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Financial Analyst

Dallas, TX 78746

Employment Type: Direct Hire Job Category: Finance/Analytical Job Number: 6727

Job Description

Family Office - Investment Analyst

Location:  Fort Worth

Unique Attributes:
  • Hybrid schedule (3 in/2 out)
  • Opportunity to work for the family office of an incredibly high net worth family
  • Company operates similarly to a PE firm, but unbound by red tape
  • This person will have the chance to gain exposure with TONS of different asset classes and investment types
  • Beautiful office spare in Downtown Fort Worth
  • Great work life balance

Primary Responsibilities:
  • 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.

Requirements:
  • Bachelor’s degree in Finance or Accounting
  • CPA strongly preferred but not required
  • 1-3 years of experience either in audit, financial consulting, onvestment analysis, or financial anallysis
  • Ability to prepare and analyze financial statements required
  • “Intellectual curiosity” is a must
  • Exposure to financial services is a big plus

 

Meet Your Recruiter

Greg Thorsell

Recruiting Senior Manager | Accounting & Finance           

 

UNITY.

Voted #1 Best Places to Work 2022. 2023 and 2024 by Dallas Business Journal

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About Dallas, TX

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