WF
Business Relationship Support Associate Manager overseeing client services team at Wells Fargo. Leading business relationship support while ensuring compliance and process improvements.
About the role
- Finance Co-op performing financial modeling, analysis, and profitability assessments for The Hartford. Supporting budget reporting and executive-level presentations with industry intelligence.
Responsibilities
- Perform financial modeling and analysis, including assets, flows, revenue, and expense trends
- Support profitability analysis, including new and enhanced client‑level profitability assessments
- Gather information across the organization to support executive‑level reporting and presentations
- Support the quarterly budget reporting and annual planning processes for the firm
- Gather, analyze, and maintain competitor and industry intelligence
- Assist with accounting‑related tasks as needed
- Support ad hoc analyses and special projects as needed
Requirements
- Proficiency in Microsoft Excel and experience with PowerPoint required
- Experience with Microsoft Word and Outlook preferred
- Experience with pivot tables and data analysis / data interpretation is a plus
- Strong ability to multi‑task and manage multiple projects simultaneously
- Interest in corporate finance and a desire to learn more about the asset management industry
- Willingness to take on new projects and contribute wherever support is needed
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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