Financial Reporting Analyst, US Funds
Core
Support annual fund financial statement audits and regulatory filings for Wellington Management's investment funds.
Role type
Financial Reporting Analyst
Builds
Annual fund financial statements and regulatory filings
Domain
Asset Management / Fund Accounting
Required skills
Financial statement review, Regulatory filing, Process improvement, Internal controls, Stakeholder collaboration, Data analysis
Preferred skills
CPA, CFA, CAIA, MBA
Technologies
Excel, Access, Alteryx, SQL, Tableau
Responsibilities
Assist with annual audit process and financial statement reviews, Perform daily/weekly/monthly centralized activities including regulatory filings and client reporting, Support process improvement and internal controls, Respond to internal and external inquiries, Support operational and systems infrastructure projects, Develop relationships with external service providers
Seniority
Mid-Senior, hands-on IC