Corporate Finance (FP&A & Portfolio Management) Associate

Confidential Company; Greenwich (CT); On-site; USD 80,000 - 120,000; Full time

Job summary

Confidential Company is looking for an FP&A & Portfolio Management Associate to support senior leadership on strategic finance and capital allocation. This role offers significant exposure to portfolio management and corporate development initiatives.

Ideal candidates should have 2-6 years of experience in Finance or related fields, strong financial modeling skills, and the ability to manage multiple projects. The position promises a fast-paced environment with growth potential.

Qualifications

• 2-6 years of experience in FP&A, Corporate Finance, or related fields.
• Proven ability to manage multiple projects in a dynamic environment.
• Strong financial modeling, forecasting, and analytical capabilities.

Responsibilities

• Develop financial models and analyses for capital allocation.
• Prepare executive-level presentations for senior leadership.
• Support fair value reporting and performance analysis.

Skills

Financial modeling

Analytical capabilities

Advanced Excel skills

Advanced PowerPoint skills

Project management

Job description

One of the most exciting and fastest-growing investment platforms in the market is seeking an FP&A & Portfolio Management Associate to join a highly visible team supporting senior leadership on strategic finance, portfolio management, capital allocation, financing activities, and corporate development initiatives.

The firm has built an impressive portfolio of businesses across Asset Management, Insurance, Infrastructure, Technology, Luxury & Lifestyle, Mobility, and Entertainment, and continues to experience significant growth through both acquisitions and organic expansion.

This is a unique opportunity to gain exposure well beyond traditional FP&A, partnering directly with investment professionals, executive leadership, operating companies, accounting, legal, and investor relations teams on some of the firm's most strategic initiatives.

Key Responsibilities:

• Develop financial models and analyses used to support capital allocation and strategic decision-making
• Support fair value reporting and performance analysis across portfolio investments
• Prepare executive-level presentations and materials for senior leadership
• Analyze capital structure, leverage, financing arrangements, and covenant compliance
• Assist with capital raise initiatives and investor due diligence requestsSupport investment financing, refinancing, and restructuring transactions
• Participate in corporate development and M&A-related initiatives
• Drive process improvements, automation, and reporting enhancements across the platform
• Partner closely with Deal Teams, Subsidiary Companies, Accounting, Investor Relations, Treasury, and Legal

Why This Opportunity Stands Out:

• High visibility role supporting senior leadership and key decision makers
• Exposure to portfolio management, strategic finance, corporate development, and capital markets activities
• Opportunity to work across a diverse portfolio of businesses and industries
• Fast-paced, entrepreneurial environment with significant career growth potential
• Broad exposure to acquisitions, financing transactions, capital raises, and investment performance analysis

Ideal Background:

• 2-6 years of experience in FP&A, Corporate Finance, Investment Banking, Transaction Advisory, Valuation, Strategic Finance, Portfolio Analytics, or related fields
• Strong financial modeling, forecasting, and analytical capabilities
• Advanced Excel and PowerPoint skills
• Ability to synthesize complex financial information into actionable insights for senior leadership
• Proven ability to manage multiple projects in a dynamic environment
• Highly motivated, intellectually curious, and solutions-oriented