Corporate Finance (FP&A & Portfolio Management) Associate | High-Growth Investment Platform | NYC | $150-250K+ Total CompensationCheck you match the skill requirements for this role, as well as associated experience, then apply with your CV below.One of the most exciting and fastest-growing investment platforms in the market is seeking an FP&A & Portfolio Management Associate to join a highly visible team supporting senior leadership on strategic finance, portfolio management, capital allocation, financing activities, and corporate development initiatives.The firm has built an impressive portfolio of businesses across Asset Management, Insurance, Infrastructure, Technology, Luxury & Lifestyle, Mobility, and Entertainment, and continues to experience significant growth through both acquisitions and organic expansion.This is a unique opportunity to gain exposure well beyond traditional FP&A, partnering directly with investment professionals, executive leadership, operating companies, accounting, legal, and investor relations teams on some of the firm's most strategic initiatives.Key Responsibilities:Develop financial models and analyses used to support capital allocation and strategic decision-makingSupport fair value reporting and performance analysis across portfolio investmentsPrepare executive-level presentations and materials for senior leadershipAnalyze capital structure, leverage, financing arrangements, and covenant complianceAssist with capital raise initiatives and investor due diligence requestsSupport investment financing, refinancing, and restructuring transactionsParticipate in corporate development and M&A-related initiativesDrive process improvements, automation, and reporting enhancements across the platformPartner closely with Deal Teams, Subsidiary Companies, Accounting, Investor Relations, Treasury, and LegalWhy This Opportunity Stands Out:High visibility role supporting senior leadership and key decision makersExposure to portfolio management, strategic finance, corporate development, and capital markets activitiesOpportunity to work across a diverse portfolio of businesses and industriesFast-paced, entrepreneurial environment with significant career growth potentialBroad exposure to acquisitions, financing transactions, capital raises, and investment performance analysis xhyhwjd Ideal Background:2-6 years of experience in FP&A, Corporate Finance, Investment Banking, Transaction Advisory, Valuation, Strategic Finance, Portfolio Analytics, or related fieldsStrong financial modeling, forecasting, and analytical capabilitiesAdvanced Excel and PowerPoint skillsAbility to synthesize complex financial information into actionable insights for senior leadershipProven ability to manage multiple projects in a dynamic environmentHighly motivated, intellectually curious, and solutions-orientedIf you're looking for a role that combines FP&A, portfolio management, corporate development, and strategic finance within a rapidly growing investment platform, I'd welcome a confidential conversation.
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