Trust Investments Analyst (Principal - Coordinator)

Company:  Halliburton
Location: Houston
Closing Date: 03/11/2024
Salary: £100 - £125 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description

We are looking for the right people — people who want to innovate, achieve, grow and lead. We attract and retain the best talent by investing in our employees and empowering them to develop themselves and their careers. Experience the challenges, rewards and opportunity of working for one of the world’s largest providers of products and services to the global energy industry.

Job Duties and Qualifications

Under general supervision, support and execute detailed and varied tasks related to Trust Investments business processes, including general investment analysis.

Responsibilities may include:

  • Coordinating with professional investment management firms, custodian banks, consultants, auditors, and other service providers
  • Maintaining master trust financials
  • Assisting with various regulatory reporting requirements, including monthly, quarterly, semi-annual, and annual deliverables
  • Reviewing and monitoring investment manager performance, and attending periodic virtual or in-person meetings
  • Supporting the Investment Committee and attending quarterly Investment Committee meetings, with exposure to upper management
  • Participating in the selection of new investment managers, as needed
  • Self-starting and leading departmental projects

Trust Investments acts in a fiduciary capacity for the various retirement and benefit plans it supports. Therefore, the candidate should be others-focused, work with a high degree of accuracy, and have excellent communication skills.

Completion of a university degree in finance or accounting and four (4) years of relevant experience is required.

This role requires a working knowledge of investment acumen.

Candidates having qualifications that exceed the minimum job requirements will receive consideration for higher-level roles based on (1) their experience, (2) additional job requirements, and/or (3) business needs. Depending on education, experience, and skill level, a variety of job opportunities might be available from F&A Business Analyst, Principal to F&A Business Analyst, Coordinator.

Location

3000 N. Sam Houston Parkway E., Houston, Texas, 77032, United States

Job Details

Requisition Number: 193437
Experience Level: Experienced Hire
Job Family: Support Services
Product Service Line: Finance
Full Time / Part Time: Full Time

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