Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New York
Core
Analyze and value complex structured products, asset-backed loans, and illiquid securities using discounted cash flow frameworks and proprietary models to support clients including hedge funds, private equity, and banks.
Role type
Financial Analyst (Structured Products Valuation)
Builds
Valuation reports, pitch materials, and client deliverables for portfolio valuation and fund advisory engagements.
Domain
Financial Services / Structured Credit / Asset-Backed Securities
Required skills
Discounted cash flow modeling, financial valuation theory, statistical analysis, Excel proficiency, market research, quantitative assessment, report preparation, client interaction, project management, due diligence support
Preferred skills
Knowledge of RMBS, CMBS, ABS, CLO, statistical packages (Intex, Bloomberg), multiple valuation techniques
Technologies
Excel, Intex, Bloomberg
Responsibilities
Analyze and value structured products and illiquid securities; determine valuation assumptions based on historical performance and economic scenarios; calibrate proprietary valuation models; prepare client deliverables including valuation reports and pitch materials; participate in due diligence meetings and present findings to clients and review committees; assist with sales and marketing initiatives; perform ad-hoc research on economic and industry conditions.
Seniority
Junior to Mid-level, hands-on IC