Finance & FP&A — Financial Services

Forecast AUM (which drives management fees), model performance fee scenarios, project fund economics across vintage years, and build the firm's P&L. Manage the tension between investment in headcount and infrastructure vs. partner distributions. Model fundraising scenarios for new funds, track organizational AUM by strategy, and manage the cash flow dynamics of capital calls and distributions across multiple fund vehicles.

Forecast management fees, performance fees, and operating expenses for the management company. Model the impact of fund raising, redemptions, performance scenarios, and fee discounts on firm profitability. The board wants to know what happens to firm revenue if the flagship fund has a down year.