Dir, Investment Platform Finance

Dir, Investment Platform Finance page is loaded## Dir, Investment Platform Finance locations:
Boston, MA, United Statestime type:
Full time posted on:
Posted Todayjob requisition :
R92603#
** Wellington Management
** 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.#

# About the Role The Investment Platform Finance Director is a key leadership role responsible for overseeing all financial operations for the Investment platform. This leader will partner with the business leaders on financial performance and creating the right analytics and standard financial reporting to support key decisions across the organization and manage the platform budget and forecasting process.

The ideal leader has operated successfully at a global level, having a desire to develop, mentor and coach a team. In alignment with company’s overarching business strategy and corporate business goals, this leader will create a strategic vision and direction for the Investment Platform finance operations. This will necessarily entail building strong business partnerships across the organization and ensuring strategic business decisions are underpinned by strong analytics.

Candidates should enjoy being part of a dynamic leadership team that seeks to innovate and constantly look for opportunities to increase the value of our interactions and deliverables to our business partners. Characteristics of successful team members include the ability to: i) bring others along through an evolution of the business, ii) identify and develop talent; iii) communicate and execute upon a compelling vision and roadmap iv) ‘connect the dots’ and v) challenge the status quo.
** RESPONSIBILITIES
* ** Lead the financial planning, budgeting, forecasting, and analysis for the Investment platform.
* Drive cost efficiency and operational excellence across the financial and administrative processes.
* Support the business lines on modeling & analytics.
* Partner with investment and executive leadership on long-term platform growth, cost efficiency, and strategic initiatives.
* Day to day team management including talent development, performance management, and fostering a culture of collaboration, accountability, and continuous improvement, empowering teams to deliver exceptional results while aligning with the organization’s core values and long-term vision.
* Ensure adherence to internal controls, audit standards, and financial compliance related to Investment Platform operations.
* Drive cost efficiency and operational excellence across the financial and administrative processes with a lens on efficiency and scale.
* Lead team in providing comprehensive KPI management, reporting & analytics, and establishing annual budgets.
* Oversight of financial presentation development for committee meetings, townhalls, and other cross-functional discussions.
* Act as a key financial advisor to Portfolio Managers, Heads of Strategies, and the broader investment teams.
* Contribute to development of business plans with a focus on estimating costs and profitability.
* Establishing annual budget and forecasts for business functions and support of accompanying presentations;
Management of results, variances, efficiencies and operational processes.
* Continuous evaluation and support for cost allocation, transparency, problem-solving and execution.
* Creation and management of proactive analytics that unlock ideas and enables high level discussion of investment and growth opportunities.
* Building a culture of continuous improvement by streamlining financial processes, eliminating redundancies, and leveraging technology to enhance productivity and resource allocation.
** QUALIFICATIONS
* ** Bachelor’s Degree in finance, accounting,…