Associate Director, Strategic Finance – Principal Investing Segment

Apollo
New York
Workplace: OnsiteFull timeUSD 140,000 - 205,000 annuallyFunction: Finance & AccountingExperience: 5+ yearsSkills: ["Analytical thinking","Financial reasoning","Communication","Presentation","Organizational skills"]

Support the Principal Investing segment from Apollo’s Strategic Finance team by building and maintaining flexible financial models for PII P&L, budgeting, and forecasting. Partner with Financial Reporting, Treasury, Human Capital, Business Management, and Investment teams to source and analyze data for long-term planning and monthly forecasts. Lead scenario analyses and ad hoc strategic initiatives, including stress testing and transaction modeling, and develop AI-driven, data-focused approaches to improve analysis and decision-making.

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Apollo
Apollo
2 months ago

Associate Director, Strategic Finance – Principal Investing Segment

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Job Summary

Support the Principal Investing segment from Apollo’s Strategic Finance team by building and maintaining flexible financial models for PII P&L, budgeting, and forecasting. Partner with Financial Reporting, Treasury, Human Capital, Business Management, and Investment teams to source and analyze data for long-term planning and monthly forecasts. Lead scenario analyses and ad hoc strategic initiatives, including stress testing and transaction modeling, and develop AI-driven, data-focused approaches to improve analysis and decision-making.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Director level

Key Responsibilities

  • •Maintain detailed financial models of Principal Investment Income (PII) P&L and model new strategic initiatives.
  • •Liaise with Financial Reporting, Treasury, Human Capital, Business Management, and Investment teams to source and analyze data for budget, long-term plan, and monthly forecasts supporting senior management decisions.
  • •Conduct ad hoc projects, scenario analyses, and stress testing with the Risk function based on macroeconomic and market conditions.
  • •Support Human Capital in compensation decisions and structuring.
  • •Serve as a key point person on strategic projects and enhance models to capture business drivers, trends, risks, and opportunities, including transaction support for fund profitability, tax analyses, acquisitions, and M&A impacts.

Pay and Benefits

Salary: USD 140,000 - 205,000 annually

Key Requirements

  • •5+ years of financial analysis experience, ideally in Investment Banking or Asset Management, supporting core CFO/FP&A functions and Big-4 valuation or advisory services.
  • •Strong analytical thinking and financial reasoning, with excellent Excel-based modeling skills.
  • •Experience with data analytics; AI experience is a plus.
  • •Exceptional (PowerPoint) presentation skills and strong communication for pitching analysis to different audiences.
  • •High attention to detail and organizational skills, comfortable working in a fast-paced, rapidly changing environment.
Experience:5+ yearsInvestment bankingAsset managementFP&ABig-4 valuationAdvisory
Skills:Analytical thinkingFinancial reasoningCommunicationPresentationOrganizational skills
Tech Stack:ExcelPowerPointAIData analytics

Company Brief

Apollo
Global alternative investment manager specializing in private equity, credit, and real assets, managing capital for institutional and individual investors across multiple strategies and geographies.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: New York, United States
Founded: 1990
WebsiteLinkedIn