About The Position

As the finance lead for Asset Management, you will oversee P&L, drive strategic analysis, and ensure accurate financial reporting. This role offers exposure to complex business lines and high-visibility projects, working closely with COO teams and senior executives.

Requirements

  • 5-10 years of progressive FP&A, finance, or accounting experience, with Asset Management exposure.
  • Bachelor's degree required, MBA preferred.
  • Strong understanding of AUM-based revenue models and Asset Management industry metrics.
  • Proven ability to work with senior stakeholders and influence decision-making.
  • Excellent analytical, problem-solving, and communication skills.
  • Experience in financial services is an advantage.
  • CPA or CFA certification is highly preferred.
  • Ability to manage complex financial data and distill insights.
  • Strong leadership and team collaboration skills.
  • A self-starter with a proactive approach to work.

Responsibilities

  • Own and manage the Asset Management P&L, ensuring accurate monthly close and GAAP compliance.
  • Prepare and deliver financial reports and performance packs for senior business and finance leaders.
  • Analyze revenue and expense trends, highlighting key movements and business factors.
  • Reconcile results with Product Control, Corporate Accounting, and Fund Accounting teams.
  • Support budgeting and forecasting cycles, aligning with corporate targets.
  • Enhance reporting tools for improved transparency and efficiency.
  • Conduct ad-hoc financial analysis to support strategic decision-making.
  • Partner with COO teams and senior leadership on high-visibility projects.
  • Influence and collaborate with senior stakeholders in a dynamic environment.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Education Level

Bachelor's degree

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