About Us

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 60 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.

About the Role

Position

This position will be a member of the FP&A team which delivers support to the CFO and other senior management related to financial performance. The role involves extensive interactions with a broad range of individuals spanning all global business functions, centered on financial management and planning. FP&A group members are heavily involved with project-based work that help leaders run their business as well as understand and analyze strategic business initiatives.

This role will support the Infrastructure Platform and specifically will have a focus on the Information Technology organization. This individual will be responsible for a broad array of support and deliverables including annual budget planning, monthly reforecasting and reporting & analysis for senior management. Support will include ongoing interaction with various levels of the Organization and will engage with team members across multiple areas of Finance.

Candidates should enjoy being part of a dynamic team that seeks to innovate, and constantly look for opportunities to increase the value of our interactions and deliverables to our clients. Characteristics of successful team members include: i) intellectual curiosity, ii) strong technical aptitude, iii) ability to ‘connect the dots’, iv) strong communication skills, v) ability to ‘shift lanes’ and deliver while multitasking, and vi) flexibility to assume various roles working in a fast-paced, team-oriented environment.

RESPONSIBILITIES

• Provide financial support for business functions analyzing the P&L

• Support production and delivery of recurring financial reporting packages for business leaders
• Financial planning including completion of budget and forecasts for business functions and support of accompanying 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 improving processes including the development of data and reporting platforms as well as modeling and tracking related to objectives and key results
• Participate in core analytical work, preparing materials and presenting at meetings with technology leaders

QUALIFICATIONS

• Bachelor’s degree or higher
• 2+ years of work experience
• Strong analytical, communication 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 welcome 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 accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

This range takes into account the wide range of factors that are considered when making compensation 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 total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed 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 and commuter 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)