Current jobs related to Asset & Wealth Management - Operations - Portfolio Servicing - Analyst - Dallas - Spectraforce Technologies

  • Senior Wealth Management Advisor

    2 weeks ago

    Dallas, Texas, United States Tolleson Wealth Management Full time

    Job Title: Senior Wealth Management AdvisorAs a Senior Wealth Management Advisor at Tolleson Wealth Management, you will play a critical role in serving as a project manager for client engagements. Your primary focus will be on managing the flow of all projects for assigned clients to a successful completion.Key Responsibilities:Oversee and manage the...

  • Portfolio Analyst

    3 months ago

    Dallas, United States Westwood Holdings Group Full time

    WHO WE ARE Westwood Management Corp. is a focused investment management boutique offering high-conviction equity and outcome-oriented solutions. Our investment services can address a wide range of investment objectives and challenges for institutional investors, financial intermediaries and private clients. Westwood has two distinct investment...

  • Asset & Wealth Management Operations Specialist

    2 weeks ago

    Dallas, Texas, United States Spectraforce Technologies Full time

    Job Title: Asset & Wealth Management Operations SpecialistSpectraforce Technologies is seeking a highly skilled Asset & Wealth Management Operations Specialist to join our team. As a key member of our PWM Private Lending organization, you will play a critical role in supporting the origination and servicing of loans to PWM clients and Private Equity Firms in...

  • Asset Management Portfolio Analyst Intern

    5 days ago

    Dallas, Texas, United States Invitation Homes Full time

    Job SummaryInvitation Homes is seeking a highly motivated and detail-oriented Asset Management Portfolio Analyst Intern to join our Investment Management Group (IMG) - Asset Management division. As a key member of our team, you will have the opportunity to learn the tenets of investment and portfolio management in the single-family residential (SFR) sector...

  • Asset Management Analyst

    4 weeks ago

    Dallas, Texas, United States Goldman Sachs Full time

    Join Our Team as an Asset Management AnalystWe are seeking a highly motivated and detail-oriented Asset Management Analyst to join our team in Dallas. As a key member of our Monitoring & Testing function, you will play a critical role in ensuring the efficacy of our processes, systems, and controls.Key Responsibilities:Develop an in-depth knowledge of the...

  • Senior Wealth Management Advisor

    4 days ago

    Dallas, Texas, United States Tolleson Wealth Management Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Wealth Management Advisor to join our team at Tolleson Wealth Management. As a key member of our Client Advisory Team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesManage client relationships and provide personalized...

  • Portfolio Manager

    4 weeks ago

    Dallas, Texas, United States Westwood Holdings Group Full time

    About the RoleThe Portfolio Analyst is a key member of our Wealth Management team, supporting the Wealth Portfolio Managers in preparing trading programs, performance reports, and detailed investment proposals for prospective clients.ResponsibilitiesPrepare trade programs based on guidance from the Wealth Portfolio ManagersCreate trade recommendations based...

  • Portfolio Manager

    3 weeks ago

    Dallas, Texas, United States Westwood Holdings Group Full time

    About the RoleThe Portfolio Analyst is a key member of our Wealth Management team, supporting the Wealth Portfolio Managers in preparing trading programs, performance reports, and investment proposals for prospective clients.ResponsibilitiesPrepare trade programs based on guidance from Wealth Portfolio ManagersCreate trade recommendations based on requests...

  • Portfolio Manager

    2 months ago

    Dallas, Texas, United States Westwood Holdings Group Full time

    About the RoleThe Portfolio Analyst is a key member of our Wealth Management team, supporting the Wealth Portfolio Managers in their daily activities. This role is responsible for preparing trading programs, performance reports, and detailed investment proposals for prospective clients.Key ResponsibilitiesPrepare trade programs based on guidance from the...

  • Asset Management Analyst

    1 month ago

    Dallas, Texas, United States Goldman Sachs Full time

    About Goldman Sachs Asset & Wealth ManagementGoldman Sachs Asset & Wealth Management is a leading global investment manager with over $2 trillion in assets under supervision. We provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.Our ImpactWe are...

  • Asset Management Analyst

    2 weeks ago

    Dallas, Texas, United States Goldman Sachs Full time

    About Goldman Sachs Asset & Wealth ManagementGoldman Sachs Asset & Wealth Management is a leading global investment manager with over $2 trillion in assets under supervision. We provide investment and advisory services to clients around the world, including pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial...

  • Senior Wealth Management Specialist

    1 week ago

    Dallas, Texas, United States Corient Private Wealth LLC Full time

    Unlock Your Potential in Wealth ManagementAt Corient Private Wealth LLC, we're committed to empowering our clients to achieve their financial goals. As a Senior Trade Execution Specialist, you'll play a vital role in helping high-net-worth individuals and families preserve their wealth for future generations.Key Responsibilities:Execute trades across various...

