Associate - Transformation

Job description

Position Overview ABOUT APOLLO 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. 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. POSITION OVERVIEW: The Associate – Finance Transformation will play a key role in modernizing finance processes through automation, advanced analytics, and emerging AI capabilities. This individual will redesign complex Excel-based workflows into scalable, controlled solutions using tools such as Alteryx, Power BI, Power Query, VBA, Python, Tableau, and approved AI platforms. Beyond automation delivery, this role will evaluate transformation opportunities holistically, identifying improved data sourcing strategies, redesigning inefficient processes, and supporting the exploration of AI tools and vendors (e.g., Claude). The Associate will operate in an agile environment, partnering directly with Finance, Accounting, and Investment stakeholders to develop scalable, sustainable solutions. PRIMARY RESPONSIBILITIES Process Redesign & Automation Analyze and deconstruct complex Excel-based processes with multiple manual steps and dependencies. Redesign workflows to improve scalability, transparency, and control. Develop automation solutions primarily using Alteryx and complementary tools. Implement reconciliation checks and automated validation controls to ensure accuracy and completeness. Optimize existing workflows to improve efficiency and performance. AI & Advanced Analytics Enablement Evaluate AI and automation use cases within Finance Transformation. Research and assess emerging tools and vendors, including generative AI platforms. Support pilot initiatives and proof-of-concept development. Collaborate with leadership to define metrics, tracking frameworks, and KPIs to measure transformation impact. Assist in communicating program progress and results to stakeholders. Solution Design & Data Structuring Apply strong data modeling principles to support scalable reporting solutions. Structure transformed data to enable reporting, trending, variance analysis, and future enhancements. Balance ideal-state architecture with practical tool constraints. Delivery Ownership & Initiative Coordination Own E2E delivery of assigned transformation initiatives/JIRA stories Partner with stakeholders to define scope, requirements, objectives, and delivery Develop and maintain lightweight timelines Coordinate execution across Finance, Accounting, and Technology. Stakeholder Collaboration & Communication Partner directly with Finance, Accounting, and Investment stakeholders. Translate business requirements into structured solution designs. Present findings and recommendations clearly using organized documentation and summaries. Support adoption and change management for new automated processes. Qualifications & Experience Bachelor’s degree in finance, Accounting, Information Systems, Data Analytics, or related field. 5–8 years of experience in Finance or Accounting, Data Transformation, Financial Systems, Automation, or related roles Demonstrated experience automating complex Excel-based processes. Hands-on experience with Alteryx or comparable automation tools. Experience working directly with business stakeholders to redesign and improve processes. Exposure to AI tools, analytics platforms, or transformation program initiatives preferred. Technical Skills Advanced Excel (complex formulas, structured modeling). Strong Alteryx development experience. Experience with BI tools (Power BI, Tableau). Experience with data transformation tools (Power Query or equivalent). Strong understanding of data modeling principles to support scalable reporting solutions. Experience implementing reconciliation checks and automated validation controls. Familiarity with AI platforms or automation frameworks is a plus. Core Competencies Structured analytical thinking and problem-solving Ability to evaluate processes holistically and challenge inefficient workflows Strong written and verbal communication skills Comfort operating in an agile, evolving environment Ability to balance innovation with practical implementation constraints. Strong stakeholder relationship management skills. Apollo provides equal employment opportunities regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, color, nationality, ethnic or national origin, religion or belief, veteran status, gender/sex or sexual orientation, or any other criterion or circumstance protected by applicable law, ordinance, or regulation. The above criteria are intended to be used as a guide only – candidates who do not meet all the above criteria may still be considered if they are deemed to have relevant experience/ equivalent levels of skill or knowledge to fulfil the requirements of the role. Any job offer will be conditional upon and subject to satisfactory reference and background screening checks, all necessary corporate and regulatory approvals or certifications as required from time to time, and entering definitive contractual documentation satisfactory to Apollo.