Summary
A top global alternative asset manager is seeking an Associate to join its Credit Finance team within the Office of the CAO. This is a unique opportunity to gain broad exposure across investment platforms while supporting key reporting, analytics, and automation initiatives.
Company Information:
A well-established alternative asset manager with a global presence and over $300 billion in assets under management.
Job Description:
- Support centralized data aggregation and coordinate financial reporting across Credit and Real Estate platforms
- Execute reporting tasks and maintain detailed workbooks for consistency in public company reporting
- Prepare variance analysis and trend reports, identifying anomalies for senior review
- Assist in drafting communications on fund-specific reporting treatments for filings
- Support accounting research on non-routine transactions and new applications
- Liaise with third-party administrators to monitor performance and improve data integration
- Identify manual processes for automation and help build solutions using Alteryx or Power BI
- Maintain and enhance automation workflows as reporting needs evolve
- Utilize AI tools to improve efficiency in data collection and modeling
Requirements / Qualifications:
- 2–3 years of experience in public accounting or financial services with exposure to investment management and SEC reporting
- Bachelor’s or Master’s degree in Accounting, Finance, or related field; CPA required or in progress
- Advanced Excel skills, including complex formulas and data presentation
- Experience with Alteryx, Power BI, or Advent Geneva is a plus
- Strong communication skills with the ability to collaborate across teams
- Proactive mindset with interest in automation, technology, and AI-driven process improvements
