Job Description
Global Investment Firm – Expense Planning & Analytics Manager
Location: Boston, MA
Firm Overview
This is a leading worldwide investment management organization operating across multiple asset classes, including private equity, credit, infrastructure, real estate, and related strategies. The firm also provides capital markets solutions and insurance offerings through affiliated businesses. Founded in the mid-1970s, it employs roughly 2,500 professionals across a network of global offices.
The firm’s philosophy emphasizes patient, disciplined investing, deep industry expertise, and close alignment with its investment partners by deploying both fund and balance sheet capital. Its businesses work in an integrated manner, providing investors and portfolio companies with access to financial insights, operational knowledge, and broad global relationships.
Team Overview
The Financial Planning & Analysis (FP&A) function enables growth and profitability by producing management reporting, forward-looking planning, and insightful analytics. The team develops frameworks to interpret business performance and market dynamics, and it supports leadership with strategic decision-making tools.
Role Summary
The Manager of Expense Planning & Analytics will support the Head of Expense Planning and be a key resource in overseeing the firm’s expense planning processes. The position is focused on reporting and planning for shared services groups such as Operations, Finance, Audit, and Risk. This person will partner with senior managers and functional leaders to ensure transparency in expense management and accountability against budget targets.
Key Responsibilities
- Build relationships with senior stakeholders, including business leads and COOs, to define reporting and analytics needs.
- Prepare and interpret expense trends across business operations, presenting clear, user-friendly insights.
- Deliver reporting packages to leadership that highlight risks, opportunities, and recommendations.
- Manage components of the budget cycle, including annual planning, interim reforecasts, and long-term projections.
- Present financial reporting and expense analysis to functional leaders, driving actionable insights.
- Serve as a go-to source for accurate, timely, and insightful management information across departments.
- Partner with other teams to automate manual processes and create more efficient data analysis tools.
Candidate Profile
- Bachelor’s degree in Finance, Economics, Engineering, or a quantitative discipline.
- 5–7 years of experience in management reporting, budgeting, planning, and forecasting, ideally in asset management, private equity, or broader financial services.
- Demonstrated ability to thrive in a fast-paced environment with multiple deadlines.
- Strong problem-solving and decision-making capabilities.
- Advanced Excel proficiency and comfort with financial modeling.
- Excellent communication skills, both written and verbal, with the ability to present to senior stakeholders.
- Highly organized, detail-oriented, and committed to producing accurate, high-quality work.
- Collaborative and solutions-oriented, with a team-first mindset.