Senior Associate - Corporate Strategic Finance

Job Description

A fast-growing alternative investment firm is hiring a finance professional for its Corporate Strategic Finance team. The firm is an integrated platform investing across several asset classes, and its experienced leadership team has managed third-party capital for decades.

The firm invests across Private Equity Private Credit, and manages tens of billions of dollars in assets. It is still in a high-growth phase, adding new products, fund structures and strategic initiatives as the platform grows.

Responsibilities

• Support the annual budget, periodic forecasts, and long-range financial plan.
• Build and maintain financial models that connect revenue, expenses, headcount, and funding needs.
• Coordinate with business teams to gather planning inputs, validate assumptions, and update forecasts.
• Analyze results against budget and forecast, explain key variances, and model scenarios to support resource allocation.
• Assess how changes in revenue, expenses, and business initiatives affect profitability, cash flow, and long-term plans.
• Develop dashboards and reports to track financial performance and operating trends.
• Prepare presentations and financial analyses for senior leadership, highlighting key findings and recommendations.
• Partner with teams across the firm on planning initiatives and ad hoc financial analyses.
• Improve and automate recurring reporting processes while maintaining data accuracy and reporting controls.

Qualifications

• Bachelor’s degree required.
• 2–4+ years of relevant experience in investment banking, strategic finance, FP&A, or corporate strategy. Experience in investment management or financial services is preferred.
• Strong financial modeling and forecasting skills, including experience building integrated models. Formal modeling training is a plus.
• Exposure to firm-wide planning or profitability analysis preferred.
• Familiarity with investment strategies, fee-based business models, or capital structures.
• Advanced Excel and PowerPoint skills. Familiarity with SQL or business intelligence tools is a plus.
• Experience preparing presentations and communicating financial insights to senior stakeholders.
• Strong analytical and organizational skills, attention to detail, and sound judgment.
• Ability to take ownership of assignments, collaborate across teams, and manage competing priorities.
• CFA or CPA designation, completed or in progress, is a plus.