REPORT TO: Capital Analyst Team Leader
OBJECTIVE: To assist in the creation and maintenance of client financial plans and client portfolios and continually improve the process to result in more timely, pertinent and accurate financial plans.
PRIMARY RESPONSIBILITIES:
o Balance Sheet/Financial Statement
o Asset Allocation
o Cash Flow Projection (including Quicken analysis)
o Income Tax Projection
o Corporate Analysis
o Insurance Summary
o Estate Tax Projection
o Education Analysis
o Retirement Analysis
o Survivor Needs Analysis
o Estate Diagrams/Flow of Funds
o Amortization Schedules
SECONDARY RESPONSIBILITIES:
In each of the areas below, the Capital Analyst will implement and execute strategies in collaboration with the Capital Strategist. The Capital Strategist will review the work of the Capital Analyst.
o Work with the client’s attorney to analyze appropriate legal frameworks for business and estate structures.
o Analyze income replacement options including the need for insurance (disability, office overhead, life, etc.).
o Provide the Investment Strategist with information to help create/modify portfolio investment objectives and plan for future liquidity needs (financial capital funds the asset and liability structure).
o May assist as a secondary liaison between the client and the Investment Strategy Team; Capital Strategist serves as primary liaison.
o Assist in the creation of the Investment Policy Statements of certain clients.
o Analyze advanced techniques to meet clients’ generational goals (defective grantor trusts, grantor retained annuity trusts, etc.).
o Help the client set and manage goals in the following areas:
§ Annual living expenses
§ Lifestyle purchases (use assets such as homes, airplanes, personal property, etc.)
§ Philanthropic commitments
o Analyze advanced estate and tax planning techniques:
§ Estate tax savings strategies
§ Gifting strategies
§ Asset protection strategies
§ Charitable strategies
§ Income tax management strategies
o Create and help conceptualize visual presentations and models used in client meetings.
o Communicate and coordinate implementation of various strategies with clients and advisors (CPAs, attorneys, etc.).
o Assist in presentation of strategic issues during client meetings.
o Coordinate the re-registration of assets from one entity to another (to living trusts or to family limited partnerships for example).
SKILLS & QUALIFICATIONS:
· 1-5 years experience or an advanced degree
· In process of obtaining CFP designation or CFP designee
· In process of obtaining Series 65 license
· Excellent communication skills
· Excellent technology skills. Proficient in Microsoft Office products (Excel, Word, PowerPoint)
· Organized and able to follow through on projects in a timely manner
· Easily adaptable to change and able to multi-task with confidence
· Team player attitude (and positive attitude)
· Has initiative and exhibits proactive behavior
· Willing to learn and improve self
· Be open and honest when giving feedback to team leader/members
· Take responsibility
· Ability to strategize on planning issues and coordinate implementation of these strategies
MINIMUM STANDARDS:
Please contact Christie Williams at cwilliams@leefin.com, or call (972) 960-1001 for more information.
]]>Company: Southwest Alliance of Asset Managers
Location: Addison, TX
Title: Intern
Position Type: Paid Internship
Number of Positions Available: 2
Salary Level: $12.00/hr.
Internship Period: 8-10 weeks, beginning on or about June 1, 2009
Description: Southwest Alliance of Asset Managers is a limited liability company that provides management and marketing services for the United States Department of Housing and UrbanDevelopment’s single-family real estate program in Texas and New Mexico. Southwest Alliance is a proven performer in managing and marketing affordable housing and promoting homeownership.
The Company has an internship program for eligible college junior, senior and graduate level students. Interns will work closely with Southwest Alliance Team Members and experience on-the-job mentoring in an energetic and professional work environment which will provide an excellent introduction to the real estate industry. To be considered for an intern position, all candidates must pass a credit check and background investigation. Candidates must be authorized to work in the United States now and in the future without requiring company sponsorship.
