Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 50 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. POSITION
Requirements An interest in financial services / asset management is fundamental to success in this role as the successful candidate will be working with business functions and providing insights in to all aspects of the Firm's business.
A candidate with a technical skillset or a desire to build one (including experience in or an interest in Tableau, SQL) in addition to a Finance related background would be highly desirable. Reporting, financial analysis, and advanced excel skills are important as well as any database skills. The successful candidate will have a sharp intellect, a commitment to grow, enthusiasm and above all a work ethic that is second to none. Our preference is for a candidate with 3+ years of relevant professional experience
The Finance Analyst will provide a broad array of financial support on behalf of the Financial Operations and Analysis team, including activities pertaining to financial analysis, revenue reporting, forecasting and management reporting.
The role requires a good understanding of Wellington's business and is a superb opportunity to learn how an asset management firm works.
As such, this candidate will also support various business functions of the firm including the Global Relationship Group, Product Management, Portfolio Management, Investment Research, and many of our management and oversight Committees.
Responsibilities Specific responsibilities include: • Management reporting on investment and relationship teams for Regional Heads of Offices, Global Relationship Group, Regional Board Members and Strategic Relationship Advisory Committee • Leverage different systems and sources to build reports (Financial Reporting Platform, Performance Reporter, AIM, Product Master and Salesforce) • Provide analysis on books of businesses, assets under management, revenue, net client growth, accounts at-risk, pipeline, and performance • Devise processes to improve the distribution speed of data and analysis, leveraging tools such as Tableau • Draft and deliver business update talking points for town halls and committee meetings for Heads of Offices • Prioritize conflicting deliverables while effectively managing expectations of the end users •
Assist with the identification and implementation of system and process enhancements
Bachelor's degree with strong academic credentials is preferred, although not essential if there is sufficient relevant professional experience •
Strong organizational skills and attention to detail •
Ability to multi-task and work in a challenging fast paced environment •
Strong interpersonal (written and verbal) communication skills •
Maturity, professionalism, and high level of discretion is required •
Ability to work independently and in a collaborative team environment •
Proficient in Excel along with an interest in developing Access and SQL skills and learning how to use various report writing software/tools (Tableau experience would be a bonus) JOB TITLE
Financial Analyst JOB FAMILY
As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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 accommodation to apply for one of our jobs, please email us at GMCANINQ@wellington.com .