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2 Days AgoSaved
In-Office
Fort Worth, TX, USA
Senior level
Senior level
Financial Services
Supports insurance and reinsurance investment strategy development, credit asset evaluation, transaction structuring, treaty execution, partner relationships, regulatory coordination, market research, and junior staff oversight. Works cross-functionally with actuarial, legal, finance, operations, ratings agencies, and investment teams to execute life and annuity strategies and improve operational processes.
Top Skills: Actuarial ModelingAi ModelsExcelFinancial Modeling
2 Days AgoSaved
In-Office
Fort Worth, TX, USA
Entry level
Entry level
Financial Services
General recruiting inquiry with no specific responsibilities, qualifications, compensation, location, or employment details provided.
2 Days AgoSaved
In-Office
Fort Worth, TX, USA
Mid level
Mid level
Financial Services
Supports investor client service and fundraising by building fund-level financial models, analyzing performance, preparing investor materials, and maintaining Excel-based tools. Responsibilities include scenario analysis, quarterly performance calculations, data reconciliation, model auditing, VBA automation, documentation, and responding to analytical requests. The role requires strong Excel, quantitative, communication, organization, and financial-services skills, with preferred familiarity in alternative investments and fund performance metrics such as IRR, TVPI, and DPI.
Top Skills: Excel MacrosExcelMS OfficeVBA
2 Days AgoSaved
In-Office
Fort Worth, TX, USA
Entry level
Entry level
Financial Services
Supports investment portfolio transaction data integrity by reconciling cash activity, verifying booked transactions, researching discrepancies, performing data quality checks, coordinating with cross-functional teams, and maintaining standard operating procedures. The role also contributes to investor performance reporting, internal decision-making, audit support, and compliance activities.
Top Skills: ExcelMS Office
2 Days AgoSaved
In-Office
Fort Worth, TX, USA
Senior level
Senior level
Financial Services
Supports private credit product positioning, capital formation, fundraising, and investor engagement. Analyzes portfolio performance, credit metrics, investment activity, market trends, and competitor information; prepares investor-facing PowerPoint materials, quarterly reports, and responses to client inquiries. Coordinates with investment teams and internal functions to ensure data accuracy, manage projects, and deliver high-quality communications under tight deadlines.
Top Skills: ExcelMicrosoft Powerpoint
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