Associate/AVP

Landing Point; City of Rochester (NY); On-site; USD 186,252,000 - 229,233,000; Full time

Job summary

Landing Point is seeking a finance reporting professional to join our credit-focused asset management team in New York. You will support reporting enhancements, collaborate with CIO office and portfolio managers, and help deliver risk and LP reports.

Ideal candidates have 5-7 years in finance reporting or operations, with FactSet experience and strong Excel/PowerPoint skills. Prior knowledge of private credit or equity is preferred and you will coordinate across teams to streamline fund-launch

Qualifications

• 5-7 years of experience in Finance Reporting, Product Control, or Operations.
• Experience with FactSet.
• Understanding of Private Credit or Equity preferred.
• Strong Excel and PowerPoint skills.

Responsibilities

• Work directly with the CIO office on reporting enhancements.
• Coordinate reporting between Portfolio Managers and the Credit Insurance Middle Office.
• Produce Risk and Other LP Reporting Deliverables.
• Track Firmwide Commitments and Deployments.
• Collaborate with business management teams to streamline reporting for new fund launches.
• Develop strategic solutions to meet changing business needs.
• Coordinate with technology, finance, and middle office to prioritize development work.
• Develop an understanding of the firm's investment process, markets, and system architecture.
• Coordinate with onshore and offshore support teams to support workflows and training.

Skills

Finance reporting

Product control

Operations

Excel

PowerPoint

Tools

FactSet

Job description

Company Overview:

A leading global investment firm with nearly $300 billion in assets under management is seeking to hire a professional to join their credit-focused asset management team. This role will support the firm's mission to generate attractive risk-adjusted returns by investing across the corporate credit market.

Job Responsibilities:

• Work directly with the CIO office on short-term and long-term reporting enhancements
• Coordinate reporting between Portfolio Managers and the Credit Insurance Middle Office
• Produce Risk and Other LP Reporting Deliverables
• Track Firmwide Commitment and Deployments
• Collaborate with business management teams to streamline reporting around new fund launches
• Develop strategic solutions to meet changing business needs
• Coordinate with technology, finance, and middle office to prioritize development work
• Develop an understanding of the firm's complex investment process, markets, and system architecture
• Coordinate with onshore and offshore support teams to support workflows and provide training

Qualifications:

• 5-7 years of experience in Finance Reporting, Product Control, or Operations
• Prior professional experience with FactSet
• Understanding of Private Credit or Equity preferred
• Strong Excel and PowerPoint skills

Compensation:

Pay Rate: $65 - $80/hr, DOE