Job Details
Entrepreneurial. Collaborative. Community-Focused. Highly Motivated. Intellectually Curious. Agile and Creative Problem Solvers. These traits characterize AMG s culture and we are looking to attract talented new team members who share these qualities and seek to build a long-term career among a community united by their collegial partnership orientation, ownership mindset, and disciplined execution in our collective pursuit of excellence.
Our strategy is to form unique and innovative partnerships with independent asset management firms around the world we exist to help make these great firms even better. And, just as we act as catalysts for our partner firms success, we invest in our people, our most valuable asset, generating some of our strongest returns as we work together to help each individual reach their highest potential. As a public company with a lean team, AMG provides cross-functional opportunities to flex your entrepreneurial spirit, expand your skillset, and grow as a professional; every team member is integral to our success. We also care deeply about the communities in which we work and live; our organization is further defined by our commitment to giving back through charitable giving and opportunities to volunteer.
We are a community. Join us.
Senior Associate, Affiliate Reporting
The Role:
The Senior Associate, Affiliate Reporting is a member of the AMG Finance team who reports directly to the Vice President, Head of Affiliate Reporting and supports other members of the Finance team. The Senior Associate is a liaison between AMG Finance and its investments in Affiliates. The primary function consists of maintaining oversight of the financial aspects of our investments through peer relationships with the Affiliates Controllers or CFOs.
Core Responsibilities:
Relationship Management with Affiliate CFOs and Controllers:
- Develop working relationship with finance personnel within a group of existing Affiliates
- Facilitate communication to understand Affiliate forecasted and reported results
- Implement reporting process with new Affiliates
Analysis of Affiliate financial reporting to holding company:
- Prepare Affiliate financial results for consolidation with other Affiliates and corporate entities
- Review calculations of profit allocations
- Identify and analyze Affiliate reporting for trends, discrepancies and fluctuations
- Work with forecasting personnel at holding company to project operating results
- Support AMG public financial disclosure as necessary
- Participate in special projects, including acquisitions, divestitures, and reorganizations and other projects
- Lead initiatives, including model building and refining, forecasting, and other in-depth analyses
- Ad-Hoc analysis and reporting to all levels of management
Skills and Attributes:
- Highly motivated, able to work in a fast-paced environment both independently and as part of a team
- A team player with strong interpersonal skills and must be detail-oriented
- Strong analytical, problem solving and critical thinking skills are crucial
- Excellent verbal and written communication skills
- Excellent organizational skills to perform in a fast-paced and fluid environment
- Ability to handle several tasks simultaneously and re-prioritize as necessary will help to ensure success
Qualifications and Experience:
- Asset management industry background is a plus
- Bachelor's degree in accounting
- 2-3 years of financial or accounting experience
- Industry background and/or CPA or working towards CPA preferred
Benefits:
Robust and competitive benefits package, including comprehensive health and dental plans, 401(k) employer match and profit-sharing, professional development program, employee referral program, annual philanthropic gift-matching, and hybrid work schedule.
About AMG:
AMG (NYSE: AMG) is a strategic partner to leading independent investment management firms globally. AMG s strategy is to generate long term value by investing in a diverse array of high-quality independent partner-owned firms, through a proven partnership approach, and allocating resources across AMG s unique opportunity set to the areas of highest growth and return. Through its distinctive approach, AMG magnifies its Affiliates existing advantages and actively supports their independence and ownership culture. As of March 31, 2024, AMG s aggregate assets under management were approximately $699 billion across a diverse range of private markets, liquid alternative, and differentiated long-only investment strategies. For more information, please visit the Company s website at www.amg.com.
Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by employees in this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
AMG is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.