1 день назад
Platform Management - Deal Manager - Associate (Asset & Wealth Management)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Platform Management - Deal Manager - Associate (Asset & Wealth Management): Managing portfolio allocations, deal execution, fund structures, cash activity, and performance reporting for alternative investment portfolios with an accent on liquidity management, financial analysis, and cross-functional coordination. Focus on executing complex fund and investment transactions, resolving legal, tax, compliance, and operational matters, and supporting technology initiatives.
Location: London, Greater London, England, United Kingdom; office-based
Company
Asset & Wealth Management provides investment and advisory services across public and private markets, including alternative investments, for institutional and individual clients worldwide.
What you will do
- Manage portfolio allocations, deal execution, deal closings, harvesting activities, and fund rebalancing.
- Own and maintain complex fund structures, including cash movements, deal allocations, foreign currency management, and pipeline management.
- Prepare liquidity forecasts, funding analyses, performance metrics, attribution analyses, and investor and regulatory reporting.
- Coordinate capital calls, cash distributions, fund launches, and investment activity with fund management and cross-functional teams.
- Resolve legal, compliance, tax, accounting, and operational matters with internal groups and external advisors.
- Prepare management presentations, respond to regulatory inquiries, and support 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.
- Excellent communication and interpersonal skills for working with internal and external stakeholders.
- Strong judgment, problem-solving skills, initiative, and ability to work independently in a small team.
- Strong Excel and PowerPoint skills.
Culture & Benefits
- Work within a global Asset & Wealth Management organization covering traditional and alternative investments.
- Collaborate with investment teams, capital markets, engineering, investor relations, external advisors, and other stakeholders.
- Operate in a fast-paced, high-pressure, results-driven environment that values integrity and transparency.
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