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Senior Associate - Strategic Finance

$110k - $140k

Jobot

Global asset management firm looking for strategic finance professional

This Jobot Job is hosted by: Connor Venanzi
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $110,000 - $140,000 per year

A bit about us:

We are a global alternative asset manager with $94 billion in assets under management, built through the combination of two firms with more than 30 years of combined experience in private markets. Our platform spans private equity, credit, real estate, and infrastructure, with a deep specialization in the U.S. middle market — a segment that powers nearly 50 million American jobs but remains underrepresented in most investment portfolios. Headquartered in Philadelphia with a footprint across 14 offices worldwide, we serve institutional investors and private wealth clients through a combination of scale, sponsor relationships, and deep sector expertise. Our approach is simple: look beyond the obvious, and find opportunity where others don't.

Why join us?

This is a firm built on client-first thinking, and that same standard applies to how we treat our people. You'll work alongside experienced investment professionals in an entrepreneurial, collaborative environment where rigor and long-term thinking matter more than shortcuts. As a growing platform backed by decades of track record and real scale, we offer the resources of an established manager with the agility and opportunity of a firm still building its next chapter. If you want to do meaningful work in private markets, with a team that values discipline, innovation, and doing right by the client, we'd like to talk.

Job Details

Financial Planning & Analysis (FP&A)
Support the development of annual budgets, the firm’s corporate strategy and multi-year plans, and rolling forecasts.
Uncover actionable insights on key topics through financial modeling, scenario analysis, and KPI crafting and tracking.
Partner with business units to align financial plans with strategic objectives.
Corporate Finance & Capital Structure
Assist in capital structure strategy, including debt and equity financing decisions.
Build forecasts for liquidity planning, cash flow optimization, and working capital management.
Evaluate strategic transactions (M&A, divestitures, partnerships)
Support post-acquisition integration efforts by working closely with cross-functional teams to ensure alignment with the firm’s strategic goals.
Investor Relations
Aid in preparation for investors, analysts, and rating agencies.
Ensure clear and consistent messaging on financial performance and strategy.
Prepare quarterly earnings materials, investor presentations, and disclosures.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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Vacancy posted 8 hours ago
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