Back
Strong brand and metro role, but seniority and niche asset-management experience moderate applicant competition.
Requires asset-management fund accounting and allocation experience, limiting transferability across industries.
Explicit 8–10 years requirement plus asset-management and advanced Excel/Power BI skills enforces strict shortlisting.
Login to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Manage and execute the firm’s internal time allocation methodology across funds, co-invest vehicles, and management entities ensuring compliance with agreements, regulations, and policies.
Oversee and optimize complex Excel-based allocation models and partner with Technology to develop dashboards and automate processes.
Lead data management, reporting, and stakeholder communication including analysis of allocation trends, reconciliation of personnel costs, and presenting findings to senior leadership.
8–10 years relevant experience within asset management, investment banking, or financial services.
Bachelor’s degree required; preferred in Accounting or Finance.
Advanced expertise in Microsoft Excel including data analysis, pivot tables, charts, and complex formulas.
Experience with Power BI or similar reporting dashboards is a plus but not mandatory.
Experienced in managing and optimizing financial allocation and reporting models with strong attention to detail and analytical capability.
Comfortable working cross-functionally with Accounting, Finance, Legal, Compliance, and IT teams to execute governance and process improvements.
Capable of independently handling complex data validation, modeling, and communicating technical analysis to diverse stakeholders including senior leadership.