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analyst global financial planning and analysis

Bain & Company

<div>
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    WHAT MAKES US A GREAT PLACE TO WORK&nbsp;
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   We are proud to be consistently recognized as one of the world&rsquo;s best places to work. We are currently the top ranked consulting firm on Glassdoor Best Place to Work list and have earned the #1 overall spot a record seven times.
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   Extraordinary teams are at the heart of our business strategy, but these don&rsquo;t happen by chance. They require intentional focus on bringing together a broad set of backgrounds, cultures, experiences, perspectives, and skills in a supportive and inclusive work environment. We hire people with exceptional talent and create an environment in which every individual can thrive professionally and personally.
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   In this role, you will collaborate closely with a wide range of stakeholders across Bain's global organization. As part of the Global FP&amp;A team, you will partner with senior leadership to deliver financial reporting and insights that inform strategic decision-making at the highest levels of the firm. You will work alongside operational and functional leaders to support budgeting, long-range planning, and scenario analysis, serving as a trusted financial partner across the business.
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     WHERE YOU&rsquo;LL FIT WITHIN THE TEAM
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   Working as a member of the Global Financial Planning &amp; Analysis group, you will play a meaningful role in how Bain understands and steers its business by reporting on the financial performance of the company to senior leadership. You&rsquo;ll partner with key business stakeholders and leverage internal systems to support the data-driven decisions that shape Bain&rsquo;s operations and strategy. You will also be an important financial partner that supports operational and functional leadership by developing financial and operational plans for the business.  As your skill set grows, you will innovate on ways to analyze the business and proactively recommend changes that will help continue Bain&rsquo;s long-term track record of success in our industry. &nbsp;If you have a passion for turning financial performance data into tangible insights and are excited about the intersection of FP&amp;A and data analytics, we&rsquo;d love to hear from you.
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     WHAT YOU&rsquo;LL DO
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   Key responsibilities for this role include:&nbsp;
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    Produce reporting that clearly describes our global financial and operating performance&nbsp;
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    Support the monthly management close process&nbsp;
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    Optimize and streamline workflows utilizing advanced tools&nbsp;
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    Help to coordinate, analyze and summarize our global budgets and long-range plans for the senior management team&nbsp;
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    Support corporate financial scenario planning&nbsp;
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    Support ad hoc analysis &amp; provide decisions support for management
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    BS/BA in Business/Accounting/Finance preferred; will also consider Economics, Math or other analytic fields with strong interest in Business/Finance
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    2-4 years of progressive FP&amp;A/Corporate Finance experience
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    Excellent quantitative and analytical skills&nbsp;
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    Strong organizational, planning, project management, and problem-solving skills&nbsp;
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    Strong finance background; experience with monthly close processes preferred, SAP experience a plus&nbsp;
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    Very strong proficiency with Excel (financial modeling &amp; data aggregation); proficiency in PowerPoint, Word, and Outlook&nbsp;
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    Comfortable utilizing AI tools (Claude, ChatGPT, CoPilot, etc.)&nbsp;
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    Automation or digital transformation experience preferred&nbsp;
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    Exposure to programming languages such as Python, SQL, R, VBA, etc. a plus&nbsp;
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    Strong interpersonal and communication skills; ability to interact with senior management&nbsp;
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    Detail-oriented and strong customer service skills with an ability to develop and maintain internal relationships&nbsp;
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    Ability to work independently as well as part of a team; enthusiastic team player&nbsp;
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    Ability to handle highly confidential information in a professional, mature manner&nbsp;
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    Ability to collaborate across a cross-functional team&mdash;HR, operations, etc.&nbsp;
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    Prior experience using financial and planning software a plus (Anaplan preferred)
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   This role follows a hybrid model, requiring in-office presence at least 3 days per week with limited travel as needed.
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     U.S. Compensation Information
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   Compensation for this role includes base salary, annual discretionary performance bonus, 401(k) plan with an annual employer contribution based on years of service and Bain&rsquo;s best in class benefits package (details listed below).
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   Some local governments in the United States require a good-faith, reasonable salary range to be included in job postings for open roles. The estimated annualized compensation for this role is as follows:
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    In Massachusetts, the good-faith, reasonable annualized full-time salary range for this role is between $67,000 - $80,500
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   Placement within this range will vary based on several factors including, but not limited to experience, education, licensure/certifications, training and skill level&nbsp;
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    Annual discretionary performance bonus
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    This role may also be eligible for other elements of discretionary compensation
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    4.5% 401(k) company contribution, which increases after 3 years of service and is 100% vested upon start date
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   Bain &amp; Company's comprehensive benefits and wellness program is designed to help employees achieve personal independence, protection and stability in the areas most important to you and your family.
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    Bain pays 100% individual employee premiums for medical, dental and vision programs, offering one of the most comprehensive medical plans for employees without impacting your paycheck
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    Generous paid time off, including parental leave, sick leave and paid holidays
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    Fully vested 401(k) company contribution
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    Paid Life and Long-Term Disability insurance
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    Annual fitness reimbursements
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Analyst, Global Financial Planning and Analysis

