CW Analyst_USA_USD

eTeam
Dallas, US
On-site

Job Description

AWM - Alternatives Portfolio Services - Analyst

Pay: ***/hr

The Alternatives Portfolio Services team is responsible for ensuring efficient and accurate transaction processing across a broad range of products. The products supported are complex loan instruments that require close alignment and collaboration with the desks and multiple internal teams.

  • Servicing a robust portfolio and conducting daily exception monitoring and break resolution
  • Interaction with middle office teams, sales teams, controllers, and other internal teams to resolve transactional issues and to collaborate on process and product enhancements and improvements
  • Risk management of the firm's cash flows related to lending and trading activities. Settlement functions include support of trading/sales, settlement execution and daily reporting while accurately managing the firm’s books and records.
  • Perform regular due diligence by evaluating client payments inbound and outbound globally
  • Reviewing legal documents and ad-hoc reports for the client and internal business groups

Skills & Requirements

Technical Skills

Transaction processingException monitoringBreak resolutionInteraction with middle office teamsSales teamsControllersInternal teamsRisk managementSettlement functionsSupport of trading/salesSettlement executionDaily reportingDue diligenceLegal documentsAd-hoc reportsClient paymentsGlobalCash flowsLendingTrading activitiesLeadershipCommunicationProblem solvingCollaborationAlternatives portfolio servicesComplex loan instrumentsEfficient and accurate transaction processingClose alignmentCollaborationInternal teamsRisk managementSettlement functionsSupport of trading/salesSettlement executionDaily reportingDue diligenceLegal documentsAd-hoc reportsClient paymentsGlobalCash flowsLendingTrading activities

Employment Type

FULL TIME

Level

junior

Posted

4/30/2026

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