Wellington Management Company, LLP
New York, New York
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 We are seeking to recruit a Research Associate (RA) to join our Global Industry Research Finance Team. The Research Associate will work with the lead Global Industry Research Analyst covering the Finance sectors. As a Research Associate, you will play a critical role in assisting senior analysts and portfolio management teams in conducting independent equity research - the cornerstone of our investment approach. The ideal candidate will be a self-directed, hard-working team player who is passionate about both finance and the investment management industry. This position is based in Boston or NYC. Responsibilities for this position will include working closely with the lead Global Industry Analyst on the following: • Maintaining the integrity of industry and comparative valuation models; • Performing continuous due diligence on US financials spanning the breadth of the sub-sector; • Building and maintaining company financial models on prospective investments; • Completing complex analytical projects under tight time constraints; • Staying abreast of relevant company and industry materials and communications; • Working to identify emerging research trends and novel and investable developments. ESSENTIAL SKILLS • Analytical acumen and passion for markets -The ideal candidate will have a superior financial modeling skills, strong analytical capabilities, and an eagerness to apply their expertise in support of Wellington's finance investing. The RA will be passionate about investing and the finance industry. • Superior collaboration skills - The Research Associate will be a self-directed, hard-working team player, who contributes to the research efforts of the finance services Global Industry Analyst. The successful candidate will enjoy contributing to a highly collaborative investment environment and will build strong, trusting relationships internally with colleagues across the finance team. The ability to communicate (both verbally and in writing) and contribute to an open investment dialogue is required. • Growth mindset - The flexibility and openness to continue learning, evolving, and growing as a Research Associate is important. The RA will have a global perspective and creative approach for analyzing investment opportunities in finance equities. QUALIFICATIONS Additional qualifications and characteristics include: • A minimum of 6 years of previous investment experience ideally within the finance industry is preferred; equally strong applicants with relevant experience within the financial services space will also be considered; • Experience covering finance services in sell-side equity research, investment banking or private equity; • Financial modeling ability; • Aptitude for building investment science skill set through interest in the intersection of science and investing; • Sound judgment, strong work ethic and highest personal and professional integrity; • Demonstrated analytical ability; • Ability to work independently and make decisions in the face of uncertainty; • Ability to organize, manage, and prioritize time well; • Strict attention to detail; • Effective communications skills, both written and verbal; and • Superior academic credentials and track record, an undergraduate degree is required; progress with CFA/CAIA levels is additive. LOCATION The Research Associate, Finance Team will be based in Wellington's Global Headquarters in Boston or NYC. 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 . 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: USD 65,000 - 150,000 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)
03/27/2024
Full time
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 We are seeking to recruit a Research Associate (RA) to join our Global Industry Research Finance Team. The Research Associate will work with the lead Global Industry Research Analyst covering the Finance sectors. As a Research Associate, you will play a critical role in assisting senior analysts and portfolio management teams in conducting independent equity research - the cornerstone of our investment approach. The ideal candidate will be a self-directed, hard-working team player who is passionate about both finance and the investment management industry. This position is based in Boston or NYC. Responsibilities for this position will include working closely with the lead Global Industry Analyst on the following: • Maintaining the integrity of industry and comparative valuation models; • Performing continuous due diligence on US financials spanning the breadth of the sub-sector; • Building and maintaining company financial models on prospective investments; • Completing complex analytical projects under tight time constraints; • Staying abreast of relevant company and industry materials and communications; • Working to identify emerging research trends and novel and investable developments. ESSENTIAL SKILLS • Analytical acumen and passion for markets -The ideal candidate will have a superior financial modeling skills, strong analytical capabilities, and an eagerness to apply their expertise in support of Wellington's finance investing. The RA will be passionate about investing and the finance industry. • Superior collaboration skills - The Research Associate will be a self-directed, hard-working team player, who contributes to the research efforts of the finance services Global Industry Analyst. The successful candidate will enjoy contributing to a highly collaborative investment environment and will build strong, trusting relationships internally with colleagues across the finance team. The ability to communicate (both verbally and in writing) and contribute to an open investment dialogue is required. • Growth mindset - The flexibility and openness to continue learning, evolving, and growing as a Research Associate is important. The RA will have a global perspective and creative approach for analyzing investment opportunities in finance equities. QUALIFICATIONS Additional qualifications and characteristics include: • A minimum of 6 years of previous investment experience ideally within the finance industry is preferred; equally strong applicants with relevant experience within the financial services space will also be considered; • Experience covering finance services in sell-side equity research, investment banking or private equity; • Financial modeling ability; • Aptitude for building investment science skill set through interest in the intersection of science and investing; • Sound judgment, strong work ethic and highest personal and professional integrity; • Demonstrated analytical ability; • Ability to work independently and make decisions in the face of uncertainty; • Ability to organize, manage, and prioritize time well; • Strict attention to detail; • Effective communications skills, both written and verbal; and • Superior academic credentials and track record, an undergraduate degree is required; progress with CFA/CAIA levels is additive. LOCATION The Research Associate, Finance Team will be based in Wellington's Global Headquarters in Boston or NYC. 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 . 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: USD 65,000 - 150,000 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)
