data analyst

financial analyst

(usa) data analyst ii

accountant

accounting coordinator

financial planning analyst

<div>
 At Deckers Brands, Together, Every Step is a promise kept that every employee can bring their authentic self, is valued and supported, as a whole person, at work and beyond. Together, Every Step is how we continue to deliver exceptional business results, experience an amazing place to work, and have a positive impact on the communities and world around us.
 
 
 
 Job Title:
 
 Financial Analyst, Global Brand Finance - UGG &amp; HOKA
 
 
 
 Reports to:
 
 Global Brand Finance Director - HOKA &amp; UGG
 
 
 
 Location:
 
 United States (Remote)
 
 
 Interested applicants must reside in one of the following approved states: Arizona, California, Colorado, Indiana, Massachusetts, Minnesota, New York, Oregon, Pennsylvania, Texas, Utah, Washington.
 
 
 
 The Role
 
 
 
 As a Financial Analyst supporting UGG and HOKA at the global level, you&rsquo;ll be at the intersection of brand strategy, product decisions, and financial discipline. You&rsquo;ll help leaders understand how investments drive demand, category growth, and long-range brand performance. This developmental, high-impact role partners closely with Global Brand Marketing, Global Merchandising and Planning, Accounting, and cross-functional operations teams to improve planning quality, strengthen reporting clarity, and enable better, faster decision-making. You&rsquo;ll be supported by senior finance leaders while taking meaningful ownership of core workstreams and deliverables.
 
 
 
 We celebrate diversity--of your background, your experiences and your unique identity. We are committed to ensuring an inclusive and equitable workplace where all of our employees can Come as They Are. We believe that when we bring our different perspectives to work, we are truly Better Together.
 
 
 
 
 Your Impact
 
 
 
 <ul>
 <li>
 Lead budgeting, forecasting, and performance management for Global Brand Marketing across UGG and HOKA, ensuring spend aligns with strategy and SG&amp;A targets
 </li>
 <li>
 Build ROI and campaign performance frameworks to drive disciplined investment decisions across agencies, sport marketing, and partnerships
 </li>
 <li>
 Support 3 to 5-year revenue and margin planning by developing consistent, well-governed assumptions across brand, product, and finance partners
 </li>
 <li>
 Translate product, pricing, and mix decisions into clear financial implications, risks, and tradeoffs throughout go-to-market milestones
 </li>
 <li>
 Partner with Finance, Operations, and Demand Planning to improve inventory visibility, support composition analysis, and scenario planning
 </li>
 <li>
 Deliver hindsight and forecast-accuracy analyses across planning horizons to strengthen decision-making and learning loops
 </li>
 <li>
 Provide high-impact ad hoc analysis to support strategic initiatives and evolving business needs
 </li>
 <li>
 Continuously streamline tools, reporting, and processes to improve decision speed, clarity, and quality
 
 
 </li>
 </ul>
 
 Who You Are
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in a relevant field preferred, or equivalent experience demonstrating strong financial analysis, modeling, and business acumen
 </li>
 <li>
 Minimum 1+ years of experience in FP&amp;A, corporate finance, or a related analytical role
 </li>
 <li>
 Strong Excel modeling skills (required)
 </li>
 <li>
 Experience with Hyperion or similar planning systems (preferred)
 </li>
 <li>
 Familiarity with Power BI or Tableau (nice to have)
 </li>
 <li>
 Ability to manage multiple priorities and deadlines
 </li>
 <li>
 Strong collaboration and communication skills
 </li>
 <li>
 Interest in consumer brands, marketing analytics, and long-range planning
 
 
 </li>
 </ul>
 
 What We'll Give You
 
 
 
 <ul>
 <li>
 Competitive Pay and Bonuses - We&rsquo;ve created a variety of competitive compensation programs to foster career development, reward success and to show our employees just how much they&rsquo;re valued.
 </li>
 <li>
 Financial Planning and wellbeing - No matter what financial goals our employees have set, we want to help them get there. Our plans provide powerful ways to protect income, pay for expenses and invest in the future.
 </li>
 <li>
 Time away from work - Sometimes we need time away to be with family, focus on our health or just simply recharge. Our plans support our employees&rsquo; needs to get out, get healthy and come back stronger than ever.
 </li>
 <li>
 Extras, discounts and perks - Being a valued member of the Deckers Brands team means more than just a paycheck. From generous discounts to community-based programs, we offer a variety of cool extras
 </li>
 <li>
 Growth and Development - Deckers Brands was built on the idea of pursuing passion. That&rsquo;s why we offer extensive opportunities and support for personal and professional development.
 </li>
 <li>
 Health and Wellness - There&rsquo;s nothing basic about our comprehensive health and wellness programs and offerings. While at work and at play, we aim to support a healthy lifestyle.
 