Cushman & Wakefield

<div><p><b>Job Title</b></p>
Senior Financial Analyst, Capital Markets<p></p><p><b>
Job Description Summary</b></p>
The Capital Markets Senior Financial Analyst (&ldquo;CMFA&rdquo;) will support transactions generated by Cushman &amp; Wakefield&rsquo;s Investment Sales brokerage services across multiple product types, with a concentration in office valuation analyses. Senior Analysts will primarily perform the more complex financial analysis activities of pricing, Excel valuation model creation, Argus Enterprise model creation and auditing, lease abstraction, due diligence collection and review, and will be responsible for translating analysis findings into high-level summaries for our Capital Market brokers.<br>
The ideal candidate will be based in Boston, and available to work on-site in a local Cushman &amp; Wakefield office. Team members may be expected to travel and work outside normal operating hours depending on the product type and markets they service and to meet project deadlines.<p><b>
Job Description</b></p><p><b>
Essential Duties</b></p><ul><li>
Lead the execution of more complex financial analysis/modeling requests</li><li>
Analyze and evaluate property rent rolls and operating statements of properties being considered for sale to determine feasibility and valuation</li><li>
Prepare pro forma statements, discounted cash flow analyses, and Excel-based financial models with consideration of market conditions (both current and historical)
</li><li>Conduct audits of existing financial models for accuracy of model inputs and validity of assumptions, identifying data gaps
</li><li>Review and summarize tenant leases and articulate issues/concerns in a clear and effective manner</li><li>
Conduct market research to analyze property and market conditions and synthesize findings in a clear and concise manner
</li><li>Assist in collecting and evaluating required due diligence for sales transactions, proactively identifying and communicating necessary inquiries to clients to ensure accurate analyses and required information is provided in a timely and effective manner</li><li>
Demonstrate ability to communicate analysis findings in a clear, compelling manner, answering clarifying questions, and making timely, accurate revisions in final work product materials</li><li>
Develop high-level analysis summaries by identifying transaction considerations (strengths/weaknesses), trends, outliers, and logical inconsistencies
</li><li>Assist in the preparation of final marketing materials and underwriting for sales transactions</li><li>
Performs quality control reviews, ensuring work product is thorough, complete, and meets scope of work requirements, and identifying common themes for continuous development and actioning next steps to lead further training</li><li>
Assists in training and development of other analysts, which may include development of training resource tools and material</li><li>
Supports process improvement and automation initiatives through communicating improvement opportunities and suggesting potential solutions, and participating in related project task teams and user acceptance testing groups, as needed</li><li>
Track and develop working knowledge of real estate fundamentals and industry trends</li><li>
Performs other related duties as required or requested</li></ul><p></p><p><b>
Other Requirements &amp; Administrative Duties</b></p><ul><li>
Bachelor&rsquo;s Degree (Business, Finance, Real Estate, etc.) preferred
</li><li>Combination of education without a degree and corporate work experience may be considered</li><li>
2 to 5 years of commercial real estate financial analysis and cash flow modeling experience; Capital Markets experience a plus
</li><li>Extensive experience with Argus Enterprise and other discounted cash flow tools required</li><li>
Strong knowledge of real estate financial concepts and cash flow underwriting fundamentals</li><li>
Highly proficient in Microsoft Office Suite, especially in Microsoft Excel</li><li>
Passion for client delivery, with strong emphasis on producing high-quality work, meeting deadlines, and motivated to exceed expectations</li><li>
Exhibits critical thinking and strong analytical skills with high attention to detail and accuracy</li><li>
Demonstrates strong time management and organization skills
</li><li>Takes charge and is proactive in all aspects of role</li><li>
Growth oriented mindset, desire to learn more and shares knowledge to help others succeed</li><li>
Ability to balance and prioritize multiple priorities in a high-volume, fast-paced environment, navigating challenges with a positive and solution-oriented mindset</li></ul><br>
<p></p>
Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.<br>
<p></p>
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate&rsquo;s experience and qualifications.<br>
<p></p>
The company will not pay less than minimum wage for this role.<br>
<p></p>
The compensation for the position is: $ 85,000.00 - $100,000.00<p></p>
Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.<p></p><p>
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at <b>1-888-365-5406</b> or email Accommodations@cushwake.com. Please refer to the job title and job location when you contact us.</p><p></p>
INCO: &ldquo;Cushman &amp; Wakefield&rdquo;</div>

