Anaplan Portfolio Modeling Analyst (Hybrid NYC)

Solomon Page; New York (NY); Hybrid; USD 110,000 - 120,000; Full time

Job summary

Solomon Page is seeking a Business Solutions Analyst to partner with Portfolio Management, Portfolio Finance, Corporate Finance and Technology teams to design, develop, and enhance the company's Anaplan environment for portfolio forecasting and investment decision support.

The role is fulltime and hybrid, requiring 3 days on-site in New York City. Compensation is in the $110K-$120K salary range plus bonus. Sponsorship or visa transfer is not available for this position.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, CS, Engineering, Mathematics, or related field.
• Hands-on Anaplan model development experience, including Anaplan solutions used for finance.
• 2–5 years of professional experience in business analysis, financial modeling, data analytics, software development, or related discipline.
• Strong proficiency with SQL or Power BI is helpful.

Responsibilities

• Design, develop, and enhance Anaplan models
• Own the development and continuous enhancement of modeling capabilities
• Partner directly with investment professionals, portfolio managers, and finance leadership
• Develop portfolio and fund-level scenario analysis tools
• Define requirements, prioritize enhancements, and deliver solutions
• Connect Anaplan with upstream and downstream business systems.

Skills

Anaplan modeling

Financial modeling

Data analytics

Stakeholder communication

Education

Bachelor's degree in Finance/Accounting/Economics/CS/Engineering/Mathematics

Tools

Anaplan

SQL

Power BI

Job description

Solomon Page is seeking a Business Solutions Analyst to partner with Portfolio Management, Portfolio Finance, Corporate Finance and Technology teams to design, develop, and enhance the company's Anaplan environment for portfolio forecasting and investment decision support.

The role is fulltime and hybrid, requiring 3 days on-site in New York City. Compensation is in the $110K-$120K salary range plus bonus. Sponsorship or visa transfer is not available for this position.