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Текст:
Hirify AI/Оригинал
TL;DR
Asset & Wealth Management - Platform Management - Fund Manager - Analyst/Associate (Financial Services): Managing liquidity, capital activity, portfolio allocations, fund structures, and performance analysis for private market portfolios with an accent on funding forecasts, investment pacing, and investor returns. Focus on analyzing portfolio performance, coordinating deal execution and fund rebalancing, and resolving cross-functional legal, compliance, tax, accounting, and operational matters.
Location: Dallas, TX, United States; office-based role
Company
hirify.global Asset & Wealth Management provides investment and advisory services across public and private markets, including alternative investments, for institutions, financial advisors, and individuals.
What you will do
Manage daily liquidity, prepare funding forecasts, develop liquidity recommendations, and coordinate capital activity and leverage facility actions.
Analyze portfolio returns, performance metrics, investment pacing, concentration limits, and investable capital across funds and separately managed accounts.
Support portfolio allocations, deal execution and closing, harvesting, fund launches, rebalancing, capital calls, cash distributions, and investor and regulatory reporting.
Partner with investment, capital markets, engineering, investor relations, internal groups, and external advisors on fundraising, fund structures, and operational matters.
Respond to compliance and regulatory inquiries, prepare management presentations and ad hoc analyses, and advance related technology initiatives.
Requirements
1–4 years of experience in a financial services setting.
Strong analytical orientation and financial acumen, including the ability to prepare cash flows and performance metrics affecting investor returns and product performance.
Excellent communication and interpersonal skills with the ability to work across internal and external teams.
Strong judgment, problem-solving skills, initiative, and the ability to work independently in a small team.
Collaborative approach and ability to succeed in a fast-paced, high-pressure, results-driven environment.
Strong Excel and PowerPoint skills.
Culture & Benefits
Work within a diverse, collaborative team focused on integrity, transparency, clients, and long-term performance.
Collaborate with colleagues across asset classes, regions, and functions.
Support investment activities across private equity, growth equity, private credit, real estate, infrastructure, hedge funds, and sustainability.
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