Associate, Finance & Strategy

• Contribute to the development of growth strategies, business plans, budgets and financials both on an enterprise and individual business level
• Collaborate effectively with senior management and COO teams to translate strategies (business specific, firm wide or product strategies) into actionable business goals, financial targets, execution plans, and investment needs aligned with long-term firm objectives
• Function as a ‘quarterback’ between strategy and finance, ensuring alignment of business and financial goals through leadership in budgeting, forecasting, and reporting processes
• Serve as a program and transformation manager to lead and support the execution of FP&A and Strategy initiatives, (e.g., developing new strategies, transforming finance processes, conducting benchmarking based on competitive insights)
• Act as strategic and trusted advisor to business leaders by being a student of the markets and leveraging strategic and financial expertise, insights into the latest trends and competitive intelligence
• Collect, analyze, and present financial data to support projects and business operations
• Communicate strategic priorities and financial information cohesively to senior stakeholders through both written presentations and verbal communications
• Collaborate with cross-functional teams to identify challenges and opportunities and develop actionable insights that drive strategic decision-making that benefits all

• A bachelor’s degree or equivalent with strong academic achievement
• an MBA is desirable
• At least four years of relevant work experience in consulting, finance, banking, or similar fields, with a strong preference for asset management industry experience
• Proficiency in financial processes including modelling, planning, budgeting, forecasting, reconciliation, reporting, and valuation
• Proven ability to drive change through creativity, relationship building, and focused execution
• A keen interest in markets and asset management innovation
• Commercially minded with the ability to balance speed and quality in deliverables
• Strong quantitative, problem-solving, organizational, and execution skills
• Effective communication skills for presenting ideas clearly to senior management
• Experience navigating complex stakeholder environments and working in cross-functional teams
• Relationship-building skills with a professional and collaborative attitude
• Expertise in Excel and PowerPoint
• familiarity with TM1/Cognos is a plus

familiarity with TM1/Cognos is a plus

• annual discretionary bonus
• healthcare
• leave benefits
• retirement benefits
• strong retirement plan
• tuition reimbursement
• comprehensive healthcare
• support for working parents
• Flexible Time Off (FTO)