FP&A

Title	Senior Associate Strategic Finance/FP&A – Insurance/Reinsurance
Categories	Alternative Investing, Alternative Investment Management, FP&A
Location	New York, NY
Job Information	Our elite global Alternative Investment Fund client is seeking to recruit a Senior Associate Strategic Finance/FP&A to lead capital planning, financial modeling, financial performance analysis and serve as the strategic finance partner for the firm’s insurance and reinsurance investment strategy. Responsibilities: Lead capital planning, financial modeling, financial performance analysis and serve as the strategic finance partner for the firm’s insurance and reinsurance investment strategy Serve as the strategic finance partner and lead strategic financial planning and analysis Develop long-term strategic financial planning, forecasting, capital planning and capital allocation initiatives Oversee financial modeling, scenario analysis, model integration and financial performance analysis Analyze profitability, expense allocations, fee arrangements and revenue drivers Analyze and synthesize complex financial data, create dashboards and analyze performance metrics (KPIs) to track investment returns, capital deployment and AUM growth Build clear narratives and present metrics and insights to senior management Analyze strategic initiatives such as new product launches, fund structures and M&A activity Collaborate effectively with operations, investment teams and capital markets teams on funding, pricing, strategic transactions and firmwide planning initiatives Develop best practices, automation initiatives and drive analytical and reporting process improvements Assist with firmwide strategic and ad hoc finance projects Requirements: Bachelor’s Degree with strong academic record of achievement CFA, CPA or MBA preferred 3+ years of strategic financial planning and analysis (FP&A) experience in the alternative investment, alternative credit, asset management or insurance/reinsurance industry Demonstrated knowledge of alternative credit products and strategies Knowledge of insurance investment strategies strongly preferred Advanced hands-on financial modeling skills mandatory Demonstrated financial forecasting and capital planning skills Ability to support business decision making for complex multi-entity structures Fundamental knowledge of capital structures, alternative investment strategies and performance analysis Demonstrated ability to analyze and synthesize complex financial data and present clear and actionable insights and metrics to senior management Advanced Excel and PowerPoint skills High level of integrity, confidentiality, critical thinking and problem solving skills Highly motivated and detail oriented Advanced communication, interpersonal, business writing and presentation skills
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Title	VP Strategy and FP&A – Structured Credit/Private Credit
Categories	Alternative Credit, Alternative Investing, Asset Backed Securities, Commercial Real Estate, Corporate Finance, Corporate Strategy, FP&A, Private Credit, Strategic Planning, Structured Credit
Location	New York, NY
Job Information	Our elite global Alternative Investment Fund client is seeking to recruit a VP Strategy and FP&A to serve as the strategic partner providing finance and strategy leadership for the asset-based finance and commercial real estate private credit investment, product development and investor relations teams. Responsibilities: Serve as the strategic partner providing finance and strategy leadership for the asset-based finance and commercial real estate private credit investment product development and investor relations teams Own financial modeling, budgeting, forecasting, board materials, management reporting and long-term strategic planning for the asset-based finance and commercial real estate strategies within the private credit platform Support fund launches, financings, new product development, investor relations and help shape long-term strategy Analyze fee economics, expense allocations, profitability and revenue drivers Track capital deployments, investment returns and AUM growth Perform scenario analysis to support capital allocation, financing and investment decisions Product monthly real assets management reporting and board materials Prepare decks and materials for management committee and board meetings Develop process improvements to automate reporting and analytics Conduct ad hoc analysis and reporting for investment teams Serve as a thought leader to senior private credit stakeholders on real asset strategy Oversee peer benchmarking, market analysis and competitive analysis Provide structuring and economics support to product development teams Analyze strategic initiatives including new product launches, M&A activity and fund structures Support the investor relations team with investor inquiries, reporting and fundraising activity Support the investment team with negotiating bank facilities and subscription lines of credit Support business operations across real assets investing Requirements: Bachelor’s Degree MBA, CPA or CFA preferred 6+ years of corporate finance, strategy or FP&A experience in the private credit industry Advanced financial modeling, budgeting, forecasting and long-term strategic planning skills Demonstrated experience supporting strategic initiatives and preparing board and executive materials Demonstrated expertise with complex, multi-entity and private credit structures Strong knowledge of performance metrics and fund structures Advanced PowerPoint and Excel skills Strategic thinker with strong project management, executive leadership and problem solving skills Ability to thrive in a lean and fast-paced environment while managing multiple workstreams
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