Divisional CFO, Associate (Asset & Wealth Management)

TL;DR

Divisional CFO, Associate (Asset & Wealth Management): Supporting valuation processes and budgeting for private investment businesses across multiple disciplines and geographies with an accent on fair market value determination and multi-year forecasting. Focus on analyzing investments, process improvements, and ad hoc financial analyses.

Onsite in Dallas, Texas, United States

Company

Leading global investment manager with over $2 trillion in assets under supervision, focusing on traditional and alternative investments for institutional and individual clients.

What you will do

• Determine and support fair market values for investments across disciplines and geographies.
• Prepare multi-year revenue, balance sheet, and risk metric forecasts for various strategies.
• Maintain knowledge of key investments and forecasting assumptions.
• Participate in process improvements for valuation and budgeting efficiency.
• Respond to ad hoc requests and perform related analyses.

Requirements

• Bachelor’s Degree in Accounting, Finance or other business discipline.
• At least 3 years of experience in a similar role.
• Strong understanding of capital and debt markets.
• Strong analytical skills, detail orientation, interpersonal and communication skills.
• Strong Excel and PowerPoint skills; ability to multi-task and meet deadlines.
• Comfortable working independently in a small team and with remote managers.

Culture & Benefits

• Collaborative environment with talented colleagues across asset classes and regions.
• Focus on integrity, transparency, and building sustainable success.
• Professional growth through training, development, firmwide networks, and wellness programs.
• Best-in-class benefits including personal finance offerings and mindfulness programs.
• Commitment to diversity, inclusion, and reasonable accommodations.