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AWM - AM Alts Private Portfolio Services - Analyst

Spectraforce Technologies
United States, Texas, Dallas
600 North Pearl Street (Show on map)
Jul 29, 2025
Title: AWM - AM Alts Private Portfolio Services - Analyst Duration: 4 months Location: Dallas, TX, 75201 Summary: The AM 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, along with direct interaction with the client's external borrowers and lenders. The team is at the forefront of shaping and driving change in the industry with the ultimate aim of delivering greater accuracy, control, and efficiency for our clients and our business. Job Duties: Operational 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. Leverage analytical skills by reviewing legal documents and ad-hoc reports for the client and internal business groups. Display your ability to function as a team player while working in a fast paced environment. Develop your critical thinking by investigating and resolving transaction issues. Enhance your industry knowledge through settlement of complex loan trades. Showcase your ability to function as a team player in a highly collaborative environment while working closely with internal stakeholders such as the Business Groups, Middle Office, Strats, Legal, Tax, Controllers, Technology, etc. Collaborate with Asset Management teams in New York, London, Bengaluru and Asia on initiatives supporting global markets. Basic Qualifications: Bachelor's degree with a minimum of two years of experience in financial services. Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail. Aptitude for building relationships and ability to communicate complex issues to a wide array of internal clients with differing levels of product experience. Self-motivated and proactive team player, who takes ownership and accountability of projects, has strong organizational skills as well as the ability to effectively manage competing priorities. Flexible and able to work well under pressure in a team environment. Preferred Qualifications: Loan Servicing or Bank Loan Middle Office background a plus. Strong knowledge or prior experience in settlements or cash control. Some depth of loan product knowledge. Excellent communication and client service skills. Ability to work well within teams in a fast paced environment. Ability to manage time effectively with competing priorities. Fast learner and adaptable to change.