Asst Dir MSA Finance and Admin

Northwestern Mutual•Milwaukee, WI

2d•$108,160 - $162,240

About The Position

Mason Street Advisors (MSA) manages over $42 billion in assets across 34 individual funds and 2 mutual fund clients. These funds are exclusively offered through Northwestern Mutual advisory services and variable insurance and annuity products. This position is responsible for budgeting, profitability and pricing for MSA and the funds for which it serves as investment adviser. This position also supports the planning and execution of MSA’s subadvisory oversight, supervision and reporting responsibilities.

Requirements

Bachelor’s degree required with a major in business, economics, finance, accounting or related field
Minimum of 8 years’ experience, including solid knowledge of financial concepts and strategic operational planning
Minimum of 5 years of experience in investment management and/or financial services
Demonstrated ability to apply strategic thinking and sound judgment to support business planning and operational improvements
Superior verbal and written communication skills
Lead and influence others outside of a direct reporting relationship
Strong organizational skills and attention to detail
Ability to prioritize and work independently
Expertise in Microsoft Excel and Power BI
Strong knowledge of Microsoft Word and PowerPoint
Analytical Thinking - Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes.
Attention to Detail - Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.
Business Automation - Applies knowledge and utilizes systems that facilitate or automate one or more business application solutions, including linking rules to workflow management and requirements acquisition.
Cross Functional Partnering & Planning - Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals.
Financial Acumen - Applies the knowledge of financial statements, financial analysis, budgeting, forecasting, and financial modeling to ensure decisions are fiscally sound and responsible.

Nice To Haves

Advanced degree (such as MBA) or designation preferred

Responsibilities

Support the budgeting, forecasting, profitability, pricing and financial controls for MSA
Coordinate with the Finance Department regarding revenue and expense management
Monitor the financial aspects and contracts of MSA’s vendors
Maintain a keen understanding of inter-company agreements between MSA and its affiliates
Provide financial perspective on specific business plans and initiatives relating to MSA and the funds advised by MSA
Prepare materials and reports to the board of directors of MSA’s mutual fund clients, with a focus on fees, expenses and profitability
Maintain awareness of subadvisory fee trends within the industry and review existing and prospective subadvisory fee arrangements for competitiveness
Support the day-to-day activities for the maintenance and enhancement of sub-advisory oversight and supervision, including board reporting
Identify opportunities to increase efficiency in data collection, organization and report creation through process optimization and emerging technologies