General Information Press space or enter keys to toggle section visibility Work Location: Los Angeles, USA Work Schedule Monday through Friday, 8am to 5pm Posted Date 01/12/2023 Salary Range: $31.03 - 65.9 Hourly Employment Type 2 - Staff: Career Duration Indefinite Job # 3087 Primary Duties and Responsibilities Press space or enter keys to toggle section visibility The Procurement Analyst III is responsible for using foundational purchasing knowledge to complete substantive assignments, projects and tasks of moderate scope and complexity. In a highly independent manner, this role will utilize department and campus protocol, policies and guidelines to make sound judgement on the acquisition of goods and services. The duties will include: Continuously improving the purchasing workflow to ensure timely and accurate completion of all purchasing requests to achieve best efficiency, develop, manage and maintain fiscal and operational reporting that can provide a variety of analytical insight Developing and maintaining accurate database of all inventoried equipment service agreements, delivery schedules and payment plans per lease or outright purchase details Drafting and executing complex purchase orders of capital expenditures, supplies and services which require multiple steps of compliance assurance and contract review Establishing strong bonds with vendors to review and ensure best rate and quality on service Reconciling complex account issues in close collaboration with campus central finance departments like Accounts Payable and Central Purchasing Train and develop new hire procurement specialists Working with Purchasing Manager to develop and distribute department guidelines and training on best practices, protocol and policy to all department employees and outside vendors in person and virtually Job Qualifications Press space or enter keys to toggle section visibility Knowledge of University and Federal purchasing of equipment policies and procedures - preferred Strong, demonstrated skill and extensive experience using on-line Purchasing System (PAC) and/or BruinBuy to create complex requisitions and perform terms and rates review and negotiation with suppliers per UCLA compliance standards - preferred Ability to communicate professionally and effectively with Campus departments, department staff and leadership, and 3rd party suppliers to resolve problems as quickly as possible Ability to organize and manage large volumes of information in both physical filing systems and electronic database or filing systems Demonstrated ability to design, modify, create formulas, modify formats and run various reports in Excel Demonstrated skill in assessing situations, anticipating problems, gathering information or data, and recommending solutions Demonstrated skill in financial analysis, planning, preparation and administration for a budget with multiple complex funding sources Demonstrated skill in using IBM PC and Mac OS with Microsoft Access and Microsoft Office General knowledge of radiological supplies, services, and equipment Skill in analyzing discrete accounting data to discover errors, initiate corrective action, and formulate logical conclusion to make fiscal projections Working knowledge of university material management procedures, accounting reports, and procedures
04/18/2024
Full time
General Information Press space or enter keys to toggle section visibility Work Location: Los Angeles, USA Work Schedule Monday through Friday, 8am to 5pm Posted Date 01/12/2023 Salary Range: $31.03 - 65.9 Hourly Employment Type 2 - Staff: Career Duration Indefinite Job # 3087 Primary Duties and Responsibilities Press space or enter keys to toggle section visibility The Procurement Analyst III is responsible for using foundational purchasing knowledge to complete substantive assignments, projects and tasks of moderate scope and complexity. In a highly independent manner, this role will utilize department and campus protocol, policies and guidelines to make sound judgement on the acquisition of goods and services. The duties will include: Continuously improving the purchasing workflow to ensure timely and accurate completion of all purchasing requests to achieve best efficiency, develop, manage and maintain fiscal and operational reporting that can provide a variety of analytical insight Developing and maintaining accurate database of all inventoried equipment service agreements, delivery schedules and payment plans per lease or outright purchase details Drafting and executing complex purchase orders of capital expenditures, supplies and services which require multiple steps of compliance assurance and contract review Establishing strong bonds with vendors to review and ensure best rate and quality on service Reconciling complex account issues in close collaboration with campus central finance departments like Accounts Payable and Central Purchasing Train and develop new hire procurement specialists Working with Purchasing Manager to develop and distribute department guidelines and training on best practices, protocol and policy to all department employees and outside vendors in person and virtually Job Qualifications Press space or enter keys to toggle section visibility Knowledge of University and Federal purchasing of equipment policies and procedures - preferred Strong, demonstrated skill and extensive experience using on-line Purchasing System (PAC) and/or BruinBuy to create complex requisitions and perform terms and rates review and negotiation with suppliers per UCLA compliance standards - preferred Ability to communicate professionally and effectively with Campus departments, department staff and leadership, and 3rd party suppliers to resolve problems as quickly as possible Ability to organize and manage large volumes of information in both physical filing systems and electronic database or filing systems Demonstrated ability to design, modify, create formulas, modify formats and run various reports in Excel Demonstrated skill in assessing situations, anticipating problems, gathering information or data, and recommending solutions Demonstrated skill in financial analysis, planning, preparation and administration for a budget with multiple complex funding sources Demonstrated skill in using IBM PC and Mac OS with Microsoft Access and Microsoft Office General knowledge of radiological supplies, services, and equipment Skill in analyzing discrete accounting data to discover errors, initiate corrective action, and formulate logical conclusion to make fiscal projections Working knowledge of university material management procedures, accounting reports, and procedures
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 JOB SUMMARY Wellington Management manages, sponsors and sub-advises a broad array of products across equity, fixed income, and alternative asset classes. Products are offered to a global investor base and are subject to a variety of different constraints requiring a high degree of customization to meet our clients' unique needs. The Capital Solutions team is a new function that sits within Wellington's Global Trading department and is responsible for providing strategic vision and leadership for all aspects of Wellington's financing related activities for investment strategies. Core responsibilities of the team include advising portfolio managers on the most optimal ways to finance portfolios, recommending and implementing financing and lending strategies to generate cost savings/additional yield, providing economic transparency through analytics and decision support tools, and leveraging strategic sell side relationships to innovate and identify unique lending and borrowing opportunities. The function is closely aligned with the firm's alternative investment growth efforts. The Capital Solutions Analyst will help to build and support the function by playing a key role in sourcing, analyzing, and identifying optimization opportunities using financing related data. The candidate will also lead and contribute to cross functional projects focused on technology and other infrastructure enhancements necessary to establish the function at scale in addition to advising portfolio managers, traders, product managers, operations staff, and clients with respect to financing and yield opportunities. The Capital Solutions Analyst will report to the Head of Capital Solutions. The role will require frequent interaction with counterparties, technology providers, portfolio managers, traders, product managers, operations teams, the tax team, and the legal team. JOB RESPONSIBILITIES The ideal candidate for this role is someone with a strong work ethic who is looking to expand his or her knowledge and impact. The candidate will receive training and be expected to quickly learn such that they will be able to: Assist the team in advising on methods of implementing financing strategies for various product types and investment styles Source and analyze internal and external data to gather insights and share recommendations using basic query tools - comfort using SQL and/or Python is strongly preferred Build relationships with internal service consumers (portfolio managers, traders) as well as counterparties (prime brokers, repo desks) to identify firm needs and industry solutions Develop subject matter expertise for certain financing related topics, analyze and resolve complex problems, and respond to inquiries in a timely and effective manner Keep apprised of industry and regulatory developments as they relate to financing, prime brokerage, repo, securities lending, bank balance sheet and regulatory sensitivities, collateral, and technology Lead and/or contribute (as applicable) to strategic projects and opportunistic solutions by working with other Wellington teams including Portfolio Management, Trading, Product Management, Operations, Legal & Compliance, and Tax JOB QUALIFICATIONS A natural curiosity and desire to expand one's knowledge and role College undergraduate degree, preferably in finance, engineering, economics, or mathematics Desire and ability to work in a fast-paced environment for a new but growing function, performing multiple tasks while balancing competing priorities Desire to lead projects and cross functional initiatives Previous experience in a role focused on securities financing, collateral optimization, or hedge fund treasury will be viewed favorably While coding skills are not required, comfort with analyzing large amounts of data to draw conclusions is expected A client service mindset and strong communication skills High degree of integrity 5-10 years of industry experience Possession of or progress towards a CFA charter or advanced degree is considered a plus 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)
04/18/2024
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 JOB SUMMARY Wellington Management manages, sponsors and sub-advises a broad array of products across equity, fixed income, and alternative asset classes. Products are offered to a global investor base and are subject to a variety of different constraints requiring a high degree of customization to meet our clients' unique needs. The Capital Solutions team is a new function that sits within Wellington's Global Trading department and is responsible for providing strategic vision and leadership for all aspects of Wellington's financing related activities for investment strategies. Core responsibilities of the team include advising portfolio managers on the most optimal ways to finance portfolios, recommending and implementing financing and lending strategies to generate cost savings/additional yield, providing economic transparency through analytics and decision support tools, and leveraging strategic sell side relationships to innovate and identify unique lending and borrowing opportunities. The function is closely aligned with the firm's alternative investment growth efforts. The Capital Solutions Analyst will help to build and support the function by playing a key role in sourcing, analyzing, and identifying optimization opportunities using financing related data. The candidate will also lead and contribute to cross functional projects focused on technology and other infrastructure enhancements necessary to establish the function at scale in addition to advising portfolio managers, traders, product managers, operations staff, and clients with respect to financing and yield opportunities. The Capital Solutions Analyst will report to the Head of Capital Solutions. The role will require frequent interaction with counterparties, technology providers, portfolio managers, traders, product managers, operations teams, the tax team, and the legal team. JOB RESPONSIBILITIES The ideal candidate for this role is someone with a strong work ethic who is looking to expand his or her knowledge and impact. The candidate will receive training and be expected to quickly learn such that they will be able to: Assist the team in advising on methods of implementing financing strategies for various product types and investment styles Source and analyze internal and external data to gather insights and share recommendations using basic query tools - comfort using SQL and/or Python is strongly preferred Build relationships with internal service consumers (portfolio managers, traders) as well as counterparties (prime brokers, repo desks) to identify firm needs and industry solutions Develop subject matter expertise for certain financing related topics, analyze and resolve complex problems, and respond to inquiries in a timely and effective manner Keep apprised of industry and regulatory developments as they relate to financing, prime brokerage, repo, securities lending, bank balance sheet and regulatory sensitivities, collateral, and technology Lead and/or contribute (as applicable) to strategic projects and opportunistic solutions by working with other Wellington teams including Portfolio Management, Trading, Product Management, Operations, Legal & Compliance, and Tax JOB QUALIFICATIONS A natural curiosity and desire to expand one's knowledge and role College undergraduate degree, preferably in finance, engineering, economics, or mathematics Desire and ability to work in a fast-paced environment for a new but growing function, performing multiple tasks while balancing competing priorities Desire to lead projects and cross functional initiatives Previous experience in a role focused on securities financing, collateral optimization, or hedge fund treasury will be viewed favorably While coding skills are not required, comfort with analyzing large amounts of data to draw conclusions is expected A client service mindset and strong communication skills High degree of integrity 5-10 years of industry experience Possession of or progress towards a CFA charter or advanced degree is considered a plus 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)
About Us CarePoint Health is one of New Jersey's leading health care systems comprised of three long-standing and highly-regarded hospitals - Bayonne Medical Center, Christ Hospital, and Hoboken University Medical Center. CarePoint united these three area hospitals to provide 360 degree coordinated care by integrating the medical facilities and physician networks associated with these institutions. With over 3,500 employees, CarePoint is the largest private employer in Hudson County, New Jersey, and each year provides care to over 300,000 individuals. CarePoint prides itself on its patient-focused approach to care delivery, with an emphasis on preventative medicine, health education, and disease management. Leveraging its vast network of physicians and healthcare experts, CarePoint is quickly becoming recognized as a leader in the broader healthcare landscape as it pioneers creative solutions to address urgent population health needs. What You'll Be Doing Under the direction of the VP of Revenue Cycle, plans, organizes and directs functions and activities of Patient's Accounts section relating to accounts receivable control, billings and collection and eligibility determination. In lieu of direct staff reporting if these functions are outsourced to a third-party vendor, will serve as the liaison as well as supervises the vendor and ensure that these functions are being performed. Also, have the capability to re-perform the functions of the vendors and access to various systems needed for patient's accounts. Implements policies, systems and procedures relating to staffing, supervision of personnel or vendor, coordination, control, audit and review of Patient's Accounts activities to attain Organization's goals and to maximize reimbursement for inpatient services, and outpatient services, in accordance with policies, guidelines and systems established by CarePoint Health. Essential Functions Ability to work in a team environment with analysts, other managers, and clinicians. Proficiency in presentation of analytical results. Demonstrate ability to facilitate team or group activities and demonstrated leadership qualities including professional verbal and written communication skills. Demonstrate ability to be flexible and to prioritize workload, decision-making skills, and professional development through participation in continuing education and professional organizations. Understand the principles of Information Systems in order to effectively analyze and make decisions; familiarity with the Meditech system is ideal. Establishes and maintains effective communications with internal management and staff as well as external customers and executive management. Interacts with the VP of Revenue Cycle and Senior VP of Finance, identifying revenue cycle opportunities and developing and implementing process improvement. Maintains relationships with key stakeholders within each business unit, reviewing monthly performance as it relates to revenue cycle processing to include Medical Records, Case Management, and Access Management. Participates in meetings and on committees and represents the department and hospital in community outreach efforts as required. Participates in multidisciplinary quality and service improvement teams. Provides direction to management team in Patient Financial Services, promoting teamwork, motivational techniques and staff development. Provides leadership and oversight of daily operations to the Patient Financial Services area. Provides leadership to implementation teams for major revenue cycle projects. Participates on other committees as requested. Responsible for 70+ million dollars annually in revenue billing and collections. Maintains Accounts Receivable performance goals. Responsible for monthly reporting and analysis of AR performance. Responsible for the development and implementation of policies and procedures. Continually reviews and modifies systems and data collections for maximum cash reimbursement. Reviews with VP of Revenue Cycle and Senior VP of Finance and makes monthly recommendations for adjustments to the bad debt and contractual allowance reserves. What We're Looking For Bachelors Degree in Finance, Business or a closely related field required. Requires 4-6 years of hospital management and accounts receivable experience with a functional knowledge in hospital patient accounts. Demonstrates strong written communication skills including report presentation, as well as proficiency with Microsoft Excel and Meditech. Position also requires operational problem solving/decision making skills. What We Offer Competitive pay Medical, dental, and vision insurance 401k with Company match Generous paid time off Paid Holidays Tuition Reimbursement Advancement and career development opportunities
