Platform Management Analyst

Spectraforce Technologies, Inc.; Salt Lake City (UT); On-site; USD 75,000 - 105,000; Part time

Job summary

Spectraforce Technologies, Inc. seeks a Platform Management Analyst in Salt Lake City, UT for a 6‑month assignment. The role centers on liquidity management, portfolio support, and deal execution within XIG’s private markets platform.

You will partner with investment teams and stakeholders to optimize capital deployment and risk controls. Responsibilities include building liquidity models, monitoring funding needs, and guiding portfolio launches and restructurings.

Qualifications

• Experience in asset & wealth management operations and liquidity management.
• Ability to design and implement liquidity and funding analyses.
• Strong collaboration with investment teams and cross-functional partners.

Responsibilities

• Perform daily liquidity management to assess current and future funding needs.
• Create and refine liquidity models to optimize fund performance.
• Monitor investment pacing and capital deployment for active funds.
• Participate in portfolio launches, restructurings and rebalances.
• Oversee asset-backed loan workflows and optimize cash for fund performance.
• Conduct allocation analysis and present to the Allocation Working Group.
• Identify and quantify FX and market risk; test risk solutions.
• Drive continuous improvement and respond to compliance inquiries.

Skills

Advanced Excel

AI in workflows

Project management

Financial analysis

Risk management

Stakeholder communication

Job description

Job Title: Platform Management Analyst

Location: Salt Lake City, UT 84101

Duration: 6 months

Asset & Wealth Management

A career with Client Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2.8 trillion in assets under supervision globally 1 , you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Client Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As the primary investment area within Client, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.

External Investing Group (XIG)

The External Investing Group ("XIG") provides investors with investment and advisory solutions, across leading hedge fund managers, private equity and private credit funds, real estate managers, public equity strategies, fixed income strategies and ESG (impact) strategies across all asset classes. XIG manages globally diversified programs, targeted sector-specific strategies, customized portfolios, and a range of advisory services. Our investors access opportunities through new fund commitments, fund-of-fund investments, strategic partnerships, secondary-market investments, co-investments, and seed-capital investments. With over 350 professionals across 13 offices around the world, XIG provides manager diligence, portfolio construction, risk management, and liquidity solutions to investors, drawing on Client' market insights and risk management expertise. We extend these global capabilities to the world's leading sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, high net worth individuals and family offices, for which we invest or advise on over $360 billion of alternative investments, public equity strategies and fixed income strategies. 1 We are focused on diversity of thought and have team members with a wide range of backgrounds and professional experiences.

XIG Private Markets platform Management

The XIG Private Markets Platform Management team is broadly responsible for portfolio implementation, liquidity risk management, portfolio allocation and monitoring, external manager on-boarding and oversight, private market deal closing, valuation models for level 3 assets, overseeing the business control framework as well as a number of important strategic initiatives. The team works closely with the investment and capital formation areas within XIG, and with functional teams across the broader firm including Central Trading, Fund Accounting, Operations, Technology, Legal and Compliance.

This role involves partnering with senior portfolio managers to develop and execute appropriate deal funding allocation, valuation models and liquidity strategies across our private market's portfolios. This includes allocation analysis and recommendation of where and when to deploy investable capital in accordance with fund and firm investment guidelines. Creation of liquidity plans to optimize fund performance and investor experience. Creation and monitoring of asset Valuation models to aid performance tracking. In addition, the candidate will help supervise a group of analysts within the team and a group of consultants via a managed service arrangement. The Associate will also act as direct point of contact for the Investment team for a designated investment vertical.

• Perform daily liquidity management function to assess current and future funding requirements. Prepare Liquidity recommendations for Investor actions and work with stakeholder teams (Investment Team, Controllers, Operations) to approve and execute the calling or distributing capital.
• Create and implement liquidity models to achieve best in class fund performance and avoid cash drag by optimizing balances.
• Monitor and prepare investment pacing and investable capital analysis for a subset of actively investing funds and separately managed accounts. Present recommendations to the deal team.
• Participate in activities related to portfolio launches, restructuring and rebalances.
• Monitor Asset Backed Loan workflows and optimize cash to enhance fund performance.
• Perform allocation analysis for new deal activity and present recommendations to the Allocation Working Group (AWG) for approval.
• Identify and quantify FX and public market risk, model and test risk solutions to provide custom risk solutions.
• Deliver scale and enhanced fund performance through execution of self-identified and "continuous improvement" initiatives.
• Assist in responding to compliance and regulatory enquiries.

Skillsets required:

• Using advanced Excel to manage thousands of data inputs to conduct data-driven analysis in order to create financial models and recommendations.
• Integrate AI into day-to-day processes to drive workflow efficiency and maximize operating capacity
• Project Management skillset to create design requirements, track progress, deliver milestones, navigate matrixed group of stakeholders, and ensure successful delivery of strategic change.
• Financial acumen to prepare cash flows and performance metrics that impact Investor returns and product performance.
• Apply knowledge of Risk Management framework and associated controls to assess risk of financial products and recommend action such as adjusting risk reserve, altering risk profile & projection, and raising red flags.
• Ability to communication updates impactfully with senior colleagues and Investment team professionals.