Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Financial Analyst Asset Management

1872 Consulting

Senior Financial Analyst Asset Management

Excel, PowerPoint and Reporting Focus

Dallas TX:

WFH hybrid schedule

What You'll Be Doing:

  • Build and maintain financial models and run company/fund/portfolio-level analytics on an ongoing and ad-hoc basis
  • Create presentations for senior management, investors, and external parties
  • Synthesize, cleanse, and monitor financial, operating, and portfolio data received from various internal teams
  • Improve quality and efficiency of reporting to senior management and investors
  • Track and evaluate portfolio, capital structure, and financial and operating performance relative to peers
  • Collect, evaluate, and present macroeconomic, real estate sector, industry, and public / private market statistics, trends, and transaction activity
  • Collaborate with the Asset Management Team to create and maintain property and portfolio-level analytics
  • Work closely with the Accounting, Investments, and Data Analytics teams to ensure data integrity across the entire portfolio
  • Handle special projects and analyses, as assigned
  • Coordinate with Asset Management, Accounting, and Blackstone's finance group in supplying information Manage
  • Undertake, and communicate results of key recurring analytical activities, including:
    • Quarterly/annual financial reporting to internal stakeholders
    • Regular and ad-hoc financial and other reporting to senior management and investors
    • Manage data and reporting for key financial and operational metrics
  • Lead reporting improvements through use of Power BI and other tools

Skills We're Seeking:

  • Bachelor's Degree required
  • 3+ years of experience as an Analyst in Investment Banking, Consulting or Real Estate
  • Advanced financial analytical skills and experience building financial complex models with Excel
  • Strong experience creating PowerPoint decks for investor presentations and other business meetings

Nice to Have Experience:

  • Experience with structuring and executing capital markets and corporate-level strategic transactions
  • Experience using a tool like Power BI, Tableau or something similar to create reports and dashboards
  • Experience with SQL
1872 Consulting
Vacancy posted 19 hours ago
Similar jobs that could be interesting for youBased on the Senior Financial Analyst Asset Management in Dallas, TX vacancy
  •  ...Global Alternative Investment Solutions J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major... 
    Senior
    Asset

    Chase

    Dallas, TX
    3 days ago
  •  ...Senior Financial Analyst - Corporate Irving, Texas Fort Worth:Fin/Acct/HR:Direct Hire The Analyst...  ...and forecasting for our investment management/finserv client. Requirements ~ Bachelor...  ...or corporate finance; experience in asset management or financial services... 
    Senior
    Asset
    Flexible hours

    Thomas Edwards Group

    Irving, TX
    4 days ago
  •  ...Senior Financial Analyst Investment Management Addison, TX; Montpelier, VT Come join one of America's fastest-growing insurance companies. Since 184...  ...will support the financial operations of a $40+ billion asset management firm, with significant exposure to senior... 
    Senior
    Asset
    Hourly pay
    Permanent employment
    Flexible hours

    National Life Insurance Company

    Addison, TX
    2 days ago
  •  ...Senior Loan Portfolio Analyst At Northmarq, you can be part of something special...  ...loan servicing, and fund management. We offer you a career path...  ...will be responsible for financial statement and rent roll analysis...  ...for Portfolio & Asset Management. Perform other... 
    Senior
    Asset
    Work experience placement
    Start working today
    Work at office
    Remote work
    Flexible hours

    NorthMarq

    Dallas, TX
    4 days ago
  • $90k - $95k

     ...Senior Financial Reporting Analyst The Fay Group is a fully integrated real estate and mortgage services...  ...overseeing more than $46 billion in assets on behalf of over 50 institutional clients...  ...including loan servicing, property management, mortgage originations, renovations,... 
    Senior
    Asset
    Remote work
    Flexible hours

    Invigorate Finance

    Dallas, TX
    1 day ago
  • $86.63k - $127.05k

     ...Estate professional in Addison, Texas, to manage a diversified mortgage portfolio. This role includes responsibilities in asset management, credit analysis, and portfolio...  ...demonstrate advanced skills in DCF modeling and financial analysis. The position offers a competitive... 
    Senior
    Asset
    Flexible hours

