FP&A Segment Reporting & Analytics – Associate (Public Markets)

Role Overview

Join our Segment Reporting & Analytics Team as an Associate in Investment Management Finance to be involved in accounting, finance, and process transformation, as well as calculating the Firm’s P&L during the multi-year forecast processes. This is an Associate level position within the Financial Planning & Analysis job family, responsible for the firm’s budget, forecast, internal management reporting, and financial analysis.

What You Will Do

Develop and review monthly and quarterly revenue and expense forecasts, monitor and forecast current-quarter investment-related revenue, prepare and review calculations and reporting materials, conduct investment sensitivity analyses, and maintain CCAR/QST stress testing models.

Why It Might Be a Fit

Preferred Bachelor’s degree in Finance, Accounting, or a related field, 3+ years of work experience, ability to translate complex financial datasets into clear reports, technical skills in Microsoft Office applications and financial software applications, excellent written and verbal communication skills, analytical mindset, and commitment to problem-solving.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field
• 3+ years of work experience
• Technical skills in Microsoft Office applications and financial software applications
• Excellent written and verbal communication skills
• Analytical mindset
• Commitment to problem-solving

Benefits

• Comprehensive employee benefits and perks
• Opportunity to move about the business
• Commission earnings
• Incentive compensation
• Discretionary bonuses
• Short and long-term incentive packages