American Beacon Partners ยท 1 day ago
Analyst, Asset Management
Irving, TX
Full-time
Hybrid
Entry Level
1+ years expAmerican Beacon Partners is a diversified asset management platform with over 30 investment managers. The Analyst, Asset Management, plays a key role in supporting investment and operational functions, including the selection and monitoring of external investment managers and contributing to process improvements.
Financial Services
Responsibilities
Actively prepares for and engages in investment manager due diligence meetings, contributing informed analysis and insights to support selection and monitoring decisions
Monitors cash activity, allocates cash and re-balances investment portfolios in accordance with investment policy for investment products and employee benefit plans
Prepares regular written analyses of portfolio performance using attribution reports, supporting fact sheets, quarterly/semi-annual/annual reports, and presentations
Actively prepares for and participates in monthly research meetings by gathering data, conducting independent analysis, and contributing original ideas and insights to research discussions
Reviews and enhances investment products marketing materials, delivers timely client support, and partners with sales and product management teams by providing expert portfolio insights
Assists in the completion of RFIs and RFPs sent by prospective or existing clients for the investment products covered
Monitors adherence to investment guidelines in coordination with the compliance team, ensuring portfolios remain within established parameters
Tracks and analyzes portfolio performance, benchmarks, and key characteristics, including factor exposures, asset allocation, cash levels, and operational aspects of investment accounts to identify trends and ensure alignment with investment objectives
Evaluates existing processes and develops technology-driven solutions to increase efficiency, streamline operations, and automate daily workflows for the team
Screens for potential managers using the eVestment and Morningstar databases
Interfaces with outside vendors/advisors on investment related items
Acts as the primary point of contact with sub-advisor teams and serves as a liaison between the firm and sub-advisors, coordinating communication and collaboration across internal departments
Helps prepare regular and ad hoc materials for Board meetings and client meetings, ensuring accuracy, clarity, and timely delivery
Supports ad-hoc projects across internal departments to drive efficiencies and improve processes firm-wide
Qualification
Required
Minimum of one year of prior investment experience
Collaborative team player with a proactive mindset and ability to make sound decisions in a fast-paced, dynamic environment
Exceptional interpersonal, presentation, and written communication skills
Strong planning, organizational, analytical and technical capabilities
Demonstrated ability to manage multiple priorities independently with accuracy and attention to detail
Highly motivated, adaptable, and eager to contribute across diverse projects
Flexibility for limited business travel that may include meeting with fund managers, investment conferences and shareholder/prospect sales calls
Skilled at identifying and implementing technology solutions to enhance processes and efficiency
Advanced level proficiency in Word, Excel and PowerPoint required
Bachelor's degree required
Preferred
Progress towards MBA, CFA, and/or CAIA strongly preferred
Experience with risk modeling, asset allocation, and general understanding of broad asset classes preferred
Experience utilizing FactSet, eVestment, and/or Morningstar FactSet databases preferred
Company
American Beacon Partners
American Beacon Partners, formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase