Developing Investment Advisor at TD Wealth providing customized wealth advice for high - net - worth clients. Responsibilities include relationship building, strategizing financial solutions, and client management.
About the role
- Director managing investment accounting and analytics, ensuring compliance and accurate reporting for MassMutual's investment products. Leading a diverse team in a dynamic accounting environment.
Responsibilities
- Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it
- You will be the leader on the team that manages and executes investment accounting and analysis, including oversight of financial reporting outcomes of all MassMutual investment products.
- You will thrive in a highly dynamic and agile accounting environment, where we are focused on both execution and improvement of outcomes
- Lead the team in developing comprehensive data analysis and expectation of investment return and performance by major and minor assets type and perform flux analysis and provide insight into to variance.
- Analyze trends and results, use strong business acumen and communication skills collaborating with peers and the financial reporting team to draft and contribute to commentary which enables readers to quickly understand how performance is impacting financial results.
- Supports the Controller & Financial reporting team in providing accounting information such as financial statements, footnote schedules, regulatory reports and other management reports.
- Effectively collaborate with accounting policy, the chief Investment office, tax, financial reporting capital management and business unit controllers.
- Lead the research and implementation of new GAAP investment accounting requirements and determines the accounting process for new investments and investment related transactions.
- Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team.
- Initiates and/or leads increasingly complex projects and continuous improvement activities that may span beyond the scope of the team's responsibilities.
- Responsible for leading problem solving to improve quality, close cycle times, increase efficiencies, improve employee engagement and customer satisfaction.
Requirements
- Bachelor’s degree in Accounting, Finance or related field
- 8+ years of data analytics, performance measurement, accounting or financial reporting experience in Assets Management or Financial Services industry
- Prior exposure to investment accounting, fixed income data analytics and investment performance reporting and related investment matters a plus
- CPA or CFA progress towards preferred
- Experience working on big data, logical analytics and ratio analysis and presentation in identifying internal control issues and remediation efforts
- Preferred experience working with and supporting several corporate units
- Preferred experience working with Python, SQL, C++, Power Bi, Tableau and other data analytics tools with strong root cause problem solving experience
- Ability to partner with and influence business leaders and peers in investment process resign and improvements.
- Experience using investment data and information to analyze and communicate the implications of investment accounting and ERP tools (SAP, MicroStrategy, etc.)
- Intellectual curiosity to continue learning and adding breadth and depth to understanding.
Benefits
- Regular meetings with the Investment Controllership team
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical foundation with industry leading pay and benefits
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Investment Advisor for TD Wealth providing holistic discovery and planning to high - net worth clients. Build client relationships and develop comprehensive wealth management strategies with expert support.
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