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Strategic Planning

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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