About this role

Perform financial modeling and analysis, including assets, flows, revenue, and expense trends
Support profitability analysis, including new and enhanced client‑level profitability assessments
Gather information across the organization to support executive‑level reporting and presentations
Support the quarterly budget reporting and annual planning processes for the firm
Gather, analyze, and maintain competitor and industry intelligence
Assist with accounting‑related tasks as needed
Support ad hoc analyses and special projects as needed

Proficiency in Microsoft Excel and experience with PowerPoint required
Experience with Microsoft Word and Outlook preferred
Experience with pivot tables and data analysis / data interpretation is a plus
Strong ability to multi‑task and manage multiple projects simultaneously
Interest in corporate finance and a desire to learn more about the asset management industry
Willingness to take on new projects and contribute wherever support is needed

Finance Co-op

Key skills