Responsibilities: Assisting Team Members in all real estate acquisitions, marketing and closing functions including:
• Assigning, ordering and reviewing appraisals
• Utilizing online asset and workflow management system to analyze asset status
• Tracking and analyzing categories of real estate assets
• Verifying property listings in the Multiple Listing Services and on BidSelect®
• Coordinating receipt of mortgagee title packages with mortgagee and foreclosure firms and receipt of closing agent title search, defects and notice of non-standard items
• Communicating with property management centers to begin management services
• Retrieving asset information and critical reports
• Assisting in preparation of special reports
Requirements: A Junior/Senior/Graduate level student currently pursuing a degree in Business or General Arts & Sciences who is interested in the real estate industry and is:
• Highly motivated, self-starter able to thrive in fast paced, high energy environment
• Capable of meeting timelines and completing projects
• Organized, analytical and demonstrated problem solving skills
• Excellent in communications, including strong verbal and written skills
• Able to work independently and also with a team to achieve desired results
• Experienced in Internet research
• Proficient Microsoft Word and Excel, including Outlook
For more information visit our website at www.southwestalliance.com
To Apply: Please mail or email a cover letter and your resume by March 14, 2009 to:
Kay Manning, Human Resources
5040 Addison Circle, Suite 400
Addison, TX 75001
Fax: (972) 788-2049
]]>Company: First Preston Management, Inc.
Location: Dallas, TX
Title: Intern
Position Type: Paid Internship
Number of Positions Available: 4-6
Salary Level: $12.00/hr.
Internship Period: 8-10 weeks, beginning on or about June 1, 2009
Description: First Preston Management, Inc., a leading full service real estate advisory, management and marketing firm, headquartered in Addison, TX, has handled a total real estate portfolio value of over $30 billion, selling over 350,000 assets for private sector companies and government clients. Founded in 1988, the company is a privately held firm whose Chairman and President were selected by Ernst & Young, LLP as the 2005 “National Entrepreneurs of the Year.”
The company has an internship program for eligible college junior, senior and graduate level students. Interns will work directly with First Preston Team Members and experience on-the-job mentoring in an energetic and professional work environment which will provide an excellent introduction to the real estate industry. To be considered for the intern position, all candidates must pass a credit check and background investigation. Candidates must be authorized to work in the United States now and in the future without requiring company sponsorship.
Responsibilities: Assisting Team Members in all real estate acquisitions, marketing, closing and property management functions including:
• Assigning, ordering and reviewing appraisals
• Utilizing online asset and workflow management system to analyze asset status
• Tracking and analyzing categories of real estate assets
• Verifying property listings in the Multiple Listing Services and on BidSelect®
Requirements: A Junior/Senior/Graduate level student currently pursuing a degree in Business or General Arts & Sciences who is interested in the real estate industry and is:
• Highly motivated, self–starter able to thrive in fast paced, high energy environment
• Capable of meeting timelines and completing projects
• Organized, analytical and with demonstrated problem solving skills
• Excellent in communications, including strong verbal and written skills
• Ability to work independently and also with a team to achieve desired results
• Experienced in Internet research
• Proficient Microsoft Word and Excel, including Outlook
To Apply: Please send a cover letter and your resume by March 14, 2009 to:
Kay Manning, Human Resources First Preston Management, Inc.
5040 Addison Circle, Suite 400
Addison, TX 75001
Fax: (972) 788-2049
]]>Company: Southwest Alliance of Asset Managers
Location: Austin, TX
Title: Intern
Position Type: Paid Internship
Number of Positions Available: 1
Salary Level: $12.00/hr.
Internship Period: 8-10 weeks, beginning on or about June 1, 2009
Description: Southwest Alliance of Asset Managers is a limited liability company that provides management and marketing services for the United States Department of Housing and UrbanDevelopment’s single-family real estate program in Texas and New Mexico. Southwest Alliance is a proven performer in managing and marketing affordable housing and promoting homeownership.
The company has an internship program for eligible college junior, senior and graduate level students. Interns will work closely with Southwest Alliance Team Members and experience on-the-job mentoring in an energetic and professional work environment which will provide an excellent introduction to the real estate industry. To be considered for an intern position, all candidates must pass a credit check and background investigation. Candidates must be authorized to work in the United States now and in the future without requiring company sponsorship.
