Senior Analyst / Associate, Fund Modeling

Company Overview:

An investment-specialist affiliate of a major asset manager provides customized financing solutions to middle market private equity firms with over $50 billion of committed capital. They are seeking a financial analyst to develop and maintain financial models for fund performance optimization.

Job Responsibilities:

• Develop financial models for existing fund complexes
• Maintain financial models to optimize fund performance
• Conduct ad hoc modeling of new product strategies across the platform
• Perform hypothetical testing of key assumptions and macro-economic events
• Work directly with senior leadership to manage funds and organization pipeline

Qualifications:

• Bachelor’s degree in business administration or finance/accounting
• Minimum of two years related work experience in accounting, financial modeling, or planning
• Experience with middle-market direct lending operations or syndicated loan products
• Strong working knowledge of the Microsoft Office suite, specifically Macros and Pivots
• Proficiency with technology tools such as Alteryx, R, Python, Tableau/Power BI

Compensation:

Salary: $110,000 - $140,000, Plus Bonus