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Details
  • Location: New York NY
  • Type: Perm
  • Job #23376

Company Overview:
A leading asset management firm is seeking a Senior Associate for their Financial Planning & Analysis team. This role will support the firm's forecasting, analysis, and reporting processes.

Job Responsibilities:

  • Maintain and enhance firmwide forecasting models for both earnings and cashflow
  • Provide insightful analysis and key takeaways for review with senior management
  • Play a key role in the production of quarterly earnings-related materials for the firm’s earnings call with analysts
  • Support the production, consolidation, and review of the firm’s annual budget
  • Provide quarterly reports for SEC filings to support the accounting team
  • Assist with firmwide deliverables and reporting, including assets under management

Qualifications:

  • 2-4 years of experience in the financial services industry, asset management experience a plus
  • Advanced Excel and financial modeling skills
  • Experience with Workday accounting system a plus
  • Experience with Salesforce a plus

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