Senior Financial Analyst, Capital Markets

MassMutual

<div><div><h2 class="jobSectionHeader"><b>Overview</b></h2>
<p>A career with us means you&rsquo;ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what enables MassMutual to deliver on our purpose to help people secure their futures and protect the ones they love.</p>
<p>We embrace the idea that we all are stronger and better through our support for one another. We strive to create a culture where employees feel valued and are celebrated for who they are.</p></div></div><div></div>
<br><div><h2 class="jobSectionHeader"><b>Job Description</b></h2>
<div><p><b>The Opportunity</b></p><p></p><p>
The Head of MR&amp;A Innovation, Planning &amp; Execution plays a critical leadership role within the Management Reporting &amp; Analytics team. This role will partner with colleagues on the FP&amp;A organization&rsquo;s reporting &amp; analytics strategic planning and execution journey. This role ensures a cohesive reporting &amp; analytics strategy across business segments and functions, enabling data-driven decision-making aligned with the company&rsquo;s financial goals and strategic priorities. In addition, This role will facilitate ad-hoc analysis, models and reporting for finance business partners and will manage the intake channel for MR&amp;A. This role will own the goal to stand-up the process &amp; intake for ad-hoc model/analysis and design the interactions/deliverables back to strategic finance business partners and other external to MR&amp;A customers. In acting as the initial intake for the MR&amp;A team this role will have the ability to work on new internal/external data with partners such as Investment and Insurance Finance. Data literacy and initial solutioning will be important skillsets for this role as the initial funnel for new requests and analysis. The position will also act as a key stakeholder and leader on the FP&amp;A AI initiative (AIM) compiling and testing use cases for implementation across FP&amp;A. This role will be looked to for innovation using AI and other tools to enhance our reporting and analytics as we transform FP&amp;A. Contributing to the overall goals of the FP&amp;A Leadership team will be a critical measure of success for this position.</p><p></p><p><b>
The Team</b></p><p></p><p>
The Management Reporting &amp; Analytics team is made up of collaborative and innovative finance and BI development professionals. The team mission is to deliver data-driven financial and business insights that enable strategic decision-making and enhance financial performance. To fulfill this mission, we are heavily focused on automating financial reporting and creating one-source of truth through BI tool capabilities and advanced data workflows. We are advancing our analytics maturity journey by providing analytical tools for Finance to drive towards one-story and our aspirations to be a world-class organization. Our team operates using agile principles and methodologies with a mindset of continuously improving and failing fast. We are all encouraged to think big and find out-of-the-box solutions that will improve the quality and efficiency of reporting &amp; analytics being provided to our customers.</p><p></p><p><b>
The Impact</b></p><p></p><p><b>
Reporting &amp; Analytics Strategy</b></p><ul><li><p>
Develop and execute on the FP&amp;A short-term and long-term analytics &amp; reporting journey in partnership with the Analytics and BI Development team leaders. This will be a team effort with this role, owning the majority of the long-term strategy and milestone monitoring.</p></li><li><p>
Collaborate with finance business leaders and the FP&amp;A consolidation team to define, design and execute on the short-term and long-term analytics &amp; reporting journeys.</p></li><li><p>
Provide thought leadership on turning financial results into business insights and strategic implications for senior leadership, working in close collaboration with the FP&amp;A leadership team</p></li><li><p>
Help design and facilitate processes along the reporting &amp; analytics journeys from SFBP to ELT enhancing strategic decision making and better arming senior leaders with actionable insights to support execution of strategy.</p></li><li><p>
Work with partners from Investment and Insurance Finance to understand data and relevant analytics. Document sources and work with analytics/Bi development team of reporting and analytic solutions.</p></li><li><p>
Play a key role in documentation and mining of new internal/external data for use in reporting/analytics journeys.</p></li></ul><p></p><p><b>
AI Leadership</b></p><ul><li><p>
Lead the FP&amp;A AI team (AIM), consisting of volunteers from the MR&amp;A team.</p></li><li><p>
Gather, assess and test use cases provided internally by the MR&amp;A team as well as from broader FP&amp;A through the AIM SharePoint and survey.</p></li><li><p>
Develop internal solutions and operate with data science for use cases requiring development.</p></li><li><p>
Lead a monthly AIM forum across FP&amp;A fostering an environment of knowledge sharing and AI ideation.</p></li><li><p>
Leverage AI to increase efficiency, accuracy and business value within reporting &amp; analytics and broader FP&amp;A.</p></li><li><p>
Partner with Finance Transformation to assist with AI efforts and data strategy.</p></li></ul><p></p><p><b>
Cross-Functional Collaboration</b></p><ul><li><p>
Develop and implement the process for monthly/quarterly KPI analysis including initial attribution review (performed by SFBPs) and executive summarization of the story.</p></li><li><p>
Develop a streamlined intake solution for ad-hoc analytics and model requests</p></li><li><p>
Partner with the Insurance and Investment FP&amp;A teams to deepen understanding of available data and key performance indicators.</p></li><li><p>
Primary FP&amp;A liaison with the data science team on tools/methodologies to enhance analytic journey.</p></li><li><p>
Primary MR&amp;A partner with the finance transformation team.</p></li></ul><p></p><p><b>
Governance &amp; Controls</b></p><ul><li><p>
Ensure robust documentation, version control, and review protocols for all analytic models/deliverables.</p></li><li><p>
Maintain a strong internal control environment and partner with accounting and internal audit teams to ensure compliance and integrity.</p></li><li><p>
Implement analytics for FP&amp;A to enhance review of actuals/forecast/plan and alert finance business partners/senior leaders to trend deviations grounded in data and statistical methods.</p></li><li><p>
Develop processes to review analytics and establish thresholds for commentary needs in partnership with the communications team. Ensure completeness of commentary through initial review of attribution (performed by SFBPs) and ensure 100% of variances exceeding thresholds have proper commentary provided. Highlight areas of opportunities/risks to senior leaders based on data.</p></li></ul><p></p><p><b>
Standardization &amp; Transformation</b></p><ul><li><p>
Drive standardization of analysis templates, KPI definitions, materiality thresholds and data sources to enhance efficiency and comparability across business units.</p></li><li><p>
Develop and execute on the analytics roadmap progressing through the maturity of analytics from descriptive to prescriptive.</p></li><li><p>
Act as a citizen data science team keeping up with new tools and methodologies to better increase the efficacy of our decision-making process.</p></li><li><p>
Lead the AI strategy for reporting and analytics, while sharing lessons learned with finance business partners to better processes across FP&amp;A.</p></li><li><p>
