Finance & Business Management
About The Position
As a Finance & Business Management (F&BM) Business Management Associate within the US Equity team, you will collaborate with senior leaders and internal business managers to implement strategic projects and address day-to-day business challenges. You will liaise across business groups to define requirements, analyze data and processes, and provide tactical support. You will also maintain relationships with external vendors and support initiatives across audit, risk, legal, compliance, and operations, proactively identifying risks and developing solutions. Global Finance & Business Management strategically manages capital, drives growth and efficiencies, maintains financial reporting, and proactively manages risk. Its teams provide information, analysis, and recommendations to improve results and support decision-making.
Requirements
- Minimum of 2 years’ experience in Asset Management businesses or product areas.
- Ability to analyze complex business processes, identify key issues, and develop practical, data-driven recommendations.
- Proficiency with Excel, PowerPoint, Word, and business intelligence/visualization tools.
- Strong written and verbal communication skills, with the ability to articulate complex ideas clearly.
- Proven track record of delivering projects, complex products, and/or new business initiatives.
- Demonstrated ability to multitask and re-prioritize quickly.
- Forward-thinking approach to leveraging AI-enabled tools to improve efficiency, communication, and business outcomes.
Nice To Haves
- Experience in project management within a financial services environment.
- Familiarity with AI-enabled productivity and data visualization tools.
- Ability to work independently and as part of a team.
- Strong problem-solving skills and attention to detail.
- Experience in client relationship management.
- Knowledge of regulatory requirements in the financial industry.
Responsibilities
- Partner with business groups across functions to execute key priorities and define business needs.
- Analyze data, processes, and team organization to identify weaknesses, gaps, risks, and opportunities.
- Document requirements for improvement and provide tactical support to the team.
- Facilitate and maintain relationships between the business and external vendors.
- Support client onboarding, procedure updates, presentations, and development of visualization dashboards.
- Provide reporting for senior management and support audit, risk, legal, compliance, and control management.
- Assist technology and operations teams to implement key initiatives and address day-to-day issues.
Benefits
- Competitive total rewards package, including base salary; eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
