VP, Private Credit FP&A and Strategy
$200,000.00 and $250,000.00
Apply now (opens in a new tab)VP, Private Credit FP&A and Strategy
L7
$200,000.00 and $250,000.00
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInternational, Secondary Market, and All Other Nondepository Credit Intermediation- Financial Planning & Analysis
- Own budgeting, forecasting, and long-range planning for the ABF and CRE Credit strategies, analyzing revenue drivers, fee economics, expense allocations, and profitability
- Model earnings, leverage, liquidity, and capital needs across Real Assets vehicles
- Track AUM growth, capital deployment, and returns through dashboards and KPIs, and run scenario analysis to support investment, financing, and capital allocation decisions
- Partner with the peer Vice President covering Corporate Credit on platform-wide planning, consistent methodologies, and multi-strategy vehicles that span both businesses
- Management Reporting & Board Materials
- Produce the monthly management packet for Real Assets, reviewing the deal pipeline and refreshing pipeline models to show the impact on earnings and revenue
- Prepare board decks and executive materials for the Management Committee and Board
- Perform ad hoc analysis and reporting in collaboration with the Advisory and Cross Platform Investments teams
- Improve reporting and analytics through automation and system enhancements
- Strategy & New Product Development
- Act as a thought partner to Private Credit leadership on Real Assets strategy
- Lead competitive and market analysis, benchmarking Real Assets against peers
- Evaluate strategic initiatives, including M&A, fund structures, and new product launches, and support product development from structuring and economics through launch
- Financing, Investor Relations & Operations
- Help the investment team negotiate subscription lines and other bank facilities
- Contribute to investor reporting, diligence requests, and fundraising materials
- Coordinate day-to-day business operations for Real Assets across the investment, product, finance, legal, and compliance teams
- Experience6–10+ years of FP&A, corporate finance, or strategy experience at a private credit manager, business development company (BDC), or alternative asset manager
- Hands-on experience forecasting fund-level economics for BDCs, credit funds, or similar vehicles, including earnings, leverage, liquidity, and capital needs
- Track record of supporting senior leadership on strategic initiatives such as fund launches, new products, financing transactions, or M&A, and of preparing board-level materials
- Prior ABF or CRE experience is a plus but not required; strong private credit finance professionals from other strategies are encouraged to apply
- Skills & Competencies
- Expert financial modeling and forecasting skills for complex, multi-entity structures, with the judgment to turn analysis into clear recommendations for senior leaders
- Strong command of private credit structures, fund economics, and performance metrics
- Exceptional attention to detail, paired with a strategic mindset and executive presence
- Comfort managing multiple workstreams in a fast-paced, entrepreneurial environment
- Advanced Excel and PowerPoint skills
- Strong track record and demonstrated commitment to upholding our core values of stewardship, integrity, excellence, teamwork, and respect
- EducationBachelor’s degree required; MBA, CFA, or CPA preferred
Level
ManagerL7
Salary
$200,000.00 and $250,000.00
Location
Brooklyn, NY
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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