Lead FP&amp;A transformation efforts (e.g., self-service analytics adoption)</p></li><li><p>
Serve as FP&amp;A liaison to the Transformation Office, supporting data/ reporting standardization (incl. metrics, timing, data sources) needs
</p></li></ul><p></p><p><b>Leadership &amp; Team Development</b></p><ul><li><p>
Manage, coach, and develop a high-performing analyst</p></li><li><p>
Assist in developing and maintaining continuing education learning path for analytic methods and tools for MR&amp;A team</p></li><li><p>
Facilitate trainings on new tools and enhancements to processes with broader FP&amp;A</p></li><li><p>
Foster a culture of collaboration, accountability, and continuous improvement</p></li></ul><p></p><p><b>
FP&amp;A Leadership:</b></p><ul><li><p>
Participate in enterprise-wide leadership teams, influencing functional strategy, and developing joint solutions</p></li><li><p>
Share strategy, roadmap and progress on analytics &amp; reporting journey with FP&amp;A SLT &amp; CFO SLT</p></li><li><p>
Foster a continuous improvement mindset and champion innovation</p></li><li><p>
Create an environment that fosters high levels of employee engagement</p></li><li><p>
Ensure team is proactive and highly responsive to stakeholder needs, anticipating upcoming deliverables and taking accountability for proper execution</p></li><li><p>
Drive talent stewardship, specifically the ability to attract, lead, develop and retain talent</p></li></ul><p></p><p><b>
The Minimum Qualifications</b></p><ul><li><p>
Bachelor&rsquo;s degree in Business/Finance/Accounting or related discipline</p></li><li><p>
10+ years of work experience with a track record of increasing responsibility
</p></li><li><p>5+ years financial analytics experience and basic financial modeling capabilities
</p></li><li><p>Excellent verbal and written communication skills with ability to convey complex
</p></li><li><p>Executive presence; proven experience coordinating and participating in management meetings</p></li><li><p>
Advanced knowledge of financial presentation and data tools at a minimum power excel user</p></li><li><p>
Strong analytical skills - ability to analyze financial data sets and understand business impact</p></li><li><p>
Ability to tell the story of the data</p></li><li><p>
Organized and detail-oriented; multi-task various responsibilities</p></li><li><p>
Proactive and self-motivated; anticipate upcoming client projects and deliverables</p></li><li><p>
Ability to think critically and demonstrate good judgment. Demonstrate experience with creative problem-solving</p></li><li><p>
Individual who understands how to connect strategy execution, strategy creation and financial outcomes</p></li><li><p>
Innate desire to provide excellent service to clients</p></li><li><p>
Charismatic leader who can inspire excellent performance, listen, sell, and support staff through a broad and deep transition</p></li><li><p>
Resourceful under pressure and manage multiple deliverables. Drive results despite ambiguity or obstacles</p></li></ul><p></p><p><b>
The Ideal Qualifications</b></p><ul><li><p>
Experience with Agile practices and methodologies working with tools like Jira</p></li><li><p>
Advanced analytic knowledge and model building experience (regression, time series, classification, probabilistic etc.)</p></li><li><p>
Experience with advanced BI and analytic tools (Python, Power BI, Tableau, Alteryx etc.)</p></li><li><p>
Data science experience or background</p></li><li><p>
Practice in creating collaborative financial models/wireframes in Excel or other basic data tool</p></li><li><p>
AI for finance knowledge or experience implementing</p></li></ul><p></p><p><b>
What to Expect as Part of MassMutual and the Team</b></p><ul><li><p>
Regular meetings with the Management Reporting &amp; Analytics</p></li><li><p>
Focused one-on-one meetings with your manager</p></li><li><p>
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups</p></li><li><p>
Access to learning content on Degreed and other informational platforms</p></li></ul><p>
#LI-LS1</p>
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.<br>
<br>
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
<br>
<br>
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
<div><p>MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.
</p><p>It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.</p><br>
<div><br>
Salary Range: $159,800-$209,700</div></div></div></div><p></p>
<br><div></div><div><div><div><div><div><h2 class="jobSectionHeader"><b>Award-Winning Culture</b></h2>
<p>MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. It&rsquo;s more than our company structure &mdash; it&rsquo;s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources and rely on each other when it counts.</p>
<p>We strive to build a thriving community where everyone is valued, included, and feels that they belong.</p>
<p>At MassMutual, we Live Mutual.</p>
</div></div></div></div><div></div><div><div><div><div><h2 class="jobSectionHeader"><b>How We Work</b></h2>
<p>MassMutual&rsquo;s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.</p>
</div></div></div></div><div></div><div><div><h2 class="jobSectionHeader"><b>Benefits for the whole you (and your loved ones)</b></h2>
<p>
There&rsquo;s more to your life than your job and there&rsquo;s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you&rsquo;d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.</p>
<p>
Explore some of our offerings below.</p>
</div></div><div></div><div><div><div><div><div><h3 class="jobSectionHeader"><b>Paid Time Off</b></h3>
<ul><li>In addition to generous vacation time, paid holidays, and flexible holidays, MassMutual offers 'take care' time to care for yourself or someone you love&mdash;whether for physical illness or mental health.</li>
</ul></div></div></div><div></div><div><div><div><h3 class="jobSectionHeader"><b>Health &amp; Well-Being</b></h3>
<p>
In addition to top-line medical and dental coverage, personalized mental health solutions, on-site and virtual health coaching, and much more, MassMutual reimburses employees up to $1,250 per year for eligible expenses supporting mental, physical, and financial well-being.</p>
</div>
</div></div><div></div><div><div><div><h3 class="jobSectionHeader"><b>Financial Well-Being</b></h3>
<p>
In addition to competitive salaries and bonuses, educational assistance programs, and much more, MassMutual offers up to a 10% total 401(k) benefit, consisting of a 5% company match and a 5% annual contribution.</p>
</div>
</div></div><div></div><div><div><div><h3 class="jobSectionHeader"><b>Taking Care</b></h3>
<p>
MassMutual offers generous maternity and parental leaves, as well as bereavement leave to mourn the loss of a loved one (and the employee defines 'loved one'). In addition, we offer up to 320 hours of caregiver leave to help employees support loved ones in times of need.</p>
</div>
</div></div><div></div><div><div><div><h3 class="jobSectionHeader"><b>Giving Back</b></h3>
<p>
MassMutual offers three paid days for employees to volunteer with eligible nonprofits of their choice, and the MassMutual Foundation matches employee donation dollars to eligible nonprofit organizations up to $5,000 annually.</p>
</div>
</div></div><div></div><div><div><div><h3 class="jobSectionHeader"><b>Commuter Benefits</b></h3>
<p>
MassMutual offers a Qualified Commuter Program through which eligible employees can pay qualified workplace commuting expenses with before-tax dollars, as well as a commuter wallet option for employees based at Boston and NYC campuses.</p></div></div></div></div></div></div><div></div>

