Associate; strategy & corporate development

Base Pay Range

$/yr - $/yr

Coda Search is partnering with a pioneering asset management group that is seeking to hire an Associate with offices located in Greenwich, CT. This is a dynamic company that has a global presence and has shown consistent growth over the course of the last few years. The Associate will work closely with the leadership team and have diverse responsibilities across budgeting/forecasting, performance reporting, financial modeling, valuations and working on several strategic projects around M&A and fundraising activities.

A dynamic company with lots of upside and working alongside a dynamic leadership group.

Excellent benefits and compensation packages.

• Lead all performance reporting across several entities
• Create financial models analyzing key performance metrics
• Assist with corporate development and strategic analysis
• Support M&A and fundraising activities working closely with the leadership team
• Lead the annual budgeting process and work closely with various department heads
• Analyze financial reports and provide key insights to allow leadership to make informed decisions
• Prepare forecasts and assist with the group financial plan
• Assist with any special projects across the group

• Bachelors degree required / MBA would be a plus
• 4+ years of FP&A experience
• Prior experience in investment banking would be a plus
• Extensive experience preparing budgets, forecasts, and financial models
• Strong Excel and system skills

Mid-Senior level

Full-time

Finance

Investment Management

• Medical insurance
• Vision insurance
• 401(k)

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