Associate (strategy & corporate development)

Coda Search│Staffing; Greenwich (CT); On-site; USD 175,000 - 250,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A pioneering asset management group in Greenwich, CT, is seeking a detail-oriented Associate to lead performance reporting, create financial models, and assist with corporate development and M&A activities. Ideal candidates should have at least 4 years of FP&A experience and a Bachelor's degree, preferably an MBA. This full-time role offers excellent benefits and the opportunity to work alongside a dynamic leadership team.

Qualifications

• 4+ years of FP&A experience.
• Prior experience in investment banking would be a plus.
• Extensive experience preparing budgets, forecasts, and financial models.

Responsibilities

• Lead all performance reporting across several entities.
• Create financial models analyzing key performance metrics.
• Assist with corporate development and strategic analysis.
• Support M&A and fundraising activities working closely with the leadership team.
• Lead the annual budgeting process.

Skills

Financial modeling

Performance reporting

Budgeting

Strategic analysis

Excel skills

Education

Bachelor's degree

MBA

Job description

Base Pay Range

$175,000.00/yr - $250,000.00/yr

Coda Search is partnering with a pioneering asset management group that is seeking to hire an Associate with offices located in Greenwich, CT. This is a dynamic company that has a global presence and has shown consistent growth over the course of the last few years. The Associate will work closely with the leadership team and have diverse responsibilities across budgeting/forecasting, performance reporting, financial modeling, valuations and working on several strategic projects around M&A and fundraising activities.

A dynamic company with lots of upside and working alongside a dynamic leadership group.

Excellent benefits and compensation packages.

Responsibilities

• Lead all performance reporting across several entities
• Create financial models analyzing key performance metrics
• Assist with corporate development and strategic analysis
• Support M&A and fundraising activities working closely with the leadership team
• Lead the annual budgeting process and work closely with various department heads
• Analyze financial reports and provide key insights to allow leadership to make informed decisions
• Prepare forecasts and assist with the group financial plan
• Assist with any special projects across the group

Qualifications

• Bachelors degree required / MBA would be a plus
• 4+ years of FP&A experience
• Prior experience in investment banking would be a plus
• Extensive experience preparing budgets, forecasts, and financial models
• Strong Excel and system skills

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Finance

Industries

Investment Management

Benefits

• Medical insurance
• Vision insurance
• 401(k)

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