Head of Management Reporting & Analytics Innovation, Planning & Execution

Wellington Management

<div><h1 class="jobSectionHeader"><b>About Us</b></h1><p></p><p><b>
Wellington Management</b> offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.</p><p></p><h1 class="jobSectionHeader"><b>
About the Role</b></h1><p></p><p>
We are seeking an experienced equity investor to be a key member of our Consumer team within Global Industry Research (GIR) with responsibility for conducting research and making investment recommendations within the Apparel &amp; Retail industry.</p><p></p><p>
Our Global Industry Analysts (GIA&rsquo;s) are the firm&rsquo;s subject matter experts for their respective sectors. Their job is to generate superior investment returns through fundamental company, sector and industry research and analysis. GIA&rsquo;s set their own research agendas which are core to their individual philosophy and process. They are expected to be thought leaders in their respective sectors. Our most successful GIA&rsquo;s demonstrate a consistent ability to generate differentiated investment insights and effectively guide a broad range of diversified PMs into what they view as the most compelling and differentiated investment ideas across their opportunity set. Our GIA team also serves as Portfolio Managers. They have the privilege of managing significant client assets across multiple concentrated alpha sleeves as part of our $150 billion research portfolios suite of products in addition to other client solutions.</p><p></p><p>
Our GIA's impact extends far beyond the research they are doing and the assets they are managing. As a subject matter expert, they have the ability to influence a broader range of portfolio managers that manage across a range of investment styles, regions, time horizons, including benchmark-relative, total return and long/short investment strategies. Our investment culture thrives with rich, rigorous and respectful debate of insights, assumptions and thesis across multiple independent perspectives, often with unique client objectives and individual portfolio team processes. Our GIAs are at the core of this debate - igniting and contributing to the debate with the common goals of generating superior investment returns for our clients.</p><p></p><p><b>
ESSENTIAL SKILLS</b><br>
<b>Stock Picking Acumen, Alpha Generating Skill and Passion</b></p><ul><li><p>
Ability to be forward-looking, comprehend the factors influencing a stock, and discern its critical drivers. Demonstrated track record of successful stock recommendations based on a philosophy and process that enables the consistent generation of alpha across the consumer sector.</p></li><li><p>
Comfort with ambiguity and taking risk.</p></li><li><p>
Possess a highly analytical and discerning mindset with robust risk and valuation framework.</p></li><li><p>
Creative and differentiated approach to identifying emerging company, sector trends and key inflection points with data agility and ability to build own data sets.</p></li><li><p>
Intellectual curiosity and differentiated thinking that translate into research insights.</p></li></ul><p><b><br>
Communication, Collaboration and Ability to Influence</b></p><ul><li><p>
Proven ability to develop deep, long-term relationships with company management teams.</p></li><li><p>
Love to develop strong and trusting relationships through respectful and rigorous debate of action- oriented investment ideas and stocks in a highly interactive environment; willingness to work with others to build on ideas, to expand volume of stocks discussed, and a willingness to embrace opposing views.</p></li><li><p>
Ability to influence investment decision making of portfolio managers.</p></li><li><p>
Speak and write concisely, with conviction and action orientation.</p></li></ul><p><b><br>
Growth Mindset</b></p><ul><li><p>
Relentlessly self-reflective and focused on &lsquo;getting better&rsquo; &ndash; in their skills and decision-making.</p></li><li><p>
Desire to learn from and embrace different perspectives.</p></li><li><p>
Seek out and incorporate feedback with a desire to constantly learn and improve.</p></li><li><p>
Work ethic, grit and intense desire to &lsquo;win&rsquo; (against market versus one another)</p></li><li><p>
Orientation to incorporate new tools, data and technology into research process.</p></li></ul><p></p><p><b>
QUALIFICATIONS</b></p><p>
Additional qualifications and characteristics:</p><ul><li><p>
A minimum of 8+ years of consumer investing experience, ideally with specific risk-taking experience in apparel and retail companies.</p></li><li><p>
Skill to identify key drivers of an industry, company and stock, and creativity to think through innovation/long term stock winners and losers.</p></li><li><p>
The capacity to discern the primary factors influencing a specific industry and the companies within it.</p></li><li><p>
Exceptional analytical and valuation skills and the ability to make meaningful connections across a given sector.</p></li><li><p>
A global perspective and orientation, with the ability to think strategically and tactically within the Consumer sector.</p></li><li><p>
Dedication to fiduciary responsibility, with an unwavering commitment to achieving positive client outcomes, and upholding the highest standards of personal and professional integrity and ethics.</p></li><li><p>
Ability to prioritize effectively and independently, taking full accountability and ownership of the narrative.</p></li><li><p>
Strong academic credentials; MBA or CFA/CAIA strongly preferred.</p></li></ul><p><b><br>
LOCATION</b><br>
The Global Industry Analyst will be based in Wellington&rsquo;s Global Headquarters in Boston, MA. Location in Wellington&rsquo;s New York office, with regular travel to Boston, will also selectively be considered.</p><p></p><p>
Not sure you meet 100% of our qualifications? That&rsquo;s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.</p><p></p><p><i>
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to </i><i>r</i><i>ace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic</i><i> protected by applicable law</i><i>.</i><i> If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at </i><i>GMWTalentOperations@wellington.com</i><i>.</i></p><p></p><p>
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:</p>
USD 90,000 - 180,000<div><p>
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.</p></div><p></p><div><p><br>
Base salary is only one component of Wellington&rsquo;s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)</p><p></p><p>
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.</p></div></div>

