Job Description

FP&A Analyst

New York, NY | Hybrid

The Opportunity:

A leading alternative investment manager, is seeking an FP&A Analyst to join its Corporate Finance team. This role offers the opportunity to partner closely with senior leadership on financial planning, forecasting, strategic initiatives, capital structure analysis, and portfolio analytics within a highly analytical investment management environment.

This is an excellent opportunity for an early-career finance professional looking to gain broad exposure across corporate finance, business strategy, financial modeling, and executive-level decision support.

Responsibilities:

• Build and maintain complex financial models used for forecasting, budgeting, and scenario analysis.
• Analyze financing activities, capital structure, liquidity, and balance sheet optimization initiatives.
• Support strategic planning efforts, including business initiatives and new product evaluations.
• Prepare portfolio, fund, and financial analytics for senior management, investors, and Board reporting.
• Develop presentations and analytical materials for internal leadership and external financing partners.
• Monitor business performance and provide actionable insights through ad hoc financial analysis.
• Partner with investment, finance, product, and senior management teams on strategic projects and ongoing financial reporting.
• Assist with competitive analysis, industry research, and market trend reporting.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 1-3 years of experience in FP&A, corporate finance, investment banking, valuation, consulting, accounting, or financial services.
• Strong financial modeling and analytical skills with advanced Excel proficiency.
• Excellent PowerPoint and presentation skills.
• Strong written and verbal communication abilities.
• Highly organized with exceptional attention to detail.
• Comfortable working independently in a fast-paced, collaborative environment.
• Experience leveraging AI tools within Microsoft Office to improve productivity and workflow efficiency is a plus.
• Exposure to alternative investments, private markets, asset management, or investment products is preferred but not required.

Compensation:

$100,000-$120,000 + 15-20% bonus, based on experience

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