Corporate Finance (FP&A & Portfolio Management) Associate

$150k - $250k

Confidential Company

Corporate Finance (FP&A & Portfolio Management) Associate | High-Growth Investment Platform | NYC | $150-250K+ Total Compensation

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 requests
Support 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

If you're looking for a role that combines FP&A, portfolio management, corporate development, and strategic finance within a rapidly growing investment platform, I'd welcome a confidential conversation.

Apply

Vacancy posted 1 day ago

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