Associate or VP, Financial Planning & Analysis (FP&A) – Credit

26North; New York (NY); On-site; USD 130,000 - 200,000; Full time

Benefits offered by this job

Competitive base salary

Discretionary bonus

Comprehensive benefits package

Complimentary tickets to events

Job summary

A leading investment firm based in New York is seeking an Associate or VP for Financial Planning & Analysis (FP&A) specializing in Credit. This role focuses on strategic finance, supporting growth and profitability with responsibilities including financial modeling, performance analysis, and collaboration with senior leadership. Ideal candidates will have 3-8 years of experience in strategic finance, possessing strong analytical skills and expertise in financial modeling. A competitive salary of $130k-$200k and benefits package are offered.

Qualifications

• 3–8 years of experience in strategic finance or FP&A.
• Strong understanding of Credit investment strategies.
• Expertise in financial modeling and forecasting.

Responsibilities

• Act as the strategic finance lead for Credit investment strategies.
• Drive development of long-range financial plans and forecasts.
• Own financial modeling for Credit investment strategies.

Skills

Strategic finance

Financial modeling

Performance metrics

Analytical skills

Excel

Education

Bachelor’s degree

MBA, CFA, or CPA

Tools

Excel

PowerPoint

OneStream

TM1

Adaptive Insights

Job description

Associate or VP, Financial Planning & Analysis (FP&A) – Credit

About 26North

26North is a next-generation, integrated, multi-asset class investment platform, founded by Josh Harris. 26North provides investment advice and opportunities to its clients related to a variety of investment strategies, including, but not limited to, Private Equity, Private Credit, and Insurance and Reinsurance solutions. Josh Harris and the 26North team bring decades of experience managing third party capital to help clients achieve their financial goals while leaving a lasting impact on the communities they serve. As of December 2025, 26North has approximately $32 billion in assets under management. For more information, visit us at www.26n.com.

Job Description

26North is seeking a high-impact finance and strategy professional to join our firm as an Associate or VP, FP&A – Credit. This role partners closely with Executive Leadership, the CFO, and senior leaders across our Credit investment strategies including Direct Lending, Investment Grade Alpha, Commercial Real Estate, and Hybrid Capital.

You will lead strategic finance efforts supporting the growth and profitability of 26North’s Credit investment strategies. Responsibilities include financial modeling, capital planning, and performance analysis to support investment and corporate decisions. This position offers a unique opportunity to have an outsized impact within one of the industry’s most dynamic alternative investment firms.

Responsibilities

Strategic Finance Leadership

• Act as the strategic finance lead for 26North’s Credit investment strategies, serving as a thought partner to the platform leadership.
• Drive the development of long‑range financial plans, forecasts, and capital allocation frameworks.
• Evaluate strategic initiatives including M&A, fund structures, and new product launches.
• Deliver executive‑ready presentations and insights for Management Committee and Board discussions.

Performance Analytics & Decision Support

• Own financial modeling and scenario analysis for all Credit investment strategies — analyzing revenue drivers, fee economics, expense allocations, and profitability.
• Develop dashboards and KPIs that track AUM growth, capital deployment, and returns.
• Partner with investment, operations, and capital markets teams to support pricing, funding, and strategic transactions.
• Synthesize complex financial data into clear narratives for senior stakeholders.

Cross‑Functional Collaboration

• Collaborate with FP&A, Corporate Development, and Investment teams to support firm‑wide planning initiatives.
• Contribute to firm‑level strategic finance projects and enterprise forecasts.
• Drive continuous improvement in reporting and analytical processes through automation and system enhancement.

Qualifications

• 3–8 years of progressive experience in strategic finance, FP&A, or corporate strategy within an alternative asset manager, BDC, or financial institution.
• Strong understanding of Credit investment strategies, capital structures, and performance metrics.
• Expertise in financial modeling, forecasting, and decision support for complex multi‑entity structures.
• Proven ability to translate financial insights into clear, actionable recommendations for executives.
• Exceptional analytical skills and attention to detail, paired with a strategic mindset and executive presence.
• Advanced Excel and PowerPoint skills; experience with enterprise planning tools (e.g., OneStream, TM1, Adaptive Insights) a plus.
• Bachelor’s degree required; MBA, CFA, or CPA preferred.
• Strong track record and demonstrated commitment to upholding our core values of excellence, teamwork, stewardship, integrity, and respect.

26North offers a competitive base salary and discretionary bonus based on performance as well as a comprehensive benefits package. Passionate about the teams we support and the communities where our teams operate, we offer opportunities to enjoy the love of the game together, including complimentary and discounted tickets to games, concerts, and other events.

26North is an Equal Opportunity Employer.

The base salary for this position is expected to be between $130,000.00 and $200,000.00. The base salary offered to the chosen candidate will be commensurate with a candidate’s relevant experience and other qualifications for the position, as determined by the Company in its sole discretion.