Senior Associate, Management Reporting (9637C38)

Referment; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Referment is seeking a senior associate for its management reporting team within Financial Operations in New York. You will turn imperfect information into clear, executive-ready analysis while supporting the team’s analytical capability and technology adoption.

The role focuses on compensation, business economics, and other strategic commercial questions, partnering with senior stakeholders to frame problems, deliver rigorous analyses, and present concise findings to leadership.

Qualifications

• 7–10 years’ experience in management-company finance, compensation consulting, or internal strategy within a large alternative asset manager.
• Bachelor’s degree in finance, economics, business, or related field; an advanced degree is useful but not essential.
• Strong commercial judgment and experience producing sound analysis from incomplete data.
• Exceptional executive communication skills and a record of influencing senior decision-makers.

Responsibilities

• Partner with senior stakeholders on bespoke analysis relating to compensation, business economics, and strategic commercial questions.
• Frame ambiguous problems, structure rigorous analysis, and interpret results in a form that supports decisions.
• Present concise findings and new perspectives to senior audiences.
• Identify gaps in the team’s analytical approach and help expand its ability to address emerging needs.
• Lead initiatives involving generative AI, process improvement, automation, and technology adoption.

Skills

Executive communication

Financial modeling

Management reporting

Analytical thinking

Stakeholder management

Education

Bachelor's degree in Finance/Economics/Business

Tools

SQL

Excel

Power BI

Automation tools

Job description

Referment is working with a global investment and technology firm to find a senior associate for its management reporting team within Financial Operations.

This role sits close to senior leadership and focuses on compensation, management-company economics, and other commercial questions that influence important decisions. You will turn imperfect information into clear, executive-ready analysis while helping strengthen the team’s analytical capability and use of technology.

The Role

• Partner with senior stakeholders on bespoke analysis relating to compensation, business economics, and strategic commercial questions.
• Frame ambiguous problems, structure rigorous analysis, and interpret results in a form that supports decisions.
• Present concise findings and new perspectives to senior audiences.
• Identify gaps in the team’s analytical approach and help expand its ability to address emerging needs.
• Lead initiatives involving generative AI, process improvement, automation, and technology adoption.

What We’re Looking For

• Seven to ten years’ experience in management-company finance, compensation consulting, or internal strategy within a large alternative asset manager.
• A bachelor’s degree in finance, economics, business, or a related field; an advanced degree is useful but not essential.
• Strong commercial judgment and experience producing sound analysis from incomplete data.
• Exceptional executive communication skills and a record of influencing senior decision-makers.

This could suit a senior finance, compensation, or strategy professional from an alternative asset-management environment who enjoys combining detailed analysis with senior-level advisory work.

#Referment