Associate/Assistant Vice President, Financial Planning & Analysis

Antares Capital LP; New York (NY); On-site; USD 120,000 - 135,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with employer match

Profit sharing

Paid time off

Parental leave

Job summary

Antares Capital LP is looking for an Associate/AVP, FP&A in New York to provide financial expertise surrounding the company’s asset management businesses. This role involves financial modeling, budgeting, and collaboration with the team to monitor fund performance.

Ideal candidates will have a Bachelor’s degree in a related field, 4-8 years of experience, and be proficient in financial modeling software. The position offers a competitive salary and excellent benefits.

Qualifications

• 4-8 years of related professional experience.
• Experience in financial services, preferably within asset management.
• CPA, CFA or MBA preferred but not required.

Responsibilities

• Provide financial expertise for asset management businesses.
• Prepare asset management budgets and forecasts.
• Collaborate with Portfolio Managers on fund performance.

Skills

Attention to detail

Proactive analysis

Team player

Financial modeling skills

Highly proficient in MS PowerPoint

Highly proficient in Excel

Education

Bachelor's degree in accounting, finance, business or related discipline

Tools

OneStream

Job description

Job Description

Reporting to the Head of Financial Planning & Analysis, the Associate/AVP, FP&A is a corporate finance position primarily responsible for providing financial expertise surrounding the company’s asset management businesses and product lines.

Specific Tasks & Projects

• Financial modeling of income, balance sheet and cash liquidity needs.
• Preparation of asset management budgets and forecasts by fund and in aggregate.
• Creation and enhancement of management reporting for actual asset management results by product.
• Expense monitoring.
• Other ad hoc financial projects related to asset management as requested by the CFO, executive committee, board of directors and the Company’s strategic owners.

Responsibilities

• Support activities which provide analysis, financial modeling and internal reporting to support the company’s financial performance.
• Access appropriate data from new and existing systems and work across departments to complete reports and assignments.
• Participate and support activities related to what if scenario and sensitivity analyses for new and existing business functions and product lines.
• Collaborate closely with Portfolio Managers to monitor and track the performance of each fund (e.g., IRR), ensuring accurate and timely reporting as a key liaison within the Finance department.
• Work seamlessly with accounting team to understand financial trends (actuals vs. budget), performance of variance analysis and other financial reporting projects.
• Work in close partnership with department heads to systematically monitor and evaluate each department’s revenue performance and expense management on at least a quarterly basis.
• Work with the Strategy and Corporate Development team to lead new initiatives, manage transformation projects, and regularly monitor performance.
• Create new and enhance existing internal financial reports using OneStream.
• Review external financial metrics included in marketing, investor and other external communications for both accuracy and consistency of messaging.
• Approval of all asset management marketing pitches and investor presentations.

Qualifications

• Bachelor’s degree in accounting, finance, business or related discipline.
• 4-8 years of related professional experience.
• Experience in financial services, preferably within asset management.
• CPA, CFA or MBA preferred but not required.
• Experience using financial modeling software such as OneStream.

Skills

• Attention to detail, proactive and willing to analyze additional layers of information needed to master subject area at hand.
• Team player with demonstrated ability to learn new systems/software quickly and work collaboratively with others in a less structured start-up like environment.
• Ability to analyze and evaluate data, forming accurate conclusions and translating insights into action.
• Highly proficient in MS PowerPoint, Excel, and Word.

Competencies

• Strategic thinking and decision making: Uses solid business knowledge and data to make logical decisions about complex day-to-day technical and operational problems, improves existing solutions, plans ahead, and ensures work reflects stakeholder needs and broader organizational impacts.
• Drives execution and results: Creates plans within their area of responsibility and, in collaboration with others, executes and delivers on those plans in a timely manner.
• Cultivates strategic relationships and influence: Develops trust-based relationships, uses situational awareness to align interests and communicates clearly.
• Fosters an inclusive culture and leads teams to achieve excellence: Role models and contributes to an inclusive team culture, collaborates effectively with peers and across teams/functions, and drives strong performance through consensus building.
• Masters oneself and demonstrates a growth mindset: Seeks feedback, adapts communication to building strong relationships, demonstrates credibility and courage, acts ethically and remains focused and resilient through shifting priorities.
• Innovation: Raises new ideas, uses data to inform decisions and uses technological tools to improve workflows and efficiency.

Employment Requirements

• Must have unrestricted authorization to work in the United States.
• Must be willing to comply with pre-employment screening, including but not limited to drug testing, reference verification, and background check.
• Must be willing to work from the New York office.

Benefits

• Medical, dental and vision coverage.
• Employer-paid short- and long-term disability and life insurance.
• 401(k) with employer match.
• Profit sharing.
• Paid time off.
• Maven family & fertility benefit.
• Parental leave (including adoption, surrogacy, and foster placement).
• Other voluntary benefits.

Compensation

Base salary range: $120,000 - $135,000. This role is eligible for a discretionary annual bonus based on company, business unit and individual performance.

EEO Statement

Antares is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.