 
 </li>
 </ul>
 $75,000 - $85,000/Annually
 
 
 The salary range posted reflects the minimum and maximum target for new hire salaries for this role in Goleta, CA. Individual pay will be determined by location and additional factors, including job related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary for your preferred location during the hiring process.
 
 
 
 Equal Employment Opportunity
 
 
 
 
 Diversity and inclusion are key to our success. We are proud to be an equal opportunity employer, and our employees are people with different strengths, experiences and backgrounds who share a passion for our brands. We welcome qualified applicants regardless of their race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, military or veteran status, mental or physical disability, medical condition and all the other beautiful parts of your identity.
 
 
 
</div>

Financial Analyst, Global Brand Finance - UGG & HOKA

IQVIA

New Providence, United States of America | Full time | Home-based | R1537820
 <div>Job Overview
Provide financial analysis and decision support for the Meetings &amp; Events business, initially focusing on maintaining accurate Speaker payment methodologies as multiple platforms are integrated into a single system. This role is responsible for monthly financial analysis, including the review of results and key performance indicators that deliver both financial and operational insight to senior management. The position also monitors and reports on areas of risk and opportunity across the business. In addition, the role provides guidance to the financial information systems team on monthly submissions, financial database maintenance, reporting structures, and system infrastructure. The analyst will also support ad hoc requests across the business and broader finance organization and partner with senior management on a range of financial analyses. 
 
Essential Functions
<ul><li>Manage the weekly Speaker payment process until the new platform is fully operational</li>
<li>Provide ongoing P&amp;L management and operating expense controlling through monthly cost analysis</li>
<li>Assist in the preparation of monthly forecasts and the annual budget</li>
<li>Conduct detailed variance analyses</li>
<li>Identify both top and bottom-line risks and opportunities within the business</li>
<li>Coordinate tasks related to the administration of the financial accounting system</li>
<li>Process transactions related to the accounting systems and controls</li>
<li>Maintain general ledger; prepare monthly journal entries and compile all source documentation related to financial reporting</li>
<li>Be familiar with, and ensure compliance with, internal financial accounting procedures and policies</li>
<li>Ensure all financial and accounting records are thoroughly maintained and complete in preparation for independent audits</li>
<li>Balance Sheet reconciliations</li>
<li>Perform ad-hoc analyses and projects upon request</li>
</ul>Qualifications
<ul><li>Bachelor&rsquo;s degree or equivalent in Accounting/Finance required with a minimum of (2) years&rsquo; experience in accounting, financial and/or analytical experience</li>
<li>Must be IT literate with experience of financial reporting or accounting packages and databases</li>
<li>Excellent oral and written communication skills as well as strong leadership and focus</li>
<li>Knowledge of General Ledger accounting and technical accounting skills</li>
<li>Exposure to a monthly close process, budgeting &amp; forecasting requirements of a publicly traded company</li>
<li>Advanced Excel skills; Financial systems experience including but not limited to Enterprise Resource Planning (ERP) (SAP, PeopleSoft, Hyperion-Essbase, SalesForce)</li>
<li>Ability to identify financial issues and recommend mitigating actions</li>
<li>Strong project management skills and the ability to translate business issues into financial requirements</li>
<li>Experience with complex financial modeling</li>
<li>Ability to adapt quickly to changing priorities and business situations</li>
<li>Experience partnering with commercial &amp; operational business leaders</li>
<li>Ability to establish and maintain effective working relationships with cross-functional teams including HR, Operations, and Sales</li>
</ul>#LI-DNI
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at https://jobs.iqvia.com
IQVIA is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law. https://jobs.iqvia.com/eoe
IQVIA is committed to integrity in our hiring process and maintains a zero tolerance policy for candidate fraud. All information and credentials submitted in your application must be truthful and complete. Any false statements, misrepresentations, or material omissions during the recruitment process will result in immediate disqualification of your application, or termination of employment if discovered later, in accordance with applicable law. We appreciate your honesty and professionalism.
The potential base pay range for this role, when annualized, is $40,900.00 - $102,400.00. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). Dependent on the position offered, incentive plans, bonuses, and/or other forms of compensation may be offered, in addition to a range of health and welfare and/or other benefits.</div>