04/18/2024
Full time
About Us CarePoint Health is one of New Jersey's leading health care systems comprised of three long-standing and highly-regarded hospitals - Bayonne Medical Center, Christ Hospital, and Hoboken University Medical Center. CarePoint united these three area hospitals to provide 360 degree coordinated care by integrating the medical facilities and physician networks associated with these institutions. With over 3,500 employees, CarePoint is the largest private employer in Hudson County, New Jersey, and each year provides care to over 300,000 individuals. CarePoint prides itself on its patient-focused approach to care delivery, with an emphasis on preventative medicine, health education, and disease management. Leveraging its vast network of physicians and healthcare experts, CarePoint is quickly becoming recognized as a leader in the broader healthcare landscape as it pioneers creative solutions to address urgent population health needs. What You'll Be Doing Under the direction of the VP of Revenue Cycle, plans, organizes and directs functions and activities of Patient's Accounts section relating to accounts receivable control, billings and collection and eligibility determination. In lieu of direct staff reporting if these functions are outsourced to a third-party vendor, will serve as the liaison as well as supervises the vendor and ensure that these functions are being performed. Also, have the capability to re-perform the functions of the vendors and access to various systems needed for patient's accounts. Implements policies, systems and procedures relating to staffing, supervision of personnel or vendor, coordination, control, audit and review of Patient's Accounts activities to attain Organization's goals and to maximize reimbursement for inpatient services, and outpatient services, in accordance with policies, guidelines and systems established by CarePoint Health. Essential Functions Ability to work in a team environment with analysts, other managers, and clinicians. Proficiency in presentation of analytical results. Demonstrate ability to facilitate team or group activities and demonstrated leadership qualities including professional verbal and written communication skills. Demonstrate ability to be flexible and to prioritize workload, decision-making skills, and professional development through participation in continuing education and professional organizations. Understand the principles of Information Systems in order to effectively analyze and make decisions; familiarity with the Meditech system is ideal. Establishes and maintains effective communications with internal management and staff as well as external customers and executive management. Interacts with the VP of Revenue Cycle and Senior VP of Finance, identifying revenue cycle opportunities and developing and implementing process improvement. Maintains relationships with key stakeholders within each business unit, reviewing monthly performance as it relates to revenue cycle processing to include Medical Records, Case Management, and Access Management. Participates in meetings and on committees and represents the department and hospital in community outreach efforts as required. Participates in multidisciplinary quality and service improvement teams. Provides direction to management team in Patient Financial Services, promoting teamwork, motivational techniques and staff development. Provides leadership and oversight of daily operations to the Patient Financial Services area. Provides leadership to implementation teams for major revenue cycle projects. Participates on other committees as requested. Responsible for 70+ million dollars annually in revenue billing and collections. Maintains Accounts Receivable performance goals. Responsible for monthly reporting and analysis of AR performance. Responsible for the development and implementation of policies and procedures. Continually reviews and modifies systems and data collections for maximum cash reimbursement. Reviews with VP of Revenue Cycle and Senior VP of Finance and makes monthly recommendations for adjustments to the bad debt and contractual allowance reserves. What We're Looking For Bachelors Degree in Finance, Business or a closely related field required. Requires 4-6 years of hospital management and accounts receivable experience with a functional knowledge in hospital patient accounts. Demonstrates strong written communication skills including report presentation, as well as proficiency with Microsoft Excel and Meditech. Position also requires operational problem solving/decision making skills. What We Offer Competitive pay Medical, dental, and vision insurance 401k with Company match Generous paid time off Paid Holidays Tuition Reimbursement Advancement and career development opportunities
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 As part of the continued growth of our Investment Strategy group and Liability Driven Investment (LDI) capabilities, we are seeking to recruit an analyst to join our multi-asset investment team. This role will work side by side with LDI Strategists/Portfolio Managers in delivering on existing client objectives and expanding our client partnerships. This position will have a key focus on: Portfolio Management -Assisting Portfolio Managers in the design of pension investment solutions, including multi-asset portfolios, to meet client needs -Playing a key role in the daily oversight of portfolios -Contributing to the continuous improvement of portfolio management processes, analytics, and infrastructure to drive better investment decisions and client outcomes. Research In addition, the position will also involve supporting the Strategists/PMs in researching investment topics and designing new investment solutions in our mission of serving as a trusted advisor to our clients. REQUIREMENTS • Minimum of 2-5 years of relevant experience (background in financial or data analysis). Working knowledge of various asset classes gained from experience in institutional investment or risk management, and/or investment consulting preferable. • Strong work ethic, attention to detail, and process orientation are essential traits, as are versatility and creative problem solving. • Proven ability to ramp in analytics and technology competency. Demonstrated agility and experience working with data and processes in a highly effective manner. • Intellectual curiosity and a passion for exploring and understanding complex investment topics. • Ability to: o Thrive in a multi-faceted, fast paced environment with multiple competing deadlines. o Work independently as well as part of a highly collaborative team where respectful debate is encouraged to best deliver client outcomes. • Excellent written, oral and interpersonal communication skills. • Strong academic credentials. CFA progression is a plus. • Preferred but not required skills: o Programming skills, such as Python, are a plus. o Familiarity with risk management, portfolio construction, or actuarial frameworks a plus, but not required. o Corporate Pension experience a plus, but not required. LOCATION The Investment Strategy Analyst will be based in Wellington's Global Headquarters in Boston, MA. 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)
04/18/2024
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 As part of the continued growth of our Investment Strategy group and Liability Driven Investment (LDI) capabilities, we are seeking to recruit an analyst to join our multi-asset investment team. This role will work side by side with LDI Strategists/Portfolio Managers in delivering on existing client objectives and expanding our client partnerships. This position will have a key focus on: Portfolio Management -Assisting Portfolio Managers in the design of pension investment solutions, including multi-asset portfolios, to meet client needs -Playing a key role in the daily oversight of portfolios -Contributing to the continuous improvement of portfolio management processes, analytics, and infrastructure to drive better investment decisions and client outcomes. Research In addition, the position will also involve supporting the Strategists/PMs in researching investment topics and designing new investment solutions in our mission of serving as a trusted advisor to our clients. REQUIREMENTS • Minimum of 2-5 years of relevant experience (background in financial or data analysis). Working knowledge of various asset classes gained from experience in institutional investment or risk management, and/or investment consulting preferable. • Strong work ethic, attention to detail, and process orientation are essential traits, as are versatility and creative problem solving. • Proven ability to ramp in analytics and technology competency. Demonstrated agility and experience working with data and processes in a highly effective manner. • Intellectual curiosity and a passion for exploring and understanding complex investment topics. • Ability to: o Thrive in a multi-faceted, fast paced environment with multiple competing deadlines. o Work independently as well as part of a highly collaborative team where respectful debate is encouraged to best deliver client outcomes. • Excellent written, oral and interpersonal communication skills. • Strong academic credentials. CFA progression is a plus. • Preferred but not required skills: o Programming skills, such as Python, are a plus. o Familiarity with risk management, portfolio construction, or actuarial frameworks a plus, but not required. o Corporate Pension experience a plus, but not required. LOCATION The Investment Strategy Analyst will be based in Wellington's Global Headquarters in Boston, MA. 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)
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE Using discretion and judgment, participate in analyzing requirements and in development of software solutions supporting our Global Distribution team. Significant areas of focus may include following: building client-facing web solutions that are user-friendly and integrating these solutions with other third-party applications. Contribute to a variety of phases during the software development lifecycle with a focus on creating software at an advanced level with an adherence to standards and internal best practices. May serve as a team lead for small to midsized projects working with project management, business systems analysts and quality assurance to collaboratively meet tight deadlines. Individual has advanced knowledge of Information Technology at large, with a great understanding of related disciplines and how the interoperate. What You Will Do Is accountable for meeting assigned project objectives including timelines and internal standards. Works on the most complex projects and provides innovative suggestions for solutions. Provides technical support to sustain a highly efficient and reliable technology environment across the trading markets. Keeps technical skills up to date with a strong desire to evaluate new products and technologies. Makes recommendations and pursues the adoption of such products and technologies. Receives broad goals and overall objectives from Product Owners and collaborates with technology teams under MFS's agile framework in achieving those goals. Proactively develops and maintains strong knowledge of Global Distribution Applications and their related components. Makes recommendations to improve the reliability, scalability, performance, or security of these systems as appropriate. Develops, enforces, and maintains MFS Information Security controls, procedures, and standards. Serves as technical mentor to other members of the team. Experience working within a mature Agile SDLC model; working closely with BA and QA teams as well as end users to drive solutions through completion. Leverages technology to automate manual tasks and seeks to improve efficiency wherever practicable and appropriate. Makes recommendations for process improvements. What We Are Looking For Undergraduate degree in Computer Science or equivalent experience. Minimum 6-8+ years of deep expertise programming with Java, C# or C++. Strong technical expertise in web development technologies including HTML, HTML5/CSS3, JavaScript, JQuery, JSON, XML, Bootstrap, SASS/LESS and Angular or ReactJS Experience developing responsive web pages and with web accessibility (WCAG) Experience with Adobe Experience Manager (AEM) or a similar platform preferred Knowledge of Adobe Analytics, Adobe Target, Adobe Experience Fragments a plus At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. What we offer: Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more Life & Disability Benefits: Company-paid basic life insurance and short-term disability Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting . If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at or email for assistance. MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document and Pay Transparency Nondiscrimination Provision , linked for your reference.
04/18/2024
Full time
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE Using discretion and judgment, participate in analyzing requirements and in development of software solutions supporting our Global Distribution team. Significant areas of focus may include following: building client-facing web solutions that are user-friendly and integrating these solutions with other third-party applications. Contribute to a variety of phases during the software development lifecycle with a focus on creating software at an advanced level with an adherence to standards and internal best practices. May serve as a team lead for small to midsized projects working with project management, business systems analysts and quality assurance to collaboratively meet tight deadlines. Individual has advanced knowledge of Information Technology at large, with a great understanding of related disciplines and how the interoperate. What You Will Do Is accountable for meeting assigned project objectives including timelines and internal standards. Works on the most complex projects and provides innovative suggestions for solutions. Provides technical support to sustain a highly efficient and reliable technology environment across the trading markets. Keeps technical skills up to date with a strong desire to evaluate new products and technologies. Makes recommendations and pursues the adoption of such products and technologies. Receives broad goals and overall objectives from Product Owners and collaborates with technology teams under MFS's agile framework in achieving those goals. Proactively develops and maintains strong knowledge of Global Distribution Applications and their related components. Makes recommendations to improve the reliability, scalability, performance, or security of these systems as appropriate. Develops, enforces, and maintains MFS Information Security controls, procedures, and standards. Serves as technical mentor to other members of the team. Experience working within a mature Agile SDLC model; working closely with BA and QA teams as well as end users to drive solutions through completion. Leverages technology to automate manual tasks and seeks to improve efficiency wherever practicable and appropriate. Makes recommendations for process improvements. What We Are Looking For Undergraduate degree in Computer Science or equivalent experience. Minimum 6-8+ years of deep expertise programming with Java, C# or C++. Strong technical expertise in web development technologies including HTML, HTML5/CSS3, JavaScript, JQuery, JSON, XML, Bootstrap, SASS/LESS and Angular or ReactJS Experience developing responsive web pages and with web accessibility (WCAG) Experience with Adobe Experience Manager (AEM) or a similar platform preferred Knowledge of Adobe Analytics, Adobe Target, Adobe Experience Fragments a plus At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. What we offer: Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more Life & Disability Benefits: Company-paid basic life insurance and short-term disability Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting . If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at or email for assistance. MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document and Pay Transparency Nondiscrimination Provision , linked for your reference.
