FP&A Business partnership for our Fixed Income Platform (Fundamental Fixed Income, Munis, FIG, and LDI teams). Produce monthly management reporting for each of the four businesses. Provide insight and commentary into monthly results, variance to budget, variance year-over-year, and key trends for COO and business heads. Manage quarterly LDI reporting and provide results to key stakeholders. Partner with our central team on core operational processes (decision/ implementation process, LDI managed view adjustments, internal sub-advisory processes). Partner with COO and business heads on key firm processes (annual sales/ revenue budget, annual expense/ economic comp budget, quarterly business reviews, and monthly expense/ G&A forecasts). Provide ad hoc analysis to partners as needed for key areas of focus of the firm. Serve as a Key contributor and thought partner on Fixed Income strategy projects (including but not limited to margin analytics, reorganizations, restructuring, product prioritization, and multi-year planning).
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Job Type
Full-time
Career Level
Mid Level