Financial Analyst

STO Building Group

<div>FP&amp;A Analyst
STO Building Group | Interiors &amp; International Division
<div><div><div><div>Position
</div></div> 
</div></div>The FP&amp;A Analyst / Executive Business Administrator reports to Eugene White, Executive Vice President of STO Building Group, and works in close collaboration with the CFO. This hybrid role provides critical support to executive leadership through a combination of financial analysis and administrative coordination.
This position prepares financial reports, analyzes performance data, supports forecasting activities, and maintains tracking of business obligations and deliverables. The individual works closely with accounting, operations, and project management teams to incorporate meaningful data into financial forecasts.
This role requires a highly organized, detail-oriented professional with equal proficiency in financial analysis and administrative coordination. The ideal candidate can anticipate needs, manage multiple priorities, and handle confidential information with discretion.
<div><div><div><div>Duties &amp; Responsibilities
</div></div> 
</div></div>Key duties and responsibilities for this role include the following:
 FP&amp;A Duties
<ul><li>Support weekly, monthly, quarterly, and year-end reporting, including: Backlog and GAP analysis, WIP Analysis, New awards, cancellations and project delays, and Tracked Work
</li><li>Revenue/GP forecasts by sector, client and contract.
</li><li>Support quarterly and annual forecasts submissions, including revenue, profit, G&amp;A, and other key income statement accounts.
</li><li>Analyze business unit performance and trends.
</li><li>Identify and analyze variances to forecast, budget, and prior-year expenses, proactively identifying opportunities for improvement.
</li><li>Ensure timely communication of results to key personnel within the organization.
</li><li>Support corporate projects and initiatives that impact the broader organization.
</li><li>Analyze current business and reporting processes and make recommendations for improvement.
</li><li>Perform ad-hoc analysis.
</li><li>Maintain comprehensive calendar of business obligations, regulatory deadlines, board meetings, financial reporting deadlines, and other critical deliverables.
</li><li>Coordinate executive schedules, meetings, and communications, ensuring efficient use of leadership time.
</li><li>Prepare and coordinate board packages and executive presentations, ensuring accuracy and timely delivery.
</li><li>Track and monitor completion of action items, follow-ups, and deliverables from executive meetings.
</li><li>Organize and maintain financial files, documentation, and reporting archives in an accessible manner.
</li></ul><div><div><div><div>Qualifications
</div></div> 
</div></div>The desired candidate will have strong communication, analytical and time management skills, in addition to:
<ul><li>Bachelor's degree in finance, business administration or related field.
</li><li>8+ years relevant FP&amp;A experience.
</li><li>Advanced knowledge of MS-Excel.
</li><li>Proficiency in PowerPoint for creating executive-level presentations.
</li><li>Knowledge of accounting procedures and financial reporting practices.
</li><li>Exceptional organizational skills with demonstrated ability to manage multiple priorities and deadlines simultaneously.
</li><li>Excellent written and verbal communication skills, with ability to translate complex financial data into clear, actionable insights for business leaders.
</li><li>High attention to detail and commitment to accuracy in both analytical and administrative work.
</li><li>Proactive mindset with ability to anticipate needs and work independently while knowing when to escalate or seek guidance.
</li><li>Experience with ERP systems (Oracle, SAP, CMiC) or data visualization tools (Power BI, Tableau) is preferred.
</li>Familiarity with construction industry metrics, terminology, and financial reporting is strongly preferred but not required. 
<li>
</li></ul>Salary Range
 