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 hire a trader to join our Cross Asset Electronic Trading (XAET) team who will be responsible for leveraging a variety of protocols to systematically trade multiple asset classes in a fast-paced and dynamic environment. In addition to executing trades, the candidate will be responsible for monitoring market movements and trends, developing and testing trading strategies, changes in market structure and reporting on performance and risk metrics. The candidate will work closely with other Traders, Portfolio Managers, Data, and Technology teams to ensure optimal trade execution and risk management. The candidate should have a passion for financial markets, market structure, and a desire to evolve and improve our trading operations. Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation and allocation of investment opportunities across our investment platform and ultimately our clients. Wellington Management's Trading Department employs approximately 60 traders globally across all markets. Our investment and trading activities are conducted on an industry-leading internally developed software platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house research and analytics team who provide in-depth, action-oriented insights into our trading capabilities and activities. RESPONSIBILITIES • Executing transactions, using primarily electronic trading protocols, for all relevant accounts under management and in a manner consistent with our best execution and risk management practices, as well as our policies and procedures • Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of the Portfolio Managers, Research Analysts, and Strategists • Gathering, analyzing, and disseminating curated market, sector, and security information and trade ideas that lead to actionable investment opportunities. • Developing and maintaining expertise on market structure: liquidity landscape, electronic trading, industry and regulatory developments, and technology-based solutions. • Establishing deep relationships with trading counterparties • Identifying opportunities to increase efficiencies, optimize market access, and mitigate risk. • Collaborating with stakeholders across the Global Trading department including other Traders, Trade Coordinators, Trading Research and Analytics, and Trading Technology QUALIFICATIONS A successful candidate should have the following qualifications: • Prior experience in systematic trading using electronic protocols; Knowledge of various trading platforms and tools is a plus • Versatility is critical: ability and willingness to learn and trade instruments across the entire team's remit • Excellent analytical, quantitative and problem-solving skills, detail oriented and ability to multi-task in a fast paced, dynamic environment • Proactive in learning about market structure evolution, industry solutions, and pursuing new opportunities to improve execution outcomes and/or trading workflows • Project management and strong organizational skills, with the ability to drive projects from inception to completion • Solid work ethic and a growth mindset, continuously investing in personal development • Strong interpersonal and communication skills with experience working in a highly collaborative, team-based, and results-oriented environment • Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority • Technical mindset with experience in programming languages such as Python or R or C++, constructing and analyzing SQL/database queries is preferred • Academic credentials: a bachelor's degree is required and additional business, financial, or technology degrees and skills (MBA, CFA, CAIA) would be highly additive 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)
04/18/2024
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 hire a trader to join our Cross Asset Electronic Trading (XAET) team who will be responsible for leveraging a variety of protocols to systematically trade multiple asset classes in a fast-paced and dynamic environment. In addition to executing trades, the candidate will be responsible for monitoring market movements and trends, developing and testing trading strategies, changes in market structure and reporting on performance and risk metrics. The candidate will work closely with other Traders, Portfolio Managers, Data, and Technology teams to ensure optimal trade execution and risk management. The candidate should have a passion for financial markets, market structure, and a desire to evolve and improve our trading operations. Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation and allocation of investment opportunities across our investment platform and ultimately our clients. Wellington Management's Trading Department employs approximately 60 traders globally across all markets. Our investment and trading activities are conducted on an industry-leading internally developed software platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house research and analytics team who provide in-depth, action-oriented insights into our trading capabilities and activities. RESPONSIBILITIES • Executing transactions, using primarily electronic trading protocols, for all relevant accounts under management and in a manner consistent with our best execution and risk management practices, as well as our policies and procedures • Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of the Portfolio Managers, Research Analysts, and Strategists • Gathering, analyzing, and disseminating curated market, sector, and security information and trade ideas that lead to actionable investment opportunities. • Developing and maintaining expertise on market structure: liquidity landscape, electronic trading, industry and regulatory developments, and technology-based solutions. • Establishing deep relationships with trading counterparties • Identifying opportunities to increase efficiencies, optimize market access, and mitigate risk. • Collaborating with stakeholders across the Global Trading department including other Traders, Trade Coordinators, Trading Research and Analytics, and Trading Technology QUALIFICATIONS A successful candidate should have the following qualifications: • Prior experience in systematic trading using electronic protocols; Knowledge of various trading platforms and tools is a plus • Versatility is critical: ability and willingness to learn and trade instruments across the entire team's remit • Excellent analytical, quantitative and problem-solving skills, detail oriented and ability to multi-task in a fast paced, dynamic environment • Proactive in learning about market structure evolution, industry solutions, and pursuing new opportunities to improve execution outcomes and/or trading workflows • Project management and strong organizational skills, with the ability to drive projects from inception to completion • Solid work ethic and a growth mindset, continuously investing in personal development • Strong interpersonal and communication skills with experience working in a highly collaborative, team-based, and results-oriented environment • Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority • Technical mindset with experience in programming languages such as Python or R or C++, constructing and analyzing SQL/database queries is preferred • Academic credentials: a bachelor's degree is required and additional business, financial, or technology degrees and skills (MBA, CFA, CAIA) would be highly additive 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)
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 currently seeking to recruit an experienced equity research analyst to join our established Growth Opportunities (GrowthOpps) Portfolio Management team. This team manages approximately $13 billion in US growth strategies including large cap, mid cap and small cap strategies. The team is seeking to add an experienced growth investor to focus on the team's mid cap and large cap strategies. The team's approach is research intensive as they seek to build high conviction differentiated views on company fundamentals. Located in Boston, this team analyst is expected to focus on multi-sector coverage with potential for portfolio level responsibilities over time. ESSENTIAL SKILLS The following essential skills are required for the role: • Growth investing acumen and passion - The analyst will have experience and passion investing in a growth-oriented style. They will employ intensive, bottom-up fundamental research to drive the investment process which will help form differentiated views and allow the analyst to communicate their findings to the portfolio manager. They must exhibit a fundamental, research oriented, bottom-up approach. Furthermore, the investor will be able to consider those ideas through a highly analytical and detailed approach within the context of overall portfolio philosophy and process. • Superior collaboration and influencing skills - The successful candidate will enjoy being an individual contributor within a highly collaborative team. They will build strong trusting relationships internally with colleagues and externally with company management teams. The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others; they must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue is important. • Growth mindset - The flexibility and openness to continue learning, evolving and growing as an investor is required. The team analyst will have a creative approach for thinking about innovation and the next generation of successful companies, products, and services. OTHER QUALIFICATIONS A successful candidate should have the following qualifications: • A minimum of 7 years of relevant experience with demonstrated success as an investment analyst on the buy side • Bottom-up fundamental approach to research • A strong track record of making successful investment recommendations across a range of business models, company growth rates and market environments • Philosophical alignment with the team's approach • Intellectual curiosity and comfort taking risks • Ability and willingness to make decisions and execute under pressure and in uncertain times • Strong work ethic and attention to detail • Strong interpersonal and communication skills and experience in a collaborative, team-based, results-oriented environment • Highest personal integrity and ethics, and • Strong academic credentials, MBA or CFA is strongly preferred 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 100,000 - 225,000 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)
04/18/2024
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 currently seeking to recruit an experienced equity research analyst to join our established Growth Opportunities (GrowthOpps) Portfolio Management team. This team manages approximately $13 billion in US growth strategies including large cap, mid cap and small cap strategies. The team is seeking to add an experienced growth investor to focus on the team's mid cap and large cap strategies. The team's approach is research intensive as they seek to build high conviction differentiated views on company fundamentals. Located in Boston, this team analyst is expected to focus on multi-sector coverage with potential for portfolio level responsibilities over time. ESSENTIAL SKILLS The following essential skills are required for the role: • Growth investing acumen and passion - The analyst will have experience and passion investing in a growth-oriented style. They will employ intensive, bottom-up fundamental research to drive the investment process which will help form differentiated views and allow the analyst to communicate their findings to the portfolio manager. They must exhibit a fundamental, research oriented, bottom-up approach. Furthermore, the investor will be able to consider those ideas through a highly analytical and detailed approach within the context of overall portfolio philosophy and process. • Superior collaboration and influencing skills - The successful candidate will enjoy being an individual contributor within a highly collaborative team. They will build strong trusting relationships internally with colleagues and externally with company management teams. The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others; they must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue is important. • Growth mindset - The flexibility and openness to continue learning, evolving and growing as an investor is required. The team analyst will have a creative approach for thinking about innovation and the next generation of successful companies, products, and services. OTHER QUALIFICATIONS A successful candidate should have the following qualifications: • A minimum of 7 years of relevant experience with demonstrated success as an investment analyst on the buy side • Bottom-up fundamental approach to research • A strong track record of making successful investment recommendations across a range of business models, company growth rates and market environments • Philosophical alignment with the team's approach • Intellectual curiosity and comfort taking risks • Ability and willingness to make decisions and execute under pressure and in uncertain times • Strong work ethic and attention to detail • Strong interpersonal and communication skills and experience in a collaborative, team-based, results-oriented environment • Highest personal integrity and ethics, and • Strong academic credentials, MBA or CFA is strongly preferred 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 100,000 - 225,000 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)
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Portfolio Analyst Team Overview Portfolio Analyst team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Analyst teams across the firm's global offices. On a day-to-day basis, Portfolio Analysts actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Analysts are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team. Position Development Value: Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm A broad range of opportunities to collaborate with talented colleagues Learning environment focused on key buy-side portfolio risk and return principles Constructive feedback to foster career growth in addition to a formal annual review process Responsibilities: Support the Short-Term Management Team that oversees low duration strategies for institutional and retail clients Prepare trade studies to reposition accounts based on the requests of the Portfolio Management Team Recommend trades to the Portfolio Management Team based on account positioning, firm-wide risk targets, and account guidelines Coordinate execution of approved trades with the appropriate trading desks around the globe Ensure that all proposed trades are consistent with client guidelines in concert with the Compliance Team Manage cash flows, benchmark changes, and other account transition events in coordination with the PM Team Facilitate the trading operations of the Short-Term Desk in support of portfolio managers across the firm Coordinate with Middle Office, Settlements, Compliance, Risk Management, and Account Management to ensure client objectives are met, accounts are appropriately positioned, and all trades are ticketed and processed. Requirements: Strong academic background in a related field from a leading accredited college or university with 1-2 years of work experience Fundamental fixed income expertise is required Prior exposure to cash and derivative securities is preferred. Knowledge of low duration markets, and leveraged finance is a plus. Outstanding analytical skills with a proven ability to function efficiently in a high-pressure and time-critical environment is required Strong communication skills, poise under pressure, and professionalism are necessary attributes to succeed in this role A positive "can-do" attitude along with a willingness to embrace all tasks, large or small, is crucial on this high-volume desk A collaborative mindset and an ability to work effectively on a diverse team with cross-functional constituencies is a must PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 90,000.00 - $ 100,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
04/18/2024
Full time
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Portfolio Analyst Team Overview Portfolio Analyst team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Analyst teams across the firm's global offices. On a day-to-day basis, Portfolio Analysts actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Analysts are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team. Position Development Value: Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm A broad range of opportunities to collaborate with talented colleagues Learning environment focused on key buy-side portfolio risk and return principles Constructive feedback to foster career growth in addition to a formal annual review process Responsibilities: Support the Short-Term Management Team that oversees low duration strategies for institutional and retail clients Prepare trade studies to reposition accounts based on the requests of the Portfolio Management Team Recommend trades to the Portfolio Management Team based on account positioning, firm-wide risk targets, and account guidelines Coordinate execution of approved trades with the appropriate trading desks around the globe Ensure that all proposed trades are consistent with client guidelines in concert with the Compliance Team Manage cash flows, benchmark changes, and other account transition events in coordination with the PM Team Facilitate the trading operations of the Short-Term Desk in support of portfolio managers across the firm Coordinate with Middle Office, Settlements, Compliance, Risk Management, and Account Management to ensure client objectives are met, accounts are appropriately positioned, and all trades are ticketed and processed. Requirements: Strong academic background in a related field from a leading accredited college or university with 1-2 years of work experience Fundamental fixed income expertise is required Prior exposure to cash and derivative securities is preferred. Knowledge of low duration markets, and leveraged finance is a plus. Outstanding analytical skills with a proven ability to function efficiently in a high-pressure and time-critical environment is required Strong communication skills, poise under pressure, and professionalism are necessary attributes to succeed in this role A positive "can-do" attitude along with a willingness to embrace all tasks, large or small, is crucial on this high-volume desk A collaborative mindset and an ability to work effectively on a diverse team with cross-functional constituencies is a must PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 90,000.00 - $ 100,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Job description: Senior Corporate Tax Analyst -(hybrid workplace expectation) Our client is a well-recognized investment firm based in Boston. The Company culture is supportive both personally and professionally. It believes that great results come from team collaboration and effort. The Company also strongly supports activities that demonstrate care and compassion for the community. The Senior Tax Analyst will focus on the preparation of foreign provisions as well as preparation and filing of local jurisdiction tax returns for the non-US operating companies. This role will support audits by foreign examiners and research, interpret and analyze impacts of tax law changes and make recommendations to implement changes. Also, the Senior Tax Analyst will provide technical expertise to employees of the Company and its subsidiaries as well as to members of the Corporate Finance and Legal Departments and outside auditors relating to international tax (direct and indirect) matters affecting the Company and its subsidiaries.This role will report to the International Director of Tax. Specific activities include; - Primarily responsible for managing income tax compliance for all foreign operations (9 CFC's and 8 branches). Support international tax compliance work streams in order to ensure accurate and timely filings. This covers multiple jurisdictions and various tax types (primarily corporate income, VAT, GST). - Coordinate with accounting and tax service providers and local teams (as applicable) to ensure compliance with corporate accounting policies, procedures, and controls. Also provide supporting financial information and documentation to facilitate local tax accounting and filings. - Analyze general ledger accounts to prepare monthly tax account roll forwards to reconcile all foreign tax account activity.Includes validation of provision entries and verification of all tax payments.Also responsible for monthly review of transfer pricing entries. - Responsible for tax accounting pursuant to ASC 740 and IFRS for all non-company operating companies. This includes tax provision calculations, financial statement disclosures and tax footnotes. - Research and provide responses to requests in connection with tax audits and ad-hoc requests from taxing authorities. - Preparation and/or review of 5471's, 8858's, foreign tax credit calculations, subpart F calculations, GILTI and related Section 250 deduction and BEAT calculation and forms. - Responsible for all US information reporting for company seed investments. This includes review of supporting analysis of passive income to determine US tax consequences. Also includes review of related 8621's and 5471's. - Assist with ad hoc requests both internal and from the Companys parent company related to FATCA, foreign affiliate and CbCR reporting. - Coordinate with HR, payroll manager and outside tax advisors on Global Mobility matters Qualifications: Qualifications - Bachelors degree or equivalent education; currently pursuing a Juris Doctor, CPA and/or Masters of Science in Taxation is preferred. - Four (4) plus years of relevant experience in public accounting or a corporate tax department, - Proficient in US GAAP accounting for income taxes. - Familiarity with OneSource Income Tax Compliance application and Peoplesoft General Ledger application is a plus. Why is This a Great Opportunity: The Company has a very generous bundle of benefits including; Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time; Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave; Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions; Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts; Life & Disability Benefits: Company-paid basic life insurance and short-term disability Financial Benefits: 401(k) savings plan, Defined Contribution plan
