Portfolio Services Analyst (Dallas, TX)

The role provides a great opportunity to work with colleagues across multiple Deal Teams, Operations, Controllers, Legal, Credit, Asset Managers, Compliance, Technology and Treasury to ensure that we provide excellent client service. The teams execute within a front to back operating model, delivering support across the client, product, and investment lifecycle with the ultimate aim of delivering greater accuracy, control and efficiency for our clients and our business.

Paladin Consulting is currently hiring a Portfolio Services Analyst to join our team working onsite at our client's office located in Dallas, TX.

We work with companies that offer environments for our employees to contribute, learn, and advance their career. We treat you like you are part of the family.

Job Title:  Portfolio Services Analyst
Work Location:  Dallas, TX
Duration:  4 month contract with option to extend
Education/Experience Required:  Bachelor degree

Job Description:
The Portfolio Servicing team supports businesses which deal with a varied variety of traditional and alternative products across equity and loans. The teams execute within a front to back operating model, delivering support across the client, product, and investment lifecycle with the ultimate aim of delivering greater accuracy, control and efficiency for our clients and our business. The role provides a great opportunity to work with colleagues across multiple Deal Teams, Operations, Controllers, Legal, Credit, Asset Managers, Compliance, Technology and Treasury to ensure that we provide excellent client service.  

Responsibilities :

• 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 & Qualifications :

• Bachelor's degree  
• 3+ years of prior work experience in a relevant field.  
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook) 
• Highly organized with exceptional attention to detail and follow-through 
• Team player with positive attitude and strong work ethic 
• Strong communication skills (written and verbal) 
• Ability to work in a fast-paced environment  
• Integrity, ethical standards and sound judgment

For more information or to view other opportunities, visit us at www.paladininc.com.

Paladin Consulting is an EEOC employer.