various securities and investment programs
  • Ad hoc projects with leadership team

    • Qualifications :

  • Investment or wealth management industry experience
  • High attention to detail
  • Desire to understand performance and utilize numbers to communicate
  • Thrives in small team, fast paced, family environment
  • CFA required
  • Advanced degree desired

    • For a confidential conversation contact :

    Dana Laramore, CPC | Direct : 210.807.5615 | dlaramore@deaconrecruiting.com

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