Asset & Wealth Management, Platform Management, Analyst (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Asset & Wealth Management, Platform Management, Analyst (Finance): Optimizing investor performance and driving day-to-day portfolio decision-making for alternative investments with an accent on liquidity strategies and complex fund structuring. Focus on managing capital activity, executing deal allocations, and advancing platform technology initiatives.
Location: Dallas, TX, United States
Company
is a leading global asset manager overseeing over $3 trillion in assets, providing investment and advisory services across public and private markets for institutional and individual clients.
What you will do
- Perform daily liquidity management, prepare funding forecasts, and execute capital activity and leverage facility actions.
- Conduct attribution analysis to break down historical portfolio returns and improve risk management.
- Monitor investment guidelines, concentration limits, and analyze investable capital across funds and managed accounts.
- Facilitate portfolio allocations, deal execution, closing, and harvesting activities.
- Coordinate capital calls, cash distributions, and regulatory reporting on fund performance.
- Support and advance technology initiatives to improve platform management efficiency.
Requirements
- 1-4 years of experience in a financial services setting.
- Strong analytical orientation and financial acumen to prepare cash flows and performance metrics.
- Excellent communication and interpersonal skills to work across internal and external teams.
- Proficiency in Excel and PowerPoint.
- Ability to work independently and proactively in a high-pressure, results-driven environment.
- Must be located in Dallas, TX.
Culture & Benefits
- Work in a culture that values integrity, transparency, and a passion for the craft.
- Collaboration within a diverse team of professionals across all asset classes and regions.
- Opportunity to participate in exciting investment opportunities within a world-leading asset manager.
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