Career Opportunity: Associate, Portfolio Management (Dallas)

Posted by Steve Flynn on 2/15/16 1:43 PM

This position has been filled.
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Our client is searching for a pre or post-MBA Associate to join its team. The Associate is a member of the Portfolio Management Team and will work broadly across the firm’s platforms to develop strategy, make recommendations with respect to asset management initiatives, and communicate key updates to senior management. The Associate will work closely with various portfolio management teams across the firm’s opportunity and commercial real estate funds to prepare key communications and recommendations to the Head of Portfolio Management, Americas. 
 If you are interested in applying, please visit job #214 on our careers website.

Location:  Dallas, TX

Start Date: Immediate


  • Work with portfolio managers from multiple Opportunity Fund and Real Estate Fund asset management and investment teams to develop fund-level strategy
  • Work with the Director to prepare key on-going fund-level updates, communications, and recommendations for the Head of Portfolio Management and fund senior management
  • Develop analysis and recommendations to support key asset monetization and financing decisions
  • Assist portfolio managers in the development of annual and quarterly business plan forecasting for the fund’s investments
  • Analyze monthly performance of investments to identify trends, risks, liquidity issues, and potential for monetization
  • Verify that investment performance and asset management initiatives are in-line with projections
  • Liaise with the Chief Operating Officer to ensure proper liquidity and capital planning for fund-level asset management initiatives
  • Provide support to various asset management initiatives, including the development and maintenance of reporting tools used by senior management
  • Execute ad hoc financial and reporting projects
  • Monitor industry news and leverage existing information to proactively inform leadership of relevant market trends


  • Ability to synthesize detailed information from multiple data sources into a concise, well-organized format that identifies key risks, opportunities, and investment targets for senior-level fund management
  • Excellent written and verbal communication skills
  • Ability to quickly learn new businesses and identify key performance drivers
  • Keen understanding of risk, capital, and leverage
  • Strong financial modeling and quantitative skills required
  • Extensive experience with financial statement analysis, valuation and cash flow forecasting
  • Excellent interpersonal communication skills including the ability to identify key stakeholders and ensure they are in the appropriate communications loop
  • Ability to work autonomously and as a member of a team
  • Ability to thrive in a fast-paced, rapidly changing work environment; ability to multi-task is a must
  • Ability to think strategically and to creatively solve problems and anticipate issues before they arise
  • Demonstrated ability to prioritize work and manage time


  • Bachelor’s Degree in Business, Finance or related field


  • 4 years of experience in investment banking, private equity or other finance related field 
  • Experience in Financial Institutions or Real Estate a plus

Computer Skills

  • Advanced Excel and PowerPoint skills required

Desired Organizational Competencies

  • Accountability - Demonstrates a commitment to and responsibility for accomplishing individual, team and business objectives
  • Drive - Consistently achieves challenging goals/objectives, and demonstrates an ability to create value and maximize results
  • Planning- Identifies business needs, problems and risks proactively, and develops well founded plans that specify strategies, actions/solutions, risk mitigants and desired results
  • Critical Thinking / Judgment - Commits to an action after developing alternative solutions that are based on logical assumptions and factual information and that take into consideration resources risks and organizational values
  • Adaptability - Exhibits the capacity to successfully change and evolve one’s actions, opinions and behavior as a result of changing priorities or environment
  • Communication Skills - Proactively communicates in the appropriate medium with clarity and focus at the right level to ensure delivery has the appropriate impact
  • Influential Leadership - Leads with confidence and conviction, and is able to establish credibility, trust, and respect among team members
  • Team Work - Fosters collaboration among team members and business partners, and uses capabilities to achieve team goals

Compensation / Benefit Package:

Salary:  commensurate with experience

Bonus:  discretionary annual bonus

Vacation/Sick:  19 days per year on PTO plan

Parking:   Company-paid, covered garage parking

Dress Code:  Business Casual

Benefits:  Medical, Dental, Vision, 401(k), Short and Long Term Disability, Basic and Voluntary Life Insurance, Flexible Spending Account, Child Care Subsidy, Tuition Reimbursement, Discounted Athletic Membership

Preferred Degrees
Bachelor of Science, 
Bachelor of Arts, 
Bachelor of Business Administration

Preferred Certifications

Preferred Work Status
U.S. Citizen, 
U.S. Permanent Resident (Green Card Holder)

Willingness to Travel

Carried Interest

Stock Options


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