Responsibilities
- Provide financial support for business functions analyzing the P&L
- Support production and delivery of recurring financial reporting packages / analysis for CFO / Leadership team;
- Financial planning includingpletion of budget and forecasts for business functions and support of apanying presentations;
- Creation of financial models to support strategic project work; provide additional support to business sponsors of projects, including implementation and ongoing measurement;
- Project work related to : i) development of data and reporting platforms, ii) initiative modeling and tracking, iii) statistical modeling related to what-if scenarios and predictive oues, and iv) other ad hoc efforts
Qualifications
- 2+ years of work experience
- Strong analytical,munication skills; interpersonal skills
- High degree of intellectual curiosity related to the Asset Management business and technology / tools
- Demonstrated ability to : i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology / applications, and iii) solve problems in a creative manner;
- Strong applications skills - Excel & PowerPoint; experience with Workday, Tableau, Alteryx, or Adaptive Technologies a plus
- Financial modeling knowledge and application
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and wee a chance to review your background.
We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law .
If you are a candidate with a disability, or are assisting a candidate with a disability, and require an amodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington .
At Wellington Management, our approach topensation is designed to help us attract, inspire and retain the best talent in our strive to pay employees fairly andpetitively across all levels and roles.
Our approach topensation considers all aspects of totalpensation; all employees are eligible to receive salary, variablepensation, and benefits.
The base salary range for this position is :
USD 65,000 - 150,000
This range takes into account the wide range of factors that are considered when makingpensation decisions, including but not limited to skill sets;
role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and totalpensation aspects will be shared with candidates during the recruitment process.
Base salary is only oneponent of Wellington's totalpensation approach. Other rewards may include a discretionary Corporate Bonus and / or Incentives, if eligible.
In addition, we offer aprehensive and high value benefit package to meet the unique needs of our employees and their families, and we aremitted to fostering a flexible work environment that enables employees to thrive personally and professionally.
Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts andmuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition / CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Job ID R90763