Asset & Wealth Management (“AWM”) Finance is responsible for all aspects of the business’s financial reporting, planning, analysis, and strategic positioning. There are several functions within AWM Finance, one of which is the Planning & Analysis (“P&A”) team. This team delivers timely, accurate, and insightful business analysis to senior management in order to facilitate both tactical and strategic decision-making. This role is for an Associate whose role will be responsible for our incentive compensation (“IC”) monthly SVA calculation which drives the monthly accrual process and p&l impact.
This individual will have multiple responsibilities supporting AWM P&A deliverables:
Bachelor’s degree and 2+ years of work experience, preferably in Financial Services, and/or accounting/controller background
Ability to efficiently and accurately synthesize and interpret large data sets in Excel and potentially Access
Comfortable multi-tasking and meeting short-notice deadlines
Strong verbal and written communication skills
Integrity in handling highly sensitive and confidential information
Ability to articulate complex issues clearly
Team player with ability to work across multiple global lines of business
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