120,000 - 160,000
Compensation: In addition to base pay, eligible for discretionary bonus based on company and individual performance.
Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: [Medical Insurance] [Dental Insurance] [Vision Insurance] [Health Savings Account] [Healthcare Flexible Spending Account] [Dependent Care Flexible Spending Account] [401(k) retirement plan with employer match] [Life &amp; AD&amp;D Insurance] [Long-term Disability Insurance] [Short-term Disability Insurance] [Critical Illness Insurance] [Accident Insurance] [Hospital Indemnity Insurance] [Home &amp; Auto Insurance] [Family Support] [Pre-tax Paid Parking/Public Transportation] [Paid time off: 2 Weeks for Non-Exempt and Three Weeks for Exempt] [Time Away Benefits] [8 Paid Holidays] [Group Legal] [Employee Stock Purchase Plan] [Identity Theft Protection] [Group Legal] [Pet Insurance] [Employee Assistance Program]
Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.
EEO Statement: The STO Building Group family of companies&mdash;Structure Tone, Structure Tone Southwest, Pavarini Construction Co., Pavarini McGovern, LF Driscoll, Govan Brown, Ajax Building Company, BCCI Construction, Layton Construction, Abbott Construction, and RC Andersen&mdash;includes over 4,000 employees located in offices throughout the US, Canada, UK, and Ireland. We provide a complete range of construction services, from site selection analysis, design constructability review and aesthetic enhancements to interior fit-outs, new building construction, and building infrastructure upgrades and modernization. Learn more about how we partner with our clients to imagine, execute, and realize their vision at stobuildinggroup.com.
We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.</div>

FP&A Analyst

<div><div><div>As an Associate on the FP&amp;A team at VTS, you will play a critical role in shaping the strategic direction of a leading SaaS proptech company. You'll join a team that is considered the brain of the company&mdash;identifying opportunities to drive value creation, enhance internal business performance, and support high-impact external engagements. This is a unique opportunity for someone with strong quantitative horsepower and entrepreneurial drive to influence meaningful decisions and growth at VTS. 
 
** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office four days a week. ** 
 
Every day you will:
<ul>
<li>Own and enhance forecasting, budgeting, and reporting processes for key business units.</li>
<li>Conduct deep-dive analyses on company performance, market dynamics, pricing, customer behavior, and key operational levers.</li>
<li>Collaborate on the preparation of board materials, investor updates, and M&amp;A evaluations&mdash;supporting both inbound and outbound opportunities.</li>
<li>Partner with senior leadership across departments to develop strategic plans, analyze business performance, and deliver actionable insights.</li>
<li>Identify and lead initiatives to improve internal processes and data integrity, ensuring we scale effectively with growth.</li>
</ul>
Here's what you can expect as an Associate at VTS:
<ul>
<li>High visibility and direct impact on company strategy, financial performance, and operational execution.</li>
<li>Exposure to cross-functional initiatives involving GTM, product, operations, and executive leadership.</li>
<li>Opportunities to grow quickly and take on increased responsibilities in a dynamic, fast-paced SaaS environment.</li>
</ul>
To thrive in this role, you should have:
<ul>
<li>2&ndash;3 years of experience in investment banking, top-tier consulting, or a similarly rigorous and analytical FP&amp;A environment.</li>
<li>Exceptional analytical skills and financial acumen with a strong grasp of corporate finance, accounting, and SaaS business models.</li>
<li>A self-starter mindset with a high sense of ownership, intellectual curiosity, and a bias toward action.</li>
<li>Strong communication skills with the ability to distill complex insights into concise recommendations for executive audiences.</li>
<li>Advanced Excel and PowerPoint skills; experience with financial modeling, data visualization tools (e.g., Tableau, Looker), or SQL is a plus.</li>
<li>You have demonstrated your ability to independently solve complex problems with minimal guidance. You've taken raw data and built models or frameworks that informed strategic decisions. You bring a critical eye to business operations and instinctively look for ways to drive efficiency and value creation.</li>
</ul>
What VTS Values &amp; How We Show It
<ul>
<li>Strive for Excellence - We know your potential is unlimited. Take advantage of our executive coaches and our training and career development programs available to all employees!</li>
<li>Be Customer Obsessed - We're employee obsessed too! VTS offers competitive compensation, comprehensive health benefits (including dental and vision), pre-tax commuter benefits, and a 401(k) plan. Not to mention the fun stuff - quarterly happy hours, wellness events, clubs, and team lunches!</li>
<li>Be Curious - Benefit from a culture that promotes new learning. VTS offers an education stipend to all employees!</li>
<li>Move as One - We work in an open floor plan to promote cross-functional collaboration.</li>
<li>Take Ownership - Be an owner of the company you're building with our equity packages.</li>
<li>Appreciate the Difference - VTS embraces and celebrates diversity. We understand the importance of a strong work-life balance. We offer a flexible PTO policy, generous family leave program, and more!</li></ul> 
</div>
 
About VTS:

VTS is the only AI-driven technology platform enabling intelligent real estate by unifying industry professionals, investors, and their customers at scale. In 2013, VTS revolutionized commercial real estate leasing operations with what is now VTS Lease. Today, VTS AI is the largest first-party insights and collaboration engine in the industry, transforming how strategic decisions are made and executed by the real estate industry globally.

