Top Finance Jobs in NYC, NY

Provides independent risk oversight for private real estate and infrastructure portfolios. Leads concentration, liquidity, leverage, refinancing, scenario analysis, and stress-testing assessments; develops real-asset risk models, tools, and dashboards; engages portfolio managers and deal teams throughout the investment lifecycle; communicates risk insights to senior stakeholders and governance forums; and mentors junior team members.

Provides senior leadership for global equity manager research, overseeing investment recommendations, research quality, manager conviction, team development, stakeholder partnerships, and platform strategy. The role leads a global team of equity specialists, collaborates with investment teams and clients on manager selection, and advances research through quantitative analysis, data, AI, and technology.

Manage and support model portfolio construction, monitoring, rebalancing, implementation, risk controls, and investment analytics. Develop Python-based tools, data workflows, reporting, visualizations, and automation for customized portfolio management. Apply quantitative methods and AI to improve investment decisions and operational efficiency while partnering with investment, engineering, risk, data, and operations teams.

Leads the Defined Contribution Solutions business, overseeing strategy, growth, portfolio design, investment outcomes, client relationships, and business development. Responsibilities include custom glide path design, investment menu construction, manager due diligence, research, thought leadership, client presentations, reporting, RFPs, and cross-functional collaboration. The role requires strong financial-market knowledge, commercial judgment, communication skills, and experience using data, automation, coding, and AI tools to enhance investment processes.

Support monthly and quarterly close for private credit funds: review and reconcile books, calculate NAV, fees, capital calls/distributions, prepare GAAP financials, oversee administrators, ensure controls and regulatory compliance, and support ad hoc reporting and process improvements.

Support the Strategic Fund Financing team by managing credit facility compliance and borrowing base monitoring; sourcing and negotiating term sheets; coordinating facility closings and operational mechanics; managing asset warehousing and loan approval processes; reviewing fund investments and leverage to meet targets; and liaising with Legal, Business Development, lenders, and operations.

Leads complex global and regional internal audits, including risk assessment, scope definition, testing, issue reporting, and audit planning. Advises senior business stakeholders, identifies emerging risks, supports regulatory examinations, and strengthens the control environment. The role manages relationships across business lines, contributes to departmental initiatives, and coaches audit professionals. It requires strong financial services knowledge, regulatory awareness, critical thinking, project management, data analytics, and AI fluency.

Support quarterly equity valuations for a global infrastructure portfolio using DCF, market multiple, and precedent transaction methods. Review financial models, assumptions, market inputs, operating metrics, and discount rates. Prepare Valuation Committee and senior management materials, maintain valuation databases and KPI reporting infrastructure, and collaborate with investment, finance, and portfolio company teams. Use Chronograph, Anaplan, Workiva, and Power BI to enhance reporting and valuation workflows while contributing to process improvements and ad hoc projects.

Leads portfolio company financial and operational performance analysis, including forecasting, liquidity, leverage, working capital, debt, covenant compliance, and capital structure reviews. Builds and evaluates complex financial models, dashboards, and reporting systems. Partners with CFOs, investment teams, and business improvement professionals to identify risks, opportunities, and value creation initiatives. Prepares executive-level analyses and recommendations while supporting strategic projects, financing transactions, integrations, carve-outs, and operational improvements.

The Director will lead FMA's strategy, manage client relationships, drive business development, and oversee multi-disciplinary project teams to deliver high-quality advisory outcomes in the financial markets sector.