Senior Associate – Financial Planning & Analysis – Alternatives

Senior Associate – Financial Planning & Analysis – Alternatives

Requirements

• Bachelor’s degree in Finance, Economics, or a related business field
• 4-6 years of planning/financial modeling experience; experience with alternatives products/strategies preferred
• Advanced proficiency in Microsoft Excel (including building financial models) and PowerPoint (including building stakeholder-ready presentation books) required
• Strong communication skills (both written and verbal); ability to communicate clearly to senior management and other key stakeholders
• Ability to work independently and as part of a team; a highly motivated self-starter
• Excellent planning, organizational, and time management skills
• Strong ability to perform effectively under pressure and meet tight deadlines
• Knowledge of general ledger and management reporting systems such as SAP or OneStream a plus

Responsibilities

• Lead modeling efforts to forecast multi-year capital fundraising and management fee revenues
• Model effective fee rates for new funds and investor commitments for management fee run rate revenue reporting
• Support modeling initiatives around firmwide carried interest and performance fee projections
• Support the alternatives business operating model and efficiency projects through scenario modeling, expense reviews, and industry benchmarking
• Provide support for formulaic compensation calculations for investment teams
• Develop relationships with investment team lead and fund controllers to provide regular touchpoints on financial performance
• Participate in firm-wide budgeting, forecasting, reporting and analytics
• Provide ad hoc support for FP&A projects

Preferred Qualifications

• Experience with alternatives products/strategies preferred
• Knowledge of general ledger and management reporting systems such as SAP or OneStream a plus