Associate, Asset & Wealth Management, Private Investing, Divisional CFO

Lateral
Dallas, TX
Category Finance
Job Description
Role Overview

The successful applicant will have an ability to understand financial information, draw relationships and raise issues or concerns. They will have a high degree of integrity, strong attention to detail and be highly motivated and client focused. They will support more senior team members with a variety of items including a range of recurring tasks, project-based work and ad hoc analyses.

What You Will Do

Determine and support appropriate fair market values across multiple investing disciplines and geographies, prepare/maintain multi-year departmental revenue, balance sheet and other risk metric forecasts, and participate in process improvement initiatives.

Why It Might Be a Fit

The ideal candidate will have a strong understanding of capital and debt markets, strong analytical skills, and the ability to work independently in a small team.

Requirements

  • Bachelor’s Degree in Accounting, Finance or other business discipline
  • 4+ years of prior relevant experience in a similar role
  • Strong understanding of capital and debt markets
  • Strong analytical skills and detail orientation
  • Strong interpersonal and communication skills, oral as well as written
  • Strong coordination and organizational skills
  • Ability to multi-task, meet tight deadlines and handle stressful situations
  • Ability to work independently in a small team, exhibit initiative and be proactive
  • Ability to organize and analyze large volumes of information
  • Team player, willing to help in areas not explicitly related to job duties
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