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Analyst - Portfolio Managment

Dallas, TX
We are recruiting for an Entry level Financial Analyst with 0-2 years of experience to be part of our client's dedicated Products and Services team that focuses on Portfolio Management and FP&A for its portfolio companies. Our client is a publicly traded hospitality and real estate related company. This is not a real estate role, though the companies do serve the hospitality end market. The successful candidate will have exposure to corporate senior management and the executives of our client's portfolio companies. This is a career track role, and an opportunity to be an early member of a small and growing team.

This group works in office with flexibility. The leadership of this growing team believes there is an advantage to in person meetings when visiting with corporate leadership as well as the finance, accounting, and executive leadership of the portfolio companies. So, consider the opportunity to work in the office, and to interact with key leaders as providing career enhancing leadership and communication skills your peers are not getting exposed to in remote or hybrid positions!!
  • Preparation/review of portfolio company budgets, goals, and forecasts
  • Monthly financial reviews of each portfolio company
  • Plan and attend semi-annual portfolio company board meetings for the portfolio companies
  • Build financial summaries including income statement, balance sheet, and cash flow statements
  • Develop strong working relationships with the management teams of portfolio companies
  • Ability to take a large amount of data and analysis and convert into a concise presentation to inform executives
  • Analyze and monitor debt metrics including payment terms, financial covenants, and other restrictions
  • Assist with the preparation of board/special committee presentations
  • Conduct industry research
  • Participate in acquisitions execution including financial, commercial and market due diligence, and create
This is an entry level position for candidates with <2 years of work experience. The ideal candidate would possess the following qualities:
  • Bachelor’s degree in finance, accounting, business, economics, etc.
  • Eagerness to learn and develop professionally
  • Strong understanding of accounting and finance
  • Excellent analytical abilities
  • Strong qualitative and quantitative research skills
  • Familiarity with Excel and PowerPoint
  • Excellent oral and written communication skills
  • Be an independent thinker and resourceful problem solver driven to succeed in a fast-paced environment
  • Have a very strong work ethic, organizational skills, and ability to multi-task

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