Associate, Financial Planning & Analysis

Associate, Financial Planning & Analysis Overview

• The Associate, Financial Planning & Analysis role focuses on strategic finance within the Credit investment strategies of the client.
• Collaborate with executive leadership and senior teams to drive financial planning and capital allocation frameworks.
• Support growth and profitability through advanced financial modeling and performance analysis.
• Contribute to strategic initiatives including mergers, acquisitions, and new product launches.
• Deliver insights and presentations for management and board-level discussions.
• Work within a dynamic, fast-growing investment platform with significant industry impact.
• Benefit from a hybrid work arrangement and comprehensive benefits package.
• Engage in a collaborative environment emphasizing teamwork, integrity, and respect.

Associate, Financial Planning & Analysis Key Responsibilities & Duties

• Lead financial planning and analysis for Credit investment strategies, ensuring alignment with organizational goals.
• Develop and maintain financial models, forecasts, and dashboards to track performance metrics.
• Analyze revenue drivers, fee economics, and profitability across multi-entity structures.
• Collaborate with cross-functional teams to support pricing, funding, and strategic transactions.
• Synthesize complex financial data into actionable insights for senior stakeholders.
• Contribute to firm-level strategic finance projects and enterprise forecasts.
• Drive continuous improvement in reporting and analytics processes through automation and system enhancements.
• Evaluate strategic initiatives such as mergers, acquisitions, and new product launches.

Associate, Financial Planning & Analysis Job Requirements

• Bachelor’s degree in finance, economics, or related field; MBA, CFA, or CPA preferred.
• 3–8 years of experience in FP&A, corporate strategy, or alternative asset management.
• Proficiency in financial modeling, forecasting, and decision support for complex structures.
• Strong understanding of Credit investment strategies and capital structures.
• Advanced Excel and PowerPoint skills; experience with enterprise planning tools is a plus.
• Exceptional analytical skills and ability to translate insights into actionable recommendations.
• Commitment to excellence, teamwork, stewardship, integrity, and respect.
• Hybrid work arrangement with competitive salary and bonus potential.