ArrowMark Partners
Financial Planning Analyst (Denver)
ArrowMark Partners, Denver, Colorado, United States, 80285
For consideration, interested candidates should send a resume and cover letter directly to tdevries@arrowmarkpartners.com.
ArrowMark Partners is seeking to hire a Financial Planning Analyst(Associate)
based out of its headquarters in Denver, CO. This is a great growth opportunity for the exceptionally hard worker who wants to contribute to the growth of the company and support the strategic and operational needs of the business.
Position Summary: The Financial Planning Analyst is responsible for managing financial planning, budgeting, forecasting, and performance analysis within the organization. This role involves collaborating with various departments to gather data and provide insights that support decision-making and strategic planning.This role will also assist with various accounting tasks related to the management company.
Key Responsibilities: Manage financial planning processes, including budgeting, forecasting, and variance analysis. Create detailed financial models and performance reports to facilitate data-driven decision-making. Analyze financial performance and provide strategic recommendations to improve profitability and efficiency. Collaborate with accounting and finance teams to ensure alignment of financial plans with business objectives. Monitor key performance indicators (KPIs) and financial metrics, providing insights to management on trends and variances. Prepare and present monthly financial reports to senior management. Conduct market research and comparative analysis to support strategic initiatives. Identify risks and opportunities in financial performance and present findings to senior leadership.
Desired Experience & Skills: 2-3 years of public accounting experience plus 1-3 years of financial planning experience with an asset management firm is preferred Strong work ethic with ability to multitask, take initiative, manage multiple timelines, and work under tight deadlines Highly proficient in Microsoft Excel, Word and PowerPoint, and have the ability to present your views and recommendations to senior management in a concise and organized manner. Strong financial acumen and quantitative skills, excellent analytical abilities Proficient in financial modeling and analysis, with experience using financial planning software. Must demonstrate excellent verbal/written skills, effective interpersonal skills, be self-motivated, have high intellectual curiosity, and a desire to continuously expand knowledge base. Exceptional attention to detail is required. Completion of undergraduate studies; CFA , CPA and/or MBA is a plus
Company Description: ArrowMark Partners is an employee-owned asset management firm founded in 2007. As of June 30 th , 2025, the firm manages approximately $18.5 billion in assets on behalf of institutional and individual investors across alternative credit, public equity, commercial real estate, and other customized investment strategies.
Compensation
1
:
[USD] The base salary range for this position is $125,000
$140,000. Annual Bonus Opportunity:
Position is eligible to receive an annual discretionary bonus award. Individual bonuses are determined based on individual, team, and Company performance.
Benefits: ArrowMark is committed to offering eligible employees a full-suite of benefit options that includes comprehensive health and life benefits, 401(k) plan, flexible and health spending programs and access to a variety of voluntary benefits.
1 The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay for Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado. Actual pay may be different.
ArrowMark Partners is seeking to hire a Financial Planning Analyst(Associate)
based out of its headquarters in Denver, CO. This is a great growth opportunity for the exceptionally hard worker who wants to contribute to the growth of the company and support the strategic and operational needs of the business.
Position Summary: The Financial Planning Analyst is responsible for managing financial planning, budgeting, forecasting, and performance analysis within the organization. This role involves collaborating with various departments to gather data and provide insights that support decision-making and strategic planning.This role will also assist with various accounting tasks related to the management company.
Key Responsibilities: Manage financial planning processes, including budgeting, forecasting, and variance analysis. Create detailed financial models and performance reports to facilitate data-driven decision-making. Analyze financial performance and provide strategic recommendations to improve profitability and efficiency. Collaborate with accounting and finance teams to ensure alignment of financial plans with business objectives. Monitor key performance indicators (KPIs) and financial metrics, providing insights to management on trends and variances. Prepare and present monthly financial reports to senior management. Conduct market research and comparative analysis to support strategic initiatives. Identify risks and opportunities in financial performance and present findings to senior leadership.
Desired Experience & Skills: 2-3 years of public accounting experience plus 1-3 years of financial planning experience with an asset management firm is preferred Strong work ethic with ability to multitask, take initiative, manage multiple timelines, and work under tight deadlines Highly proficient in Microsoft Excel, Word and PowerPoint, and have the ability to present your views and recommendations to senior management in a concise and organized manner. Strong financial acumen and quantitative skills, excellent analytical abilities Proficient in financial modeling and analysis, with experience using financial planning software. Must demonstrate excellent verbal/written skills, effective interpersonal skills, be self-motivated, have high intellectual curiosity, and a desire to continuously expand knowledge base. Exceptional attention to detail is required. Completion of undergraduate studies; CFA , CPA and/or MBA is a plus
Company Description: ArrowMark Partners is an employee-owned asset management firm founded in 2007. As of June 30 th , 2025, the firm manages approximately $18.5 billion in assets on behalf of institutional and individual investors across alternative credit, public equity, commercial real estate, and other customized investment strategies.
Compensation
1
:
[USD] The base salary range for this position is $125,000
$140,000. Annual Bonus Opportunity:
Position is eligible to receive an annual discretionary bonus award. Individual bonuses are determined based on individual, team, and Company performance.
Benefits: ArrowMark is committed to offering eligible employees a full-suite of benefit options that includes comprehensive health and life benefits, 401(k) plan, flexible and health spending programs and access to a variety of voluntary benefits.
1 The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay for Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado. Actual pay may be different.