04/18/2024
Full time
Job description: Senior Corporate Tax Analyst -(hybrid workplace expectation) Our client is a well-recognized investment firm based in Boston. The Company culture is supportive both personally and professionally. It believes that great results come from team collaboration and effort. The Company also strongly supports activities that demonstrate care and compassion for the community. The Senior Tax Analyst will focus on the preparation of foreign provisions as well as preparation and filing of local jurisdiction tax returns for the non-US operating companies. This role will support audits by foreign examiners and research, interpret and analyze impacts of tax law changes and make recommendations to implement changes. Also, the Senior Tax Analyst will provide technical expertise to employees of the Company and its subsidiaries as well as to members of the Corporate Finance and Legal Departments and outside auditors relating to international tax (direct and indirect) matters affecting the Company and its subsidiaries.This role will report to the International Director of Tax. Specific activities include; - Primarily responsible for managing income tax compliance for all foreign operations (9 CFC's and 8 branches). Support international tax compliance work streams in order to ensure accurate and timely filings. This covers multiple jurisdictions and various tax types (primarily corporate income, VAT, GST). - Coordinate with accounting and tax service providers and local teams (as applicable) to ensure compliance with corporate accounting policies, procedures, and controls. Also provide supporting financial information and documentation to facilitate local tax accounting and filings. - Analyze general ledger accounts to prepare monthly tax account roll forwards to reconcile all foreign tax account activity.Includes validation of provision entries and verification of all tax payments.Also responsible for monthly review of transfer pricing entries. - Responsible for tax accounting pursuant to ASC 740 and IFRS for all non-company operating companies. This includes tax provision calculations, financial statement disclosures and tax footnotes. - Research and provide responses to requests in connection with tax audits and ad-hoc requests from taxing authorities. - Preparation and/or review of 5471's, 8858's, foreign tax credit calculations, subpart F calculations, GILTI and related Section 250 deduction and BEAT calculation and forms. - Responsible for all US information reporting for company seed investments. This includes review of supporting analysis of passive income to determine US tax consequences. Also includes review of related 8621's and 5471's. - Assist with ad hoc requests both internal and from the Companys parent company related to FATCA, foreign affiliate and CbCR reporting. - Coordinate with HR, payroll manager and outside tax advisors on Global Mobility matters Qualifications: Qualifications - Bachelors degree or equivalent education; currently pursuing a Juris Doctor, CPA and/or Masters of Science in Taxation is preferred. - Four (4) plus years of relevant experience in public accounting or a corporate tax department, - Proficient in US GAAP accounting for income taxes. - Familiarity with OneSource Income Tax Compliance application and Peoplesoft General Ledger application is a plus. Why is This a Great Opportunity: The Company has a very generous bundle of benefits including; Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time; Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave; Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions; Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts; Life & Disability Benefits: Company-paid basic life insurance and short-term disability Financial Benefits: 401(k) savings plan, Defined Contribution plan
Freese and Nichols is seeking an Engineer EIT for our growing Colorado office. The position comes with the opportunity for personal and professional growth with experience and demonstrated ability. As a Stormwater Engineer you will: Perform calculations and analyses necessary to complete assigned tasks. Provide design control on assigned tasks within established design guidelines and under supervisor's review to ensure the timely and accurate completion of stormwater design plans, specifications, reports, and studies. Assist with construction management tasks as needed. Conduct investigations, gather data, and prepare supporting documentation and final format of assigned tasks for stormwater studies and reports. Become acquainted with the procedures and techniques necessary to execute a sound and efficient stormwater planning or design project. On assigned projects, provide guidance and assistance to junior engineers, GIS analysts, and drafting personnel. Collaborate with the Project Manager provide information and assist in the coordination of information between groups and team members. Assist the Project Manager with coordination, invoicing, and decision making related to the overall project. Assist Project Team in estimating engineering project costs. Maintain an awareness of project budgets and endeavor to complete assignments within budget. Provide responsive client service and support Project Manager and team at client meetings. Qualifications Qualifications Bachelor's or Master's degree in Civil Engineering (or equivalent) EIT Certification CFM Certification preferred Experience with hydrologic and hydraulic analyses and design software as follows: SWMM, CUHP, HEC-HMS, HEC-RAS, ArcGIS, and Microsoft Office Suite. HEC-RAS 2D, XP-SWMM, FLO2D, Civil3D and/or Microstation is a plus. Excellent written and oral communication skills 3+ years of experience The annual salary range for this position is $70,400 - $95,508 and is dependent on candidate's qualifications as compared to minimum and preferred requirements. Exempt employees are eligible for overtime pay at a straight-time hourly rate for any hours over forty (40) hours per week. Employees are eligible for annual bonuses and amounts are determined by company profitability and growth, and for employees at higher compensation grades, group and personal performance are also considered. We offer a comprehensive benefits package including medical insurance, prescription drug coverage, dental insurance, vision insurance, healthcare advisory services, flexible spending accounts, health savings account, health reimbursement account, family and medical leave, short-term medial leave/short-term disability, long-term disability, 401(k) matching, life insurance, critical illness insurance, accident insurance, legal/ID shield, tuition reimbursement program, employee assistance program, paid parental leave, paid holidays, paid time off, travel assistance, pet insurance, access to company cabins and partner discounts. For more information, see the benefits section of our web site. Freese and Nichols is firmly committed to Equal Employment Opportunity (EEO) and prohibits employment discrimination for employees and applicants based on his or her age, race, color, pregnancy, gender, gender identity, sexual orientation, national origin, religion, marital status, citizenship, or because he or she is an individual with a disability, protected veteran or other status protected by federal, state, and local laws. We recognize that our workforce reflects the increasingly diverse nature of our society, and we strive to take advantage of that diversity with both our external and internal customers. As a Federal Contractor, Freese and Nichols is an equal employment, affirmative action employer.
04/17/2024
Full time
Freese and Nichols is seeking an Engineer EIT for our growing Colorado office. The position comes with the opportunity for personal and professional growth with experience and demonstrated ability. As a Stormwater Engineer you will: Perform calculations and analyses necessary to complete assigned tasks. Provide design control on assigned tasks within established design guidelines and under supervisor's review to ensure the timely and accurate completion of stormwater design plans, specifications, reports, and studies. Assist with construction management tasks as needed. Conduct investigations, gather data, and prepare supporting documentation and final format of assigned tasks for stormwater studies and reports. Become acquainted with the procedures and techniques necessary to execute a sound and efficient stormwater planning or design project. On assigned projects, provide guidance and assistance to junior engineers, GIS analysts, and drafting personnel. Collaborate with the Project Manager provide information and assist in the coordination of information between groups and team members. Assist the Project Manager with coordination, invoicing, and decision making related to the overall project. Assist Project Team in estimating engineering project costs. Maintain an awareness of project budgets and endeavor to complete assignments within budget. Provide responsive client service and support Project Manager and team at client meetings. Qualifications Qualifications Bachelor's or Master's degree in Civil Engineering (or equivalent) EIT Certification CFM Certification preferred Experience with hydrologic and hydraulic analyses and design software as follows: SWMM, CUHP, HEC-HMS, HEC-RAS, ArcGIS, and Microsoft Office Suite. HEC-RAS 2D, XP-SWMM, FLO2D, Civil3D and/or Microstation is a plus. Excellent written and oral communication skills 3+ years of experience The annual salary range for this position is $70,400 - $95,508 and is dependent on candidate's qualifications as compared to minimum and preferred requirements. Exempt employees are eligible for overtime pay at a straight-time hourly rate for any hours over forty (40) hours per week. Employees are eligible for annual bonuses and amounts are determined by company profitability and growth, and for employees at higher compensation grades, group and personal performance are also considered. We offer a comprehensive benefits package including medical insurance, prescription drug coverage, dental insurance, vision insurance, healthcare advisory services, flexible spending accounts, health savings account, health reimbursement account, family and medical leave, short-term medial leave/short-term disability, long-term disability, 401(k) matching, life insurance, critical illness insurance, accident insurance, legal/ID shield, tuition reimbursement program, employee assistance program, paid parental leave, paid holidays, paid time off, travel assistance, pet insurance, access to company cabins and partner discounts. For more information, see the benefits section of our web site. Freese and Nichols is firmly committed to Equal Employment Opportunity (EEO) and prohibits employment discrimination for employees and applicants based on his or her age, race, color, pregnancy, gender, gender identity, sexual orientation, national origin, religion, marital status, citizenship, or because he or she is an individual with a disability, protected veteran or other status protected by federal, state, and local laws. We recognize that our workforce reflects the increasingly diverse nature of our society, and we strive to take advantage of that diversity with both our external and internal customers. As a Federal Contractor, Freese and Nichols is an equal employment, affirmative action employer.
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 hire a Fixed Income Trader to execute orders from Portfolio Managers and Analysts across our Emerging Markets book of business. The trading team's remit includes local and external debt across sovereigns and corporates, interest rate swaps, and credit derivatives. Located in Boston, this position requires a high level of direct interaction and collaboration with Portfolio Managers, Research Analysts and Trading Counterparties to communicate market developments, formulate trading strategies, execute orders, and generate ideas. Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation and allocation of investment opportunities across our investment platform and ultimately our clients. Wellington Management's Trading Department employs approximately 60 traders globally, including 40 Fixed Income traders, and operates in specialized teams according to sectors and products. Our investment and trading activities are conducted on an industry-leading internally developed software platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house research and analytics team who provide in-depth, action-oriented insights into our trading capabilities and activities. RESPONSIBILITIES • Executing transactions, using a mixture of high-touch and low-touch execution methods, for all relevant accounts under management and in a manner consistent with our best execution and risk management practices, as well as our policies and procedures • Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of the Portfolio Managers, Research Analysts, and Strategists • Gathering, analyzing, and disseminating curated market, sector, and security information and trade ideas that lead to actionable investment opportunities • Developing and maintaining expertise on market structure: liquidity landscape, electronic trading, industry and regulatory developments, and technology based solutions • Establishing deep relationships with trading counterparties • Identifying opportunities to increase efficiencies, optimize market access, and mitigate risk • Collaborating with stakeholders across the Global Trading department including other Traders, Trade Coordinators, Trading Research and Analytics, and Trading Technology QUALIFICATIONS A successful candidate should have the following qualifications: • Experience trading emerging markets or developed market corporate bonds • Versatility is critical: ability and willingness to learn and trade instruments across the entire team's remit • Strong analytical skills, with an ability to work quickly and accurately in a fast-paced, dynamic environment • Solid work ethic and organizational skills, coupled with a growth mindset, continuously investing in personal development and improvement of our processes • Strong interpersonal and communication skills with experience working in a highly collaborative, team-based, and results-oriented environment • Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority • Academic credentials: a Bachelor's degree is required and additional business, financial, or technology degrees and skills (MBA, CFA, CAIA, programming) would be highly additive 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)
04/16/2024
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 hire a Fixed Income Trader to execute orders from Portfolio Managers and Analysts across our Emerging Markets book of business. The trading team's remit includes local and external debt across sovereigns and corporates, interest rate swaps, and credit derivatives. Located in Boston, this position requires a high level of direct interaction and collaboration with Portfolio Managers, Research Analysts and Trading Counterparties to communicate market developments, formulate trading strategies, execute orders, and generate ideas. Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation and allocation of investment opportunities across our investment platform and ultimately our clients. Wellington Management's Trading Department employs approximately 60 traders globally, including 40 Fixed Income traders, and operates in specialized teams according to sectors and products. Our investment and trading activities are conducted on an industry-leading internally developed software platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house research and analytics team who provide in-depth, action-oriented insights into our trading capabilities and activities. RESPONSIBILITIES • Executing transactions, using a mixture of high-touch and low-touch execution methods, for all relevant accounts under management and in a manner consistent with our best execution and risk management practices, as well as our policies and procedures • Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of the Portfolio Managers, Research Analysts, and Strategists • Gathering, analyzing, and disseminating curated market, sector, and security information and trade ideas that lead to actionable investment opportunities • Developing and maintaining expertise on market structure: liquidity landscape, electronic trading, industry and regulatory developments, and technology based solutions • Establishing deep relationships with trading counterparties • Identifying opportunities to increase efficiencies, optimize market access, and mitigate risk • Collaborating with stakeholders across the Global Trading department including other Traders, Trade Coordinators, Trading Research and Analytics, and Trading Technology QUALIFICATIONS A successful candidate should have the following qualifications: • Experience trading emerging markets or developed market corporate bonds • Versatility is critical: ability and willingness to learn and trade instruments across the entire team's remit • Strong analytical skills, with an ability to work quickly and accurately in a fast-paced, dynamic environment • Solid work ethic and organizational skills, coupled with a growth mindset, continuously investing in personal development and improvement of our processes • Strong interpersonal and communication skills with experience working in a highly collaborative, team-based, and results-oriented environment • Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority • Academic credentials: a Bachelor's degree is required and additional business, financial, or technology degrees and skills (MBA, CFA, CAIA, programming) would be highly additive 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)
