What are the responsibilities and job description for the Financial Analyst, Private Markets position at L&G – Asset Management, America?
Overview
This role will help with financial and business planning for Private Markets, with a focus on Real Estate Equity and Private Credit strategies. The analyst will oversee fund-level and asset-level financial planning, partner with investment and operations teams, and drive strategic initiatives that enhance forecasting, reporting, and capital deployment efficiency.
Responsibilities
Financial Planning & Analysis
$80,000 to $120,000
The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance
EOE Statement
As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)
This role will help with financial and business planning for Private Markets, with a focus on Real Estate Equity and Private Credit strategies. The analyst will oversee fund-level and asset-level financial planning, partner with investment and operations teams, and drive strategic initiatives that enhance forecasting, reporting, and capital deployment efficiency.
Responsibilities
Financial Planning & Analysis
- Lead the annual budgeting and forecasting process across Private Markets
- Develop and maintain financial models for fund performance, asset-level returns, and investor capital activity
- Analyze monthly and quarterly financial results, identifying key drivers and variances
- Prepare income and expense projections, cash flow forecasts, and capital planning schedules
- Collaborate with investment teams to support new product launches, acquisitions, and capital structuring.
- Drive scenario modelling for fund and asset-level strategies, including valuation planning and investor return analysis
- Support strategic initiatives such as fund seeding, co-investment structuring, and platform scalability
- Prepare materials for senior leadership, investment committees, and external stakeholders
- Bachelor’s degree in Accounting, Finance, or related field; CPA or CFA preferred.
- 3-5 years of experience in financial services, preferably, real estate
- Strong understanding of fund structures and investment vehicles.
- Proficiency in Excel and PowerPoint
- Experience managing third-party providers and cross-functional teams.
- Excellent analytical, communication, and project management skills.
$80,000 to $120,000
The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance
EOE Statement
As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)
Salary : $80,000 - $120,000