Corporate Finance (FP&A & Portfolio Management) Associate
Confidential Company
One of the most exciting and fastest-growing investment platforms in the market is seeking an FP&A & Portfolio Management Associate to join a highly visible team supporting senior leadership on strategic finance, portfolio management, capital allocation, financing activities, and corporate development initiatives. The firm has built an impressive portfolio of businesses across Asset Management, Insurance, Infrastructure, Technology, Luxury & Lifestyle, Mobility, and Entertainment, and continues to experience significant growth through both acquisitions and organic expansion. This is a unique opportunity to gain exposure well beyond traditional FP&A, partnering directly with investment professionals, executive leadership, operating companies, accounting, legal, and investor relations teams on some of the firm's most strategic initiatives. Key Responsibilities: Develop financial models and analyses used to support capital allocation and strategic decision-making Support fair value reporting and performance analysis across portfolio investments Prepare executive-level presentations and materials for senior leadership Analyze capital structure, leverage, financing arrangements, and covenant compliance Assist with capital raise initiatives and investor due diligence requestsSupport investment financing, refinancing, and restructuring transactions Participate in corporate development and M&A-related initiatives Drive process improvements, automation, and reporting enhancements across the platform Partner closely with Deal Teams, Subsidiary Companies, Accounting, Investor Relations, Treasury, and Legal Why This Opportunity Stands Out: High visibility role supporting senior leadership and key decision makers Exposure to portfolio management, strategic finance, corporate development, and capital markets activities Opportunity to work across a diverse portfolio of businesses and industries Fast-paced, entrepreneurial environment with significant career growth potential Broad exposure to acquisitions, financing transactions, capital raises, and investment performance analysis Ideal Background: 2-6 years of experience in FP&A, Corporate Finance, Investment Banking, Transaction Advisory, Valuation, Strategic Finance, Portfolio Analytics, or related fields Strong financial modeling, forecasting, and analytical capabilities Advanced Excel and PowerPoint skills Ability to synthesize complex financial information into actionable insights for senior leadership Proven ability to manage multiple projects in a dynamic environment Highly motivated, intellectually curious, and solutions-oriented #J-18808-Ljbffr Confidential Company
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$85k - $115k
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...testing. By putting theory into practice, we have become a leader in alternative strategies and an innovator in traditional portfolio management since 1998. At AQR, our employees share a common spirit of academic excellence, intellectual honesty and an unwavering commitment...- ...monitoring, and assessing various sources of compliance risk using proprietary tools and specialized tradecraft. We support senior management by providing strategic assessments, actionable recommendations, and real-time escalations. At Point72, members of the...
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NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk... ...of trading. Partner with the Portfolio Management team to approve and execute... ...Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently...Work at office- ...net-worth clients by providing high-touch comprehensive wealth management services; Constructing and ultimately overseeing all... ...Coordination with members of the client’s advisory team, including: Portfolio managers and operations Tax advisors Estate counsel...TraineeshipWork at office
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...closely with investment teams to manage the investment monitoring/... ...collection and validation, portfolio and performance analysis, valuations... .... As part of the funds finance team, the successful candidate... ..., etc. Seniority level Associate Employment type Full-time Job...Full time$70k - $140k
...investment banking, securities, investment management and wealth management services. The... ...employees serve clients worldwide including corporations, governments and individuals from more... ...of our culture. The Practice Strategy Associate/AVP Will be responsible for supporting...Temporary workWorldwide- Quontic Bank is seeking a Private Wealth Management Associate for their Greenwich, CT location. This role involves supporting clients and managing daily interactions within Wealth Management. The ideal candidate should possess a Bachelor’s Degree and have at least 5 years...
$100k - $150k
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