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Benefits offered by this job
Medical, dental, and vision coverage
401(k) plan
Paid time off
Parental leave
Family and fertility benefits
Disability and life insurance
Job summary
A financial services firm in New York is seeking an Associate/Assistant Vice President for Financial Planning & Analysis. This corporate finance position focuses on asset management, requiring expertise in financial modeling and internal reporting. Candidates should possess a Bachelor’s degree and 4-8 years of relevant experience, preferably in asset management. Ideal skills include proficiency in OneStream and MS Office. The role is full-time with a salary range of $120,000 - $135,000 and is eligible for an annual bonus.
Qualifications
4-8 years of related professional experience is required.
Experience in financial services, particularly in asset management, is preferred.
Responsibilities
Provide analysis, financial modeling, and internal reporting.
Collaborate with Portfolio Managers to monitor fund performance.
Create and enhance internal financial reports using OneStream.
Skills
Attention to detail
Team player
Analytical skills
Proficient in MS PowerPoint
Proficient in Excel
Proficient in Word
Education
Bachelor’s degree in accounting, finance, or related discipline
Tools
OneStream
Job description
A financial services firm in New York is seeking an Associate/Assistant Vice President for Financial Planning & Analysis. This corporate finance position focuses on asset management, requiring expertise in financial modeling and internal reporting. Candidates should possess a Bachelor’s degree and 4-8 years of relevant experience, preferably in asset management. Ideal skills include proficiency in OneStream and MS Office. The role is full-time with a salary range of $120,000 - $135,000 and is eligible for an annual bonus.