Job Title: Credit Administration Analyst Location: Lake Buena Vista FL 32830 Duration: 6 Months Contract Hybrid role; In-Office days Mon. & Tue. Description/Comment: • Provides clear, concise, and timely communication to internal and external stakeholders. • Provides timely, efficient, and effective collection and dispute resolution efforts and customer engagement and a deep understanding of Customer-to-Cash processes and business models with a focus on strategic accounts and escalated dispute resolution. • With Manager guidance, negotiates complex customer settlements and payment plans with the appropriate approval authority. • Recommends accounts receivable for bad debt write-off and placement with third-party collections agencies. • Identifies and manages collection trends that delay collection and provides guidance to avoid bad debt loss. • Identifies and resolves procedural and operational issues that could adversely affect the collection of the accounts receivable • Makes recommendations for process improvements focusing on the Customer-to-Cash cycle. • Contributes to the completion of monthly and quarterly reports, reserve recommendations, and Consolidated Accounts Receivable Report • Prepares ad-hoc reports. • Manages the collection and dispute resolution of complex/strategic accounts receivable. • Meets with customers to discuss their business plans, credit risk, payments, risk mitigation, and process improvements. • Responsible for managing bankruptcies, insolvencies, and third-party collection. • Assists the Collections Team in preparation of ad-hoc reports to support business intelligence activities. • Assists in the development and implementation of new technologies to improve efficiency and effectiveness. • Develop and present business cases in support of systems changes or initiatives. • Works with business partners to implement appropriate strategies for managing the collection of the accounts receivable and resolution of disputes in support of Client businesses. • Collaborates with client business leaders to mitigate risk to the accounts receivables and future revenue. • Keeps abreast of industry, market, and business conditions. • Provide overviews and alerts for high-risk delinquent customers. • Provides C&C leadership across business partners by resolving escalated collections issues, working with strategic accounts, and performing regular account and portfolio reviews. • Works with team to lead in execution of escalated collection and dispute resolution of technical, account, and procedural challenges. • Collaborates and solves problems - works with others to resolve significant issues, clarify, or interpret complex information. • Engages with internal and external personnel and leadership. • Works with Client businesses and customers to support the free flow of profitable goods and services. • Prepares and presents Analyst presentations. • With Manager guidance, negotiates and advises customers and vendors with complex credit and business issues. Basic Qualifications: • Strong customer and business partner engagement skills • Strong understanding of strategic account management plus escalated dispute management for most complex issues • Trusted advisor to key C&C stakeholders including C&C management team / individual contributors, business partners, and customers. • Strong Analyst engagement skills • Strong verbal and written communication • Strong interpersonal, influencing, and negotiating skills. • Works on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business & industry trends. • Ability to maintain an objective financial perspective and understand the broader implications to the Company and customer. • Ability to identify root causes of issues preventing the timely collection of the accounts receivable and initiate and/or recommend solutions internally and with customers. • Strong working knowledge of commercial collections • Strong knowledge of process flows and understanding of systems. • Strong working knowledge of contracts as it relates to the management of collection. • Strong understanding of bankruptcies and other forms of business failures • Strong working knowledge of commercial collection • Strong understanding of the Customer-to-Cash process of key client business models • Strong knowledge of bankruptcy and insolvencies • Strong knowledge of forms of security instruments • Strong understanding of how the team supports Finance, Sales, Operations, Accounting, and the customer. • Strong working knowledge of contracts as it relates to the management of collections and dispute management. • Strong understanding of the customer & industry and how collections contribute to the achievement of client business objectives. • Strong leadership, influencing & Analyst engagement skills. • Strong ability to influence business decisions and outcomes with internal and external leadership. • Strong ability to lead Customer-to-Cash process improvement projects. Preferred Qualifications: • 3+ years of Commercial Collection Experience Required Education: • BA/BS Preferred Education: • Degree in Accounting, Finance or Business
04/16/2024
Full time
Job Title: Credit Administration Analyst Location: Lake Buena Vista FL 32830 Duration: 6 Months Contract Hybrid role; In-Office days Mon. & Tue. Description/Comment: • Provides clear, concise, and timely communication to internal and external stakeholders. • Provides timely, efficient, and effective collection and dispute resolution efforts and customer engagement and a deep understanding of Customer-to-Cash processes and business models with a focus on strategic accounts and escalated dispute resolution. • With Manager guidance, negotiates complex customer settlements and payment plans with the appropriate approval authority. • Recommends accounts receivable for bad debt write-off and placement with third-party collections agencies. • Identifies and manages collection trends that delay collection and provides guidance to avoid bad debt loss. • Identifies and resolves procedural and operational issues that could adversely affect the collection of the accounts receivable • Makes recommendations for process improvements focusing on the Customer-to-Cash cycle. • Contributes to the completion of monthly and quarterly reports, reserve recommendations, and Consolidated Accounts Receivable Report • Prepares ad-hoc reports. • Manages the collection and dispute resolution of complex/strategic accounts receivable. • Meets with customers to discuss their business plans, credit risk, payments, risk mitigation, and process improvements. • Responsible for managing bankruptcies, insolvencies, and third-party collection. • Assists the Collections Team in preparation of ad-hoc reports to support business intelligence activities. • Assists in the development and implementation of new technologies to improve efficiency and effectiveness. • Develop and present business cases in support of systems changes or initiatives. • Works with business partners to implement appropriate strategies for managing the collection of the accounts receivable and resolution of disputes in support of Client businesses. • Collaborates with client business leaders to mitigate risk to the accounts receivables and future revenue. • Keeps abreast of industry, market, and business conditions. • Provide overviews and alerts for high-risk delinquent customers. • Provides C&C leadership across business partners by resolving escalated collections issues, working with strategic accounts, and performing regular account and portfolio reviews. • Works with team to lead in execution of escalated collection and dispute resolution of technical, account, and procedural challenges. • Collaborates and solves problems - works with others to resolve significant issues, clarify, or interpret complex information. • Engages with internal and external personnel and leadership. • Works with Client businesses and customers to support the free flow of profitable goods and services. • Prepares and presents Analyst presentations. • With Manager guidance, negotiates and advises customers and vendors with complex credit and business issues. Basic Qualifications: • Strong customer and business partner engagement skills • Strong understanding of strategic account management plus escalated dispute management for most complex issues • Trusted advisor to key C&C stakeholders including C&C management team / individual contributors, business partners, and customers. • Strong Analyst engagement skills • Strong verbal and written communication • Strong interpersonal, influencing, and negotiating skills. • Works on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business & industry trends. • Ability to maintain an objective financial perspective and understand the broader implications to the Company and customer. • Ability to identify root causes of issues preventing the timely collection of the accounts receivable and initiate and/or recommend solutions internally and with customers. • Strong working knowledge of commercial collections • Strong knowledge of process flows and understanding of systems. • Strong working knowledge of contracts as it relates to the management of collection. • Strong understanding of bankruptcies and other forms of business failures • Strong working knowledge of commercial collection • Strong understanding of the Customer-to-Cash process of key client business models • Strong knowledge of bankruptcy and insolvencies • Strong knowledge of forms of security instruments • Strong understanding of how the team supports Finance, Sales, Operations, Accounting, and the customer. • Strong working knowledge of contracts as it relates to the management of collections and dispute management. • Strong understanding of the customer & industry and how collections contribute to the achievement of client business objectives. • Strong leadership, influencing & Analyst engagement skills. • Strong ability to influence business decisions and outcomes with internal and external leadership. • Strong ability to lead Customer-to-Cash process improvement projects. Preferred Qualifications: • 3+ years of Commercial Collection Experience Required Education: • BA/BS Preferred Education: • Degree in Accounting, Finance or Business
Please no agency/ staffing firms/ independent recruiter contacts. IAB has an exciting opportunity for a results-driven, tech savvy, sharp professional who is interested in challenging accounts receivable work. No experience in A/R or deductions? No problem! We have a training program and small teams to ensure you get the attention you need to thrive. As a member of our highly successful team of Accounts Receivable Analyst , you will be part of a collaborative, focused, data-driven team where you will have the opportunity to directly contribute to the success of our company and your career. Whether you're entry-level or have several years of experience, we have a proven track record of promoting from within; IAB can support your career growth! The Accounts Receivable Analyst partners with an IAB client, researching and resolving Accounts Receivable pain points in the world of Deductions. You'll be an A/R superhero for our clients , helping to drive money back to their bottom-line that they otherwise may have missed out on. You must enjoy problem solving, having the ability to juggle multiple open programs at once, have excellent organizational skills, ability to prioritize follow-ups and be politely persistent until you can resolve outstanding deductions. The Accounts Receivable Analyst reports to a Project Manager and is responsible for validating and monetizing deductions, using problem solving skills to identify recovery opportunities by submitting disputes on behalf of our clients along with analyzing data gathered through IT automation and their own research. Other key responsibilities include: Maintaining accurate data on proprietary IAB systems as well as web portals used by our clients customers (think: large retailers, logistics carriers) Meticulously analyzing customer remittances and deduction documentation. Extensive email and occasional phone communication Handling multiple responsibilities and consistently following high standards of business/professional ethics when dealing with others and performing work activities Requirements: High School Diploma or equivalent Good verbal and written communication skills Highly motivated, organized, reliable and detail-oriented Can-do attitude with ability to work independently within a team environment Problem solver with strong analytical skills Ability to learn quickly in a fast paced, innovative environment Microsoft Excel proficiency preferred, but not required A/R Deduction knowledge a plus, but not expected. Experience in SAP or other ERP systems is a plus, but not expected. Must maintain client confidentiality We offer a comprehensive benefit package including: Health, Dental, and Vision Insurance Company Paid Life Insurance 401k with Match Discretionary Incentive Bonuses Yearly Compensation Review Paid Vacation and Holidays Excellent Opportunities for Career Growth Tuition Reimbursement Experience is a plus but we are excited to train the right candidate. IAB Solutions, LLC is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. PIa3d994fc7f55-5180
04/12/2024
Full time
Please no agency/ staffing firms/ independent recruiter contacts. IAB has an exciting opportunity for a results-driven, tech savvy, sharp professional who is interested in challenging accounts receivable work. No experience in A/R or deductions? No problem! We have a training program and small teams to ensure you get the attention you need to thrive. As a member of our highly successful team of Accounts Receivable Analyst , you will be part of a collaborative, focused, data-driven team where you will have the opportunity to directly contribute to the success of our company and your career. Whether you're entry-level or have several years of experience, we have a proven track record of promoting from within; IAB can support your career growth! The Accounts Receivable Analyst partners with an IAB client, researching and resolving Accounts Receivable pain points in the world of Deductions. You'll be an A/R superhero for our clients , helping to drive money back to their bottom-line that they otherwise may have missed out on. You must enjoy problem solving, having the ability to juggle multiple open programs at once, have excellent organizational skills, ability to prioritize follow-ups and be politely persistent until you can resolve outstanding deductions. The Accounts Receivable Analyst reports to a Project Manager and is responsible for validating and monetizing deductions, using problem solving skills to identify recovery opportunities by submitting disputes on behalf of our clients along with analyzing data gathered through IT automation and their own research. Other key responsibilities include: Maintaining accurate data on proprietary IAB systems as well as web portals used by our clients customers (think: large retailers, logistics carriers) Meticulously analyzing customer remittances and deduction documentation. Extensive email and occasional phone communication Handling multiple responsibilities and consistently following high standards of business/professional ethics when dealing with others and performing work activities Requirements: High School Diploma or equivalent Good verbal and written communication skills Highly motivated, organized, reliable and detail-oriented Can-do attitude with ability to work independently within a team environment Problem solver with strong analytical skills Ability to learn quickly in a fast paced, innovative environment Microsoft Excel proficiency preferred, but not required A/R Deduction knowledge a plus, but not expected. Experience in SAP or other ERP systems is a plus, but not expected. Must maintain client confidentiality We offer a comprehensive benefit package including: Health, Dental, and Vision Insurance Company Paid Life Insurance 401k with Match Discretionary Incentive Bonuses Yearly Compensation Review Paid Vacation and Holidays Excellent Opportunities for Career Growth Tuition Reimbursement Experience is a plus but we are excited to train the right candidate. IAB Solutions, LLC is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. PIa3d994fc7f55-5180
Business Analyst Job Responsibilities: Elicits, analyzes, specifies, and validates the business needs of stakeholders, be they customers or end users. Collaborates with project sponsors to determine project scope and vision. Clearly identifies project stakeholders and establish customer classes, as well as their characteristics. Conducts interviews to gather customer requirements via workshops, questionnaires, surveys, site visits, workflow storyboards, use cases, scenarios, and other methods. Identifies and establishes scope and parameters of requirements analysis on a project-by-project basis to define project impact, outcome criteria, and metrics. Works with stakeholders and project team to prioritize collected requirements. Researches, reviews, and analyzes the effectiveness and efficiency of existing requirements-gathering processes and develop strategies for enhancing or further leveraging these processes. Assists in conducting research on products to meet agreed upon requirements and to support purchasing efforts. Participates in the QA of purchased solutions to ensure features and functions have been enabled and optimized. Participates in the selection of any requirements documentation software solutions that the organization may opt to use. Analyzes and verifies requirements for completeness, consistency, comprehensibility, feasibility, and conformity to standards. Develops and utilizes standard templates to accurately and concisely write requirements specifications. Translates conceptual customer requirements into functional requirements in a clear manner that is comprehensible to developers/project team. Creates process models, specifications, diagrams, and charts to provide direction to developers and/or the project team. Develops and conduct peer reviews of the business requirements to ensure that requirement specifications are correctly interpreted. Assists with the interpretation of customer requirements into feasible options, and communicating these back to the business stakeholders. Manages and tracks the status of requirements throughout the project lifecycle; enforce and redefine as necessary. Communicates changes, enhancements, and modifications of business requirements - verbally or through written documentation - to project managers, sponsors, and other stakeholders so that issues and solutions are understood. Provides guidance and/or instruction to junior staff members. Work Hours & Benefits This section of the business analyst job description is an excellent place to talk about the working hours and benefits specific to your company. The most effective business analyst job descriptions take this opportunity to tell prospective candidates about work from home and support staff options, and sell them on the benefits that set your firm apart, such as stock and ownership options, paid parental leave, or corporate travel accounts. Business Analyst Qualifications / Skills: Able to exercise independent judgment and take action on it Excellent analytical, mathematical, and creative problem-solving skills Excellent listening, interpersonal, written, and oral communication skills Logical and efficient, with keen attention to detail Highly self-motivated and directed Ability to effectively prioritize and execute tasks while under pressure Strong customer service orientation Experience working in a team-oriented, collaborative environment Education, Experience, and Licensing Requirements: College diploma or university degree in the field of business administration, finance, or information systems Three to five years related work experience Proven experience with business and technical requirements analysis, elicitation, modeling, verification, and methodology development Demonstrated project management skills and project management software skills, including planning, organizing, and managing resources Working knowledge of Windows office systems Excellent understanding of the organization's goals and objectives
