Manager Financial Planning & Analysis
Role And Responsibilities
- Develop and maintain deep understanding of the alternative asset management and Pretium’s relevant focus industries (single-family housing, residential credit/mortgages, and specialty lending)
- Sophisticated understanding of financial statements including P&L, Balance Sheet, etc. – Will maintain dashboard of selected peers capturing P&L, select balance sheet items and other metrics of note
- Ownership of projects and processes – Build upon the weekly, quarterly, and annual competitor benchmarking processes and ability to work independently with tight deadlines
- Compiling inputs from both internal and external sources into PowerPoint with the ability to create impactful presentations that spur discussion and present cleanly and directly all competitor-related updates
- Ability to see both the macro- and micro- picture within the competitor landscape to filter out information not relevant for the audience within Pretium
- Extensive ad hoc project work for senior leadership
QUALIFICATIONS AND SKILLSETS:
- Master’s Degree from a Premier B-School with at least 1 year of work experience post degree
- Relevant work-ex: Equity Research/Strategy Research/Investor Relations/Financial Research
- Understanding of financial statements, including profit & loss (P&L) statement and balance sheet, their interconnectivity, and economic and operational business and performance drivers
- Understanding of financial services industry and macro environment; understanding of asset management industry preferred
- Experience with financial modeling, forecasting, and performance analysis.
- Advanced Microsoft Excel skills and financial modelling skills.
- Analytical skills - Basic SQL, Python. Experience working with AI is preferred.
- Experience with Microsoft PowerPoint, visual and written presentation storytelling. Experience with financial modeling, forecasting, and performance analysis.
- Demonstrated ability to work cross-functionally with both finance and operational teams.
- Strong analytical, problem-solving, and communication skills.
- Ability to translate complex data into clear business insights and recommendations.