Asset & Wealth Management, Private Credit-BDC Management, Associate, Dallas

Responsibilities:

AWM Private Credit Group is seeking an associate that will be an integral member of the BDC Management Team supporting the CFO/COO of the platform spanning over the following areas:

• Build financial models to forecast earnings and for scenario analysis
• Focus on management of the liability side of the balance sheet and financing initiatives
• Collaborate with technology and engineering teams to enhance workflows
• Participate in business strategy planning-Evaluate new business opportunities for the platform
• Work closely with senior management and product specialists to develop portfolio metrics to manage portfolio risk, exposure, and performance
• Track and analyze the pipeline of fund investments, individual portfolio company performance and financial information
• Prepare and maintain portfolio analytics, fund analytics and competitor information for financial and investor reporting, marketing, portfolio management, and Board reporting purposes
• Perform special analysis in response to market events and present to senior management regularly
• Coordinate with both internal and external counterparties on strategic projects regarding investment workflow, portfolio management, portfolio monitoring and financial management

Want more jobs like this?

Get Management jobs in Dallas, TX delivered to your inbox every week.

Get Jobs

Send me The Muse newsletters for the best in career advice and job search tips.

By signing up, you agree to our Terms of Service & Privacy Policy.

• 3-5 years prior work experience; minimum Bachelor s degree (U. S. or equivalent) in quantitatively-related fields
• Excellent communication skills, both written and verbal
• Ability to work independently with the willingness to consistently think outside of the box
• Highly organized and proven ability to execute and manage complex logistics, projects, and tasks under tight time constraints
• Strong analytical/logical mindset and attention to detail; extensive experience working with large sets of data is preferred
• Fluency required in Excel (VBA knowledge a plus), PowerPoint and Word
• Accounting knowledge and financial modeling aptitude