Strategic Finance Associate - FP&A & Capital Strategy

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

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