Position Summary 

The Analyst/Associate, Equity Asset Management will own and drive the development, maintenance, updating and analysis of various comprehensive financial models and supporting analysis. Prepare request financial reports for select divisions and/or business entities and assist in special projects as directed. This position will assist in strategic planning for business units and funds.

Responsibilities include, but are not limited to:

• Develop, maintain, update and analyze comprehensive financial models, integrating both historical, current and proforma information; work closely with various levels of the organization to effectively identify and address business issues through models and presentations, and prepare for ad hock and regular meetings
• Develop a comprehensive understanding of the various business drivers of our industry and apply the knowledge in developing, maintaining and analyzing financial models
• Maintain valuation models for select divisions and/or entities on a quarterly basis
• Master existing company technology and assist in identifying, evaluating and implementing new technology tools to enhance the modeling, analysis and reporting of financial information
• Assist in the preparation of monthly, quarterly and annual reporting packages for select divisions and/or entities
• Prepare and coordinate components of the annual budget process for designated entities
• Participate in the quarterly forecasting and acquisition processes as requested and update models as necessary
• Special projects
• Coordinate the reconciliation of various subsidiary entities into master models
• Participate in “as needed” asset management meetings
• Participate in “as needed” in financial meetings and conference calls
• Perform any additional duties or tasks as assigned
• Consistently demonstrate use of tact and discretion

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