Associate, FP&A

What We Do

As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $145.6B in discretionary assets under management and $859.8B in non-discretionary assets under management, as of September 30, 2025.

The Opportunity

This role will work closely with the Vice President and Director of FP&A to analyze results and plan for the growth of our business.

Your Responsibilities

• Update quarterly calculations of carried interest, investments, management fees, and expenses
• Work with the Vice President of FP&A on developing and tracking annual budgets
• Maintain firmwide revenue forecasts working with sales, investments, and leadership to update throughout the year
• Support external reporting to debtholders and rating agencies
• Aid Investor Relations and CFO with analysis and preparation for quarterly earnings calls
• Maintain detailed analysis of the drivers of firm’s profitability developing recommendations on resource allocation
• Prepare ad-hoc financial analyses, CBAs, and forecasts to support the growth of the business

Must-haves

• 2+ years of experience in a similar position
• BA/BS, or equivalent combination of training and experience
• Knowledge and experience with financial reports, financial statements, general ledger and budgeting
• Strong written, oral communication, and interpersonal skills
• Experience working with sophisticated financial models
• Proficient with Microsoft Office applications

Nice-to-haves

• Advanced Microsoft Excel skills
• Experience with financial reporting, financial planning, and business intelligence software

Benefits

• Enhancing Your Physical and Emotional Health
• Developing Your Career
• Supporting Your Family & Community
• Safeguarding Your Financial Wellbeing