Associate Portfolio Valuation & Analytics

Please Note: We have ONE opening for an FP&A Manager that can be based in one of our many office locations: Boston, MA - Westwood, MA - Westwood, NJ - New York City, NY - Charlotte, NC - Atlanta, GA Why work at Modera Wealth? Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses. Job Overview: We are looking for a Financial Planning and Analysis (FP&A) Manager to support strategic decision-making across the organization. This role will be responsible for gathering and analyzing data, building financial models, developing business cases, and framing recommendations around key business problems and opportunities. The ideal candidate combines strong financial and analytical skills with the ability to translate company data into actionable business insights. This person will supervise one Junior Analyst and help elevate the team’s reporting, modeling, and planning capabilities. Responsibilities: * Partner with business leaders to evaluate financial and operational performance and support strategic decision-making * Gather, validate, and synthesize financial and operational data from multiple sources including salesforce * Build and maintain robust financial models to support forecasting, scenario analysis, investment decisions, and long-range planning * Develop business cases for strategic initiatives, capital investments, staffing models, real-estate costs, cost-saving opportunities, and other key business decisions * Translate business problems into structured financial analysis and clear recommendations * Support budgeting, forecasting, and monthly/quarterly performance review processes * Identify trends, risks, and opportunities through variance analysis and KPI reporting * Prepare presentations and materials for leadership that clearly communicate insights and recommendations * Improve and streamline reporting processes, financial planning tools, and analytical frameworks * Supervise, mentor, and develop one Junior Analyst, including review of work product and support for professional growth * Collaborate cross-functionally with finance, operations, growth, and other business teams as needed What are we looking for? We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values: * Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism * Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others * Trusted Relationships – supportive and authentic with mutual respect for colleagues Qualifications: * Bachelor’s degree in Finance, Accounting, Economics, Business, or related field * 5-10 years of experience in FP&A, corporate finance, investment banking, consulting, or related analytical roles * Strong experience building financial models, forecasts, and business cases * Demonstrated ability to analyze complex business issues and provide clear, data driven recommendations * Experience supporting budgeting, forecasting, and management reporting processes * Prior people management or team leadership experience preferred; experience supervising or mentoring junior team members is a plus * Advanced Excel skills required; experience with financial planning tools, Salesforce, ERP systems, and BI/reporting tools preferred * Strong communication skills with the ability to present analysis to both finance and non-finance stakeholders * High attention to detail, strong organizational skills, and ability to manage multiple priorities in a fast-paced environment   Skills and Competencies: * Delivering high-quality, insightful financial analysis that influences business decisions * Building clear and credible business cases around important company initiatives * Helping leaders understand trade-offs, risks, and financial implications of business problems * Creating scalable models and reporting processes that improve planning and visibility * Effectively managing and developing a Junior Analyst Benefits: * Performance-based bonus * Safe Harbor 401(k) plan * Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance * Paid vacation * Opportunities for professional growth and continuing education * Partial remote work * Salary range: $140,000- $160,000 annually, exempt * Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We value your privacy. Please review our Privacy Policy [https://moderawealth.com/privacy/] to understand how we collect, use, and protect your personal information throughout the application process. No phone calls.  All inquiries will be held in the strictest confidence.  For more information about the firm, please visit www.ModeraWealth.com [http://www.ModeraWealth.com]. Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.

ABOUT PERMIRA Permira is a global investment firm that backs successful businesses with growth ambitions. Founded in 1985, the firm advises funds across two core asset classes, private equity and credit, with total committed capital of approximately €89bn. The Permira private equity funds make both buyout and growth equity investments in four key sectors: Technology, Consumer, Healthcare and Services. The Permira credit funds support businesses with flexible financing solutions across Direct Lending, Strategic Opportunities and CLO Management. Established in 2007, the firm advises investment funds and products which have provided approximately €25 billion of debt capital to over 300 businesses.   Permira Credit is seeking to recruit an Associate to join its Portfolio Monitoring team focused on Direct Lending in Madrid.  This is a highly analytical role sitting at the intersection of portfolio management, credit analysis and fund management. The successful candidate will build and maintain sophisticated portfolio and fund-level models while using those outputs to support portfolio monitoring, valuation, risk management and investment decision-making across the direct lending platform. The role will also play a key part in the aggregation, validation and analysis of asset and fund-level data. The successful candidate will be responsible for validating, transforming and aggregating data from multiple sources into a standardised format, and producing meaningful reports and analytical outputs. Key Responsibilities * Building, maintaining and enhancing detailed fund-level models, including distribution waterfall, cash flow, leverage and return (IRR / MOIC) models across the direct lending funds * Undertaking detailed financial and credit analysis to monitor the performance of assets within the funds, including covenant compliance, liquidity, leverage, and refinancing risk * Running scenario, sensitivity and stress-testing analyses at both the asset and fund level to support portfolio construction and investment decisions * Aggregating, validating and reconciling portfolio, borrower and fund-level data from multiple internal and external sources to produce portfolio analytics, management information, reports and datasheets for internal and external stakeholders * Supporting the monitoring, modelling and management of fund leverage facilities * Undertaking deployment and pipeline analysis to assess the impact on portfolio construction and fund returns * Maintaining and improving the suite of monitoring models and tools, including automation and version control to ensure model integrity and rigorous validation of the underlying data * Responding to ad hoc requests for information from the investor relations team * Creating relevant reports, dashboards and analyses for internal and external use cases * Preparing ad hoc presentations in PowerPoint * Any other duties as required from time to time Qualifications Required * Academic background  in a numerate discipline such as Economics, Finance, Mathematics, Statistics, Engineering, Physics, Computer Science or a related field * A postgraduate degree in a quantitative or financial discipline is an advantage * Progress towards, or completion of, the CFA / ACA / CIMA is an advantage but not a prerequisite Experience Required * A minimum of 3 years’ relevant work experience within a financial services firm, ideally within investment management, investment banking, private credit / leveraged finance, or a top-tier advisory boutique * Demonstrable experience building and maintaining complex financial models from first principles – including LBO, leveraged credit and / or fund-level models * Experience in leveraged finance, private credit, or corporate finance is an advantage Essential Skills and Characteristics * Exceptional financial modelling skills, with the ability to build, audit and stress-test complex LBO, leveraged credit and fund-level models in Excel from first principles * Advanced Excel skills are essential; knowledge of VBA, Python (or another programming language) and Power BI is a distinct advantage * Strong understanding of leveraged finance, credit and private markets, including capital structures, debt instruments and fund economics (e.g. distribution waterfalls, IRR / MOIC) * Excellent written and verbal communication skills – fluent written and spoken English * A keen interest in business and, in particular, the dynamics of private credit and leveraged finance * Exceptional attention to detail and a rigorous, analytical mindset * Team focused and good at quickly building relationships with colleagues across the organisation * Effective planning and organisation skills; ability to prioritise tasks and deliver to deadlines * Self-starter with a high level of motivation, integrity, energy and enthusiasm * Ability to multi-task with excellent time management skills and a strong stakeholder focus * Inquisitive mindset with an eagerness to learn and make improvements * Resilient and willing to work to tight deadlines and under pressure To learn how we handle your personal data during the recruitment process, please review our Candidate Privacy Policy. This includes our Supplemental CCPA Notice of Collection where applicable.