Associate – Corporate FP&a

About Us

Performance Equity Management (PEM) was formed in 2005, and has $8.7b in assets under management as of September 30, 2023. The firm is independently owned and has a long tenured and experienced investment team. In the late 1990s, members of the team began working together at General Motors Investment Management Corporation to manage the GM pension private equity program. Since then, the team has committed $29b through co-mingled funds and separate accounts: $13.7b of which has been allocated to global buyouts, $7.5b to venture, $4.9b to private debt, and $3.4b to co-investments. PEM has invested in over 400 private equity funds, representing over 175 private equity sponsors. Since inception, the firm has delivered compelling returns and strong performance. 

PEM is focused on Growth Equity, Small, Mid-Market and Large Buyouts, Venture Capital, Co-Investments, Special Situations, and Secondary transactions. The firm is sector agnostic and constructs broadly diversified portfolios across information technology, healthcare, industrials, financials, materials, consumer, and telecom sectors with a focus on the US and Western Europe. PEM leverages extensive investment experience and a wide-ranging network to build exceptional private equity portfolios.  

Sagard, a global multi-strategy alternative asset management firm, acquired a strategic stake in Performance Equity Management in 2024. The transaction combines PEM’s private equity fund of funds and co-investment expertise and strong investment track record with Sagard’s rapidly growing alternative investment offering and global network. With over $25B under management and 300 professionals, Sagard invests in equity, credit and real estate. Sagard has offices in Canada, the United States, Europe and the Middle East.

Performance Equity Management is an Equal Opportunity Employer. Diversity (e.g., demographic, socioeconomic, personality type, educational background) is valued.  

Description

Performance Equity Management (PEM) is seeking to grow its finance team with a highly analytical and passionate team member. The Associate, Corporate FP&A will play a key role in assisting with the scaling of the Corporate Finance function within the PEM platform creating long-term value for its clients, employees and GP partners.

Responsibilities (including, but not limited to):

1. Responsible for organizing the continued development of the platform’s long-term strategic and financial plan, including revenue and expense forecasting. Active involvement in the annual budgeting and planning process. 
2. Assist with "routinizing" the long-term and annual plans, including designing and measuring supporting KPI metrics and maintaining forecasting models.
3. Analyze financial performance and variances to identify trends, risks, and opportunities for improvement.
4. Assist in preparing financial reports and presentations for senior management and stakeholders.
5. Collaborating with business partners to gather financial data, provide insights, and support strategic initiatives.
6. Conducting ad hoc financial analysis and projects to support business objectives and drive performance.
7. Ensuring accuracy and integrity of financial data and reports through regular audits and reviews.

Additional Details

Experience & Skills:

• Bachelor’s degree in finance, accounting, or a related field, with 3+ years of relevant work experience
• CFA, CPA, or MBA designation
• Outstanding academic and professional achievements 
• Highly team-oriented and inclusive operating style coupled with a hands-on, results-oriented attitude 
• Strong analytical skills, above-average proficiency in Excel and financial modeling, and the ability to communicate complex financial information effectively are required. 
• Comfort in quantitative analysis & financial modeling, with the ability to drive tangible business insights
• Ability to multi-task, prioritize, and collaborate effectively in a fast-paced environment
• Strong written and oral communication skills, ability to synthesize and articulate thoughts about companies and markets concisely
• Organized and strong attention to detail

Compensation:

• Up to $185k annual compensation (combination of salary and bonus), commensurate with experience. 
• PEM offers a robust benefit package: a generous time-off entitlement; health, dental, and vision plan offerings with PEM paying the majority of the premiums; employer paid short-term disability, long-term disability, and five times base salary in life coverage; a health reimbursement account with full funding of in-network deductibles for employees and their families; and a 100% match 401k contribution.