1

Financial Asset Jobs (NOW HIRING)

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Specialty Asset Manager III manages and maintains, under limited direction, an advanced and ...

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Specialty Asset Manager III manages and maintains, under limited direction, an advanced and ...

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Specialty Asset Manager II manages and maintains, under limited direction, an advanced ...

Asset Based Finance Analyst

New York, NY

$110K - $125K/yr

  • Medical

  • Life

  • Retirement

Keen interest in the financial markets and good commercial instincts * Ability to multi-task and ... acquire assets, provide direct financing, identify value in public markets, purchase royalty ...

Asset Based Finance Analyst

New York, NY ยท On-site

$110K - $125K/yr

  • Medical

  • Life

  • Retirement

Keen interest in the financial markets and good commercial instincts * Ability to multi-task and ... acquire assets, provide direct financing, identify value in public markets, purchase royalty ...

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Specialty Asset Manager II manages and maintains, under limited direction, an advanced ...

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Specialty Asset Manager II manages and maintains, under limited direction, an advanced ...

You will work closely with product, engineering, legal, and business teams to build institutional-grade financial asset products and infrastructure. Responsibilities * Strategic Development: Define ...

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Specialty Asset Manager III manages and maintains, under limited direction, an advanced and ...

Asset Manager

Beaverton, OR ยท On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Asset Manager will be responsible for driving financial and operational performance and growing long-term asset value through thoughtful capital expenditure planning. You will partner closely ...

Showing results 21-40

Financial Asset information

What is the difference between Financial Asset vs Financial Analyst?

AspectFinancial AssetFinancial Analyst
Required CredentialsNone specific; often includes basic financial literacyBachelor's degree in finance, economics, or related field; certifications like CFA beneficial
Work EnvironmentInvestment firms, banks, markets, portfoliosFinancial institutions, corporate finance departments, investment firms
Employer & Industry UsageUsed by investors, asset managers, and institutions to represent valueEmployed to analyze financial data, advise on investments, and forecast trends

Financial assets are investment instruments like stocks, bonds, or cash that hold value. Financial analysts evaluate these assets and market data to guide investment decisions. While financial assets are the assets themselves, financial analysts are professionals who analyze and interpret data related to these assets to help clients or companies make informed financial choices.

What is a financial asset?

Financial assets are intangible assets that derive their value from a contractual claim, such as bank deposits, bonds, and stocks. Unlike physical assets like real estate or machinery, financial assets represent ownership of value or the right to receive payments in the future. They are widely used for investment, savings, and raising capital. The value of financial assets can fluctuate based on market conditions, interest rates, and the financial health of issuers.

What are the key skills and qualifications needed to thrive as a financial asset manager, and why are they important?

To thrive as a Financial Asset Manager, you need strong analytical skills, financial modeling expertise, and a relevant degree such as finance or economics, often supported by certifications like the CFA. Proficiency with portfolio management software, Bloomberg Terminal, and risk assessment tools is typically required. Excellent communication, decision-making, and client relationship skills help distinguish top performers in this field. These skills are crucial for making informed investment decisions, managing portfolios effectively, and building trust with clients.

What are some common challenges faced by professionals managing financial assets, and how can they overcome them?

Professionals managing financial assets often face challenges such as market volatility, regulatory changes, and balancing risk versus return for clients or organizations. Staying updated with market trends and continuously enhancing analytical skills are crucial for success in this role. Collaboration with research analysts, compliance officers, and portfolio managers helps in making informed decisions. Regular training and leveraging financial technology tools can further mitigate risks and improve asset management outcomes.
More about Financial Asset jobs
Infographic showing various Financial Asset job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution.

Asset-Based Finance, Asset Management, Analyst

TPG Careers Page

New York, NY โ€ข On-site

Full-time

Medical, PTO

Posted 29 days ago


Job description

About TPG
TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, has investment and operational teams around the world. TPG invests across a broadly diversified set of strategies, including private equity, impact, credit, real estate, and market solutions, and our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities.
TPG's success depends on our people, and we build and sustain our world-class team by creating an inclusive, supportive culture within the firm that seeks excellence and encourages humility and transparency. The quality of our investments and our ability to build great companies depend on the originality of our insights. Reaching our firm's full potential means supporting every team member to bring the fullness of their unique perspective to their work and to our community. We are committed to a diverse, equitable, and inclusive workplace to foster diversity of thought and reflect the breadth of our limited partners and portfolio companies.
Description of Position
TPG Credit's Asset-Based Finance group is seeking an Asset Management Analyst to support portfolio surveillance, borrowing base operations, and due diligence across a diversified book of warehouse facilities, forward flows, and structured lending transactions. Asset classes span consumer loans, equipment leases, merchant cash advances, credit cards, SME receivables, commercial real estate, and specialty finance. This is a high-ownership role with direct exposure to the full deal lifecycle - from pre-closing diligence through ongoing asset management and IC reporting. The Analyst will work directly with deal team members, counterparties, and external auditors, and will play a meaningful role in building the systems and processes that define how the ABF portfolio operates as it continues to scale.
Principal Responsibilities
Borrowing Base & Facility Compliance
  • Build and maintain borrowing base models for all active facilities; apply eligibility criteria - DPD cutoffs, concentration limits, product mix constraints - to raw loan tape data on weekly and monthly cycles
  • Reconcile borrowing base certificates submitted by counterparties against independent calculations; flag discrepancies and escalate material variances to the deal team
  • Maintain a real-time facility utilization dashboard; monitor trigger thresholds and flag material shifts in collateral pool composition
  • Track draw requests, repayment instructions, revolving period end dates, amortization schedules, and minimum utilization requirements across all active facilities

