Job Description

Join our Financial Planning and Analysis team in Plano and play a pivotal role in supporting key business priorities and driving financial performance within our Asset Management division. As an Associate, you will provide comprehensive financial analysis, planning, and reporting to support strategic decision-making to the Alternatives Business. You will collaborate closely with the Alternatives CFO and the broader Financial Planning & Analysis team to enhance financial performance, while engaging with business leaders and peers across product desks. This role offers the opportunity to partner with senior stakeholders, providing an excellent opportunity for personal and professional development.

This position will involve ownership of the various tasks and projects listed below, and will give you a broad exposure to the business drivers of the Asset Management business. 

Job Responsibilities:

•              Provide senior stakeholders with comprehensive financial reviews, helping them understand profitability drivers to make informed decisions.

•              Conduct in-depth variance analysis on financial results to identify trends and opportunities.

•              Dive into activity-based costing models to uncover and implement expense efficiencies, driving cost-effective strategies.

•              Collaborate with desk heads to develop key performance metrics

•              Deliver monthly and quarterly financial reports that inform and guide senior management decisions.

•              Lead efforts to enhance month end controls and streamline processes through automation, boosting efficiency and accuracy.

•              Champion global consistency and foster synergies across the product team, uniting efforts to achieve shared goals and drive collective success.

•              Participate in month end activities to ensure accurate and timely financial reporting, maintaining the integrity of financial data.

Required Qualifications, Capabilities, and Skills:

•              Bachelor’s degree in Accounting, Finance, or a technical subject.

•              Minimum of 2 years of relevant Financial Services experience.

•              Proficiency with Excel, PowerPoint, Essbase, and financial applications.

•              Strong analytical skills and experience with Alteryx

•              Excellent verbal and written communication skills.

•              Ability to maintain composure in a fast-paced environment.

•              Integrity in handling sensitive and confidential information.

•              Understanding of financial principles and MIS reporting systems.

•              Team player with the ability to be a trusted partner.

Preferred Qualifications, Capabilities, and Skills:

•              Experience in Asset Management or related financial services.

•              Accounting or professional qualification (CPA, CFA, MBA).

•              Familiarity with investment management across asset classes.

•              Strong problem-solving skills and attention to detail.

•              Ability to work independently and manage multiple projects.

•              Enthusiastic and proactive approach to work.

•              Experience in developing financial models and tools.

•              Knowledge of global financial markets and trends.