Job Description

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team


As a Planning and Analysis Associate in the Allocation, you will be responsible for providing a consolidated DPS level view of allocations across line of business. You will be primarily responsible for providing a consolidated DPS level view of allocations across $8b cost base, merging the diverse Technology & Operations processes. It also involves governance of all Allocations processes during MYF and Plan cycles and plays a vital role in supporting senior Management reporting for monthly EMRs, JBR, ID etc.

Job Responsibilities

Serve as the primary point of contact to ensure transparency on allocations from DPS, enhancing impactful reporting, planning, and insightful analyses. Produce presentations, analyses, and supporting materials for key internal clients, including senior management; actively participate in and support ad-hoc special projects and requests as needed. Develop, consolidate, and present insightful and robust qualitative and quantitative financial analyses, including annual budgets and quarterly/monthly forecast variances. Maintain reference data to ensure accuracy and reliability. Conduct "deep dive" analyses on key issues impacting client allocations to determine root causes and propose effective solutions. Collaborate with business partners across P&A, lines of business, and the firm to ensure the timely, accurate, and effective delivery of recurring and ad-hoc initiatives. Build and maintain strong relationships with key business stakeholders, including firm-wide, Functional Finance, and lines of business teams.

Required qualifications, capabilities, and skills:

The candidate must be a self-starter who is able to work in a fast paced, results driven environment BA/BS in Finance, Economics, Accounting Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities The ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment Excellent organizational, management, and both verbal and written communication skills Strong quantitative, analytical, and problem solving skills Strong technical and analytical skills, including Excel, PowerPoint and macros Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

Preferred qualifications, capabilities, and skills:

CFA, CPA, MBA a plus * Exposure and work knowledge on Allocations and Rule writing/ Billing keys, would be an advantage