Associate Director, Strategic Finance – Principal Investing Segment
Core
Strategic Finance Associate Director supporting the Principal Investing segment, responsible for financial modeling, budgeting, forecasting, and strategic analysis to support senior management decisions.
Role type
Senior IC strategic finance leader (FP&A)
Builds
Firm-wide financial models, long-term plans, monthly forecasts, and strategic scenario analyses for the Principal Investing segment.
Domain
Asset Management / Alternative Investments
Deliverable
production ML models | dashboards & analysis
Required skills
Financial modeling, budgeting, forecasting, strategic analysis, data analytics, AI integration, complex transaction modeling, M&A impact analysis, compensation structuring, macroeconomic scenario planning, stress testing, Excel-based modeling, PowerPoint presentation
Preferred skills
Investment Banking or Asset Management experience, Big-4 valuation or advisory services background, experience with AI tools for data-driven analysis
Technologies
Excel, AI tools, PowerPoint
Responsibilities
Maintain detailed financial models for Principal Investment Income P&L and model new strategic initiatives; Liaise with cross-functional teams to source and analyze data for budget, long-term plan, and monthly forecast processes; Execute ad hoc projects and scenario analyses based on macroeconomic conditions and market dynamics; Support Human Capital in compensation decisions and structuring; Act as key point person on strategic projects including new fund profitability, tax analyses, fund acquisitions, and M&A impacts; Enhance financial models to capture business drivers and understand key trends, risks, and opportunities.
Seniority
Senior, hands-on IC