26North · 1 month ago
Associate or VP, Financial Planning & Analysis (FP&A) – Credit
New York, NY
Full-time
Onsite
Mid Level
$130K/yr - $200K/yr
3+ years exp26North is a next-generation investment platform seeking a high-impact finance and strategy professional to join as an Associate or VP in Financial Planning & Analysis for Credit. The role involves leading strategic finance efforts to support the growth and profitability of Credit investment strategies through financial modeling, capital planning, and performance analysis.
Asset ManagementCreditInsurance
Hiring Manager
Josh Morales
Responsibilities
Act as the strategic finance lead for 26North’s Credit investment strategies, serving as a thought partner to the platform leadership
Drive the development of long-range financial plans, forecasts, and capital allocation frameworks
Evaluate strategic initiatives including M&A, fund structures, and new product launches
Deliver executive-ready presentations and insights for Management Committee and Board discussions
Own financial modeling and scenario analysis for all Credit investment strategies — analyzing revenue drivers, fee economics, expense allocations, and profitability
Develop dashboards and KPIs that track AUM growth, capital deployment, and returns
Partner with investment, operations, and capital markets teams to support pricing, funding, and strategic transactions
Synthesize complex financial data into clear narratives for senior stakeholders
Collaborate with FP&A, Corporate Development, and Investment teams to support firm-wide planning initiatives
Contribute to firm-level strategic finance projects and enterprise forecasts
Drive continuous improvement in reporting and analytical processes through automation and system enhancement
Qualification
Required
3–8 years of progressive experience in strategic finance, FP&A, or corporate strategy within an alternative asset manager, BDC, or financial institution
Strong understanding of Credit investment strategies, capital structures, and performance metrics
Expertise in financial modeling, forecasting, and decision support for complex multi-entity structures
Proven ability to translate financial insights into clear, actionable recommendations for executives
Exceptional analytical skills and attention to detail, paired with a strategic mindset and executive presence
Advanced Excel and PowerPoint skills; experience with enterprise planning tools (e.g., OneStream, TM1, Adaptive Insights) a plus
Bachelor's degree required; MBA, CFA, or CPA preferred
Strong track record and demonstrated commitment to upholding our core values of excellence, teamwork, stewardship, integrity, and respect
Preferred
MBA, CFA, or CPA preferred
Benefits
Competitive base salary and discretionary bonus based on performance
Comprehensive benefits package
Complimentary and discounted tickets to games, concerts, and other events
Company
26North
26North is a next-generation alternatives platform founded by Josh Harris
51-200 employees
H1B Sponsorship
26North has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2023 (1)
Funding
Current Stage
Growth StageLeadership Team
Josh Harris
Founder
Recent News
2026-01-08
insideAI News
2025-12-28
Company data provided by crunchbase