Asset & Wealth Management, Private Credit-BDC Management, Associate, Dallas in Dallas, TX at honor foundations

Date Posted: 12/16/2024

Job Snapshot

Job Description

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

Qualifications:

  • 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
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