An established asset management firm located in New York City is actively seeking a diligent and driven professional for a promising opportunity as their new Financial Planning & Analysis Analyst. In this role, the Financial Planning & Analysis Analyst will be responsible for supporting the Director of FP&A to successfully act as main point of contact for the portfolio companies on forecasting, financial reporting, capital planning, valuations and business planning preparation and review, as well as portfolio board processes, performance queries, and other special projects. Apply today!. Company Description. Asset Management Firm. Job Description. The Financial Planning & Analysis Analyst will:. Play an integral role in onboarding and integration of new assets. Review quarterly private fund valuations. Oversee and review quarterly / annual financial reporting submissions by portfolio companies. Prepare and present quarterly results presentation. Manage the quarterly portfolio board process for each Multifamily asset. Work with compliance team to ensure quarterly compliance report. Continue to establish new processes for the Multifamily Asset Management team. Required Skills. Real Estate Audit or Valuation experience. CA or CPA designation with Big 4 experience. Competent in fundamentals of accounting, ideally IFRS. Demonstrated leadership ability and initiative. Self-motivated and pro-active, with respect to both managing workload and professional development. Superior communication skills (oral and written) and interpersonal skills, including comfort interacting with senior executives and ability to develop relationships with operating companies. Ability to work in a dynamic, fast-paced environment, to adapt quickly and to manage changing priorities. The Execu|Search Group was founded in 1985 as a recruitment firm focused on serving accounting firms, boutique hedge funds, and private e...
Associated topics: analyse, analysis, business, consult, financial analyst, financial analytic, investment analyst, investment banking, investment fund, law

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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