Investments FP&A Director — Strategic Portfolio Analytics

CFA Institute; Durham (NC); On-site; USD 120,000 - 170,000; Full time

Job summary

CFA Institute in Durham, NC seeks a senior FP&A professional to partner with investment and finance stakeholders on portfolio forecasting, planning, and strategic analysis.

You will build and maintain financial models for scenario planning and performance measurement, deliver analytics to leadership, and evaluate returns, asset allocation, and market developments to identify risks and opportunities.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• MBA or CFA preferred.
• 5+ years of FP&A, investment analysis, or investment management experience.

Responsibilities

• Partner with investment and finance stakeholders to support portfolio forecasting, planning, and strategic analysis.
• Build and maintain financial models for scenario planning, investment performance measurement, and forecasting activities.
• Deliver recurring portfolio analytics and reporting to leadership, highlighting key trends and business insights.
• Evaluate portfolio returns, asset allocation, and market developments to identify risks and opportunities.
• Monitor yield and spread performance metrics to support profitability goals and investment strategy execution.
• Contribute to investment income forecasting, budgeting, and capital planning processes through data-driven analysis.

Skills

FP&A

Investment analysis

Financial modeling

Excel

Power BI

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or CFA preferred

Tools

Bloomberg

BlackRock Aladdin

Clearwater

Excel

Power BI

Job description

CFA Institute in Durham, NC seeks a senior FP&A professional to partner with investment and finance stakeholders on portfolio forecasting, planning, and strategic analysis.

You will build and maintain financial models for scenario planning and performance measurement, deliver analytics to leadership, and evaluate returns, asset allocation, and market developments to identify risks and opportunities.