Responsibilities: Assisting Team Members in all real estate acquisitions, marketing and closing functions including:
• Assigning, ordering and reviewing appraisals
• Utilizing online asset and workflow management system to analyze asset status
• Tracking and analyzing categories of real estate assets
• Verifying property listings in the Multiple Listing Services and on BidSelect®
• Coordinating receipt of mortgagee title packages with mortgagee and foreclosure firms and receipt of closing agent title search, defects and notice of non-standard items
• Communicating with property management centers to initiate management services
• Retrieving asset information and critical reports
• Assisting in preparation of special reports
Requirements: A Junior/Senior/Graduate level student currently pursuing a degree in Business or General Arts & Sciences who is interested in the real estate industry and is:
• Highly motivated, self-starter able to thrive in fast paced, high energy environment
• Capable of meeting timelines and completing projects
• Organized, analytical and demonstrated problem solving skills
• Excellent in communications, including strong verbal and written skills
• Able to work independently and also with a team to achieve desired results
• Experienced in Internet research
• Proficient Microsoft Word and Excel, including Outlook
For more information visit our website at www.southwestalliance.com
To Apply: Please send a cover letter and your resume by March 14, 2009 to:
Kay Manning, Human Resources
5040 Addison Circle, Suite 400
Addison, TX 75001
Fax: (972) 788-2049
]]>Job Title: Credit Analyst Internship – Part-time
Application Deadline: November 15, 2008
Job Description:
Work as a Credit Analyst, analyzing financial statement information provided by commercial borrowers on a periodic basis. Will have the opportunity to assist lenders in reviewing and updating financial information in regard to credit lending, as well as attain an in-depth perspective in working for an independent bank. Use of Moody’s KMV RiskAnalyst software will be employed in order to compare and contrast financial ratios against the commercial borrowers’ competitors.
In addition, Analysts lead the following efforts:
- Evaluate the financial implications of additional borrowing, commercial growth, and the implications of the borrowing company’s expenditures.
- Develop and coordinate various other financial analyses and presentations as needed.
Qualifications:
Pursuing a college degree, Finance or Accounting majors, strong analytical, PC, and organizational skills required. Candidate must have completed Financial Accounting and be enrolled in (or have completed) Finance 3310. Sophomores and Juniors are preferred, and candidate must be able to work over the summer. Effective oral and written communication skills and good interpersonal skills are necessary. Ability to think quickly and handle a variety of projects at one time is necessary. Must be a hard worker and have an interest in furthering their knowledge in regard to Accounting and Finance.
Please apply by contacting and sending resumes and cover letters to:
Kristin Coleman
254.399.5102
Highland’s Private Equity Group focuses on opportunistic controlling investments in a wide range of industries. Highland is regarded as a leader in structuring complex distressed transactions, and pursues an activist approach to corporate turnarounds in the years following the investment. Highland typically makes controlling investments in companies that have the potential to regain a long-term competitive advantage and build barriers to entry through differentiation of production efficiencies, product quality and service excellence.
Description:
Given Highland’s structure and team makeup, the Strategy Analyst is a pre-MBA position that will serve as the backbone of research and technical strength for the strategy team, and will also operate in a self-driven role dedicated to a domain of portfolio companies and industries. This is a potentially a Senior Portfolio Analyst track position.
Qualifications:
Contact: Carolyn Sanchez – CSANCHEZ@HCMLP.COM
The firm is seeking bright, hard-working candidates to help accelerate its growth as Portfolio Analysts. The 2009 Analyst Class will be joining a new two-year program designed to attract top performing candidates seeking to gain experience in credit and alternative investments. Select Analysts will have an opportunity to remain with the firm after the completion of the two-year program. In addition, select Analysts will be offered the opportunity to attend graduate school and return to the firm at the firm’s expense.
Responsibilities
Qualifications: