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

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