Trust Investments Analyst, Principal at Halliburton
Houston, TX 77032, USA -
Full Time


Start Date

Immediate

Expiry Date

11 Sep, 25

Salary

0.0

Posted On

12 Jun, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

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.
Under general supervision, support and execute detailed and varied tasks related to finance and accounting business processes, including general investment analysis, that are critical to the Trust Investments function

Responsibilities
  • Coordinating with professional investment management firms, custodian banks, consultants, auditors, and other service providersMaintaining master trust financials
  • Assisting with various regulatory reporting requirements, including monthly, quarterly, semi-annual, and annual deliverables
  • Reviewing and monitoring investment manager performance; 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
    This role requires a working knowledge of investment acumen.
    Completion of a university degree in finance or accounting and four (4) years of relevant experience. Candidates having qualification that exceed the minimum job requirements will receive consideration for higher-level roles given (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
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