Perella Weinberg Partners

Analyst, Financial Planning & Analysis

Job ID
New York
New York


The Financial Planning & Analysis Analyst role is highly visible, offering exposure to PWP’s senior business leaders. As part of a three person team, the Analyst will be responsible for preparing all corporate level financial reporting, including budgeting and projecting as well as various strategic analyses. The position represents an excellent opportunity for candidates to hone problem solving, modeling, and leadership skills and contribute to the strategic direction of the firm.


The key responsibilities will be as follows: 

  • Design and develop financial models and presentations for strategic discussions 
  • Prepare monthly, quarterly, annual and ad hoc management reporting for Chief Financial Officer and Corporate Controller
  • Interact with finance department in preparation of financial statements and analysis for investors and auditors
  • Interface with cross-divisional team in preparation of budgets, projections and financial analysis 
  • Perform competitor / industry research

Desired Skills and Background:

  • Minimum 2-3 years of experience from either a premier management consulting firm or investment bank 
  • Outstanding ability to analyze problems and apply quantitative analytical approaches
  • Strong oral and written communication skills. Ability to clearly communicate and work well in cross-functional teams 
  • Strong track record demonstrating high level of personal initiative
  • Individual will have the demonstrated maturity and judgment to know when to act independently and when to drive consensus 
  • Advanced and efficient skills using MS Excel and PowerPoint tools 
  • Knowledge of advanced reporting tools such as Microsoft PowerPivot or PowerBI
  • Excellent written and verbal communication skills 
  • Familiarity with financial accounting is a plus

About Perella Weinberg Partners
Perella Weinberg Partners is a leading independent, client-focused financial services firm
providing advisory, asset management and energy securities research, underwriting and trading
services to a broad, global client base, including corporations, institutions and governments. The
Advisory business advises clients on mergers, acquisitions, strategic and capital structure
matters, financial restructuring and capital raising. The Asset Management business includes a
suite of hedge fund strategies, private investment funds and outsourced CIO solutions. Together
with its affiliates, the Asset Management business has capital commitments and managed assets
of more than $12 billion. The Firm’s energy practice operates as Tudor, Pickering, Holt & Co
( This practice provides high quality advice and services to the energy
industry as well as sales and trading, underwriting and research coverage on approximately 140
issuers worldwide. With approximately 650 employees, Perella Weinberg Partners maintains
offices in New York, Houston, London, Abu Dhabi, Denver, Dubai, San Francisco, and Calgary.
For more information on Perella Weinberg Partners, please visit


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