    National Life Group

    Addison, TX
    2 days ago
  •  ...role: Wells Fargo is a Senior Lead Cloud & AI Risk Information Security Analyst. This person will report...  ...frameworks, Risk Management principles, Cyber risk...  ...programs (Credit, Market, Financial Crimes, Operational, Regulatory...  ...$2.1 trillion in assets. We provide a diversified... 
    Senior
    Asset
    Full time
    Work experience placement
    Second job
    Work at office
    Relocation

    Wells Fargo

    Irving, TX
    2 days ago
  • $100k - $150k

     ...will have the flexibility to manage your days in support of our commitment...  ...EisnerAmper is seeking a Senior to join our National Tax...  ...accounting methods, digital assets, and other matters Assist with...  ...as diverse as sophisticated financial institutions and start‑ups, global... 
    Senior
    Asset
    Work at office
    Local area

    EisnerAmper LLP

    Dallas, TX
    4 days ago
  • $120k - $170k

     ...Senior Manager, Hyperscale Investment Strategy (Sr Analyst) Locations: New York, NY | Boston, MA | Dallas, TX | Austin,...  ...portfolio through comprehensive financial analysis and cross-functional collaboration...  ...Safeguarding lives, protecting assets, and securing data aren't just... 
    Senior
    Asset
    Full time
    Shift work

    Digital Realty

    Dallas, TX
    3 days ago
  •  ...Develop investment policy statements and advise on asset allocation Closes sales of complex...  ...plus years’ experience in Private Banking or Financial Services industry Demonstrated understanding of wealth management including, but not limited to: credit, deposits... 
    Asset

    JPMorgan Chase & Co.

    Dallas, TX
    4 hours ago
  • CoreWeave, based in Dallas, Texas, is seeking an experienced Accountant with over 3 years of accounting and financial reporting experience. You will prepare cash flow statements, enhance reporting processes, and collaborate effectively within a dynamic team. A Bachelor'... 
    Senior
    Asset

    CoreWeave

    Dallas, TX
    5 days ago
  •  ...in Dallas, TX. The Loan Services team is looking for a Senior Insurance Analyst who will focus on the following responsibilities: Conduct...  ...insurance requires force placed insurance. Communicate with Asset Management and Servicing, as necessary. Keep manager updated on... 
    Senior
    Asset
    Contract work

    JSR Tech Consulting

    Dallas, TX
    4 days ago
  • $98k - $143k

     ...role involves preparing consolidated cash flow statements, enhancing reporting processes, and collaborating with team members on financial operations. Ideal candidates should have a Bachelor’s degree in Accounting or Finance, with at least 3 years of relevant experience... 
    Senior
    Asset
    Flexible hours

    Neura Market

    Dallas, TX
    1 day ago
  •  ...investment platform in Dallas, TX. This role will support the oversight and performance of real asset-backed investments, working closely with senior team members on portfolio management initiatives. The ideal candidate will have 2-6 years of experience in finance or... 
    Senior
    Asset

    Connect Search, LLC

    Dallas, TX
    3 days ago
  • $88.9k - $155.5k

     ...Summary In this role, you will lead the governance, optimization, and financial management of enterprise software assets, SaaS platforms, and technology investments across the organization. You will serve as a key partner in establishing software asset management and... 
    Senior
    Asset
    Contract work

    Vizient

    Irving, TX
    1 day ago
  •  ...experienced Alternative Operations professional to support the lifecycle management of private debt and private equity investments across a growing...  ...the function, with responsibility across trade settlement, asset servicing, cash management and accounting processes relating to... 
    Senior
    Asset
    Hourly pay
    Contract work

    G MASS

    Dallas, TX
    1 day ago
  • Job Summary We are seeking a Senior Financial Analyst, Information Systems to join our team. The position...  ...skilled in building visualizations, managing datasets, and driving insights through...  ..., and version control for analytical assets. Knowledge of Microsoft Fabric,... 
    Senior
    Asset

    Tenet Healthcare

    Dallas, TX
    5 days ago
  • CMB Regional Centers is seeking a Senior Real Estate Investment Analyst for their Dallas, TX office. The role involves supporting...  ...estate portfolio, offering insights into asset performance and maintaining accurate financial data. The ideal candidate will have 7+ years... 
    Senior
    Asset
    Work at office

