Financial Planning Analyst - Aliso Viejo, United States - Talently Recruiting

Description

Job Title :
Financial Planning Analyst

Location :
Aliso Viejo, CA


Salary :
$95k-$110k

Skills :
Financial Planning, Accounting, Asset Management

About Company / Opportunity :
We specialize in managing life settlements for highly discerning institutional investors globally.

Our exclusive focus on life settlements and longevity-contingent investments stems from our belief in their potential to offer investors an asymmetric and unique risk/return profile.

These assets are largely uncorrelated with both traditional and alternative asset classes, making them particularly attractive for diversification strategies.

Responsibilities :

Partner with our financial department to prepare and analyze financial reports, forecasts, and projections to support strategic decision-making and budgetary planning initiatives.

Must-Have Skills :
Hands-on FP&A experience.
Experience with asset management accounting.
Experienced working with and presenting to investors.


Nice to Have Skills :
Public accounting background.
Bachelor's degree in accounting or finance.
Assent Management experience.

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