Strategic Finance Analyst

New York, New York • $80,000-$100,000

About the Company: 

Our client is a capital markets group with over $6 billion in AUM with investors including pension funds, endowments, foundations, and insurance companies. The Strategic Finance Analyst will be part of a team that provides oversight over the firms portfolio companies.



  • Obtain and monitor monthly financial reports and timetables
  • Analyze financial reports and review findings with investment teams
  • Prepare KPIs for the investment and operating teams
  • Oversee the development of board reports
  • Manage portfolio company budgets and five year projections
  • Support the investment and operating teams in executing both portfolio wide and portfolio company specific strategic initiatives



  • Bachelor’s degree required
  • CPA required
  • 3-5 years of experience as a financial analyst
  • Strong background in financial reporting and financial modeling
  • Proficiency in Microsoft Excel


Salary Range: 





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