    CMB Regional Centers

    Dallas, TX
    5 days ago
  • $86.63k - $127.05k

     ...Vermont is looking for a Commercial Real Estate Analyst to manage a diversified commercial mortgage portfolio. This role requires expertise in asset performance, credit analysis, and risk management while collaborating with senior team members. Candidates should have a... 
    Senior
    Asset

    National Life Insurance Company

    Addison, TX
    1 day ago
  • $121.88k - $178.75k

     ...reports to the Actuary of Capital Management & Deal Team and will be...  ...This role supports strategic financial initiatives by developing, validating...  ...MCOE, Finance, Pricing and senior actuarial leadership to...  ...including liability projections, asset modeling, and capital models.... 
    Asset
    Hourly pay
    Work at office

    National Life Group

    Addison, TX
    2 days ago
  • 3+ years of procurement, vendor management, or IT operations experience, preferably within data center or infrastructure...  ...administration skills Experience with asset management systems (Device42 or similar) and financial asset/depreciation processes Proven experience... 
    Asset

    Software Technology, Inc.

    Dallas, TX
    4 days ago
  • Susser Bank is seeking a Senior Financial Analyst located in Dallas, Texas. This role is crucial for preparing and reviewing the bank’s financial statements and reports, as well as leading the budgeting process alongside various stakeholders. The ideal candidate should... 
    Senior

    Susser Bank

    Dallas, TX
    5 days ago
  •  ...liquid investments across various sectors (Asset Based Finance, Structured Credit,...  ...deliverables etc. Core Responsibilities Manage all accounting responsibilities and work...  ...of special projects, both operating and financial, and compile a variety of special reports... 
    Senior
    Asset
    Full time
    Local area
    Immediate start

    Sixth Street

    Dallas, TX
    1 day ago
  •  ...protecting the natural environment.POSITION: Sr. Financial AnalystDepartment: FinanceLocation:...  ...across the U.S.Role SummaryThe Sr. FP&A Analyst leads key components of corporate and...  ...financial planning, forecasting, and management reporting. This role partners closely with... 
    Senior
    Full time
    Local area

    Leeward-Energy

    Dallas, TX
    5 days ago
  • 200 CRC Insurance Svcs LLC in Dallas seeks an experienced Actuary to focus on pricing models and analytics. You will be responsible for developing and optimizing pricing methodologies, conducting rate analyses, and supporting program underwriting teams. The ideal candidate...
    Senior

    200 CRC Insurance Svcs LLC

    Dallas, TX
    5 days ago
  • $90k - $120k

    Senior Associate, Corporate Development (M&A / Financial Analyst) Broadstaff - Hiring on behalf of a Data Center Client; Dallas, TX (Onsite - Relocation Available)...  ...Underwrite acquisitions of data center and real estate assets Build and maintain financial models (valuation,... 
    Senior
    Asset
    Full time
    Remote work
    Relocation
    Relocation package
    Flexible hours

    Broadstaff

    Dallas, TX
    5 days ago
  • Austin Industries is seeking a Senior Corporate Accountant for our Dallas, Texas headquarters. This role involves preparing financial reports, assisting with budgeting and forecasting, and leading fixed asset accounting. The ideal candidate offers a Master’s or CPA, has... 
    Senior
    Asset

    Austin Industries

    Dallas, TX
    1 day ago
  •  ...Financial Analyst Founded in 1965 by Mack Pogue as Lincoln Property Company, Willow Bridge Property...  ...has built over 200,000 apartments and manages 220,000 units for its clients. To learn...  ...performance forecasting. Support Asset Managers on requests involving market... 
    Asset
    Currently hiring
    Work at office

    Willow Bridge Property Company

    Dallas, TX
    5 days ago
  •  ...certification and at least 5 years of relevant experience. Responsibilities include planning and maintaining system functionality, managing help desk tickets, and improving patient experience. Applicants must be located in the DFW area and possessing effective... 
    Senior

    Methodist Health System

    Dallas, TX
    2 days ago
  •  ...Financial Analyst ALM First Financial Advisors is a leading, trusted strategic partner for depository institutions, offering an...  ...financial advisory services. Since 1995, our expertise in asset liability management, fixed income portfolio management and hedging, has... 
    Asset
    Work experience placement
    Remote work

    ALM First

    Dallas, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Analyst Asset Management. Be the first to apply!