Teams at Northleaf Capital Partners

Supports corporate financial planning, forecasting, budgeting, performance reporting, KPI development, profitability modeling, valuation, and AUM continuity reporting. Maintains financial models, performs variance and scenario analysis, identifies business improvement opportunities, and provides decision support to senior leadership, the Board, and stakeholders. The role also contributes to strategic planning, financial strategy, and enterprise-wide value creation.

Support portfolio construction and risk management for private credit funds. Build and maintain fund models, analyze portfolio performance and risk, inform fund strategy, produce investor diligence responses, and support fund development and client communications.

Lead design and implementation of Northleaf's AI-ready knowledge architecture: taxonomy, metadata, content governance, onboarding, and quality testing to enable secure, repeatable AI/search workflows across SharePoint and Azure-based platforms.