Associate Vice President, Fund Modelling

Job Description

• Responsible for building and managing fund projection models for public and non-private regulated funds such as Business Development Companies and Interval Funds
• Run various scenario analyses and sensitivities in models to make recommendations to management
• Oversee various automation projects related to debt facilities and forecast projection models
• Prepare presentations and other data requests for lenders and rating agencies
• Manage various ad-hoc projects
• Work closely with other teams to ensure proper application of inputs into models and to deep-dive into assumptions
• Assist with debt capital formation and balance sheet management

Education/Certification:

• Bachelor's Degree/Master’s in Finance, Accounting or Business Degree preferred
• CPA/CA and/or CFA license a plus

Experience Required:

• Preferably 9+ years of relevant work experience
• Finance and financial services background a plus
• Strong Excel skills required; Excel skills focused on fund modeling a plus
• Experience with Power BI, Anaplan and other financial planning applications a plus
• Ability and desire to work in a fast paced and dynamic environment
• Excellent interpersonal and written communication skills
• Ability to successfully manage multiple priorities and competing demands
• A solutions-oriented, self-starter and ability to see the big picture
• An analytical mind and a passion/interest in bringing new ideas to increase efficiency of existing processes
• Good judgment in terms of escalating issues vs. solving problems independently
• Strong planning, organization, and analytical skills
• Dependable, great attitude, highly motivated and a team player

Reporting Relationships

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 Applications will be accepted on an ongoing basis until the search is no longer active.