Associate Director, FP&A and Strategic Finance

Job Description

About the Opportunity

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Our client, a global investment manager with a long-standing focus on real assets, is seeking an Associate Director, FP&A and Strategic Finance for its New York City office. This role serves as a strategic finance partner to the firm's private real estate platform, covering financial modeling, forecasting, capital planning, liquidity, valuation oversight, and board-level reporting for an SEC-registered non-traded REIT and related vehicles. It combines the stability of a large, established manager with a newer, fast-growing business line in private real estate. The hire will work closely with acquisitions, asset management, accounting, investor relations, and executive leadership, with real room to shape the role. The position follows a hybrid schedule with four days in the office.

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Job Responsibilities

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• Own and enhance portfolio-level financial models that support capital allocation, dividend recommendations, liquidity management, and strategic decisions
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• Develop portfolio performance analytics that senior leadership uses to evaluate investment results, capital deployment, and operating trends
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• Partner with senior leaders on dividend strategy, distribution coverage, and long-term capital planning
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• Build liquidity forecasts and scenario analyses to support acquisitions, financing decisions, and capital deployment
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• Prepare executive-level analyses and board materials covering financial performance, liquidity, dividends, acquisitions, and portfolio strategy
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• Drive the monthly real estate valuation process, including oversight of third-party valuation firms and presentation of key valuation changes and portfolio trends
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• Help build and maintain portfolio-level data that is easily accessible to the accounting and investment teams
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• Lead the semi-annual budgeting and reforecast process
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• Identify opportunities to automate manual workflows and improve the scalability of financial and operational reporting
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• Apply AI, automation, and advanced analytics tools to improve forecasting, reporting, and decision support
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Job Requirements

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• 4 to 7 years of experience in real estate FP&A, investment analysis, corporate finance, valuation, transaction advisory, real estate private equity, or REITs, within a Big 4 or investment management environment
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• Bachelor's degree in Accounting or Finance
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• Hands-on financial modeling experience (building models, not only reviewing them), including forecasting, liquidity forecasting, capital planning, valuation oversight, and portfolio and asset-level analytics
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• Real estate industry background strongly preferred; Big 4 real estate valuation or CFO services candidates considered
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• Strong proficiency in Excel and PowerPoint; familiarity with Argus preferred
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• Experience with business intelligence tools such as Power BI or Tableau
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• Process-oriented, with experience in controlled environments and strong attention to detail
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• Excellent communication skills and the ability to build relationships across finance and investment teams
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• Self-starter who thrives in a dynamic setting with limited supervision
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• Hybrid schedule requiring four days per week in the New York City office
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The total compensation is up to $170k. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.