Summary
A highly regarded investment firm is seeking a seasoned finance professional to join its team in a key role supporting senior leadership across both firm-level and investment operations. This is a compelling opportunity to make a meaningful impact within a dynamic, fast-paced environment and work closely with decision-makers.
Company Information:
A leading private equity firm focused on partnering with management teams to build enduring, growth-oriented businesses.
Job Description:
- Develop detailed expense reporting, financial analysis, and budget oversight.
- Build and manage the firm’s comprehensive budget and long-range financial forecasts.
- Create and maintain bottoms-up forecasts by fund, including modeling for current and future vehicles.
- Design and maintain firmwide compensation tracking and analytical reporting.
- Partner closely with the CFO and COO to standardize and consolidate compensation data.
- Provide analytical support for compensation and expense benchmarking initiatives.
- Conduct monthly in-depth reviews of the Management Company’s financial statements.
- Produce recurring and ad hoc analytical reports for the CEO.
- Prepare detailed employee compensation summaries, including co-investments, carried interest, and other incentive structures.
- Own and refine allocation methodologies to ensure equitable treatment across investor groups.
- Collaborate with the Fund Finance team on special projects and ad hoc analyses.
Requirements / Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.
- 8–10 years of progressive experience, including significant FP&A exposure within an alternative investment management environment.
- Demonstrated professionalism, adaptability, and a collaborative, no-ego working style.
- Hands-on orientation with the ability to delegate effectively and oversee distributed teams as needed.
- Interest in operating within a lean, high-performing team structure.Proven ability to execute with urgency while managing and prioritizing multiple concurrent workstreams.
- Strong leadership presence with the capacity to influence and support decision-making in a dynamic environment.
- Excellent written and verbal communication skills, with the ability to translate complex financial information into actionable insights.
- Comfortable operating with a high degree of autonomy and navigating ambiguity with minimal supervision.