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 We are seeking to recruit a Research Associate (RA) to join our Global Industry Research Finance Team. The Research Associate will work with the lead Global Industry Research Analyst covering the Finance sectors. As a Research Associate, you will play a critical role in assisting senior analysts and portfolio management teams in conducting independent equity research - the cornerstone of our investment approach. The ideal candidate will be a self-directed, hard-working team player who is passionate about both finance and the investment management industry. This position is based in Boston or NYC. Responsibilities for this position will include working closely with the lead Global Industry Analyst on the following: • Maintaining the integrity of industry and comparative valuation models; • Performing continuous due diligence on US financials spanning the breadth of the sub-sector; • Building and maintaining company financial models on prospective investments; • Completing complex analytical projects under tight time constraints; • Staying abreast of relevant company and industry materials and communications; • Working to identify emerging research trends and novel and investable developments. ESSENTIAL SKILLS • Analytical acumen and passion for markets -The ideal candidate will have a superior financial modeling skills, strong analytical capabilities, and an eagerness to apply their expertise in support of Wellington's finance investing. The RA will be passionate about investing and the finance industry. • Superior collaboration skills - The Research Associate will be a self-directed, hard-working team player, who contributes to the research efforts of the finance services Global Industry Analyst. The successful candidate will enjoy contributing to a highly collaborative investment environment and will build strong, trusting relationships internally with colleagues across the finance team. The ability to communicate (both verbally and in writing) and contribute to an open investment dialogue is required. • Growth mindset - The flexibility and openness to continue learning, evolving, and growing as a Research Associate is important. The RA will have a global perspective and creative approach for analyzing investment opportunities in finance equities. QUALIFICATIONS Additional qualifications and characteristics include: • A minimum of 6 years of previous investment experience ideally within the finance industry is preferred; equally strong applicants with relevant experience within the financial services space will also be considered; • Experience covering finance services in sell-side equity research, investment banking or private equity; • Financial modeling ability; • Aptitude for building investment science skill set through interest in the intersection of science and investing; • Sound judgment, strong work ethic and highest personal and professional integrity; • Demonstrated analytical ability; • Ability to work independently and make decisions in the face of uncertainty; • Ability to organize, manage, and prioritize time well; • Strict attention to detail; • Effective communications skills, both written and verbal; and • Superior academic credentials and track record, an undergraduate degree is required; progress with CFA/CAIA levels is additive. LOCATION The Research Associate, Finance Team will be based in Wellington's Global Headquarters in Boston or NYC. 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 . 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: USD 65,000 - 150,000 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)
03/27/2024
Full time
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 We are seeking to recruit a Research Associate (RA) to join our Global Industry Research Finance Team. The Research Associate will work with the lead Global Industry Research Analyst covering the Finance sectors. As a Research Associate, you will play a critical role in assisting senior analysts and portfolio management teams in conducting independent equity research - the cornerstone of our investment approach. The ideal candidate will be a self-directed, hard-working team player who is passionate about both finance and the investment management industry. This position is based in Boston or NYC. Responsibilities for this position will include working closely with the lead Global Industry Analyst on the following: • Maintaining the integrity of industry and comparative valuation models; • Performing continuous due diligence on US financials spanning the breadth of the sub-sector; • Building and maintaining company financial models on prospective investments; • Completing complex analytical projects under tight time constraints; • Staying abreast of relevant company and industry materials and communications; • Working to identify emerging research trends and novel and investable developments. ESSENTIAL SKILLS • Analytical acumen and passion for markets -The ideal candidate will have a superior financial modeling skills, strong analytical capabilities, and an eagerness to apply their expertise in support of Wellington's finance investing. The RA will be passionate about investing and the finance industry. • Superior collaboration skills - The Research Associate will be a self-directed, hard-working team player, who contributes to the research efforts of the finance services Global Industry Analyst. The successful candidate will enjoy contributing to a highly collaborative investment environment and will build strong, trusting relationships internally with colleagues across the finance team. The ability to communicate (both verbally and in writing) and contribute to an open investment dialogue is required. • Growth mindset - The flexibility and openness