Loan Tape Processing & Data Infrastructure
  • Receive, ingest, and QC loan tape files from all counterparties on varying cadences; maintain standardized schemas across heterogeneous tape formats with differing fields and delivery methods
  • Assist in building and improving automated workflows for ingestion, field mapping, de-duplication, and anomaly detection including duplicate pledging, stale records, and outlier balances
  • Maintain data integrity across the portfolio and help develop scalable infrastructure to support a growing number of facilities and counterparties

Portfolio Surveillance & IC Reporting
  • Produce monthly surveillance packages covering delinquency ratios, default and charge-off rates, excess spread, cash collection multiples, vintage performance, and covenant compliance
  • Build and maintain vintage analysis matrices across asset classes and facility cohorts
  • Assist the deal team in producing materials for quarterly IC meetings; synthesize performance trends, covenant headroom, key risks, and recommended actions into clear, concise packages that the team and IC can act on directly

Asset Management Operations
  • Serve as primary operational point of contact for counterparties; coordinate receipt of borrowing base certificates, financial reports, AUP deliverables, and field audit materials
  • Manage cash reconciliation by matching expected payments against actual receipts in TPG-controlled accounts
  • Track backup servicer status - warm, cold, or hot - across all facilities
  • Maintain master collateral registers and reconcile against custodian confirmations
  • Track UCC lien filing dates, renewal deadlines, and entity coverage across the portfolio; support the deal team on counterparty correspondence and audit rights

Due Diligence & Framework Support
  • Support pre-closing diligence on new transactions including loan tape analysis, collateral eligibility testing, asset class performance benchmarking, and completion of standard due diligence questionnaires
  • Assist with the rollout and ongoing maintenance of a standardized due diligence framework across the ABF portfolio, including managing portions of the DDQ process for new and existing deals
  • Help calibrate AUP scopes based on deal tier and risk profile; support asset management framework build-out and maintenance of portfolio surveillance and remediation action logs

Dashboards & Process Improvement
  • Help develop standardized dashboards and reporting tools to reduce manual reconciliation, increase team efficiency, and improve visibility into portfolio risk across the ABF book
  • Proactively identify workflow inefficiencies and contribute to building automated solutions; expected to flag process gaps and take ownership of improvement initiatives
Requirements
  • 2-4 years of experience in structured credit, asset-based lending, CLO/ABS operations, fund accounting, general accounting, investment banking, or specialty finance
  • Deep Excel proficiency including dynamic borrowing base models, multi-tab surveillance workbooks, financial models, sensitivity analyses, and covenant and reporting dashboards
  • Working knowledge of ABL and warehouse facility mechanics: advance rates, borrowing base construction, eligibility criteria, and covenant packages; familiarity with forward flow agreements and pricing a plus
  • Demonstrated ability to ingest and manipulate large datasets and loan tapes, apply eligibility filters, and build or automate reconciliation workflows
  • Familiarity with at least two asset classes in the portfolio: equipment leasing, consumer lending, merchant cash advances, credit cards, SME loans, commercial real estate, or specialty finance receivables
  • Strong attention to detail and clear written communication; ability to translate data findings into a narrative the deal team and IC can act on
  • Critical thinking and ability to distill complex situations effectively for senior management

Preferred
  • Familiarity with databases, SQL, Python, or BI tools such as Tableau or Power BI
  • Experience with AUP processes, field audits, or lender-side due diligence frameworks
  • Exposure to UCC lien mechanics, custodian reconciliation, or backup servicer arrangements
  • Graduate degree in finance, economics, accounting, or a related field a plus

Competencies
The ideal candidate is detail-oriented and operationally rigorous, with a strong instinct for data integrity and process discipline. They are intellectually curious about lending mechanics and asset performance, comfortable owning multiple workstreams simultaneously, and able to communicate findings clearly to deal team members and senior management. They see process gaps as problems to solve and take initiative in building solutions.
It is expected that the annual base salary for this role will range from $110,000 - $120,000. Base salary is one component of TPG's competitive total rewards package which typically includes discretionary compensation, comprehensive health benefits, and paid time off. Other incentives may also be available to certain eligible employees.