Global Industry Analyst, Consumer

AIG Claims, Inc.

<div><p><b>Make your mark in Claims</b></p><p><br>
Our Claims teams are the proven problem solvers of choice for clients, delivering consistent technical excellence and showcasing our service differentiation to create an unparalleled global claims handling experience. Through a robust stakeholder feedback loop and supported by consistent processes and leadership, we take pride in delivering responsive, fair and professional service with empathy and efficiency.</p><p><b><br>
How you will create an impact</b></p><p>
The Specialist will handle and analyze general liability claims under general supervision and moderate exposure claims involving litigation. The position also ensures ongoing adjudication of claims within the Company standards, industry best practices and specific client service requirements.</p><ul><li>
Analyze and process general liability property damage claims by investigating and gathering information to determine the exposure on the claim; ensure proactive claims handling aimed at the prompt and cost-effective resolution of claims through well-developed action plans.</li><li>
Determine need for and direct independent adjusters to gather information to determine exposure on the claim and control their costs.</li><li>
Identify and evaluate coverage issues; prepare comprehensive coverage letters with supervisory review and analysis; retain and provide direction to coverage counsel when necessary.</li><li>
Assess liability and resolve claim within established evaluation. Maintain diaries and complete tasks within required timeframes as set forth by department guidelines; ensure claim files are timely and properly documented with clear and concise analysis on coverage, damages, reserves, and liability including an action plan for resolution.</li></ul><p><b><br>
What you'll need to succeed:</b></p><ul><li>
Motivated individuals who are interested in the potential for an upwardly mobile career path.</li><li>
3+ years of General and Auto Liability claim experience.</li><li>
Experience resolving moderate severity injury claims and ability to evaluate complex coverage scenarios.</li><li>
Ability to collaborate and successfully manage work when working at home or in the office in a flexible work environment.</li><li>
Demonstrated ability to initiate and champion change initiatives that leverage technology and improve skills in benchmarking.</li><li>
Creativity in resolving unique and challenging business problems, as well as ability to achieve business goals and objectives is essential.</li><li>
Must possess excellent interpersonal and organizational skills and be able to handle multiple tasks while managing competing priorities.</li><li>
Effective decision- making skills including the ability to recognize, analyze, and improve claims performance against standards and goals.</li><li>
Bachelor&rsquo;s Degree or equivalent work experience</li><li>
Ability to obtain multi-state adjuster licenses within 6 months of hire.</li></ul><p><br>
Ready to take your career to the next level? We would love to hear from you.</p><p><br>
For positions based in Illinois, the base salary range is $84,000-$101,000. For positions based in Boston, the base salary range is $88,000-$100,000. For positions based in New Jersey, the base salary range is $86,000-$100,000. In addition, the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we&rsquo;re proud to offer a range of competitive benefits, a summary of which can be viewed here :<b> </b>2026 Benefits Overview</p><p><br>
#LI-NH1</p><p></p><p><br>
At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike.</p><p></p><p><b>
Enjoy benefits that take care of what matters</b></p><p>
At AIG, our people are our greatest asset. We know how important it is to protect and invest in what&rsquo;s most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security&mdash;as well as your professional development&mdash;to bring peace of mind to you and your family.</p><p></p><p><b>
Reimagining insurance to make a bigger difference to the world</b></p><p>
American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world&rsquo;s most far-reaching property casualty networks. It is an exciting time to join us &mdash; across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become.</p><p></p><p><b>
Welcome to a culture of </b><b>inclusion</b></p><p>
We&rsquo;re committed to creating a culture that truly respects and celebrates each other&rsquo;s talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG&rsquo;s greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations.</p><p></p><p><i>
AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.</i></p><p></p><p>
AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to candidatecare@aig.com.
</p><p></p><div><div><div><div><div><div><div><p>Functional Area:</p></div></div></div></div></div></div></div>
CL - Claims<p></p>
AIG Claims, Inc.</div><p></p>

