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Job Description Summary
This Firm is a leading private markets investment firm with an established track record of experience and insight across multiple asset classes. They have been investing for four decades across primary, secondary, direct co-investments, infrastructure and real assets, and private credit. They partner strategically to find opportunities based on our core strengths. Their partners, and their people, come first.
They are looking for an Associate to join their Financial Planning & Analysis (FP&A) team at the Firm. This role offers the opportunity to join the team at inception and build your long-term career alongside the function, while making a real impact on a daily basis.
Job Skills and Abilities
• Excellent organizational skills; ability to effectively prioritize multiple projects with the highest attention to detail
• Creative problem-solving ability and sound judgment – ability to use own initiative and take responsibility for decisions
• Strong interpersonal skills with capacity to interact with all levels
• Capable of working fairly independently in a fast-paced environment
• EXPERT excel and PowerPoint skills
• Team player
This Firm is an Equal Opportunity Employer
#LI-Hybrid
Responsibilities
• Compiling analysis around the annual budget process and related monitoring exercises throughout the year
• Assist in developing & maintaining an Executive Dashboard of key metrics
• Contributing to the development of the organization’s long-term multi-year strategic plan; incorporating real-time and planned changes to the business
• Supporting capital structure management exercises; balance sheet & cash flow analysis
• Assisting with ad hoc projects
• Would be liaising with compensation team and corporate finance/accounting team on a daily basis
Education
BS/BA or equivalent
Work Experience
2-3 years of experience in a financial analytics environment, preferably in a corporate FP&A group that has provided foundation in corporate finance and business strategy. Financial services industry (private equity or banking) a plus