Wellington Management | Financial Reporting Analyst, US Funds

Responsibilities

• With over US$1 trillion in assets under management as of 31 December 2021, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries.
• As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients.
• Fund Services is responsible for the financing, accounting, and operations for these investment funds.
• This role will require frequent interaction and collaboration with other Wellington teams and service providers (Custodians, Fund Administrators, Auditors).
• Assist with the annual audit process, including financial statement reviews, and work closely with fund auditors and service providers.
• Perform a variety of daily/weekly/monthly centralized activities, such as regulatory filings, client reporting, and management reporting.
• Assist with process improvement efforts by helping to identify, develop and implement enhancements.
• Respond to internal and external inquiries on a broad array of topics.
• Support projects associated with the funds, Wellington’s operational and systems infrastructure and service providers.
• Contribute to enhancing internal controls and process documentation.
• Develop relationships with Wellington’s centralized teams and external service providers.

Requirements

• College undergraduate degree in accounting, finance, or business.
• Very strong attention to detail and organizational skills.
• Strong written and verbal communication skills and ability to collaborate effectively with other individuals.
• A natural curiosity and desire to expand one’s knowledge and role.
• Advanced Excel, Access skills, business intelligence/IT skills using Alteryx, SQL, Tableau or a desire to develop them.
• Desire and ability to work in a fast-paced, team-oriented environment, performing multiple tasks and balancing competing priorities.
• Ability to work independently and solve problems.
• 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.

Wellington Management

Wellington Management is an employer hiring in the United States (sector: BFSI / Investments / Insurance).

Its finance, accounts, audit and tax openings in the United States are mostly in Boston.

• Industry: BFSI / Investments / Insurance