Job Description

Job Description

Job Description

Analyst - Downtown Fort Worth (10301)

The ideal candidate will have a strong understanding of multiple asset classes and portfolio management principles. They will be responsible for preparing performance and allocation reports, supporting the development of strategic asset allocation strategies, continuously monitoring third-party manager performance and assisting with due diligence on new opportunities. The Analyst will play a key role in ensuring the integrity of financial reporting and supporting strategic financial planning.

• Support the preparation of confidential performance reviews, asset allocation analyses and cash flow projections.
• Assist in implementing and monitoring client-specific strategic asset allocations, ensuring alignment with stated objectives and constraints.
• Provide analytical support for portfolio rebalancing to maintain target asset allocations.
• Contribute to the monitoring, evaluation and selection of investment managers through both qualitative assessments and quantitative performance analysis.
• Support comprehensive due diligence efforts for prospective funds, fund managers and direct investment opportunities.
• Coordinate with fund managers, third party service providers and internal teams to facilitate accurate and timely execution of investment, estate and tax planning activity.
• Prepare and maintain customized analysis supporting client specific assets and activities.
• Maintain secure records of research, manager correspondence and client documentation.
• Identify and recommend enhancements to internal processes that strengthen asset management, investment oversight and reporting capabilities.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field; CPA or CFA is preferred.
• Minimum of two years of accounting or investment management experience, preferably with experience in an audit, analytical or portfolio oversight role.
• Advanced knowledge of MS Office Suite (especially Excel).
• In-depth knowledge of financial analysis and financial statements.
• Ability to analyze complex financial data and provide actionable recommendations.
• Excellent written and verbal communication skills, with the ability to interact effectively with senior executives, third-party managers and ultra high net worth clients.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong problem-solving skills and attention to detail.

Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.

Company Description

Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.

Job Tags

Similar Jobs