  • Private Equity Analyst

    4 months ago

    Dallas, United States LP Analyst Full time

    Company OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.Our firm truly...

  • Private Equity Analyst

    1 month ago

    dallas, United States LP Analyst Full time

    Company OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.Our firm truly...

  • Private Equity Analyst

    4 months ago

    Dallas, United States LP Analyst Full time

    Company OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.Our firm truly...

  • Analyst, Asset

    5 months ago

    Dallas, United States Goldman Sachs Full time

    Analyst, Asset & Wealth Management Strategic Transformation Office, Monitoring & Testing GOLDMAN SACHS ASSET & WEALTH MANAGEMENT A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with...

  • Private Equity Analytics Senior Analyst

    4 months ago

    Dallas, United States LP Analyst Full time

    Company OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.Our firm truly...

  • Asset Portfolio Manager

    2 weeks ago

    Dallas, Texas, United States Russell Tobin Full time

    Asset Manager Job DescriptionThe Asset Manager plays a pivotal role in overseeing whole loans, ensuring strategic execution of objectives while fostering strong relationships with third-party servicers. Key responsibilities include collaborating with the trading desk to enhance portfolio performance, serving as the primary contact for sub-servicers, and...

  • Regulatory Solutions Expert

    1 week ago

    Dallas, Texas, United States Goldman Sachs Full time

    Unlock Your Potential in Asset & Wealth ManagementJoin Goldman Sachs Asset & Wealth Management as a Regulatory Solutions Expert and embark on a journey to help clients across the globe achieve their financial goals. As part of our team, you will be responsible for managing the regulatory strategy and roadmap for our business, providing coverage on global...

  • Private Asset Data Coordinator

    5 days ago

    Dallas, Texas, United States LP Analyst Full time

    Company OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with prominent institutional investors and fund managers to provide actionable decision-making intelligence.Our firm takes a quantitative and qualitative approach to tackling big challenges and developing cutting-edge...

Asset & Wealth Management - Operations - Portfolio Servicing - Analyst

4 months ago

Dallas, United States Spectraforce Technologies Full time

Job Title:

Asset & Wealth Management - Operations - Portfolio Servicing - Analyst

Duration:

12 Months

Location:

Dallas, Texas

Duties:

Responsibilities and Qualifications

The Portfolio Servicing team is responsible for the full front-to-back operational support of Asset Management's fund complex. Client Asset Management manages ~(USD)1 trillion across more than 1,000 funds, distributed to clients across our client base. The Portfolio Servicing team has primary responsibility for all aspects of portfolio accounting, cash management, and serves as the single point of contact for all operations related inquiries. The group supports the portfolio management team by providing accurate and timely account information and overseeing all aspects of operational risk across portfolios.

Portfolio Servicing is looking for an experienced operations professional at the Analyst level to join our growing team in Dallas, Texas.

Responsibilities

Oversee the fund launch process for new investment products and distribution opportunities, change events, restructures, and terminations through the lifecycle of our funds, acting in the capacity of a project manager, coordinating multiple teams to meet tight deadlines

Liaise with external counterparties (custodian, prime broker etc.) to enable connectivity, establish operational flows and respond to service requests and inquiries

Collaborate with internal business groups, internal operations teams, external managers, and custodians to facilitate new investments into client

Serve as the central point of contact for a number of funds, responding to stakeholder inquiries, problem-solving issues and understanding the various components of the fund's operations

The Portfolio Servicing team is responsible for maintaining the investment book of record of a diverse set of funds including mutual funds, hedge funds and ETFs, paying close attention to detail and ensuring portfolio managers are receiving accurate data to make investment decisions

Engage with and serve on internal governance committees responsible for various stages in the fund lifecycle

Have a strong focus on risk management, escalating issues in a timely manner to the appropriate audiences

Explore solutions to improve fund operations that leverage business intelligence, low code automation, industry utilities, and external vendor solutions

Uplift strategic workflow infrastructure to bring additional control to launch and change events

Facilitate meetings, curate agendas and arrange presenters, collate materials, communicate with directors, and run meetings for the funds' boards of directors

Perform expense analysis to maximize commercial benefit for decisions regarding fund service providers

Skills:

Strong project management skills including ability to organize and track multiple projects in parallel, delivery on tight timelines, and a hands-on approach to resolving issues

Must be able to handle multiple, complex tasks, prioritize effectively and be flexible as needs change

Excellent communication skills (including written, verbal, and presentation)

Highly organized, with attention-to-detail and excellent follow-through

Ability to work well in a fast-paced team environment and demonstrate a high level of self-motivation

Ability to manage concurrent assignments in an effective and efficient manner

Previous experience in Operations and/or Financial Services industry- Relevant work experience of 1-2 years

Demonstrate ability to partner across product groups, regions and functional responsibilities.

Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions

Risk management focus.

Education:

Bachelors Degree

#J-18808-Ljbffr