Credit FP&A Analyst

Landing Point; New York (NY); On-site; USD 110,000 - 120,000; Full time

Job summary

Landing Point, a leading global investment firm, seeks a Credit FP&A Analyst to support financial planning, performance analysis, and strategic decision-making across the Credit platform.

You will build fund-level projection models for monthly and quarterly distributions, run scenario analyses, present estimates to senior management, monitor liquidity, and assist with financing and investor-relations analyses while driving automation through AI initiatives.

Qualifications

• Finance or accounting degree with a GPA of 3.5+
• 2–3 years of experience in financial services
• Strong Microsoft Excel skills, including macros and pivot tables
• CPA / CFA or other professional designation is a plus

Responsibilities

• Prepare and maintain fund-level projection models for monthly and quarterly distributions
• Construct dynamic scenario analyses for portfolio management decisions
• Present estimates and results to senior management
• Track daily liquidity and update the investment team weekly
• Monitor portfolio activity for liquidity events
• Assist with financing, fundraising, and investor relations analyses
• Execute technology and AI initiatives to automate workflows
• Enhance data integrity and governance policies

Skills

Excel (macros)

Financial modeling

Financial analysis

Education

Finance or accounting degree with GPA 3.5+

Job description

Company Overview:

A leading global investment firm with over $60 billion in assets under management is seeking to add a Credit FP&A Analyst to its team. The role involves supporting financial planning, performance analysis, and strategic decision-making across the firm's Credit platform.

Job Responsibilities:

• Prepare and maintain fund-level projection models for monthly and quarterly distributions
• Construct dynamic scenario analyses for portfolio management decisions
• Present estimates and results to senior management
• Track daily liquidity and update the investment team weekly
• Monitor portfolio activity for liquidity events
• Assist with financing, fundraising, and investor relations analyses
• Execute technology and AI initiatives to automate workflows
• Enhance data integrity and governance policies

Qualifications:

• Finance or accounting degree with a GPA of 3.5+
• 2-3 years of experience in financial services
• Strong Microsoft Excel skills, including macros and pivot tables
• CPA / CFA or other professional designation is a plus

Compensation:

Salary: $110,000 - $120,000, Plus Bonus