With the VTS Platform, consisting of VTS Lease, VTS Market, VTS Activate, and VTS Data, every stakeholder in real estate is given real-time market information and workflow tools to do their job with unparalleled speed and intelligence. VTS is the global leader, with more than 60% of Class A office space in the U.S., and 13 billion square feet of office, residential, retail, and industrial space is managed through the platform worldwide. VTS is utilized by over 45,000 professionals and over 1.2 million total users each day, including industry-leading customers such as Blackstone, Brookfield Properties, LaSalle Investment Management, Hines, BXP, Oxford Properties, JLL, and CBRE. 
 
VTS maintains offices in New York, London, Toronto, Chicago.

To learn more about VTS and view our open roles, visit us at vts.com or follow us on Instagram (@WeAreVTS) or LinkedIn.

Pay Transparency

At VTS, we pride ourselves on articulating a clear and transparent philosophy around equitable, impartial compensation that will allow us to recruit and retain an exceptional team. The base salary is market-driven at the time of offer and is based on tier 1 market data. The salary for this role will range between $110,000 and $125,000 and is determined by several factors, including your skills, prior relevant experience, quality of interviews, leveling, and geography.

EEO Guidelines

VTS embraces diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be. 
 
All your information will be kept confidential according to EEO guidelines. For more information about what we collect and how we use it, please refer to the Candidate Privacy Statement. 
 
If you have a disability or special need that requires accommodation at any time during the recruitment process, please let us know at ta@vts.com</div><div> 
<div>
</div></div><div></div><div>Privacy Policy</div></div>

Associate, Financial Planning & Analysis (FP&A)

VillageCare

<div>Senior Actuarial Data Analyst - Healthcare
Salary: $87,647.11 - $98, 603.00
Must reside in NY, NJ or CT 
Join VillageCare as a Full-Time Senior Financial Data Analyst in the dynamic healthcare sector and play a pivotal role in shaping the financial strategies that impact our community. This position offers work-from-home flexibility, allowing you to balance your professional responsibilities with your personal life while contributing to meaningful healthcare solutions. Based in New York, NY, you will be part of a dedicated team that values excellence and customer-centricity in its mission to provide outstanding healthcare services. Your analytical expertise will drive decision-making in an energetic and forward-thinking environment.
With a competitive salary range of $87,647.11 to $98,603.00, this opportunity not only offers rewarding challenges but also financial recognition for your skills and contributions. Take the chance to apply and further your career in a company that embraces innovation and integrity.<h3 class="jobSectionHeader">
VILLAGECARE: OUR STORY</h3>
VillageCare is a community-based, not-for-profit organization serving people with chronic care needs, as well as seniors and individuals in need of continuing care and managed care services. Our mission is to promote healing, better health and well-being to the fullest extent possible. Our care is offered through a comprehensive array of community and residential programs, as well as managed care. VillageCare has delivered quality health care services to individuals residing within New York City for over 45 years.<h3 class="jobSectionHeader">
MAKE A DIFFERENCE AS A SENIOR FINANCIAL DATA ANALYST - HEALTHCARE</h3>
As a Senior Financial Data Analyst at VillageCare, you will play a crucial role in developing, documenting, and maintaining reports and analytics that empower leadership with key insights to drive financial success. You will ensure the accuracy and timeliness of routine and ad hoc reports, collaborating closely with both internal and external customers to guarantee successful report roll-ups and high customer satisfaction. Utilizing advanced tools such as SQL, Tableau, and RedShift, you will create customized dashboards for the Finance department, while working with the IT team to automate these reports for efficient metric monitoring. Your responsibilities will also include supporting the monthly close process, conducting claim reserve analysis, and creating member economics reports to aid strategic decision-making.
Additionally, you will lead medical claims reinsurance reporting, support the preparation of provider group financial statements, and ensure compliance with regulatory reporting requirements, all while demonstrating VillageCare's commitment to Service Excellence.<h3 class="jobSectionHeader">
DOES THIS SOUND LIKE YOU?</h3>
To excel as a Senior Financial Data Analyst at VillageCare, you will need a robust skill set and a solid professional background. A minimum of five years of relevant experience, particularly in an actuarial role focused on claims reserves, claims triangles, and IBNR estimation, is essential. Your ability to conduct complex data analyses and develop insightful reports and dashboards in a healthcare environment will be crucial. Proficiency in technical tools such as MS Excel, SQL, Tableau, Access, and Python is required, enabling you to manipulate and present data effectively. Additionally, the capacity to multi-task while maintaining a high level of attention to detail is vital for success in this role.
Strong communication skills, both verbal and written, along with robust presentation capabilities, will enhance collaboration with internal and external stakeholders. A Bachelor's degree in Healthcare, Finance, or a related field is required, or equivalent years of experience, to support your analytical and problem-solving abilities in a fast-paced setting.
Knowledge and skills required for the position are:<ul><li>
Minimum 5 years of relevant professional work experience</li><li>
Experience working in an actuarial function with a focus on building the claims reserve updating claims triangles and IBNR estimation</li><li>
Ability to perform complex data analysis and report/dashboard development in a health care setting</li><li>
Excellent technical skills (MS Excel, SQL, Tableau, Access, Python, etc.)</li><li>
Capacity to multi-task at high detail-oriented level</li><li>
Strong communication skills (verbal, written, presentation, interpersonal)</li><li>
Strong analytical and logical skills paired with strong attention to detail</li><li>
Bachelor's degree in Healthcare, Finance or relevant field or equivalent years of experience required.</li></ul><h3 class="jobSectionHeader">
MAKE YOUR MOVE</h3>
If you think this role will suit your needs, great! Applying is a piece of cake. Good luck - we're excited to meet you!</div>

