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Benefit Analyst Salary in Massachusetts, USA

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This includes responding promptly to all consultant inquiries for information, coordinating with other functional areas as needed * Work with Relationship Managers, Business Development Managers, and Investment Product & Strategies teams, to ensure the effective coordination and communication of ongoing consultant relations initiatives * As needed, coordinate product review conference calls with the research staff at consulting firms to ensure our product capabilities are positioned for inclusion in investment manager searches * Coordinate webinars and special events for consultants; attend industry conferences (as agreed with CRM) QUALIFICATIONS * Understanding of asset management and the consultant relations function * Demonstrated passion for and understanding of global capital markets, investment styles and instruments * Ability to think strategically and collaborate with CRMs to define a plan for retaining and growing consultant relationships * Strong problem solving ability including creative thinking combined with a collaborative approach in seeking the broader audience * Analytical capabilities to both retrieve data and understand the implications of that data * Ability to work independently and proactively; to multi-task in a fast paced and team oriented environment under tight deadlines with high volume of competing demands; demonstrate grace under pressure * Ability to work effectively within a team environment and a willingness to "pitch in" when necessary * Strong organizational skills and attention to detail to manage a high volume of activity under tight deadlines * Sound business judgement coupled with strong analytical/problem solving skills * Demonstrated interpersonal and relationship skills * Excellent presentation and communication skills, both oral and written * 2-5 years of relevant experience Not sure you meet 100% of our qualifications? That'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.As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, 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 protected by applicable law. 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Base salary is only one component of Wellington'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)PDN-9c461ab2-0e25-4929-9965-76043b43f2e2
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UMS - United Medical Systems, Westborough
About Us: United Medical Systems is a mobile healthcare services company offering shared service programs with an emphasis on delivering advanced technologies and cost- efficient solutions in the clinical areas of Urology. We are confident our partners, including healthcare facilities, physicians and their patients, all benefit from the enhanced medical capabilities that UMS provide. It is our dedicated and accomplished clinical and service teams that promote our goals and ensure the well-being of our customers nationwide. Primary Responsibilities/Duties/Functions/Tasks of Financial Analyst:• Perform financial statement analytical review for assigned entities/partnerships with the goal of identifying anomalies in trends and/or inconsistencies in data.• Communicate on a consistent basis with sales and operations to keep them up to date on any financial statement fluctuations or concerns.• Research and follow up on physician inquiries and requests in a timely manner.• Upon request, prepare a financial information packet for presentation during physician calls.• Participate in physician calls and assist with follow up questions and research.• Assist with other accounting reconciliations and requests (ie. insurance allocation) including ad hoc projects as needed from the finance department• Provide assistance during budget process as it relates specific entities.• Analysts may also be responsible for analysis and reporting beyond monthly reviews depending on partnerships/territory assigned.Qualifications of Financial Analyst:• 5+ years' demonstrated experience in General Ledger (Partnership Accounting experience a plus)• Proficient knowledge of Microsoft Office products (Word, Excel, Power point)• Microsoft Navision ERP and Adaptive preferred but not required• BS/BA in Accounting/Finance or equivalent related work experience• Excellent interpersonal and communication skills• Strong organizational skills• Enthusiastic and professional team player with a positive can-do attitudeWe offer competitive salaries and full benefits for this job which includes but not limited to the following: Medical insurance Dental Insurance Vision Insurance Fully Paid STD/LTD Insurance Fully Paid 2x Basic life Insurance 401k with excellent company match Paid Vacation/sick/personal Time
Investment Analyst
Battery Global Advisors, Boston
Company BackgroundBattery Global Advisors is a Boston-based boutique wealth and investment management firm that works with select ultra-high net worth families in the US and Israel. Our clients consist of venture capitalists, private equity investors, entrepreneurs, and other sophisticated families. We advise our clients on a range of topics, including asset allocation, security selection, and income and estate tax planning. With 40 professionals and $4bn in assets under advisory, we are growing quickly while maintaining the flexibility of a small firm environment. We offer a competitive compensation and benefits package to match a candidate's experience level.Position DescriptionThe Investment Analyst is an integral part of the firm's Investment Team, supporting all aspects of the investment process. The primary responsibilities of the Investment Analysts are to monitor the firm's existing investment offerings and support due diligence on prospective investments. Investment Analysts are involved with the firm's asset allocation research and portfolio implementation strategy. The Investment Analyst will be responsible for attending investment manager meetings, reviewing and analyzing fund performance, and producing timely research notes accurately summarizing their conclusions. In addition to investment-related responsibilities, the Investment Analyst will work as part of multiple client teams supporting clients' specific investment objectives. They will be required to complete ad hoc investment research projects as well as assist client advisors with portfolio management. They will be responsible for reviewing and creating materials for client meetings. The ideal candidate will possess a high degree of competency in both quantitative and qualitative skillsets as they are expected to perform in-depth analysis of existing and prospective investments using our internal modeling. They will also possess strong writing skills to be able to concisely describe and relay market conditions and investment performance to clients and the Investment Team. Above all, we are looking for a highly motivated candidate who is passionate about capital markets and client service. Candidate RequirementsUndergraduate degree in finance-related or quantitatively-oriented fieldStrong technology skills including Excel and PowerPoint; Bloomberg skills a plusExcellent oral and written communication skills, credible presentation skillsIntellectual curiosity, and an innate desire to continuously improve processes and systemsSignificant attention to detail, and insistence on self-checking all workCFA candidate a plusApplicants must be authorized to work permanently in the United States.