Asset & Wealth Management: Asset-Backed Finance, Client Reporting Specialist, Vice President - Dallas

Asset & Wealth Management: Alternatives Investor Relations, Asset-Backed Finance Client Reporting Specialist, Vice President

Location: Dallas
Job Type: Full-Time
Experience Level: 5-10 years

About the Role: Asset & Wealth Management: Alternatives Investor Relations - We are seeking an experienced, Asset-Backed Finance Client Reporting Specialist to support our global private investment-grade asset-based finance operations. Based in Dallas, this role is pivotal in delivering accurate, timely, and insightful reporting for structured credit and private financing transactions across multiple geographies. You will work closely with internal stakeholders and external investors to ensure transparency, compliance, and efficiency in portfolio monitoring and reporting.

Key Responsibilities

• Prepare and distribute detailed client and investor reports for a global portfolio of private investment-grade asset-based finance transactions, ensuring accuracy and compliance with international regulatory and contractual requirements.
• Act as a key liaison for institutional investors worldwide, providing insights into structured finance portfolios and addressing reporting-related inquiries.
• Collaborate with investment, risk, legal, and operations teams across multiple regions to ensure seamless reporting and effective portfolio oversight.
• Stay informed on global market trends, regulatory developments (UK, EU, US, and other key jurisdictions), and best practices in private structured credit and asset-backed finance.
• Support internal and external audits, investor due diligence, and regulatory reporting across different markets.

Qualifications & Experience

• 5-10 years of experience in private credit, asset-backed finance, or structured finance, with a focus on global investment-grade transactions.
• Strong knowledge of private structured credit, asset-based lending (ABL), securitized finance, and loan servicing across multiple geographies.
• Familiarity with investment-grade debt structures, cross-border risk assessment, and multi-jurisdictional investor reporting requirements.
• Advanced proficiency in Excel, financial modeling, and data analysis; experience with reporting tools and portfolio management systems is a plus.
• Excellent written and verbal communication skills, with the ability to present complex financial data to global institutional investors and senior stakeholders.
• Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced international investment environment.
• Strong understanding of UK, EU, and US regulatory frameworks, as well as knowledge of other key financial markets.