Senior Actuarial Data Analyst - Healthcare

Crédit Agricole CIB

<div>
 
 
 Team and position
 
 
 
 
 
 
 Credit Agricole is among world top 10 banking groups. Our NY based Leveraged Finance team is directly responsible for origination and execution of LBOs with leading Private Equity Funds in North America, as well as financings for leveraged (non-investment grade) corporates, across loans and HY bonds. In addition, the team is also in charge of event driven financings (M&amp;A and IPO related) for Investment Grade clients, and of leveraged / structured financing transactions in the TMT sector, including the current wave of infrastructure flavored deals (towercos, data centers, fibercos, GPU Financings) with Infrastructure Funds, across North America and Latam. It is referred to internally as the &ldquo;LATFG&rdquo; team (Leveraged, Acquisition &amp; TMT Finance).
 
 
 
 
 
 Building on its recent successes, the team is expanding to support its strong growth ambitions. In order to address the increasing volumes of credit and reporting management work generated by our expanding loan portfolio, we are setting up a portfolio management (PFM) team.
 
 
 We are opening a Portfolio Management analyst position. The analyst will report to the Director in charge of Portfolio Management, with regular interaction with the origination part of LATFG team.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 
 
 1) Credit monitoring of our loan portfolio:
 
 
 Contribute to the ongoing credit monitoring work for part of the leveraged finance and TMT loan portfolio (current volume of about 75 deals): write up of annual reviews, credit papers in relation to
 
 
 waivers and amendments, quarterly write ups for distressed loans. In close coordination with
 
 
 respective deal/client teams.
 
 <ul>
 <li>
 Proactively flag to client teams any early warning signals of credit deterioration, concerns, or ideas for commercial opportunities
 </li>
 <li>
 Ensure timely propagation of internal risk rating decisions within the internal IT systems.
 </li>
 <li>
 Occasionally represent the team in the various credit committees (NY credit committee, CLF credit committee, CRC) and monitoring committees (Quarterly committees for underperforming loans or loans under watchlist &ldquo;SARs&rdquo; and &ldquo;SACs&rdquo;), underperforming or under watch loans
 </li>
 <li>
 Coordinate with CLF Loan Operations team to monitor evolution of the portfolio (increases or reductions via amortization, prepayments, secondary trades etc)
 </li>
 <li>
 Coordinate with CLF Loan Operations and respective deal/client teams to ensure authorizations recorded in internal systems are accurate and up to date.
 </li>
 <li>
 Maintain close coordination on all of the above tasks with respective LATFG client teams. Interact with clients whenever necessary to clarify credit related questions, in coordination with the LATFG client team.
 </li>
 <li>
 Review quarterly or annual information provided by client, connect to lender or investor calls organized by clients and relay summaries of meaningful information to LATFG team manager and respective LATFG client team.
 </li>
 <li>
 Depending on deal flow, there will also be occasional opportunities to get involved in live, new deals as part of the origination deal team.
 </li>
 </ul>
 
