Job Description

If you’re a CFA who loves digging into investments, optimizing portfolios, and explaining complex financial ideas in plain English—we should talk.

At Mosaic, we serve entrepreneurial families navigating messy, meaningful financial lives. We take a Total Balance Sheet approach—blending liquid and illiquid assets, optimizing for taxes, and coordinating across advisors with no sales pressure and no proprietary products.

This role isn’t for everyone. But if any of the below sounds like you, read on:

• You think spreadsheets are beautiful.
• You dream in to-do lists and version control.
• You believe “what do they own, and why?” is one of the most under-asked questions in investing.
• You love complex documents, detailed analysis, and making models that don’t break.
• You’re wired to communicate clearly and help others make better decisions.

What You’ll Actually Do

Diligence & Analysis

• Deep-dive into both liquid and illiquid investment opportunities—funds, SMAs, direct deals, real estate, and more.
• Stress-test financial models, identify risks, and make tax-aware recommendations.
• Analyze legal structures, offering docs, and portfolio construction.

Client Reviews & Communication

• Lead monthly portfolio reviews across 5–10 families.
• Translate technical insights into clear, actionable recommendations.
• Work with Addepar to run performance and allocation reports.

Manager Engagement

• Evaluate third-party managers and build RFPs.
• Maintain strong relationships across investment platforms.

Strategy & Oversight

• Develop and maintain Investment Policy Statements (IPS) using our “Total Balance Sheet” lens.
• Monitor portfolios for drift, raise cash, manage capital calls, and improve internal workflows.

About You

You’ve got:

• 5+ years of relevant experience.
• At least one credential (CFA, CAIA, CFP, etc.).
• Mastery of Excel and strong investment analysis skills.
• Experience with tools like Addepar, CRMs, and reporting platforms.
• Series 65 or ability to pass it within 90 days.

You're known for:

• Making order from chaos.
• Spotting the inconsistency no one else noticed.
• Explaining complex topics simply and clearly.
• Working fast, without cutting corners.
• Thriving under pressure—with a great attitude.

Why Mosaic?

We’re not a private bank or a sales machine. We’re a high-trust partner to founders and families, providing integrated investment and planning support that advisors alone can’t deliver.

• No AUM fees. No commissions. No products. Just service.
• We act as a family’s general contractor across legal, tax, investment, and estate work.
• Flat quarterly retainers only. Full transparency.
• We don’t scale fast—we scale right.

Compensation & Perks

• Base salary starting @ $100,000
• Bonus target: 5–20%
• 401(k) with 6.0% match, immediate vesting
• Medical, dental, vision, life & disability insurance
• Generous PTO, parental leave, and team events
• Fully stocked kitchen, professional development support, and real room to grow

Location

This role is on-site in Houston, TX —just steps from great restaurants and a coffee shop downstairs. We believe the magic of collaboration and development happens best in person. This is a full-time position based in Greenway Plaza and is required to be onsite; Hybrid and remote opportunities are not available.

Think this could be a fit? Email your resume to jobs@mosaicadvisors.com . We can’t wait to meet you.

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