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Financial Analyst


New York, NY

$85,000 - $95,000 PLUS BONUS

The Role:

An Alternative Investment manager with private equity, public equity and private credit strategies, seeks to hire a Financial Analyst to join the Financial Planning & Analysis team. This position will report to the Head of FP&A.

Job  Description:

  • Monitor status of monthly, quarterly, and annual portfolio company financial updates and ensure financials are saved down and circulated to appropriate team for monitoring
  • Work with agents on missing information or follow up questions
  • Assess portfolio company performance through review of financial statements, attendance on lender update calls, and discussions with company’s management, as needed
  • Prepare financial update flash summaries and monitoring reports
  • Maintain database of key investment metrics (both position-level and company-level)
  • Perform quarterly valuation analysis of illiquid investments
  • Liaise with valuation firms on external valuations
  • Prepare various weekly, monthly, and quarterly internal and external reporting for portfolio managers, lending partners, equity investors, credit ratings agencies, etc.
  • Prepare ad hoc analyses for management or investors
  • Assist team with various financing, fundraising, investor relations, or new product activities

Required Skills:

  • Finance or accounting degree, GPA 3.5+
  • 1-3 years of experience in financial services either within Public Accounting or Industry
  • Strong attention to detail required
  • Strong Microsoft Excel skills, which include basic knowledge of macros and pivot tables

Desired Skills:

  • CPA/CFA or other professional designation a plus
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