to continue learning, evolving, and growing as a Research Associate is important. The RA will have a global perspective and creative approach for analyzing investment opportunities in finance equities. QUALIFICATIONS Additional qualifications and characteristics include: • A minimum of 6 years of previous investment experience ideally within the finance industry is preferred; equally strong applicants with relevant experience within the financial services space will also be considered; • Experience covering finance services in sell-side equity research, investment banking or private equity; • Financial modeling ability; • Aptitude for building investment science skill set through interest in the intersection of science and investing; • Sound judgment, strong work ethic and highest personal and professional integrity; • Demonstrated analytical ability; • Ability to work independently and make decisions in the face of uncertainty; • Ability to organize, manage, and prioritize time well; • Strict attention to detail; • Effective communications skills, both written and verbal; and • Superior academic credentials and track record, an undergraduate degree is required; progress with CFA/CAIA levels is additive. LOCATION The Research Associate, Finance Team will be based in Wellington's Global Headquarters in Boston or NYC. 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 . 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: USD 65,000 - 150,000 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)
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 Tracing its roots to the founding of the Wellington Fund in 1928, the original Wellington Management Company was incorporated in 1933. Wellington Management serves an extremely diverse mix of institutional investors located in over 61 countries. Our clients include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors - both defined benefit and defined contribution - and many other types of institutions. Wellington Management does not engage in any business other than managing money on behalf of our clients. Our mission is to exceed the investment objectives and service expectations of our clients worldwide, and by doing so, ensure the viability of the firm. In addition, we seek to be a leader, an innovator, and a symbol of integrity in the investment management business. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. JOB OVERVIEW Portfolio Accounting is responsible for the integrity of Wellington's records, including reconciliation with our client's custodians, to ensure we can provide comprehensive, accurate and transparent information to the firm. Accounting data serves as a foundational data source for our investors, clients, and infrastructure teams who support the firm. The Senior Portfolio Accounting Analyst on the Reconciliation Team is primarily responsible for research and resolution of reconciliation items between Wellington and our client's custodian banks, prime brokers, and accounting agents ("banks"). They possess a broad understanding of investment accounting and the drivers and root causes that lead to reconciliation differences. Attention to detail, and strong communication and investigation skills are essential to success. RESPONSIBILITIES Work closely with internal groups to identify and resolve open reconciliation items Identify break patterns and opportunities for process and control improvements Use bank portals in the research of position, cash, and market value differences Maintain concise documentation and proper audit trail for in flight items Analyze bank data to improve the quality of the reconciliation results Collaborate and provide guidance to outsourced team members on escalated issues or inquiries QUALIFICATIONS A bachelor's degree 3-5 years of experience in the Financial Services industry Accounting, custody, and/or reconciliation experience Experience working with data in Excel SQL or Python knowledge is a plus Deep understanding of accounting for fixed income and equity Baseline understanding of accounting for derivatives and synthetic exposures Inquisitive and comfortable challenging the status-quo Demonstrated effective communication skills, and a high level of attention to detail Comfort working across a global team Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment Cheerful outlook, self-motivated and willing to work in an energetic, fast paced team environment 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 . 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: USD 80,000 - 180,000 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)
03/21/2024
Full time
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 Tracing its roots to the founding of the Wellington Fund in 1928, the original Wellington Management Company was incorporated in 1933. Wellington Management serves an extremely diverse mix of institutional investors located in over 61 countries. Our clients include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors - both defined benefit and defined contribution - and many other types of institutions. Wellington Management does not engage in any business other than managing money on behalf of our clients. Our mission is to exceed the investment objectives and service expectations of our clients worldwide, and by doing so, ensure the viability of the firm. In addition, we seek to be a leader, an innovator, and a symbol of integrity in the investment management business. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. JOB OVERVIEW Portfolio Accounting is responsible for the integrity of Wellington's records, including reconciliation with our client's custodians, to ensure we can provide comprehensive, accurate and transparent information to the firm. Accounting data serves as a foundational data source for our investors, clients, and infrastructure teams who support the firm. The Senior Portfolio Accounting Analyst on the Reconciliation Team is primarily responsible for research and resolution of reconciliation items between Wellington and our client's custodian banks, prime brokers, and accounting agents ("banks"). They possess a broad understanding of investment accounting and the drivers and root causes that lead to reconciliation differences. Attention to detail, and strong communication and investigation skills are essential to success. RESPONSIBILITIES Work closely with internal groups to identify and resolve open reconciliation items Identify break patterns and opportunities for process and control improvements Use bank portals in the research of position, cash, and