Assistant Vice President, Financial Planning & Analysis

The Company is seeking an Assistant Vice President of Financial Planning & Analysis to support financial performance through analysis, modeling, and internal reporting. Responsibilities include conducting sensitivity analyses, monitoring fund performance with portfolio managers, and collaborating with accounting teams on financial trends and variance analysis. The role also involves creating and improving internal reports, reviewing financial metrics in external communications, and approving marketing materials and investor presentations. Candidates must have a bachelor’s degree and 4–8 years of relevant FP&A experience, including experience at an asset manager. A CPA or CFA designation is preferred, as is familiarity with financial modeling software. Strong financial modeling, reporting, analytical, and cross-functional collaboration skills are important for success.