Assistant Vice President

Our client is a global investment firm that manages diverse assets across private equity, real estate, and credit markets. Known for its large-scale operations, it partners with institutional and private investors to deliver long-term returns. The Assistant Vice President will perform the analyses and financial reporting for a specific arm of the firm.

Responsibilities

Maintain and enhance the operating and fund models to create firm forecasts and projections; Prepare the monthly, quarterly, and annual materials on financial results for presentation to senior leadership; Assist in managing the AUM reporting process; Work closely with the investment team with requests including updating fund models, PM reporting, and various ad hoc requests; Liaise with investor relations on new product development; Prepare ad hoc financial analyses

Requirements

Bachelor’s degree in finance or accounting required; 5-8 years of related experience; Exceptional financial modeling skills

Nice to have

Prior experience in investment banking or FP&A preferred