Analyst

About the role

We are looking for an Analyst to join a Financial Services organization in Fort Worth, Texas, supporting investment oversight, reporting, and enterprise risk activities. This position contributes to daily portfolio analysis, evaluates market and instrument-level exposures, and delivers insights that inform trading and management decisions. The role also partners with finance and operations teams on reporting, reconciliations, audit support, and process improvement through technology and automation.

Responsibilities

• Track daily profit and loss across investment strategies and highlight notable drivers of performance and exposure.
• Evaluate prospective and existing trading positions by reviewing market conditions, portfolio impacts, and key risk considerations.
• Perform quantitative reviews on factors such as pricing accuracy, funding costs, bond conversion features, and interest rate sensitivity.
• Produce timely risk and performance reports for traders, portfolio managers, senior leadership, and board-level stakeholders.
• Monitor operational, compliance, and tax-related risk indicators and escalate concerns when trends or exceptions emerge.
• Reconcile general ledger activity and support the preparation of internal financial and risk reporting packages.
• Assist with regulatory filings, tax reporting, risk assessments, and documentation required for audits and governance reviews.
• Use analytical tools and automation techniques, including AI-enabled solutions, to streamline recurring tasks and improve reporting efficiency.

Requirements

• Bachelor’s degree in finance, accounting, economics, statistics, engineering, or a related analytical discipline.
• Exposure to risk analysis, financial reporting, forecasting, or investment-related analytical work through course