Claims Specialist III, Auto & General Liability

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><p><b>
Security Receptionist</b></p><p><b>
The Role</b></p><p>
As a Security Receptionist you serve as a key member of the Global Security Operations team, embodying the role of a Brand Ambassador for our organization. Your primary focus will be to deliver exceptional customer service while collaborating with a team of dedicated security professionals.
</p><p>This role is pivotal in creating a memorable and welcoming experience for all Fidelity associates, visitors, vendors, and customers, ensuring they receive top-notch hospitality and safety assistance. You will be the first point of contact for all individuals entering our premises, representing Fidelity with professionalism, and adhering to security protocols.
</p><p>If you are ready for a rewarding new challenge with a global financial leader, and if you meet our qualifications (including a full background check), then we want to talk with you. Contact us today!
</p><ul><li><p>Warmly greet and welcome visitors, creating a friendly and inviting atmosphere at our facilities while following established security procedures.
</p></li><li><p>Manage the visitor management system or entry log to ensure accurate records and effective security measures.
</p></li><li><p>Perform all building access and check-in procedures, including issuing badges for guests and employees.
</p></li><li><p>Maintain vigilance and promptly report any suspicious behavior or unattended objects to the security team.
</p></li><li><p>Identify and report potential hazards and security issues, such as spills, obstructions, or malfunctioning doors, to the appropriate Janitorial staff, Facilities Administrator, and/or Security Managers promptly.
</p></li><li><p>Demonstrate effective verbal communication skills and active listening abilities.
</p></li><li><p>Utilize life safety equipment, such as fire extinguishers, first aid supplies, and radios when required.
</p></li><li><p>Administer basic first aid and CPR.
</p></li><li><p>Perform Administrative tasks as needed.
</p></li></ul><p><b>The Expertise and Skills You Bring
</b></p><ul><li><p>Possess 1-3 years of prior experience in a customer experience or related role.
</p></li><li><p>Preferred bachelor&rsquo;s degree in a related field of study
</p></li><li><p>Strong interpersonal skills and keen observation abilities
</p></li><li><p>Ability to perform effectively under stressful conditions.
</p></li><li><p>Exhibit a high level of integrity, professionalism, organization, and situational awareness with a talent for multitasking and prioritizing efficiently.
</p></li><li><p>Excellent verbal and written communications skills in English
</p></li><li><p>Proficiency in MS Office programs and an ability to learn security-related access control software.
</p></li></ul><p><b>Note: Fidelity is not providing immigration sponsorship for this position</b></p>
The base salary range for this position is $44,000-80,000 USD per year.
<p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.</p><p>
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
</p><p>We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3><h3 class="jobSectionHeader"><b>
Category:</b></h3>
Security</div>

