Job Description

Job Description - Downtown Fort Worth 
Position:Analyst

Description: 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.



Key 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 targ...
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