Manager, Financial Planning & Analysis - Investment Products (Asset Management)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Owings Mills, Maryland, with Baltimore listed as an alternative location. Based in the Maryland office with in-office presence four days per week and up to one day per week from home; remote work beyond this arrangement and alternative office locations are not available.
Base salary for Maryland: $87,000–$148,000 annually. A discretionary bonus may also be available.
Company
is a global asset management organization providing equity, fixed-income, and multi-asset investment solutions to individuals, advisors, institutions, and retirement plan sponsors.
What you will do
- Support the Investments business unit and Product through financial reporting, strategic planning, forecasting, financial modeling, and business partnership.
- Update short-term and long-range forecasts using business inputs, assumptions, and strategy changes.
- Support budgeting, quarterly forecasting, and long-range planning processes.
- Perform monthly variance analysis against budgets, forecasts, and prior periods, communicating key drivers.
- Support month-end close activities and ensure accurate, complete financial results.
- Conduct trend analysis on AUM, revenue, and product-related costs to support business decisions.
Requirements
- Bachelor’s degree and 5+ years of relevant work experience.
- Strong business analysis and problem-solving skills, with knowledge of or interest in asset management and global trends.
- Ability to work from the Maryland office four days per week; remote work is limited to up to one day per week.
- FINRA licenses are not required and will not be supported for this role.
Nice to have
- Confidence interacting with senior leadership.
- Excellent verbal and written communication skills.
- Ability to lead cross-functional initiatives and guide and support analysts.
- Advanced PowerPoint and Excel skills.
- Ability to analyze and synthesize complex financial data into meaningful executive summaries.
- Responsive, team-oriented approach with strong internal client-service skills.
- Experience creating data visualizations, storyboards, or dashboards in Power BI.
- Experience with financial planning systems such as Oracle or SmartView.
- Knowledge of accounting principles.
Culture & Benefits
- Collaborative, inclusive culture focused on diversity, equal opportunity, and meaningful client and community impact.
- Hybrid work schedule with up to one day per week from home.
- Competitive compensation, annual bonus eligibility, and a generous retirement plan.
- Health and wellness benefits, including online therapy.
- Paid time off for vacation, illness, medical appointments, and volunteering.
- Family care resources, including fertility and adoption benefits.
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