Associate, Platform Management (Finance)

TL;DR

Associate, Platform Management (Finance): Performing daily liquidity management and funding assessments for Asset & Wealth Management with an accent on liquidity modeling and capital optimization. Focus on optimizing Asset Backed Loan workflows, executing continuous improvement initiatives, and performing allocation analysis for new deal activity.

Location: Onsite in Salt Lake City, UT, United States

Company

A leading global investment banking, securities, and investment management firm.

What you will do

• Perform daily liquidity management functions to assess current and future funding requirements.
• Create and implement liquidity models to optimize balances and avoid cash drag to enhance fund performance.
• Monitor investment pacing and investable capital analysis for actively investing funds and separately managed accounts.
• Coordinate activities related to portfolio launches, restructuring, and rebalances.
• Optimize cash within Asset Backed Loan workflows to enhance overall fund performance.
• Execute allocation analysis for new deal activity and present recommendations to the Allocation Working Group (AWG).

Requirements

• Bachelor’s degree in Economics, Finance, or a related analytical field.
• 3 years of experience in platform management or a related financial role.
• Advanced Excel skills for managing large datasets and creating complex financial models.
• Strong project management skillset to deliver strategic changes and navigate matrixed stakeholders.
• Financial acumen to prepare cash flows and performance metrics impacting investor returns.
• Knowledge of Risk Management frameworks and Data Management practices for quality reporting.

Culture & Benefits

• Equal opportunity employer committed to diversity and non-discrimination.
• Professional environment within a top-tier global financial institution.
• Opportunity to drive scale and performance through self-identified continuous improvement initiatives.