 
 
 
 2) Contribute to Internal and Regulatory Reporting:
 
 <ul>
 <li>
 Collect data and under PFM Director, assist with the regular requests for reporting from our
 </li>
 </ul>
 
 internal stakeholders (HO business line, COO teams, RPC): monthly anomaly reports, monthly
 
 
 LevFin excel pipeline, quarterly portfolio review files, &ldquo;deals world&rdquo; database for LBOs, etc
 
 <ul>
 <li>
 Contribute to recurring, ad hoc, and annual audits (NY annual and quarterly Compliance Loan Review, ad hoc NY portfolio reviews, Internal Audit &ldquo;Inspection Generale&rdquo;, add hoc CUSO reviews)
 </li>
 <li>
 Assist team manager and respective deal teams in ensuring that the CLF pipeline tool (&ldquo;Diamond&rdquo;) is up to date.
 </li>
 <li>
 Contribute to occasional ad hoc information requests when and as required
 </li>
 <li>
 Assist LATFG manager with periodic estimate of landing vs budget and other planning tasks
 </li>
 </ul>
 
 
 
 
 
 Candidate background / experience
 
 
 <ul>
 <li>
 Ideally 1-2 years experience in either a leveraged finance environment (portfolio management, credit analyst or origination and execution), or a credit risk / credit underwriting and monitoring function.
 </li>
 <li>
 Relevant academic background (BA/BS degree with economics/finance major coursework, ideally Master's degree &ndash; Msc Finance or MBA).
 </li>
 </ul>
 
 
 
 
 
 Skills
 
 
 <ul>
 <li>
 Strong quantitative and qualitative analytical skills
 </li>
 <li>
 Prior experience in financial analysis, cash flow modeling experience will be a plus
 </li>
 <li>
 Reliability, attention to detail and quality outputs,
 </li>
 <li>
 Good organizational skills: ability to keep track of deadlines, to organize its own work
 </li>
 <li>
 Good communication and interpersonal skills (ability to communicate seamlessly with various front office deal teams, and capacity to interact convincingly and forcefully with internal partners, in particular with risk &amp; senior representatives from business line or coverage)
 </li>
 <li>
 MS Office suite proficiency
 </li>
 <li>
 Fluency in a second language (in particular French, Portuguese, Spanish) is a plus.
 </li>
 </ul>
 
 
</div>

Leveraged, Acquisition & TMT Finance Americas – Portfolio Management - Analyst

Blue Owl Capital

<div>
 Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives&reg;.
 
 
 With over $315 billion in assets under management as of March 31, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.
 
 
 Together with over 1,390 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com
 
 
 Blue Owl Real Assets is looking for an Sr. Analyst / Associate / Senior Associate to Investments Team,
 
 
 focused on Portfolio Management. Our team is responsible for the Portfolio Management and strategy of
 
 
 all closed-end and open-ended funds within our Net Lease, Real Estate Finance Credit and Digital
 
 
 Infrastructure strategies, as well as ORENT and ODIT, our flagship non-traded REITs. In addition to day-today
 
 
 portfolio management responsibilities, our team also leads the execution of strategic transactions,
 
 
 including take-private acquisitions, capital markets transactions, and strategic sale of asset portfolios. The
 
 
 qualified Sr. Analyst / Associate / Senior Associate will be working with a highly collaborative team that is
 
 
 dynamic, entrepreneurial, and hard working. This is an opportunity to join our team in New York.
 
 
 
 DUTIES + RESPONSIBILITIES
 
 
 
 <ul>
 <li>
 Build and maintain the company&rsquo;s corporate model for multiple funds and the non-traded REIT.
 </li>
 <li>
 Create complex financial analyses in connection with ongoing business planning, new product
 
 
 </li>
 </ul>
 launches, and the execution of various strategic transactions.
 
