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9 дней назад

Manager, Financial Planning & Analysis - Investment Products (Asset Management)

87 000 - 148 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Manager, Financial Planning & Analysis - Investment Products (Asset Management): Supporting financial planning, forecasting, reporting, and decision-making for an investment products business with an accent on financial modeling, variance analysis, and trend analysis across AUM, revenue, and product costs. Focus on refining forecasts, identifying financial risks and opportunities, and communicating complex financial results to business partners and senior leadership.

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

hirify.global 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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