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Details
  • Location: New York NY
  • Type: Perm
  • Job #25329

Company Overview:
A leading global investment firm with over $60 billion in assets under management is seeking to add a Credit FP&A Analyst to its team. The role involves supporting financial planning, performance analysis, and strategic decision-making across the firm's Credit platform.

Job Responsibilities:

  • Prepare and maintain fund-level projection models for monthly and quarterly distributions
  • Construct dynamic scenario analyses for portfolio management decisions
  • Present estimates and results to senior management
  • Track daily liquidity and update the investment team weekly
  • Monitor portfolio activity for liquidity events
  • Assist with financing, fundraising, and investor relations analyses
  • Execute technology and AI initiatives to automate workflows
  • Enhance data integrity and governance policies

Qualifications:

  • Finance or accounting degree with a GPA of 3.5+
  • 2-3 years of experience in financial services
  • Strong Microsoft Excel skills, including macros and pivot tables
  • CPA / CFA or other professional designation is a plus

Compensation:
Salary: $110,000 – $120,000, Plus Bonus

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