Senior Associate - Strategic Finance

Jobot; Darien (CT); On-site; USD 110,000 - 140,000; Full time

Job summary

Jobot is a global asset management firm seeking a strategic finance professional in Darien, CT. The role focuses on FP&A, corporate finance and investor relations within a growing platform that serves institutional investors and private wealth clients.

The role offers a competitive salary and an opportunity to contribute to strategic decision-making. You will work with experienced investment professionals in a rigorous, collaborative environment that values disciplined, long-term thinking and

Qualifications

• Support the development of annual budgets, the firm’s corporate strategy and multi-year plans, and rolling forecasts.
• Uncover actionable insights on key topics through financial modeling, scenario analysis, and KPI crafting and tracking.
• Partner with business units to align financial plans with strategic objectives.

Responsibilities

• Assist in capital structure strategy, including debt and equity financing decisions.
• Build forecasts for liquidity planning, cash flow optimization, and working capital management.
• Evaluate strategic transactions (M&A, divestitures, partnerships).
• Support post-acquisition integration efforts by working closely with cross-functional teams to ensure alignment with the firm’s strategic goals.
• Aid in preparation for investors, analysts, and rating agencies.
• Ensure clear and consistent messaging on financial performance and strategy.
• Prepare quarterly earnings materials, investor presentations, and disclosures.

Job description

Global asset management firm looking for strategic finance professional

Salary: $110,000 - $140,000 per year

A bit about us

We are a global alternative asset manager with $94 billion in assets under management, built through the combination of two firms with more than 30 years of combined experience in private markets. Our platform spans private equity, credit, real estate, and infrastructure, with a deep specialization in the U.S. middle market — a segment that powers nearly 50 million American jobs but remains underrepresented in most investment portfolios. Headquartered in Philadelphia with a footprint across 14 offices worldwide, we serve institutional investors and private wealth clients through a combination of scale, sponsor relationships, and deep sector expertise. Our approach is simple: look beyond the obvious, and find opportunity where others don't.

Why join us

This is a firm built on client-first thinking, and that same standard applies to how we treat our people. You'll work alongside experienced investment professionals in an entrepreneurial, collaborative environment where rigor and long-term thinking matter more than shortcuts. As a growing platform backed by decades of track record and real scale, we offer the resources of an established manager with the agility and opportunity of a firm still building its next chapter. If you want to do meaningful work in private markets, with a team that values discipline, innovation, and doing right by the client, we'd like to talk.

Job Details

Financial Planning & Analysis (FP&A)

• Support the development of annual budgets, the firm’s corporate strategy and multi-year plans, and rolling forecasts.
• Uncover actionable insights on key topics through financial modeling, scenario analysis, and KPI crafting and tracking.
• Partner with business units to align financial plans with strategic objectives.

Corporate Finance & Capital Structure

• Assist in capital structure strategy, including debt and equity financing decisions.
• Build forecasts for liquidity planning, cash flow optimization, and working capital management.
• Evaluate strategic transactions (M&A, divestitures, partnerships)
• Support post-acquisition integration efforts by working closely with cross-functional teams to ensure alignment with the firm’s strategic goals.

Investor Relations

• Aid in preparation for investors, analysts, and rating agencies.
• Ensure clear and consistent messaging on financial performance and strategy.
• Prepare quarterly earnings materials, investor presentations, and disclosures.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy