Job description

MORE THAN A JOB! If you are an ambitious individual looking for a fulfilling and challenging career, you can find it at one of Jones Capital’s family of companies. Today, our companies are pushing the boundaries of what’s possible, yet still holding true to the values that founded our first company in 1949. That’s why working with us is more than a job, it’s a rewarding lifelong experience. WANT TO HELP SHAPE THE FUTURE OF AN INDUSTRY? BECOME ONE OF JONES!

JOB SUMMARY

Jones Capital is seeking an Investment Performance Analyst to provide analytical support for our growing portfolio of investments. The position will be primarily focused on developing an in-depth understanding of the firm’s alternative investments, including financial performance measures and legal ownership structures, and leverage this knowledge to produce recurring and ad-hoc reporting and analysis utilizing Addepar and other tools. The position will be part of a closely-knit team with exceptional opportunities for development and expansion of responsibilities. The ideal candidate must have a strong work ethic, attention to detail, robust intellectual curiosity, self-motivation, excellent written and verbal communication skills, and a demonstrated interest in investing.
DUTIES & RESPONSIBILITIES

• Manage existing and build new reports using tools such as Addepar, Power BI, or Excel that are insightful, clear and tailored for audiences such as internal executives, Accounting, and Tax, as well as external advisors. Implement subsequent enhancements and own ongoing maintenance of adding new attributes/benchmarks, etc. as needed
• Researching and resolving performance discrepancies, reconciling data, and validating results
• Reviewing calculation methodologies, researching, and updating as required
• Focus on continuous improvement to identify and implement needed process enhancements.
• Lead the onboarding process for new investments or custodians. Responsible for developing an understanding of investment attributes, including legal ownership structures
• Serve as primary point of contact for administration of existing investments. Responsible for receiving, processing, and tracking events for existing alternative investments, such as new commitments, capital calls, distributions, redemptions, revaluations, and other life cycle events

COMPANY OVERVIEW
Jones Capital began as a family business with a simple mission: to help communities, provide jobs and enhance lives. Today, Jones carries on that mission by being a growth-oriented, value-added capital partner to businesses and management teams that share our common values and vision for long-term, sustainable growth that benefits all stakeholders – customers, communities, employees and shareholders. Jones Capital’s portfolio currently consists of control equity investments in businesses located across the U.S. In addition to identifying and pursuing new investments, Jones provides strategy and oversight for each of our portfolio companies in order to help optimize performance and accelerate growth. Jones Capital also manages an institutionalized portfolio of investments across other alternative asset classes, including real assets, credit, and hedge funds, as well as publicly traded securities.
QUALIFICATIONS

• Bachelor's degree with a strong academic record - Finance, Accounting, Economics, Business or related field is preferred
• 1 to 5 years of prior work experience within the finance, consulting, or asset management fields
• Current understanding (or proven desire to learn) of capital markets, economics, portfolio construction, statistical concepts, and investments
• Strong work ethic and adherence to Jones’ Core Values

PREFERRED KNOWLEDGE/SKILLS

• Experience with Addepar, Solovis, Caissa, or other performance aggregation tools
• Completion of or progress towards CFA or CAIA

KEY COMPETENCIES

• Keen attention to detail • Ability to self-initiate and execute responsibilities
• Confident, yet humble with the ability to listen • Ability to multi-task, manage, and prioritize a variety of projects
• Flexible has a sense of humor and is adaptable to change
• Curiosity and a desire to learn, including taking on challenging new assignments

BENEFITS

• Typical package of benefits including health, dental, vision, 401(k) matching, paid time off, etc.

LOCATION

• Houston, Texas

Applications are being accepted for this position via the posting on linkedin.com.

CLICK HERE TO APPLY

RECOGNIZED AS ONE OF THE BEST PLACES TO WORK

We are proud to be recognized by Mississippi Business Journal as one of the best places to work in Mississippi. It's the result of our focus on our employee’s well-being with a host of innovative efforts, including continuing education, health and wellness initiatives and family focused events that recognize and reward our employees on a regular basis.

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