US Funds Fund Reporting & Audit Analyst

Wellington Management Company; Boston (MA); On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

Retirement plan

Health, dental, vision, and pharmacy coverage

Health savings account

Tuition/CFA reimbursement

Paid time off

Job summary

Wellington Management Company is seeking a Financial Reporting Analyst for its US Funds team. This role involves assisting with annual financial audits and regulatory filings while collaborating with various teams and stakeholders.

Candidates should possess a degree in accounting or finance, along with 5-10 years of relevant experience in public accounting or asset management. The position offers a salary range of USD 80,000 to 150,000, along with comprehensive benefits including health coverage and retirement plans.

Qualifications

• 5-10 years of experience at a public accounting firm, asset management firm, or fund administrator.
• Ability to work in a fast-paced, team-oriented environment.
• Proactive in developing and improving processes.

Responsibilities

• Assist with the annual audit process, including financial statement reviews.
• Perform regulatory and client reporting activities.
• Identify and implement process-improvement initiatives.

Skills

Advanced Excel

Analytical skills

Written and verbal communication

Attention to detail

Regulatory knowledge

Education

College undergraduate degree in accounting, finance, or business

Tools

Alteryx

SQL

Tableau

Access

Job description

Wellington Management Company is seeking a Financial Reporting Analyst for its US Funds team. This role involves assisting with annual financial audits and regulatory filings while collaborating with various teams and stakeholders.

Candidates should possess a degree in accounting or finance, along with 5-10 years of relevant experience in public accounting or asset management. The position offers a salary range of USD 80,000 to 150,000, along with comprehensive benefits including health coverage and retirement plans.