Position OverviewABOUT APOLLOApollo 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 credit to private 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. As of June 30, 2024, Apollo had approximately $696 billion of assets under management. To learn more, please visit www.apollo.com.OUR PURPOSE AND CORE VALUESOur 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 expectationsChallenge ConventionChampion OpportunityLead responsiblyDrive collaborationAs 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 BENEFITSApollo 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.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.POSITION OVERVIEW: We are seeking a highly skilled and results-oriented FP&amp;A associate in financial planning and Analysis (FP&amp;A) to join our team in the annuity sector, with a focus on forecasting investment income. The ideal candidate will have strong analytical capabilities, experience in the financial services industry, and a deep understanding of investment income models. This role will partner closely with senior leadership, investment teams, and business units to drive the forecasting process, assess financial performance, and provide actionable insights to guide strategic decision-making.PRIMARY RESPONSIBILITIES:<ul><li>Investment Income Forecasting: Support the development, implementation, and maintenance of robust forecasting models for investment income, ensuring alignment with the company’s annuity portfolio and market dynamics.</li><li>Financial Analysis &amp; Reporting: Conduct in-depth financial analysis of investment income performance, highlighting trends, variances, and opportunities. Provide regular reporting on actuals vs. forecast and develop actionable insights to enhance financial outcomes.</li><li>Collaborate with Investment Teams: Partner with portfolio managers, asset allocators, and other investment professionals to understand investment strategies and the impact of market conditions on future income projections.</li><li>Budgeting &amp; Planning: Oversee the annual budgeting process for investment income, collaborating with cross-functional teams to ensure alignment with overall business goals.</li><li>Modeling &amp; Scenario Analysis: Develop and maintain detailed financial models to project investment income under different market conditions. Provide scenario analysis to assess potential risks and rewards for the business.</li><li>Stakeholder Management: Present investment income forecasts and insights to senior leadership, helping them understand the financial implications of strategic decisions.</li><li>Continuous Improvement: Drive enhancements to forecasting processes, tools, and systems, utilizing best practices and industry trends to optimize accuracy and efficiency.</li><li>Risk Management: Assess and monitor the financial risks associated with investment income, working with the risk management team to develop strategies for mitigation.</li></ul>Qualifications &amp; Experience<ul><li>Education: CA / MBA in Accounting, Economics, or a related field.</li><li>Experience: 5 plus years of experience in FP&amp;A or related financial analysis roles, with a focus on investment income or financial modeling within the financial services or insurance industry, particularly in the annuity sector.</li><li>Technical Skills: Advanced proficiency in financial modeling, Excel, and other data analysis tools (e.g., Power BI, Tableau, SQL). Familiarity with financial reporting software (e.g., Hyperion, SAP, Oracle).</li><li>Industry Knowledge: Strong understanding of annuity products, investment strategies, and financial markets. Experience working with investment teams and portfolio management is highly preferred.</li><li>Analytical Skills: Excellent ability to analyze large datasets, draw insights, and present findings in a clear, actionable format.</li><li>Communication Skills: Exceptional written and verbal communication skills, with the ability to effectively communicate complex financial information to both financial and non-financial stakeholders.</li><li>Attention to Detail: Strong focus on accuracy and consistency in financial forecasts and reports.</li></ul>

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. To learn more, please visit www.apollo.com.
Nothing herein constitutes an offer to sell, or a solicitation of an offer to buy, any security or product of Apollo or any Apollo-managed fund.

Associate- FPNA

Position OverviewABOUT APOLLOApollo 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 credit to private 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. As of June 30, 2024, Apollo had approximately $696 billion of assets under management. To learn more, please visit www.apollo.com.OUR PURPOSE AND CORE VALUESOur 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 expectationsChallenge ConventionChampion OpportunityLead responsiblyDrive collaborationAs 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 BENEFITSApollo 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.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.POSITION OVERVIEW: We are seeking a highly skilled and results-oriented FP&amp;A associate in financial planning and Analysis (FP&amp;A) to join our team in the annuity sector, with a focus on forecasting investment income. The ideal candidate will have strong analytical capabilities, experience in the financial services industry, and a deep understanding of investment income models. This role will partner closely with senior leadership, investment teams, and business units to drive the forecasting process, assess financial performance, and provide actionable insights to guide strategic decision-making.PRIMARY RESPONSIBILITIES:<ul><li>Investment Income Forecasting: Support the development, implementation, and maintenance of robust forecasting models for investment income, ensuring alignment with the company’s annuity portfolio and market dynamics.</li><li>Financial Analysis &amp; Reporting: Conduct in-depth financial analysis of investment income performance, highlighting trends, variances, and opportunities. Provide regular reporting on actuals vs. forecast and develop actionable insights to enhance financial outcomes.</li><li>Collaborate with Investment Teams: Partner with portfolio managers, asset allocators, and other investment professionals to understand investment strategies and the impact of market conditions on future income projections.</li><li>Budgeting &amp; Planning: Oversee the annual budgeting process for investment income, collaborating with cross-functional teams to ensure alignment with overall business goals.</li><li>Modeling &amp; Scenario Analysis: Develop and maintain detailed financial models to project investment income under different market conditions. Provide scenario analysis to assess potential risks and rewards for the business.</li><li>Stakeholder Management: Present investment income forecasts and insights to senior leadership, helping them understand the financial implications of strategic decisions.</li><li>Continuous Improvement: Drive enhancements to forecasting processes, tools, and systems, utilizing best practices and industry trends to optimize accuracy and efficiency.</li><li>Risk Management: Assess and monitor the financial risks associated with investment income, working with the risk management team to develop strategies for mitigation.</li></ul>Qualifications &amp; Experience<ul><li>Education: CA / MBA in Accounting, Economics, or a related field.</li><li>Experience: 5 plus years of experience in FP&amp;A or related financial analysis roles, with a focus on investment income or financial modeling within the financial services or insurance industry, particularly in the annuity sector.</li><li>Technical Skills: Advanced proficiency in financial modeling, Excel, and other data analysis tools (e.g., Power BI, Tableau, SQL). Familiarity with financial reporting software (e.g., Hyperion, SAP, Oracle).</li><li>Industry Knowledge: Strong understanding of annuity products, investment strategies, and financial markets. Experience working with investment teams and portfolio management is highly preferred.</li><li>Analytical Skills: Excellent ability to analyze large datasets, draw insights, and present findings in a clear, actionable format.</li><li>Communication Skills: Exceptional written and verbal communication skills, with the ability to effectively communicate complex financial information to both financial and non-financial stakeholders.</li><li>Attention to Detail: Strong focus on accuracy and consistency in financial forecasts and reports.</li></ul>

Associate- FPNA

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Apollo

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