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Текст:
Hirify AI/Оригинал
TL;DR
Asset & Wealth Management - Platform Management - Deal Manager - Analyst / Associate - Dallas (Fund and Deal Structuring Management): Managing liquidity, fund structures, deal allocations, cash movement, performance metrics, and portfolio activities with an accent on alternative investments, financial analysis, and cross-functional execution. Focus on forecasting funding needs, analyzing portfolio returns, coordinating deal closings and rebalancing, and resolving legal, compliance, tax, accounting, and operational matters.
Location: Dallas, TX, United States; office-based in Dallas
Company
hirify.global Asset & Wealth Management provides investment and advisory services across public and private markets, including private equity, private credit, real estate, infrastructure, hedge funds, and sustainability strategies.
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.
Facilitate portfolio allocations, deal execution, deal closings, harvesting activities, fund launches, and investment rebalancing.
Coordinate capital calls, cash distributions, investor and regulatory performance reporting, and responses to compliance and regulatory inquiries.
Partner with investment teams, capital markets, engineering, investor relations, internal groups, and external advisors on fundraising, fund structures, and legal, compliance, tax, accounting, and operational matters.
Prepare management presentations and analyses, support senior-management requests, and advance related technology initiatives.
Requirements
1–4 years of experience in a financial services setting.
Strong analytical orientation and financial acumen for preparing 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.
Self-starter mindset and ability to perform in a fast-paced, high-pressure, results-driven environment.
Collaborative team-player approach.
Strong Excel and PowerPoint skills.
Culture & Benefits
Work within a diverse Asset & Wealth Management organization focused on integrity, transparency, client outcomes, and long-term performance.
Collaborate with colleagues across asset classes, regions, investment teams, capital markets, engineering, and investor relations.
Support alternative investment activities across global institutional and individual client portfolios.
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