market value differences Maintain concise documentation and proper audit trail for in flight items Analyze bank data to improve the quality of the reconciliation results Collaborate and provide guidance to outsourced team members on escalated issues or inquiries QUALIFICATIONS A bachelor's degree 3-5 years of experience in the Financial Services industry Accounting, custody, and/or reconciliation experience Experience working with data in Excel SQL or Python knowledge is a plus Deep understanding of accounting for fixed income and equity Baseline understanding of accounting for derivatives and synthetic exposures Inquisitive and comfortable challenging the status-quo Demonstrated effective communication skills, and a high level of attention to detail Comfort working across a global team Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment Cheerful outlook, self-motivated and willing to work in an energetic, fast paced team environment 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 . 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: USD 80,000 - 180,000 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)
Overview The Director is responsible for supporting the Claims organization by providing data, analytics and reporting to identify opportunities to improve efficiency and effectiveness. The right candidate will bring a balance of analytical abilities, creativity, execution and team management skills to the table. Maintains a solid understanding of AmTrust's mission, vision, and values. Upholds the standards of the AmTrust and Claims organization. Responsibilities Collaborates with Claims and Actuarial department heads to coordinate complex analysis of claims trends and patterns. Learns business processes and understand relevant data. Adept and evaluating and pivoting very large data sets with an ability to spot trends and present business insights. Prepares deliverables for, and collaborates with, senior leaders and cross-functional teams. Supports Claims leadership team with ad-hoc requests. Performs other functionally related duties as assigned. Qualifications Required: Bachelor's degree 9+ years financial or operational analytical experience Experience with Office particularly Excel, Power BI, and SharePoint. Experience using writing advanced SQL with BI software suites Extensive prior experience in reporting and data visualization solutions, consulting or business analysis. Familarity with actuarial concepts Experience building and interpreting triangles Ability to operate autonomously and lead cross-functional teams Experience leading a team of analysts Preferred: MBA Familiarity with Managed Care Understand healthcare data (claims, medical, and pharmacy) to enable evaluation of Managed Care strategic initiatives Understand healthcare terminology and healthcare industry trends What We Offer AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities. Our benefits include Medical & Dental Plans, Life Insurance, including eligible spouses & children, Health Care Flexible Spending, Dependent Care, 401k Savings Plans, Paid Time Off. AmTrust strives to create a diverse and inclusive culture where thoughts and ideas of all employees are appreciated and respected. This concept encompasses but is not limited to human differences with regard to race, ethnicity, gender, sexual orientation, culture, religion or disabilities. AmTrust values excellence and recognizes that by embracing the diverse backgrounds, skills, and perspectives of its workforce, it will sustain a competitive advantage and remain an employer of choice. Diversity is a business imperative, enabling us to attract, retain and develop the best talent available. We see diversity as more than just policies and practices. It is an integral part of who we are as a company, how we operate and how we see our future. #LI-AS2
01/19/2021
Full time
Overview The Director is responsible for supporting the Claims organization by providing data, analytics and reporting to identify opportunities to improve efficiency and effectiveness. The right candidate will bring a balance of analytical abilities, creativity, execution and team management skills to the table. Maintains a solid understanding of AmTrust's mission, vision, and values. Upholds the standards of the AmTrust and Claims organization. Responsibilities Collaborates with Claims and Actuarial department heads to coordinate complex analysis of claims trends and patterns. Learns business processes and understand relevant data. Adept and evaluating and pivoting very large data sets with an ability to spot trends and present business insights. Prepares deliverables for, and collaborates with, senior leaders and cross-functional teams. Supports Claims leadership team with ad-hoc requests. Performs other functionally related duties as assigned. Qualifications Required: Bachelor's degree 9+ years financial or operational analytical experience Experience with Office particularly Excel, Power BI, and SharePoint. Experience using writing advanced SQL with BI software suites Extensive prior experience in reporting and data visualization solutions, consulting or business analysis. Familarity with actuarial concepts Experience building and interpreting triangles Ability to operate autonomously and lead cross-functional teams Experience leading a team of analysts Preferred: MBA Familiarity with Managed Care Understand healthcare data (claims, medical, and pharmacy) to enable evaluation of Managed Care strategic initiatives Understand healthcare terminology and healthcare industry trends What We Offer AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities. Our benefits include Medical & Dental Plans, Life Insurance, including eligible spouses & children, Health Care Flexible Spending, Dependent Care, 401k Savings Plans, Paid Time Off. AmTrust strives to create a diverse and inclusive culture where thoughts and ideas of all employees are appreciated and respected. This concept encompasses but is not limited to human differences with regard to race, ethnicity, gender, sexual orientation, culture, religion or disabilities. AmTrust values excellence and recognizes that by embracing the diverse backgrounds, skills, and perspectives of its workforce, it will sustain a competitive advantage and remain an employer of choice. Diversity is a business imperative, enabling us to attract, retain and develop the best talent available. We see diversity as more than just policies and practices. It is an integral part of who we are as a company, how we operate and how we see our future. #LI-AS2