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Open nowPosted yesterday

Senior Associate, Financial Planning & Analysis

Ares Wealth Management Solutions228 open roles

Where
New York, NY
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Your applicationOpen nowSenior Associate, Financial Planning & AnalysisAres Wealth Management Solutions · New York, NY

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The clock on this job

Early applications get read.

12.7% of postings close within 7 days. Measured by our own scanner across the market. Ares Wealth Management Solutions postings stay open a median of 48 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.5%3 days
  3. 12.7%7 days
  4. 20.4%14 days
  5. 35.6%30 days
  6. 58.7%60 days
This job: posted yesterday

Ares Wealth Management Solutions median: 48 days open

The posting

Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

Ares is seeking an experienced Associate to join its Global Corporate Financial Planning and Analysis (FP&A) team in New York and serve as the dedicated FP&A partner for the evergreen funds within the Infrastructure Equity strategy. The associate will own the fund-level financial models and provide integrated planning, forecasting, performance analysis, and decision support in close partnership with the Infrastructure Equity team and finance stakeholders.

The ideal candidate combines advanced financial modeling skills and strong accounting and financial statement knowledge with the ability to translate complex fund and portfolio data into clear insights and recommendations.

Primary functions and essential responsibilities

Support the FP&A VP and build effective relationships across Infrastructure Equity investment team, fund and corporate accounting, tax, divisional CFO organization, and technology teams.

Planning, Forecasting & Performance Analysis

  • Support the annual budget, periodic forecast, and long-range planning processes for the evergreen funds within the Infrastructure Equity strategy.
  • Integrate investment-level assumptions with fund-level forecasts, including investment performance, cash flows, liquidity, leverage, NAV, earnings, distributions, and investor returns.
  • Analyze actual and forecasted performance, identify key business drivers and risks, and clearly explain variances against prior forecasts, budgets, underwriting cases, and realized results.
  • Translate fund performance and model outputs into relevant management fee, incentive fee, and other earnings forecasts used in divisional and consolidated Ares planning and reporting.
  • Prepare clear, concise analyses and materials for senior leadership, investment committees, and other internal stakeholders.

Fund Model Ownership & Governance

  • Own and maintain the fund-level financial models for the evergreen funds within the Infrastructure Equity strategy.
  • Partner with investment, tax, accounting, and other stakeholders to incorporate new investments, fund developments, revised investment performance expectations, updated funding assumptions, and actual results.
  • Manage the recurring fund-model input process across deal teams, including coordinating submission timelines, validating inputs, facilitating appropriate review, and escalating material changes or unresolved issues.
  • Maintain model integrity through disciplined version control, documentation, reconciliation, and review procedures.
  • Reconcile model outputs with investment reporting, accounting records, periodic valuations, and fund financial statements in partnership with fund and corporate accounting.

Strategic Decision Support & Reporting

  • Translate complex model outputs into insights and recommendations supporting capital allocation, portfolio construction, financing, liquidity management, and other fund-management decisions.
  • Partner with investment and tax teams to maintain accurate forecasts of taxable income, earnings and profits, and other relevant fund-level tax attributes.
  • Prepare and review analyses supporting reporting packages for investors, lenders, boards, and internal committees.
  • Support ad hoc financial analysis and strategic initiatives for the Infrastructure Equity team and Global Corporate FP&A leadership.

Process Improvement, Data & Technology

  • Improve the efficiency, accuracy, and scalability of fund-level planning, forecasting, reporting, and analytical processes.
  • Support the development and enhancement of dashboards, management reporting, and analytical tools.
  • Identify opportunities to automate recurring workflows and leverage new technology and data solutions as they become available.
  • Promote consistent FP&A practices, controls, documentation, and reporting standards.

Qualifications

Education:

  • Undergraduate and/or advanced degree in finance, accounting, economics, engineering, or mathematics preferred
  • undefined

Experience Required:

  • A minimum of three years of experience in investment banking, private equity, corporate finance, FP&A, accounting, valuation, or another highly analytical finance role
  • Familiarity with midstream, power generation, digital infrastructure, transportation, or other infrastructure subsectors
  • Strong written and verbal communication skills, with the ability to distill complex research, analysis, and model outputs into clear findings and presentation materials
  • Exceptional attention to detail, sound judgment, and the ability to manage multiple workstreams and deadlines
  • Expert analytical, data management, and financial modeling skills using Excel and advanced technology solutions
  • Familiarity with financial planning, consolidation, reporting, and analytics applications, including Oracle, Hyperion, OneStream, Power BI, Anaplan, Alteryx, and Workiva
  • Experience building, maintaining, or working with relationship, hierarchical, SQL or Access databases preferred

General Requirements:

  • Genuine interest in Infrastructure Equity fund fundamentals and technology-driven workflow improvements
  • Collaborative, team-oriented approach, strong interpersonal skills, and a sense of ownership
  • Self-motivated and proactive, with a can-do attitude and the ability to resolve issues independently in a fast-paced environment

Reporting Relationships

Principal, Financial Planning & Analysis

Compensation

The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.

$130,000 - $150,000

The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

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