Financial Analyst Overview • The Financial Analyst role offers a dynamic opportunity to contribute to financial planning and analysis within a leading organization. • Collaborate with senior management to develop and maintain forecasts for funds and strategies. • Perform in-depth analysis of financial data, including historical performance and industry trends. • Prepare detailed financial reports and presentations for stakeholders and investors. • Assist in the preparation of annual budgets, quarterly forecasts, and long-term financial plans. • Support ad-hoc financial analysis and special projects to drive decision-making. • Contribute to firm-wide initiatives to enhance systems and reporting processes. • Engage in portfolio reporting and regulatory filings to ensure compliance and accuracy. Financial Analyst Key Responsibilities & Duties • Prepare quarterly performance data and analyses for funds and investments. • Develop and maintain financial forecasts for current and future strategies. • Conduct variance analysis to identify performance drivers and actionable insights. • Collaborate with accounting and investor relations teams on reporting and filings. • Manage enterprise cloud-based financial reporting systems for portfolio reporting. • Prepare and file regulatory documents for funds on a quarterly and annual basis. • Support the coordination and review of monthly and quarterly fund valuations. • Assist deal teams in maintaining financial reports for portfolio investments. Financial Analyst Job Requirements • Bachelor of Arts (BA) degree in finance, accounting, or a related field. • Minimum of 2 years of experience in financial analysis; 4 years preferred. • Proficiency in financial modeling and analysis techniques. • Experience with cloud-based financial reporting systems is advantageous. • Strong knowledge of regulatory filings and compliance requirements. • Ability to manage multiple projects and prioritize competing assignments effectively. • Excellent communication skills for preparing reports and presentations. • Detail-oriented mindset with a commitment to accuracy and quality.