04/11/2024
Full time
Business Analyst Job Responsibilities: Elicits, analyzes, specifies, and validates the business needs of stakeholders, be they customers or end users. Collaborates with project sponsors to determine project scope and vision. Clearly identifies project stakeholders and establish customer classes, as well as their characteristics. Conducts interviews to gather customer requirements via workshops, questionnaires, surveys, site visits, workflow storyboards, use cases, scenarios, and other methods. Identifies and establishes scope and parameters of requirements analysis on a project-by-project basis to define project impact, outcome criteria, and metrics. Works with stakeholders and project team to prioritize collected requirements. Researches, reviews, and analyzes the effectiveness and efficiency of existing requirements-gathering processes and develop strategies for enhancing or further leveraging these processes. Assists in conducting research on products to meet agreed upon requirements and to support purchasing efforts. Participates in the QA of purchased solutions to ensure features and functions have been enabled and optimized. Participates in the selection of any requirements documentation software solutions that the organization may opt to use. Analyzes and verifies requirements for completeness, consistency, comprehensibility, feasibility, and conformity to standards. Develops and utilizes standard templates to accurately and concisely write requirements specifications. Translates conceptual customer requirements into functional requirements in a clear manner that is comprehensible to developers/project team. Creates process models, specifications, diagrams, and charts to provide direction to developers and/or the project team. Develops and conduct peer reviews of the business requirements to ensure that requirement specifications are correctly interpreted. Assists with the interpretation of customer requirements into feasible options, and communicating these back to the business stakeholders. Manages and tracks the status of requirements throughout the project lifecycle; enforce and redefine as necessary. Communicates changes, enhancements, and modifications of business requirements - verbally or through written documentation - to project managers, sponsors, and other stakeholders so that issues and solutions are understood. Provides guidance and/or instruction to junior staff members. Work Hours & Benefits This section of the business analyst job description is an excellent place to talk about the working hours and benefits specific to your company. The most effective business analyst job descriptions take this opportunity to tell prospective candidates about work from home and support staff options, and sell them on the benefits that set your firm apart, such as stock and ownership options, paid parental leave, or corporate travel accounts. Business Analyst Qualifications / Skills: Able to exercise independent judgment and take action on it Excellent analytical, mathematical, and creative problem-solving skills Excellent listening, interpersonal, written, and oral communication skills Logical and efficient, with keen attention to detail Highly self-motivated and directed Ability to effectively prioritize and execute tasks while under pressure Strong customer service orientation Experience working in a team-oriented, collaborative environment Education, Experience, and Licensing Requirements: College diploma or university degree in the field of business administration, finance, or information systems Three to five years related work experience Proven experience with business and technical requirements analysis, elicitation, modeling, verification, and methodology development Demonstrated project management skills and project management software skills, including planning, organizing, and managing resources Working knowledge of Windows office systems Excellent understanding of the organization's goals and objectives
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 The Position The Alternatives Investor Relations team has an opening for a Relationship Analyst (RA), focused on our alternatives sales efforts. The RA will work closely with the team's Alternatives Directors and Business Developers supporting our sales initiatives across Wellington's alternatives platform. Alternatives Directors and Business Developers work closely with prospects and clients to identify alternatives focused funds to meet their needs. A great deal of preparation goes into every meeting, proposal and product presentation, and RAs are integral to the process. RAs have a broad range of responsibilities including collecting and analyzing prospect, competitor, and industry information, partnering with product teams to curate alts messaging, working with marketing and capital introduction teams to assist with road shows, swings, and conferences, creating comprehensive responses to and materials for presentations, RFPs, and other client requests, and participating in client/prospect calls and meetings. The RA also collects information necessary to create and maintain a strong pipeline of prospects, including understanding the latest industry developments and uncovering potential business opportunities. The role requires frequent communication and interaction with Business Developers, Relationship Managers, Marketing, Product Management, Legal & Compliance, Finance, Portfolio Management, and the Investor Services Group. Responsibilities The RA will work closely with the team's Alternatives Directors and Business Developers to accomplish the following: Develop an understanding of the depth and breadth of Wellington Management's alternatives product offerings Conduct deep analysis on potential client and prospect new business opportunities Prepare briefing package and presentation materials for alts-specific prospect calls and meetings Serve as an alternatives focused contact for prospects/clients and for Wellington Management in this territory Respond to ad-hoc prospect inquiries and follow-up questions from meetings Coordinate and participate in prospect calls and onsite visits Maintain an understanding of competitive peer groups and conduct peer analysis, business management and strategy work Follow trends in the industry and report findings to the team Navigate various internal data systems confidently to develop reporting and source data points Support marketing efforts including managing internal and external materials, working with third party vendors on research initiatives and requests and coordinating webinars, special events and industry conferences. Qualifications The RA will work in a fast-paced environment requiring focus, creativity, and problem-solving skills. The ideal candidate will possess strong analytical and communication skills, excellent judgment, and the ability to learn quickly and manage simultaneous projects. The job entails extensive written and analytical work, thus proficiency using both Microsoft Excel and Word are required and experience with Salesforce is a plus. A large portion of the work is self-directed and requires an individual who can work independently under tight time constraints and evolving priorities. The successful candidate will have a bachelor's degree with preference given to candidates with progress toward the CAIA designation, CFA designation, MBA or other graduate level degree. The candidate should have at least two years prior experience in the investment industry, with a focus on alternatives preferred. A positive attitude, terrific work ethic, and strong attention to detail are required. 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)
04/11/2024
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 The Position The Alternatives Investor Relations team has an opening for a Relationship Analyst (RA), focused on our alternatives sales efforts. The RA will work closely with the team's Alternatives Directors and Business Developers supporting our sales initiatives across Wellington's alternatives platform. Alternatives Directors and Business Developers work closely with prospects and clients to identify alternatives focused funds to meet their needs. A great deal of preparation goes into every meeting, proposal and product presentation, and RAs are integral to the process. RAs have a broad range of responsibilities including collecting and analyzing prospect, competitor, and industry information, partnering with product teams to curate alts messaging, working with marketing and capital introduction teams to assist with road shows, swings, and conferences, creating comprehensive responses to and materials for presentations, RFPs, and other client requests, and participating in client/prospect calls and meetings. The RA also collects information necessary to create and maintain a strong pipeline of prospects, including understanding the latest industry developments and uncovering potential business opportunities. The role requires frequent communication and interaction with Business Developers, Relationship Managers, Marketing, Product Management, Legal & Compliance, Finance, Portfolio Management, and the Investor Services Group. Responsibilities The RA will work closely with the team's Alternatives Directors and Business Developers to accomplish the following: Develop an understanding of the depth and breadth of Wellington Management's alternatives product offerings Conduct deep analysis on potential client and prospect new business opportunities Prepare briefing package and presentation materials for alts-specific prospect calls and meetings Serve as an alternatives focused contact for prospects/clients and for Wellington Management in this territory Respond to ad-hoc prospect inquiries and follow-up questions from meetings Coordinate and participate in prospect calls and onsite visits Maintain an understanding of competitive peer groups and conduct peer analysis, business management and strategy work Follow trends in the industry and report findings to the team Navigate various internal data systems confidently to develop reporting and source data points Support marketing efforts including managing internal and external materials, working with third party vendors on research initiatives and requests and coordinating webinars, special events and industry conferences. Qualifications The RA will work in a fast-paced environment requiring focus, creativity, and problem-solving skills. The ideal candidate will possess strong analytical and communication skills, excellent judgment, and the ability to learn quickly and manage simultaneous projects. The job entails extensive written and analytical work, thus proficiency using both Microsoft Excel and Word are required and experience with Salesforce is a plus. A large portion of the work is self-directed and requires an individual who can work independently under tight time constraints and evolving priorities. The successful candidate will have a bachelor's degree with preference given to candidates with progress toward the CAIA designation, CFA designation, MBA or other graduate level degree. The candidate should have at least two years prior experience in the investment industry, with a focus on alternatives preferred. A positive attitude, terrific work ethic, and strong attention to detail are required. 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 The Position The Client Group has an opening for a Relationship Analyst on the Americas Institutional team out of our Boston office. The Analyst will work closely with the team's Business Developers, Relationship Managers and Consultant Relations Managers supporting our sales initiatives across Wellington's investment platform. Business Developers, Relationship Managers and Consultant Relations Managers work closely with prospects, clients and consultants to identify and implement investment solutions to meet their needs. A great deal of preparation goes into every meeting, proposal and product presentation, and Analysts are integral to the process. Analysts have a broad range of responsibilities including collecting and analyzing prospect, client, competitor and industry information, participating in client/prospect calls and meetings, and creating comprehensive responses to and materials for presentations, RFPs and other client requests. The Analyst also collects information necessary to create and maintain a strong pipeline of prospects, including understanding the latest industry developments and uncovering potential business opportunities. The role requires frequent communication and interaction with Business Developers, Relationship Managers, Investment Product and Fund Strategies, Legal and Enterprise Risk, Finance, Portfolio Management, and Client Reporting. RESPONSIBILITIES The Analyst will work closely with the team's Business Developers, Relationship Managers and Consultant Relations Managers to accomplish the following: Develop an understanding of the depth and breadth of Wellington Management's product offerings Serve as a contact for prospects/clients/investment consultants and for Wellington Management in the region Prepare briefing package and presentation materials for prospect/client/consultant calls and meetings Respond to ad-hoc inquiries and follow-up questions from meetings Schedule, coordinate and participate in external calls and onsite visits Conduct deep analysis on potential client and prospect new business opportunities Respond to Requests for Proposal by working with Investment Product and Fund Strategies, and other subject matter experts to ensure that each RFP is completed thoroughly Maintain an understanding of competitive peer groups and conduct peer analysis, business management and strategy work Follow trends in the industry and report findings to the team Serve as a member of the relationship team to support our clients' inquiries, cash flow requests and reporting requirements Navigate various internal data systems confidently, using creativity to build reports, source data points, and independently pull together responses to prospect due diligence requests Support marketing efforts including managing internal and external materials, working with third party vendors on research initiatives and requests and coordinating webinars, special events and industry conferences. QUALIFICATIONS Must be able to work in a fast-paced environment requiring focus, creativity, and problem-solving skills Strong analytical and communication skills, excellent judgment, and the ability to learn quickly and manage simultaneous projects The job entails extensive written and analytical work, thus proficiency using both Microsoft Excel and Word are required and experience with Salesforce is a plus A bachelor's degree with preference given to candidates with progress toward the CAIA designation, CFA designation, MBA or other graduate level degree. At least two years prior experience in the investment industry A positive attitude, terrific work ethic, very strong attention to detail, and sense of humor are absolutely required. Must be self-directed and requires an individual who can work independently under tight time constraints and evolving priorities. 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)
04/09/2024
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 The Position The Client Group has an opening for a Relationship Analyst on the Americas Institutional team out of our Boston office. The Analyst will work closely with the team's Business Developers, Relationship Managers and Consultant Relations Managers supporting our sales initiatives across Wellington's investment platform. Business Developers, Relationship Managers and Consultant Relations Managers work closely with prospects, clients and consultants to identify and implement investment solutions to meet their needs. A great deal of preparation goes into every meeting, proposal and product presentation, and Analysts are integral to the process. Analysts have a broad range of responsibilities including collecting and analyzing prospect, client, competitor and industry information, participating in client/prospect calls and meetings, and creating comprehensive responses to and materials for presentations, RFPs and other client requests. The Analyst also collects information necessary to create and maintain a strong pipeline of prospects, including understanding the latest industry developments and uncovering potential business opportunities. The role requires frequent communication and interaction with Business Developers, Relationship Managers, Investment Product and Fund Strategies, Legal and Enterprise Risk, Finance, Portfolio Management, and Client Reporting. RESPONSIBILITIES The Analyst will work closely with the team's Business Developers, Relationship Managers and Consultant Relations Managers to accomplish the following: Develop an understanding of the depth and breadth of Wellington Management's product offerings Serve as a contact for prospects/clients/investment consultants and for Wellington Management in the region Prepare briefing package and presentation materials for prospect/client/consultant calls and meetings Respond to ad-hoc inquiries and follow-up questions from meetings Schedule, coordinate and participate in external calls and onsite visits Conduct deep analysis on potential client and prospect new business opportunities Respond to Requests for Proposal by working with Investment Product and Fund Strategies, and other subject matter experts to ensure that each RFP is completed thoroughly Maintain an understanding of competitive peer groups and conduct peer analysis, business management and strategy work Follow trends in the industry and report findings to the team Serve as a member of the relationship team to support our clients' inquiries, cash flow requests and reporting requirements Navigate various internal data systems confidently, using creativity to build reports, source data points, and independently pull together responses to prospect due diligence requests Support marketing efforts including managing internal and external materials, working with third party vendors on research initiatives and requests and coordinating webinars, special events and industry conferences. QUALIFICATIONS Must be able to work in a fast-paced environment requiring focus, creativity, and problem-solving skills Strong analytical and communication skills, excellent judgment, and the ability to learn quickly and manage simultaneous projects The job entails extensive written and analytical work, thus proficiency using both Microsoft Excel and Word are required and experience with Salesforce is a plus A bachelor's degree with preference given to candidates with progress toward the CAIA designation, CFA designation, MBA or other graduate level degree. At least two years prior experience in the investment industry A positive attitude, terrific work ethic, very strong attention to detail, and sense of humor are absolutely required. Must be self-directed and requires an individual who can work independently under tight time constraints and evolving priorities. 