Job Description
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Responsible for building and managing fund projection models for public and non-private regulated funds such as Business Development Companies and Interval Funds
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Run various scenario analyses and sensitivities in models to make recommendations to management
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Oversee various automation projects related to debt facilities and forecast projection models
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Prepare presentations and other data requests for lenders and rating agencies
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Manage various ad-hoc projects
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Work closely with other teams to ensure proper application of inputs into models and to deep-dive into assumptions
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Assist with debt capital formation and balance sheet management
Education/Certification:
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Bachelor's Degree/Master’s in Finance, Accounting or Business Degree preferred
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CPA/CA and/or CFA license a plus
Experience Required:
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Preferably 9+ years of relevant work experience
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Finance and financial services background a plus
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Strong Excel skills required; Excel skills focused on fund modeling a plus
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Experience with Power BI, Anaplan and other financial planning applications a plus
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Ability and desire to work in a fast paced and dynamic environment
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Excellent interpersonal and written communication skills
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Ability to successfully manage multiple priorities and competing demands
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A solutions-oriented, self-starter and ability to see the big picture
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An analytical mind and a passion/interest in bringing new ideas to increase efficiency of existing processes
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Good judgment in terms of escalating issues vs. solving problems independently
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Strong planning, organization, and analytical skills
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Dependable, great attitude, highly motivated and a team player
Reporting Relationships
Principal, Financial Planning & Analysis
There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.