 
 <ul>
 <li>
 Monitor trends in the public and private REIT markets and the bond and equity markets to formulate
 
 
 </li>
 </ul>
 competitive and financial strategies.
 
 
 <ul>
 <li>
 Assist with company liquidity, conduct on-going liquidity analysis, proactively plan for capital needs
 
 
 </li>
 </ul>
 (including capital calls and debt draws).
 
 
 <ul>
 <li>
 Assist in preparation of quantitative and qualitative analyses, and draft written board presentation
 
 
 </li>
 </ul>
 materials for our non-traded REIT.
 
 
 <ul>
 <li>
 Assist in developing and monitoring key business performance metrics, including return
 
 
 </li>
 </ul>
 calculations, operating results, and trends.
 
 
 <ul>
 <li>
 Assist with monthly and quarterly valuations processes and coordinate with consultants and
 
 
 </li>
 </ul>
 participate in valuation committee meetings.
 
 
 <ul>
 <li>
 Conduct ad hoc projects, such as researching companies, transactions, asset classes and market
 
 
 </li>
 </ul>
 events to inform senior management decision making.
 
 
 <ul>
 <li>
 Interface with asset managers, investment officers, accounting, tax and legal teams, commercial
 
 
 </li>
 </ul>
 banks, investment banks, rating agencies and consultants, etc.
 
 
 SKILLS + EXPERIENCE REQUIRED
 
 
 <ul>
 <li>
 2-3+ years of corporate finance, investment banking, and/or real estate consulting experience
 </li>
 <li>
 Strong demonstrated experience in corporate modeling and financial analysis with advanced
 
 
 </li>
 </ul>
 skills in Excel
 
 
 <ul>
 <li>
 Demonstrated strong critical thinking and analytical skills with the ability to quickly synthesize
 
 
 </li>
 </ul>
 information from multiple sources
 
 
 <ul>
 <li>
 Strong attention to detail with the ability to work in the details but also assess &ldquo;the bigger picture&rdquo;
 
 
 </li>
 </ul>
 and provide key takeaways and conclusions
 
 
 <ul>
 <li>
 Strong verbal, written communication, and interpersonal skills
 </li>
 <li>
 Strong presentation skills, including proficiency in MS PowerPoint
 </li>
 <li>
 Exceptional organizational and time-management skills, including an open, action-oriented
 
 
 </li>
 </ul>
 personality.
 
 
 <ul>
 <li>
 Flexible and able to thrive in an entrepreneurial, fast-paced, and proactive environment.
 </li>
 <li>
 Knowledge of REIT rules and tax implications, is a plus.
 
 
 </li>
 </ul>
 PERSONALITY ATTRIBUTES
 
 
 <ul>
 <li>
 Leading by Example: Demonstrating and fostering, by example, a sense of urgency, strong
 
 
 </li>
 </ul>
 commitment/accountability, and sound decision-making to achieve goals.
 
 
 <ul>
 <li>
 Business Acumen: Knowledge of the competitive landscape and current and emerging practices
 
 
 </li>
 </ul>
 within the industry. Public Real Estate / REITs experience is a plus
 
 
 <ul>
 <li>
 Vision and Purpose: Embracing and communicating Blue Owl and its goals while reflecting a
 
 
 </li>
 </ul>
 dedication to success that inspires and motivates. Strong work ethic, and tolerance to working
 
 
 under tight deadlines
 
 
 <ul>
 <li>
 Motivational and Inspirational: Energetic with a &ldquo;get-it done&rdquo; attitude while keeping the team
 
 
 </li>
 </ul>
 enthusiastic about the business and the goals set ahead. Encouraging and inspiring colleagues to
 
 
 stretch beyond what they thought they could accomplish.
 
 
 <ul>
 <li>
 Ethics and Values: Adhere to a code of conduct with a moral compass focused on the highest
 
 
 </li>
 </ul>
 level of integrity and ethics.
 
 
 
 EDUCATION
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in related field
 
 
 </li>
 </ul>
 It is expected that the base annual salary range for this New York City-based position will be $100,000 to $125,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
 
 
 Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
</div>

Analyst/Associate, Portfolio Management, Real Assets (Investment Team)

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