Financial Analyst, Financial Planning and Analysis

WorldQuantOld Greenwich, CT
Onsite

About The Position

WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets, focusing on producing high-quality predictive signals (alphas) through its proprietary research platform. The company fosters a collaborative culture that values academic sensibility, accountability, open thinking, intellectualism, practicality, and continuous improvement, aiming to hire top talent based on intellectual horsepower and outstanding talent. The Global Finance Team manages WorldQuant's financial reporting systems, with the Financial Planning & Analysis Team specifically handling cost allocation to WorldQuant Millennium Advisors (WMA), a joint venture. This Financial Analyst role, reporting to the Senior Financial Analyst, will be responsible for owning the cost allocation model and financial analytics for WMA.

Requirements

  • Bachelor’s degree in Accounting, Finance, or similar analytical discipline
  • Advanced Excel and data management skills (will be evaluated as part of the interview process)
  • 2+ years of relevant experience in a financial services industry role
  • Ability to work well under short deadlines with enhanced attention to detail
  • Outstanding organizational skills, and ability to create auditable Financial Models
  • Excellent oral and written communication skills

Responsibilities

  • Lead and execute the monthly cost allocation model, ensuring completeness and compliance with allocation policies
  • Analyze all model drivers for accuracy through comparative testing and KPI analysis, identifying and resolving discrepancies as they arise
  • Maintain a rigorous quality control process for all cost allocation reporting, including structured checklists, audit trails, and formal stakeholder sign-off
  • Manage and execute the allocation budgeting process and ongoing forecasting cycles, ensuring alignment with business objectives and financial outlooks
  • Conduct financial analysis across a variety of workstreams — including but not limited to profitability, sensitivity, and compensation analysis — translating results into actionable insights that support strategic decision making
  • Continuously evaluate and improve processes, tools, and reporting capabilities while proactively anticipating and addressing stakeholder needs

Benefits

  • Fully paid medical and dental insurance for employees and dependents
  • flexible spending account
  • 401k
  • fully paid parental leave
  • generous PTO (paid time off) that consists of: twenty vacation days that are pro-rated based on the employee’s start date, at an accrual of 1.67 days per month, three personal days, and ten sick days.
  • Employee discounts for gym memberships
  • wellness activities
  • healthy snacks
  • casual dress code
  • learning and development courses
  • speakers
  • team-building off-site
  • Employee resource groups
  • discretionary performance bonus
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