Executive Operations & Finance Analyst | New York

Our client is a renowned international Investment and Asset management firm primarily focused luxury Real-Estate and Hospitality Investing. With experienced teams based in New York and London, their investment professionals leverage years of expertise in identifying and structuring deals across the major US and European markets.

Role

Our client is seeking a dynamic Executive Operations & Finance Analyst to report directly to the President. This hybrid role uniquely fuses the strategic oversight typical of a Corporate Finance Manager with the collaborative essence of a light Chief of Staff.

In this critical position, you will manage financial operations and oversee essential business functions. Your expertise will be vital in coordinating executive-level logistics and supporting both professional and administrative tasks, enabling the President to focus on advancing the company’s vision.

If you are a proactive and discreet leader ready to make a significant impact in a dynamic environment, we invite you to apply!

Requirements

Finance Analyst

• Lead financial planning and analysis (FP&A) activities, including forecasts, budgets, and strategic plans.
• Manage capital investments and allocation strategies to optimize company resources.
• Oversee financial reporting processes, ensuring accuracy and regulatory compliance.
• Direct cash flow management and working capital optimization.
• Evaluate mergers, acquisitions, and other strategic growth opportunities.
• Develop and implement risk management strategies to mitigate financial risks
• Present financial insights to executive leadership and stakeholders.
• Manage and mentor finance team members, fostering professional development.
• Ability to manage multiple high-priority projects simultaneously with a proactive mindset.
• Strong vendor management and contract negotiation skills.

Executive Operations

• Coordinate complex business and personal scheduling, meetings, and travel for the President.
• Manage special projects in real estate, hospitality, and administrative areas.
• Liaise with legal, accounting, and internal/external stakeholders on behalf of the President.
• Ability to coordinate with financial advisors, attorneys, and external consultants.

• Experience with calendar management, travel booking, and expense platforms.
• Knowledge of CRM systems and project management tools a plus.
• Prior experience in luxury hospitality, private family office, or concierge services is preferred.
• Understanding of domestic business travel and coordination is highly beneficial.
• Familiarity with luxury service providers, fine dining, and exclusive event venues.
• Exceptional leadership, communication, and problem-solving skills.
• High emotional intelligence and the ability to operate with discretion.
• Comfortable with weekly travel or as required to upstate New York with the President.

Qualifications & Experience

• CPA certification
• Bachelor’s degree in Finance, Accounting, or related field; MBA preferred.
• 4-8 years of experience in corporate finance or senior operational roles.
• Advanced proficiency in financial modeling, analysis, and forecasting.
• Strong understanding of financial regulations, GAAP, and reporting requirements.
• Experience with ERP and financial systems (e.g., Sage).
• Proficiency in Microsoft Office Suite and scheduling/travel platforms.
• Flexible schedule with ability to work occasional evenings or weekends.
• Experience supporting high-level executives or ultra-high-net-worth individuals.
• Strong multitasking abilities and organizational skills in dynamic environments.
• Fluency in English required; Punjabi or Hindi language skills are a strong advantage.

Benefits

• Competitive salary $100k - $120k (dependent on experience) 
• Comprehensive benefits package (Medical / Dental / Vision)
• 401(k) matching program.
• Paid time off.
• Opportunities for career growth and development.

Our client is proud to be an equal opportunity workplace and hires regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity and/or expression, pregnancy, Veteran status any other characteristic protected by federal, state or local law. In addition, they provide reasonable accommodation for qualified individuals with disabilities.