Head of Client Projections & Analysis, AIS

Ares Management Corporation; New York (NY); On-site; USD 220,000 - 275,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) match

HSA with company contribution

Life Insurance

Disability insurance

Job summary

Ares Management Corporation seeks an accomplished FP&A professional to lead financial planning, forecasting and portfolio analytics for AIS. You will build robust models, oversee data quality, and deliver insight-driven reporting to senior management and regulators.

The role involves cross-functional collaboration with actuarial, treasury, and accounting teams. The ideal candidate has 12+ years in FP&A or investment analysis within insurance or asset management, with strong Excel and Power BI

Qualifications

• 12+ years of FP&A, investment analysis, and/or financial reporting in insurance or asset management.
• Proficiency in financial modeling, Excel, Power BI, and data visualization tools.
• Excellent communication and presentation skills with ability to summarize complex data.

Responsibilities

• Develop and maintain financial models for forecasting, scenario analysis and performance tracking.
• Lead data quality efforts and reconcile asset portfolio data for accurate reporting.
• Prepare monthly, quarterly and annual analytics on portfolio trends, returns and allocations.
• Analyze market trends to identify impacts and opportunities for performance improvement.
• Support budgeting, forecasting of deployment, income, liquidity and capital planning.
• Monitor investment risk metrics and ensure regulatory/compliance alignment across jurisdictions.

Skills

Financial modeling

Excel

Power BI

Data visualization

Communication skills

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA or CFA preferred

Tools

Bloomberg

BlackRock Aladdin

Clearwater

Job description

Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry. Job Description Ares is currently seeking a highly motivated, detail-oriented FP&A professional to join Ares Insurance Solutions (“AIS”) as a Principal to focus on financial planning, forecasting, reporting, and strategic analysis of its asset portfolio. The ideal candidate will have a background in accounting, asset management, and capital markets with the ability to provide data-driven insights on asset deployment, investment performance, risk management, and capital allocation. This individual will be responsible for managing a team, ongoing reporting requirements, regulatory monitoring and compliance, and data quality & analytics. The Principal will be an integral part of the AIS team and will work with senior management on a variety of activities pertaining to the success of the investment portfolio. AIS is a dedicated, in-house team that seeks to provide asset management, origination, risk analytics, capital, and M&A services to insurance clients. The team currently manages $28Bn+ of AUM across a broadly diversified asset portfolio and is the investment manager, capital solutions provider and corporate development partner to Aspida, a leading U.S. life and annuity insurance and reinsurance company.

Primary Functions and Essential Responsibilities:

Financial Planning & Analysis (FP&A): Develop and maintain financial models for investment forecasting, scenario analysis, and performance tracking Lead and ensure data quality and accuracy of asset portfolio through ongoing data reconciliation Prepare monthly, quarterly, and annual analytics and reporting of investment portfolio trends, returns, and asset allocation strategies for senior management, investors, and regulators Analyze market trends to identify potential impacts on the investment portfolio and future opportunities to improve investment performance or mitigate risk Support budgeting and forecasting of asset deployment, investment income, liquidity and capital planning Investment Performance & Risk Analysis: Analyze investment portfolio performance across asset classes (fixed income, equities, alternatives, etc.) and asset managers Evaluate investment strategies to optimize returns, capital efficiency, and risk-adjusted performance Prepare reports monitoring and assessing current and future potential investment risk metrics, including credit risk, interest rate risk, and market risk Monitor and ensure compliance with internal risk limits, investment agreements, asset requirements, and regulatory requirements across multiple jurisdictions (U.S., Bermuda, Cayman, UK, Asia) Stakeholder Collaboration & Reporting: Partner with investment teams, actuarial, treasury, and accounting to align investment strategy with business goals Support management reporting and presentations on investment results, trends, and strategic initiatives Collaborate with external partners, including investment managers, auditors, and regulators to provide data insights.

Qualifications & Skills:

Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred) 12+ years of experience in FP&A, investment analysis, and/or financial reporting in the insurance or asset management industry Strong knowledge of investment products, financial markets, and accounting principles (US GAAP, IFRS 9/17, NAIC, or Solvency II experience is a plus) Proficiency in financial modeling, Excel, Power BI, and data visualization tools Experience with investment analytics platforms (e.g., Bloomberg, BlackRock Aladdin) and investment accounting platforms (e.g., Clearwater) is a plus Excellent communication and presentation skills with ability to summarize complex financial data Strong analytical and problem-solving skills with the ability to work in a fast-paced and entrepreneurial environment Reporting Relationships Partner, Ares Insurance Solutions.

Compensation

The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.

$220,000 -$275,000

Benefits

The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit. Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, real estate, private equity and infrastructure asset classes. We seek to provide flexible capital to support businesses and create value for our stakeholders and within our communities. By collaborating across our investment groups, we aim to generate consistent and attractive investment returns throughout market cycles. As of June 30, 2026, Ares Management's global platform had approximately $671 billion of assets under management(1) with more than 4,400 employees operating across North America, South America, Europe, Asia Pacific and the Middle East. For more information, please visit www.aresmgmt.com.

Ares Management LLC (together with its related operating and administrative subsidiaries, “Ares Management”) is an Equal Employment Opportunity employer and considers all applicants for employment without regard to race, color, religion, ethnicity, creed, sex, age, national origin, alienage or citizenship status, disability, medical condition, pregnancy, marital status, partnership status, sexual orientation, status regarding public assistance, military or veteran status, domestic violence victim status, gender identity and expression, transgender status, genetic information, status as unemployed, political affiliation or any other characteristic protected by federal, state or local law. Ares Management will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance. (1) As of June 30, 2026. AUM amounts include funds managed by Ivy Hill Asset Management, LP., a wholly owned portfolio company of Ares Capital Corporation and registered investment adviser.