Associate/Associate Director, Strategic Finance - AUM

Position Overview

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes.

Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career.

The Strategic Finance team is seeking an Associate/Associate Director responsible for reporting and analyzing Apollo’s Assets Under Management (“AUM”) globally. This includes internal and external reporting of actuals, forecast, budget, long-term planning and other ad hoc analyses for Senior Management and Apollo’s businesses across the platform. The position will partner with other members of the Strategic Finance team, as well the other teams including Client & Product Solutions, Financial Reporting, Investor Relations, Business Finance, Controllers, Valuations, and Treasury.

Primary Responsibilities

• Internal and external reporting of AUM actuals, forecast, budget and long-term planning

• Prepare monthly capital raise/redemptions flash and forecast analysis vs. actuals and budget

• Own the quarterly review of AUM actuals and reporting for all funds globally across the platform; coordinate with fund controllers to ensure the accuracy of submitted AUM data

• Prepare and review all quarterly AUM actuals deliverables for the firm, including the AUM Meeting

• Assist with the capital raise forecasting process for actuals vs. forecast/CPS expectations

• Develop AUM rollforwards for Total and FG AUM with focus on inflows and outflows for each period

• Coordinate with Client & Product Solutions, Financial Reporting, Investor Relations, Business Finance, Controllers, Valuations, and Treasury for key deliverables as needed

• Enhance current processes to track 3rd party insurance, regions, private credit and new reporting views

• Maintain Fund Firm Handoff data and ensure new funds are set up correctly for consumption/reporting

• Utilize OneStream to report AUM and financial results, as well as prepare ad hoc deliverables

• Prepare and review earnings release, 10Q/K and other external materials for AUM disclosures

• Produce high quality, timely and insightful deliverables to assist in strategic decisions

• Improve efficiency of BAU processes; assist with design and implementation of tech projects

• Own and maintain AUM policy; ensure proper documentation of our actuals processes for SOX

Qualifications & Experience

• 5-10 years of professional work experience, ideally in Asset Management (prior experience in forecasting, modeling, or financial analysis/reporting preferred)

• Highly analytical, organized, strong work ethic, and detail-oriented

• Ability to work independently in a dynamic and fast-paced work environment

• Operates with high energy, positive attitude and works well collaborating with key stakeholders

• Excellent communication and PowerPoint presentation skills

• Strong background and experience in excel with large datasets or implementation of data systems

• Experience with OneStream or other corporate performance management system a plus (e.g. Essbase/Hyperion)

OUR PURPOSE AND CORE VALUES

Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:

The leading provider of retirement income solutions to institutions, companies, and individuals.

The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects – and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.

A leading contributor to addressing some of the biggest issues facing the world today – such as energy transition, accelerating the adoption of new technologies, and social impact – where innovative approaches to investing can make a positive difference.

We are building a unique firm of extraordinary colleagues who:

Outperform expectations

Challenge Convention

Champion Opportunity

Lead responsibly

Drive collaboration

As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.

OUR BENEFITS

Apollo relies on its people to keep it a leader in alternative investment management, and the firm’s benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits.

Apollo Global Management Inc. is an equal opportunity/affirmative action employer.  The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law.

Pay Range

Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.

The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.

The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

Salary : $110,000 - $130,000