Divisional CFO Associate (Finance)

TL;DR

Divisional CFO Associate (Finance): Supporting the AWM Private center for long-term principal investing by managing valuation processes and performance projections with an accent on financial analysis and forecasting. Focus on determining fair market values across multiple disciplines, maintaining risk metric forecasts, and optimizing valuation and budgeting workflows.

Location: Onsite in Dallas, TX, United States

Company

A global leader in investment banking, securities, and investment management.

What you will do

• Determine and support fair market values across multiple investing disciplines and geographies.
• Prepare and maintain multi-year forecasts for departmental revenue, balance sheets, and other risk metrics.
• Maintain detailed knowledge of significant investments and forecasting assumptions.
• Participate in process improvement initiatives to increase the efficiency of valuation and budgeting.
• Execute ad hoc financial analyses and respond to management requests.

Requirements

• Bachelor’s Degree in Accounting, Finance, or another business discipline.
• 4+ years of prior relevant experience in a similar financial role.
• Strong understanding of capital and debt markets.
• Strong analytical skills and high attention to detail.
• Proficiency in Excel and PowerPoint.
• Must be based in Dallas, TX.

Culture & Benefits

• Fast-paced, high-energy professional environment.
• Opportunity to work within a prestigious Asset & Wealth Management division.
• Emphasis on integrity, client focus, and proactive initiative.
• Collaborative team structure with exposure to senior leadership.