Our client, a leading DFW investment firm, is looking for a Strategic Planning Analyst to join their growing team.
14th September, 2021
Our client is looking for a bright, eager, and dedicated individual to join its Strategic Planning team in its downtown Fort Worth office. The ideal candidate will have a desire to develop both analytical and operational skills. The new associate will provide direct support to the company’s General Counsel and Tax Director, who together manage the firm’s Strategic Planning department. In this role, you will always have a variety of projects and processes to handle in an array of disciplines within structured finance, which keeps the work fast paced and ever changing. This position will also handle, process, record, and report on expenses dealing with all aspects of firm operations.
Responsibilities may include:
Direct operational and administrative support to General Counsel and Tax Director
Setting up new entities and maintaining corporate governance
Assist with accounts payable processing and expenditure reporting for entire firm
Coordinating complex and precise approval for company payments
Bookkeeping responsibilities for some of the firm’s entities
Other administrative tasks for the family office
The ideal candidate will have:
Undergraduate degree in business, accounting, finance, or a related field with a 3.0+ GPA
Advanced Excel skills and strong overall PC skills
Ability to commit to at least two years in the role
About the Client: Established in the early 90's, they are a 2.5 billion dollar organization that combines an established history with a deep entrepreneurial spirit, and includes a hedge fund, real estate investment company, commercial bank, and a charitable foundation.