Security Receptionist

Moors & Cabot

<div><div><b>Moors &amp; Cabot: Where Your Financial Career Finds Its Home.</b></div><div></div><div><br>
For over 135 years, Moors &amp; Cabot has been a cornerstone of personalized wealth management. Headquartered in Boston, MA, with offices across the United States, we're not just a financial firm &ndash; we're a community dedicated to helping clients achieve their financial goals.</div><div><br>
We empower our full-service Financial Professionals with the tools and support they need to excel, offering a comprehensive suite of investment services including financial planning, investment advisory, brokerage, retirement planning, and cash management. We also proudly serve individuals, families, and institutions with a wide range of investment products.</div><div><br>
Join a firm with a rich history of integrity and a future built on innovation. At Moors &amp; Cabot, we foster a professional and supportive environment where your contributions are valued, and your success is our priority. Come define the meaning of financial services with us.</div><p><b><br>
Role Description</b></p><p>
The Registered Client Associate is a forward facing member of the Moors &amp; Cabot team with a mission to help clients achieve their financial goals by competitively delivering the highest quality service. This role is an integral part of the client/financial professional relationship as well as a valuable partner in the success of the branch. This position exemplifies Moors &amp; Cabot&rsquo;s core values of<b> Integrity,</b> <b>Service is Persona</b>l, <b>One Team</b>, <b>Communication </b>and<b> Initiative </b>by communicating with clients, providing a personalized experience, and problem solving. By facilitating these interactions and being an active, collaborative and engaged employee, this role provides room for growth and advancement opportunities.</p><p>
This full-time role reports to the Branch Manager with additional feedback gathered from the assigned Financial Professionals (FPs). Working hours are Monday - Friday 8:30 AM to 5:00 PM EST. This role is located in our Boston headquarters and is eligible for a hybrid schedule: at least 3 days in office and up to 2 days remote.</p><p><b><br>
Role Responsibilities</b></p><p><b>
Client/Financial Professional Team Duties (70%)</b></p><ul><li><div>
Directly communicate with clients to service their account requests or concerns via phone, email, or other mediums</div></li><li><div>
Plan and arrange client meetings</div></li><li><div>
Document and execute money moves - deposits, ACH, wires, withdrawals, rollovers, etc.</div></li><li><div>
Complete data entry for MoneyguidePro plans and assist with Riskalyze questionnaire completion</div></li><li><div>
Assist with new account openings and maintain contact with new clients to verify account information, beneficiary designation, address changes, etc.</div></li><li><div>
Assist with new financial professional transition when assigned</div></li><li><div>
Service advisory accounts, as applicable</div></li><li><div>
Maintain working relationships with other business functions to ensure seamless business practices and troubleshoot problems when they arise</div><ul><li><div>
Compliance, Operations, IT, Strategic Initiatives, Training Center, etc.</div></li></ul></li><li><div>
Research client portfolios as assigned and as experience is gained remain knowledgeable about financial markets</div></li><li><div>
Determining client needs through service to initiate opportunities for Financial Professionals</div></li><li><div>
Perform research for client portfolios, as assigned</div></li><li><div>
As experience progresses, maintain open communication with assigned FPs to discuss financial opportunities and client financial plans</div></li><li><div>
Collaborate with Marketing to assist with financial professional marketing strategies and initiatives</div></li><li><div>
Contribute to Client Associate RingCentral chat to share knowledge with others</div></li><li><div>
Assist with other branch coverage when needed</div></li><li><div>
Adhere to and keep up to date on Compliance and firm policies and participate in firm sponsored trainings</div></li><li><p>
Ensure and maintain good standing with all FINRA/SEC rules and regulations including licensure and continuing education requirements, if applicable</p></li></ul><p><b>
Office Administrative (20%)</b></p><ul><li><div>
Maintain and organize client files, CRM Redtail notes, and documentation</div></li><li><div>
Utilize DocuSign and DocuPace for form signature, distribution, and documentation</div></li><li><div>
Provide administrative support to assigned Financial Professional(s) and Branch Manager as needed</div></li><li><p>
Other duties as assigned</p></li></ul><p><b>
Other (10%)</b></p><ul><li><div>
Take initiative in career growth by enrolling in Google Classroom courses and provided development opportunities</div></li><li><div>
Compile monthly reports for assigned client/financial professional teams</div></li><li><div>
Submit monthly expense reports to provide accurate P&amp;L data</div></li><li><p>
Be an active culture carrier within teams and contribute to a positive team morale</p></li></ul><div><b><br>
Key Measurements</b></div><ul><li><div>
Ability to integrate into Financial Professional(s)&rsquo; business and build rapport with clients</div></li><li><div>
Accomplishment of annual organizational, team and personal goals as communicated by management</div></li><li><div>
Revenue growth for the Financial Professional(s)&rsquo; business as well as overall growth for the firm</div></li><li><div>
Activity volume measured from communications, workflow items, adoption of new tools and professional development courses</div></li></ul><div><b><br>
Minimum Requirements</b></div><ul><li><div>
3-7 years of relevant experience</div></li><li><div>
Associate Degree in Business, Finance, or related field</div></li><li><div>
SIE licensed</div></li><li><div>
Series 7 and 66 (63/65) licensed or able to attain within first 3-6 months of employment</div></li><li><div>
Confident in using Microsoft Office Suite and Google Suite</div></li><li><div>
Competent using Concur, RBC, AOS, RedOak, RedTail</div></li><li><div>
Comfortable taking initiative and being part of a team</div></li><li><div>
Competent in the following Knowledge, Skills, and Abilities:</div><ul><li><div><br>
Customer Service</div></li><li><div>
Math</div></li><li><div>
Clerical Work</div></li><li><div>
Reading, Writing, and Oral Expression</div></li><li><div>
Active Listening</div></li><li><div>
Critical Thinking</div></li><li><div>
Social Perceptiveness</div></li><li><div>
Coordination</div></li><li><div>
Time Management</div></li><li><div>
Deductive and Inductive Reasoning</div></li><li><div>
Empathy</div></li><li><div>
Selective Attention</div></li><li><div>
Time Sharing</div></li><li><div>
Memorization</div></li><li><div>
Initiative</div></li><li><div>
Persuasion</div></li><li><p>
Negotiation</p></li></ul></li></ul><div><b><br>
Preferred Requirements</b></div><ul><li><p>
Bachelor&rsquo;s Degree in Business, Finance, or related field</p></li></ul><div><b><br>
Compensation and Benefits</b></div><div>
The expected base salary for the role at the time of posting will be between $55,000 and $85,000 per year at the commencement of employment. However, base salary, if hired, will be determined on an individualized basis and is dependent on experience, skills, registration status, market conditions, location and business needs. Base salary is only part of the total compensation package, which may also include variable compensation in the form of commission earnings, incentive compensation, discretionary bonuses, and other Moors &amp; Cabot sponsored benefit programs.</div><div><br>
Total Rewards Benefits Package:</div><ul><li><div>
Medical, Dental &amp; Vision</div></li><li><div>
Short Term Disability, Long Term Disability, Life Insurance, and optional Supplemental Life insurance for employee, spouse, and dependents</div></li><li><div>
401k plans with yearly match</div></li><li><div>
Flexible spending accounts</div></li><li><div>
Identity Theft Protection insurance</div></li><li><div>
Critical Illness and Accident insurance plans</div></li><li><div>
PTO: vacation, personal days, sick time, and volunteerism day to encourage community involvement</div></li></ul><div></div><div><b><br>
Moors &amp; Cabot is an Equal Opportunity Employer.</b></div><div><br>
Moors &amp; Cabot is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.</div><div><br>
We utilize the Department of Homeland Security&rsquo;s employee authorization program, E-Verify. E-Verify confirms employment eligibility by comparing the employee's Form I-9 information entered in E-Verify by the employer with the information in records available to SSA and/or DHS.</div></div>

Registered Client Associate

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