Asset Management Planning & Analysis - Associate

As a Financial Planning & Analysis (FP&A) professional, you will be responsible for leading and coordinating the budgeting and forecasting process, projecting earnings and capital over various economic scenarios. Your role will involve collaborating closely with firmwide groups to prepare management reports and presentations for the Operating Committee and the Board of Directors. **Key Responsibilities:** - Act as a liaison between Firm-wide P&A, lines of business, Functional Finance teams, and other support teams to deliver impactful reporting, planning, and insightful analyses. • Produce presentations, analysis, and supporting materials for senior management, participate in ad-hoc special projects, and provide requested support. • Develop, consolidate, and present qualitative and quantitative financial analysis, including annual budgets and quarterly/monthly forecast variances. • Create, maintain, and review financial models and analyses, both recurring and ad-hoc. • Conduct in-depth analyses on key client issues to identify root causes and propose solutions. • Collaborate with business partners to ensure timely and effective delivery of initiatives. • Build and maintain strong relationships with key business stakeholders across the organization. **Qualifications:** - BA/BS in Finance, Economics, or Accounting (CFA, CPA, MBA a plus). • Minimum of 3 years of relevant FP&A experience, preferably in the financial services industry. • Strong judgment, professional maturity, personal integrity, and strong work ethic. • Ability to manage multiple tasks simultaneously and adapt to changing priorities. • Excellent communication skills to convey complex concepts effectively. • Proficiency in Excel, PowerPoint, Essbase, Visual Basic, and macros. • Strong quantitative, analytical, and problem-solving skills. • Detail-oriented with the ability to work well under pressure and handle multiple projects simultaneously. • Team-oriented, inquisitive, critical thinker with the ability to anticipate questions and build strong partnerships. In this role, you will have the opportunity to work in a fast-paced, results-driven environment, where your financial expertise and analytical skills will be crucial in supporting key internal clients and driving impactful financial analyses. As a Financial Planning & Analysis (FP&A) professional, you will be responsible for leading and coordinating the budgeting and forecasting process, projecting earnings and capital over various economic scenarios. Your role will involve collaborating closely with firmwide groups to prepare management reports and presentations for the Operating Committee and the Board of Directors. **Key Responsibilities:** - Act as a liaison between Firm-wide P&A, lines of business, Functional Finance teams, and other support teams to deliver impactful reporting, planning, and insightful analyses. • Produce presentations, analysis, and supporting materials for senior management, participate in ad-hoc special projects, and provide requested support. • Develop, consolidate, and present qualitative and quantitative financial analysis, including annual budgets and quarterly/monthly forecast variances. • Create, maintain, and review financial models and analyses, both recurring and ad-hoc. • Conduct in-depth analyses on key client issues to identify root causes and propose solutions. • Collaborate with business partners to ensure timely and effective delivery of initiatives. • Build and maintain strong relationships with key business stakeholders across the organization. **Qualifications:** - BA/BS in Finance, Economics, or Accounting (CFA, CPA, MBA a plus). • Minimum of 3 years of relevant FP&A experience, preferably in the financial services industry. • Strong judgment, professional maturity, personal integrity, and strong work ethic. • Ability to manage multiple tasks simultaneously and adapt to changing priorities. • Excellent communication skills to convey complex concepts effectively. • Proficiency in Excel, PowerPoint, Essbase, Visual Basic, and macros. • Strong quantitative, analytical, and problem-solving skills. • Detail-oriented with the ability to work well under pressure and handle multiple projects simultaneously. • Team-oriented, inquisitive, critical thinker with the ability to anticipate questions and build strong partnerships. In this role, you will have the opportunity to work in a fast-paced, results-driven environment, where your financial expertise and analytical skills will be crucial in supporting key internal clients and driving impactful financial analyses.