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 our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. Our global investment platform is comprised of over 500 investment professionals across seven investment groups (Hedge Fund Group, Private Investments, Sustainability, Investment Boutiques, Investment Research, Risk & Science, and Investment Strategy) in the Americas, EMEA and APAC regions. The team collectively manages approximately $1 trillion in assets under management across the capital structure. We serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. 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, and inclusive culture 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. We are seeking an HR Analyst to join the Generalist team supporting the Investment Platform. The HR Analyst will work with the Human Resource Relationship Managers (HRRMs), managers and employees to provide HR strategy and support across the seven investment groups. The HR Analyst will have the opportunity to work across multiple HR areas including talent strategy, performance management and compensation, talent development, employee relations, culture and community, and diversity, equity and inclusion. RESPONSIBILITIES This team provides high touch HR business partnership for an important part of the business. This is a terrific opportunity to develop and hone deep human resources skills and learn about the investment management business. This position is based in Boston. The HR Analyst will have the following responsibilities: Talent Strategy & Strategic Projects • Partner with HRRMs, Specialist teams across HR and Finance, managers and employees to lead our team's global and platform-wide collaboration of critical HR processes including the execution of performance management processes, culture and community initiatives, employee engagement analysis, compensation strategy, global relocation and immigration needs, talent development and skill-based development plans, diversity, equity and inclusion, and ad hoc questions. • Act as project manager for strategic talent projects and initiatives • Liaise with the Data Management and Talent Analytics team to drive data and analytical projects, reporting, and analysis. Focused on trend analysis and pattern recognition with attention to diversity, historical changes, recruitment practices, motivation, turnover, and compliance with employment laws and regulations. • Support the programming, onboarding, and assimilation of new joiners and interns to ensure successful connectivity and engagement Growth and Development • Staying intellectually curious and current on important HR topics for the business, both on an as needed basis for clients and for their own skill development as an HR practitioner is a critical skill. This may include reading HR publications, building HR certifications, learning new professional skills, and expanding knowledge on the asset management industry. • Over time, it is expected there will be an opportunity to creatively expand the role to align with business needs. REQUIREMENTS It is important that the ideal candidate is analytical, collaborative, an effective communicator, and intellectually curious. The desire to work independently and be resourceful to 'figure things out' with sound judgement is an important part of joining this high functioning, supportive, global team. Additional qualifications include: • 3+ years of experience in Human Resources / People experience required; Asset Management or Professional Services experience preferred • Ability to handle a high paced environment, be flexible and prioritize multiple demands, have a strong work ethic • Exceptional project and change management experience - results driven self-starter who can lead projects from inception through delivery • Ability to build strong relationships and a proven track record of positively collaborating with key stakeholders • Excellent communication, both written and verbal. Must be comfortable speaking up - ask good questions, drive clarity, and influence when necessary • Creative and pragmatic problem solver with ability to frame issues, identify important points, synthesize, and draw conclusions • Natural curiosity and desire to learn more about the investment management business • High attention to detail, able to analyze large quantities of data and information to identify patterns and root causes • Strong proficiency in Power Point, Excel, OneNote, Teams, and Workday is required • Bachelor's degree required 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)
04/09/2024
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 our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. Our global investment platform is comprised of over 500 investment professionals across seven investment groups (Hedge Fund Group, Private Investments, Sustainability, Investment Boutiques, Investment Research, Risk & Science, and Investment Strategy) in the Americas, EMEA and APAC regions. The team collectively manages approximately $1 trillion in assets under management across the capital structure. We serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. 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, and inclusive culture 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. We are seeking an HR Analyst to join the Generalist team supporting the Investment Platform. The HR Analyst will work with the Human Resource Relationship Managers (HRRMs), managers and employees to provide HR strategy and support across the seven investment groups. The HR Analyst will have the opportunity to work across multiple HR areas including talent strategy, performance management and compensation, talent development, employee relations, culture and community, and diversity, equity and inclusion. RESPONSIBILITIES This team provides high touch HR business partnership for an important part of the business. This is a terrific opportunity to develop and hone deep human resources skills and learn about the investment management business. This position is based in Boston. The HR Analyst will have the following responsibilities: Talent Strategy & Strategic Projects • Partner with HRRMs, Specialist teams across HR and Finance, managers and employees to lead our team's global and platform-wide collaboration of critical HR processes including the execution of performance management processes, culture and community initiatives, employee engagement analysis, compensation strategy, global relocation and immigration needs, talent development and skill-based development plans, diversity, equity and inclusion, and ad hoc questions. • Act as project manager for strategic talent projects and initiatives • Liaise with the Data Management and Talent Analytics team to drive data and analytical projects, reporting, and analysis. Focused on trend analysis and pattern recognition with attention to diversity, historical changes, recruitment practices, motivation, turnover, and compliance with employment laws and regulations. • Support the programming, onboarding, and assimilation of new joiners and interns to ensure successful connectivity and engagement Growth and Development • Staying intellectually curious and current on important HR topics for the business, both on an as needed basis for clients and for their own skill development as an HR practitioner is a critical skill. This may include reading HR publications, building HR certifications, learning new professional skills, and expanding knowledge on the asset management industry. • Over time, it is expected there will be an opportunity to creatively expand the role to align with business needs. REQUIREMENTS It is important that the ideal candidate is analytical, collaborative, an effective communicator, and intellectually curious. The desire to work independently and be resourceful to 'figure things out' with sound judgement is an important part of joining this high functioning, supportive, global team. Additional qualifications include: • 3+ years of experience in Human Resources / People experience required; Asset Management or Professional Services experience preferred • Ability to handle a high paced environment, be flexible and prioritize multiple demands, have a strong work ethic • Exceptional project and change management experience - results driven self-starter who can lead projects from inception through delivery • Ability to build strong relationships and a proven track record of positively collaborating with key stakeholders • Excellent communication, both written and verbal. Must be comfortable speaking up - ask good questions, drive clarity, and influence when necessary • Creative and pragmatic problem solver with ability to frame issues, identify important points, synthesize, and draw conclusions • Natural curiosity and desire to learn more about the investment management business • High attention to detail, able to analyze large quantities of data and information to identify patterns and root causes • Strong proficiency in Power Point, Excel, OneNote, Teams, and Workday is required • Bachelor's degree required 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)
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 THE ROLE Our global investment platform is comprised of over 500 investment professionals across seven investment functions (Hedge Fund Group, Private Investments, Sustainability, Investment Boutiques, Research, Science & Strategy) in the Americas, EMEA and APAC regions. The team collectively manages approximately $1 trillion in assets across the capital structure. In this role, the Director of Early Career Investor Development (Americas) will be responsible for providing regional strategic leadership, coaching/mentoring and managing our early career investment talent programs in our US offices. The goal of this program is to develop the next generation of investors; development of this talent will be the Director's top priority. As such, the ideal candidate will possess deep investment knowledge, ideally having worked as an investor (Analyst or Portfolio Manager) or as a coach/manager of investors previously. They will leverage their investment background to partner closely with early career talent for the purpose of helping them discover their investor DNA and hone their respective investment processes and philosophies. In addition, the Director will take a long-term view to ensure that our talent is aligned with our global business needs and that it is adaptable to changing alpha sources, technologies, sciences, client needs, and market conditions. Success in this role will drive long-term strategic impact on the firm and our clients. Of note, our firm's DEI strategy places a great emphasis on recruiting and developing a highly diverse early career talent pipeline. As such, the Director will need to view themselves as a diversity champion, ambassador and leader for the investment platform. This position will report to the Head of Global Early Career Strategy & Talent. Working as part of a global and regional leadership team, the Director will serve a cross-functional role. Areas of responsibility will include but are not limited to: Work closely with Directors, Early Career Investor Development based in EMEA and APAC to build a strong and robust early career investor development program and talent bench for the US. Act as a coach (in partnership with experienced investors) for investment specific job responsibilities including idea generation, analytics, integration of science and technology, and the development of well-articulated investment philosophies and processes Provide ongoing, timely feedback, including mid-year and year-end performance and compensation reviews Partner with the Talent Acquisition team to ensure the firm is attracting the ideal diverse talent Understand the comprehensive needs of the investment teams across the US offices, both to ensure the Early Career talent bench is equipped to provide leverage today and to develop the requisite skills to become the successful next generation of investors beyond the Early Career program. Partner with the Investor Development and HR Talent Development teams to ensure that the firm is arming our investors with the skills needed to meet current and future business demands across our fundamental and scientific investment businesses. QUALIFICATIONS The successful candidate will bring a depth of investment content to the role as well as possess a strategic and global mindset. They will have a proven passion for attracting, retaining, developing and motivating early career investment talent and fostering a diverse and inclusive team. In addition, they must have demonstrable problem-solving skills, a deep understanding of investment processes and the ability to thrive in a highly collaborative team-oriented environment. Further qualifications include: 10+ years of relevant professional experience in at least one of the following capacities: 1) presently or formerly a successful investor (Analyst or Portfolio Manager) in a fundamental and/or systematic environment; 2) a manager of investors with a successful track record of hiring, coaching, retaining and developing early career talent; 3) a manager responsible for designing and leading investor development programs; or 4) an investment consultant with experience evaluating and providing feedback to managers; Proven experience of attracting, retaining, developing and motivating investment talent and fostering a diverse and inclusive team, oriented towards coaching and delivering feedback; A passion for the investing business and for the capital markets - a student of the industry Effective interpersonal and communication skills with the ability to articulate and integrate numerous viewpoints and mobilize/influence across all levels of the organization, including senior leaders; Ability to navigate stressful situations with poise; focused on being a calming presence, active listener and pragmatic problem solver; Superior organizational skills with a results orientation. The ability to manage, prioritize and complete multiple projects simultaneously is necessary; and Strong academic credentials; MBA and/or CFA/CAIA (or equivalent) is preferred. LOCATION The Director, Early Career Investor Development role will be based in Wellington's Global Headquarters in Boston, MA. 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 100,000 - 225,000 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)
04/09/2024
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 THE ROLE Our global investment platform is comprised of over 500 investment professionals across seven investment functions (Hedge Fund Group, Private Investments, Sustainability, Investment Boutiques, Research, Science & Strategy) in the Americas, EMEA and APAC regions. The team collectively manages approximately $1 trillion in assets across the capital structure. In this role, the Director of Early Career Investor Development (Americas) will be responsible for providing regional strategic leadership, coaching/mentoring and managing our early career investment talent programs in our US offices. The goal of this program is to develop the next generation of investors; development of this talent will be the Director's top priority. As such, the ideal candidate will possess deep investment knowledge, ideally having worked as an investor (Analyst or Portfolio Manager) or as a coach/manager of investors previously. They will leverage their investment background to partner closely with early career talent for the purpose of helping them discover their investor DNA and hone their respective investment processes and philosophies. In addition, the Director will take a long-term view to ensure that our talent is aligned with our global business needs and that it is adaptable to changing alpha sources, technologies, sciences, client needs, and market conditions. Success in this role will drive long-term strategic impact on the firm and our clients. Of note, our firm's DEI strategy places a great emphasis on recruiting and developing a highly diverse early career talent pipeline. As such, the Director will need to view themselves as a diversity champion, ambassador and leader for the investment platform. This position will report to the Head of Global Early Career Strategy & Talent. Working as part of a global and regional leadership team, the Director will serve a cross-functional role. Areas of responsibility will include but are not limited to: Work closely with Directors, Early Career Investor Development based in EMEA and APAC to build a strong and robust early career investor development program and talent bench for the US. Act as a coach (in partnership with experienced investors) for investment specific job responsibilities including idea generation, analytics, integration of science and technology, and the development of well-articulated investment philosophies and processes Provide ongoing, timely feedback, including mid-year and year-end performance and compensation reviews Partner with the Talent Acquisition team to ensure the firm is attracting the ideal diverse talent Understand the comprehensive needs of the investment teams across the US offices, both to ensure the Early Career talent bench is equipped to provide leverage today and to develop the requisite skills to become the successful next generation of investors beyond the Early Career program. Partner with the Investor Development and HR Talent Development teams to ensure that the firm is arming our investors with the skills needed to meet current and future business demands across our fundamental and scientific investment businesses. QUALIFICATIONS The successful candidate will bring a depth of investment content to the role as well as possess a strategic and global mindset. They will have a proven passion for attracting, retaining, developing and motivating early career investment talent and fostering a diverse and inclusive team. In addition, they must have demonstrable problem-solving skills, a deep understanding of investment processes and the ability to thrive in a highly collaborative team-oriented environment. Further qualifications include: 10+ years of relevant professional experience in at least one of the following capacities: 1) presently or formerly a successful investor (Analyst or Portfolio Manager) in a fundamental and/or systematic environment; 2) a manager of investors with a successful track record of hiring, coaching, retaining and developing early career talent; 3) a manager responsible for designing and leading investor development programs; or 4) an investment consultant with experience evaluating and providing feedback to managers; Proven experience of attracting, retaining, developing and motivating investment talent and fostering a diverse and inclusive team, oriented towards coaching and delivering feedback; A passion for the investing business and for the capital markets - a student of the industry Effective interpersonal and communication skills with the ability to articulate and integrate numerous viewpoints and mobilize/influence across all levels of the organization, including senior leaders; Ability to navigate stressful situations with poise; focused on being a calming presence, active listener and pragmatic problem solver; Superior organizational skills with a results orientation. The ability to manage, prioritize and complete multiple projects simultaneously is necessary; and Strong academic credentials; MBA and/or CFA/CAIA (or equivalent) is preferred. LOCATION The Director, Early Career Investor Development role will be based in Wellington's Global Headquarters in Boston, MA. 