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1 result for Associate in Saint Paul, TX
- Dallas, TX
- onsite
- Permanent / Full Time
- 0 - 0 USD / Yearly
- <p><strong>Welcome to a new start in 2027</strong>. This will be a start date of Jan 2027 as client understands candidates may wait to get there year-end bonuses and start fresh. </p><p><br></p><p>We are looking for an Associate to join a fast-moving investment team in Dallas, Texas. In this role, you will contribute to financial analysis, portfolio insights, and fund-related reporting while helping maintain efficient day-to-day operations. The ideal candidate brings a strong analytical mindset, careful attention to detail, and the ability to manage multiple priorities in a collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate financial and investment data to support portfolio decisions and broader business initiatives.</p><p>• Prepare recurring and ad hoc reports, presentations, and analytical materials for internal stakeholders.</p><p>• Track fund performance and help produce materials related to investor reporting and portfolio updates.</p><p>• Monitor investment activity across holdings and summarize key trends, risks, and results.</p><p>• Assist with cash flow reviews, capital activity oversight, and other core fund operations tasks.</p><p>• Contribute to distribution modeling and waterfall analysis when applicable to the investment structure.</p><p>• Work closely with cross-functional teams to strengthen reporting quality and improve operational workflows.</p><p>• Perform variance analysis and other special projects as business needs evolve.</p>
- 2026-11-03T00:00:00Z