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 100,000 - 225,000 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 a Director to be the business lead for our Equity L/S Funds, as part of the leadership team of our Hedge Fund Group (HFG). The HFG leadership team is responsible for the strategic plan and management of the business. The new director will be responsible for the strategic direction and priorities for the Equity L/S part of our platform. Wellington has been in the hedge fund business since 1994. Today it is a $25 billion business run across our Diversifying and Equity L/S strategies. We offer our capabilities via flagship multi-strategy funds, custom combinations, and on a stand-alone basis. We strive to deliver exceptional investment results for clients and be a destination of choice for talent. RESPONSIBILITIES Specific responsibilities will include, but not be limited, to the following: - Investment capabilities and talent: Ensure we attract, motivate, develop and retain our investment talent. Foster an investment culture that balances the independence and focus required of hedge fund investing and integration with our firm's broader, highly collaborative investment ecosystem - Business Leadership and Strategic direction: Serve as business leader to develop and execute the business plan and provide day to day management; partner with our client group on our fund and growth strategy and with other investment business leaders to define the inter-connected talent strategy required to deliver perform. - Investment performance, integrity and risk: Provide fiduciary and supervisory oversight ensuring our funds are taking risks consistent with client expectations; Help Portfolio Managers foster healthy team dynamics and execute a well-defined philosophy with a strong investment process and risk plan. - Infrastructure and support: Partner with Director, Hedge Fund Group responsible for Infrastructure and Technology to ensure the platform and each PM team has the necessary infrastructure, technology, resources and support to perform. QUALIFICATIONS This candidate must be the utmost fiduciary, a strategic thinker and highly collaborative problem solver. He/she will have 15+ yrs of relevant experience leading equity hedge fund businesses. As a manager of investors, he/she must be credible with the ability to identify, attract, assess, and retain investment talent. We take a longer-term view on our talent. It is critical the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors. He or she will be laser focused on helping investors succeed with flexibility, empathy, and a passion for investing. Additional skills include: Strategic orientation with the ability to define and execute a strong business plan Outstanding collaboration and leadership skills; ability to work successfully with very experienced, passionate investors and with multiple functions across the firm; Proven experience of attracting, retaining, developing, and motivating investment talent Superior organizational skills; ability to manage, prioritize, and complete multiple projects simultaneously; focused on results; Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across the firm and represent the function internally and externally; Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver; Prior management experience of investors and/or first-hand investment experience, either as an Analyst or Portfolio Manager, would be advantageous 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 100,000 - 225,000 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)
04/08/2024
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 a Director to be the business lead for our Equity L/S Funds, as part of the leadership team of our Hedge Fund Group (HFG). The HFG leadership team is responsible for the strategic plan and management of the business. The new director will be responsible for the strategic direction and priorities for the Equity L/S part of our platform. Wellington has been in the hedge fund business since 1994. Today it is a $25 billion business run across our Diversifying and Equity L/S strategies. We offer our capabilities via flagship multi-strategy funds, custom combinations, and on a stand-alone basis. We strive to deliver exceptional investment results for clients and be a destination of choice for talent. RESPONSIBILITIES Specific responsibilities will include, but not be limited, to the following: - Investment capabilities and talent: Ensure we attract, motivate, develop and retain our investment talent. Foster an investment culture that balances the independence and focus required of hedge fund investing and integration with our firm's broader, highly collaborative investment ecosystem - Business Leadership and Strategic direction: Serve as business leader to develop and execute the business plan and provide day to day management; partner with our client group on our fund and growth strategy and with other investment business leaders to define the inter-connected talent strategy required to deliver perform. - Investment performance, integrity and risk: Provide fiduciary and supervisory oversight ensuring our funds are taking risks consistent with client expectations; Help Portfolio Managers foster healthy team dynamics and execute a well-defined philosophy with a strong investment process and risk plan. - Infrastructure and support: Partner with Director, Hedge Fund Group responsible for Infrastructure and Technology to ensure the platform and each PM team has the necessary infrastructure, technology, resources and support to perform. QUALIFICATIONS This candidate must be the utmost fiduciary, a strategic thinker and highly collaborative problem solver. He/she will have 15+ yrs of relevant experience leading equity hedge fund businesses. As a manager of investors, he/she must be credible with the ability to identify, attract, assess, and retain investment talent. We take a longer-term view on our talent. It is critical the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors. He or she will be laser focused on helping investors succeed with flexibility, empathy, and a passion for investing. Additional skills include: Strategic orientation with the ability to define and execute a strong business plan Outstanding collaboration and leadership skills; ability to work successfully with very experienced, passionate investors and with multiple functions across the firm; Proven experience of attracting, retaining, developing, and motivating investment talent Superior organizational skills; ability to manage, prioritize, and complete multiple projects simultaneously; focused on results; Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across the firm and represent the function internally and externally; Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver; Prior management experience of investors and/or first-hand investment experience, either as an Analyst or Portfolio Manager, would be advantageous 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 100,000 - 225,000 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 Our global investment platform is comprised of over 500 investment professionals across seven investment functions (Hedge Fund Group, Private Investments, Sustainability, Investment Boutiques, Research, Science & Strategy) in the Americas, EMEA and APAC regions. The team collectively manages approximately $1 trillion in assets across the capital structure. The Investment Boutiques (IB) leadership team is responsible for ensuring Wellington has a world-class global investment platform with excellent investment results, capabilities, infrastructure, talent and products to meet the evolving needs of clients now and in the future. We are seeking to add a Director aligned with Equity to join the leadership team in leading and managing our US Equity investment teams. The Director, as part of the Equity leadership team, will develop and execute the department's strategic plan and various initiatives to ensure the investment teams have the talent and resources they need to deliver for clients. The position is based in Boston and will report to the Head of Investment Boutiques. The successful candidate will have a passion for investing, demonstrable problem-solving skills, a commercial outlook and the ability to thrive in a highly collaborative team-oriented environment. They will be the utmost fiduciary and be laser-focused on helping investment teams deliver excellent performance for our clients. It is critical that the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors. ESSENTIAL SKILLS Management experience: The ideal candidate will have a passion for helping others develop and experience in managing diverse and global investment talent including the ability to identify, coach, evaluate and lead talent. They will have the flexibility and openness to continue learning, evolving and growing as a manager of investment talent. Superior collaboration and influencing skills: The successful candidate will enjoy contributing to a highly collaborative leadership team. They will bring credibility to engage productively with senior investors and leaders, including ability to provide a point of view, constructively challenge status quo and solve problems. The ideal candidate will bring a flexible mindset and creative approach to problem solving with the discretion to manage competing priorities from multiple stakeholders. Passion for investing and trusted leader: They will have a passion for investing, demonstrable problem-solving skills and the ability to thrive in a highly collaborative team-oriented environment. They will be the utmost fiduciary and laser focused on helping Investors deliver differentiated and excellent investment performance. It is critical that the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors. RESPONSIBILITIES INVESTMENT CAPABILITIES & TALENT Ensuring that we attract and retain the investment talent necessary to generate excellent research and investment performance: • Building diverse and inclusive teams in which different perspectives, backgrounds and skill are embraced to improve idea generation and client outcomes • Providing ongoing guidance, coaching and feedback for both junior and experienced investment professionals (e.g., helping them have impact by focusing on long term, deep, differentiated research; counseling on team dynamics; finding solutions to 'pain points;' enabling effective communication and the interface between investors locally, regionally and globally; and utilizing firm resources, including technology) • Succession planning including identifying talent needs/gaps and providing ongoing assessment of Investors' investment skills/capabilities • Identifying and developing the skills required in the future, including an alternatives skill set (shorting, absolute return mindset), investment science and advanced data skills, portfolio management capabilities, and risk taking; and • Providing ongoing assessment of investment skill/capabilities and managing mid- and year-end performance and compensation review processes. INVESTMENT PERFORMANCE, INTEGRITY & RISK Promoting idea generation and excellent investment performance in our portfolios. Ensuring portfolios are taking risks consistent with client expectations and regulatory requirements: • Supporting Investors to develop well-articulated investment philosophies and processes • Helping to provide risk management, fiduciary and supervisory oversight, and regulatory oversight • Ensuring a successful operational model for each Investor's research and investment process • Managing investment capacity for each team and strategy; and • Leverage the Investors' time to ensure they are generating excellent investment results. INFRASTRUCTURE & SUPPORT Ensuring that the Investment Boutiques platform has the necessary infrastructure and support to achieve its investment objectives and meet our fiduciary and regulatory responsibilities: • Ensuring necessary infrastructure and support is in place • Participating in new product development discussions globally and across functions; and • Connecting and collaborating with key support areas (Trading, Product Management, Legal and Compliance, IT, Global Relationship Group) and across regions to ensure effective end-to-end investment processes QUALIFICATIONS • 15+ years of relevant professional experience • Superior organizational skills ability to manage, prioritize and complete multiple projects simultaneously and focused on results • Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across the firm • Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver • Prior management experience of investors and/or first-hand investment experience, either as an Analyst or Portfolio Manager, would be advantageous • Strong academic credentials: MBA and/or CFA (or equivalent) 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 100,000 - 225,000 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)
04/07/2024
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 Our global investment platform is comprised of over 500 investment professionals across seven investment functions (Hedge Fund Group, Private Investments, Sustainability, Investment Boutiques, Research, Science & Strategy) in the Americas, EMEA and APAC regions. The team collectively manages approximately $1 trillion in assets across the capital structure. The Investment Boutiques (IB) leadership team is responsible for ensuring Wellington has a world-class global investment platform with excellent investment results, capabilities, infrastructure, talent and products to meet the evolving needs of clients now and in the future. We are seeking to add a Director aligned with Equity to join the leadership team in leading and managing our US Equity investment teams. The Director, as part of the Equity leadership team, will develop and execute the department's strategic plan and various initiatives to ensure the investment teams have the talent and resources they need to deliver for clients. The position is based in Boston and will report to the Head of Investment Boutiques. The successful candidate will have a passion for investing, demonstrable problem-solving skills, a commercial outlook and the ability to thrive in a highly collaborative team-oriented environment. They will be the utmost fiduciary and be laser-focused on helping investment teams deliver excellent performance for our clients. It is critical that the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors. ESSENTIAL SKILLS Management experience: The ideal candidate will have a passion for helping others develop and experience in managing diverse and global investment talent including the ability to identify, coach, evaluate and lead talent. They will have the flexibility and openness to continue learning, evolving and growing as a manager of investment talent. Superior collaboration and influencing skills: The successful candidate will enjoy contributing to a highly collaborative leadership team. They will bring credibility to engage productively with senior investors and leaders, including ability to provide a point of view, constructively challenge status quo and solve problems. The ideal candidate will bring a flexible mindset and creative approach to problem solving with the discretion to manage competing priorities from multiple stakeholders. Passion for investing and trusted leader: They will have a passion for investing, demonstrable problem-solving skills and the ability to thrive in a highly collaborative team-oriented environment. They will be the utmost fiduciary and laser focused on helping Investors deliver differentiated and excellent investment performance. It is critical that the ideal candidate be an empathetic leader with the strongest ability to build trust-based relationships with investors. RESPONSIBILITIES INVESTMENT CAPABILITIES & TALENT Ensuring that we attract and retain the investment talent necessary to generate excellent research and investment performance: • Building diverse and inclusive teams in which different perspectives, backgrounds and skill are embraced to improve idea generation and client outcomes • Providing ongoing guidance, coaching and feedback for both junior and experienced investment professionals (e.g., helping them have impact by focusing on long term, deep, differentiated research; counseling on team dynamics; finding solutions to 'pain points;' enabling effective communication and the interface between investors locally, regionally and globally; and utilizing firm resources, including technology) • Succession planning including identifying talent needs/gaps and providing ongoing assessment of Investors' investment skills/capabilities • Identifying and developing the skills required in the future, including an alternatives skill set (shorting, absolute return mindset), investment science and advanced data skills, portfolio management capabilities, and risk taking; and • Providing ongoing assessment of investment skill/capabilities and managing mid- and year-end performance and compensation review processes. INVESTMENT PERFORMANCE, INTEGRITY & RISK Promoting idea generation and excellent investment performance in our portfolios. Ensuring portfolios are taking risks consistent with client expectations and regulatory requirements: • Supporting Investors to develop well-articulated investment philosophies and processes • Helping to provide risk management, fiduciary and supervisory oversight, and regulatory oversight • Ensuring a successful operational model for each Investor's research and investment process • Managing investment capacity for each team and strategy; and • Leverage the Investors' time to ensure they are generating excellent investment results. INFRASTRUCTURE & SUPPORT Ensuring that the Investment Boutiques platform has the necessary infrastructure and support to achieve its investment objectives and meet our fiduciary and regulatory responsibilities: • Ensuring necessary infrastructure and support is in place • Participating in new product development discussions globally and across functions; and • Connecting and collaborating with key support areas (Trading, Product Management, Legal and Compliance, IT, Global Relationship Group) and across regions to ensure effective end-to-end investment processes QUALIFICATIONS • 15+ years of relevant professional experience • Superior organizational skills ability to manage, prioritize and complete multiple projects simultaneously and focused on results • Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across the firm • Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver • Prior management experience of investors and/or first-hand investment experience, either as an Analyst or Portfolio Manager, would be advantageous • Strong academic credentials: MBA and/or CFA (or equivalent) 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 100,000 - 225,000 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)