Asst Dir MSA Finance and Admin
Northwestern Mutual · Milwaukee, WI · Yesterday
Finance$42/hrFull-time
About the role
This position is responsible for budgeting, profitability and pricing for Mason Street Advisors (MSA) and the funds for which it serves as investment adviser. The role also supports the planning and execution of MSA’s subadvisory oversight, supervision and reporting responsibilities.
Responsibilities
- Support the budgeting, forecasting, profitability, pricing and financial controls for MSA
- Coordinate with the Finance Department regarding revenue and expense management
- Monitor the financial aspects and contracts of MSA’s vendors
- Maintain a keen understanding of inter-company agreements between MSA and its affiliates
- Provide financial perspective on specific business plans and initiatives relating to MSA and the funds advised by MSA
- Prepare materials and reports to the board of directors of MSA’s mutual fund clients, with a focus on fees, expenses and profitability
- Maintain awareness of subadvisory fee trends within the industry and review existing and prospective subadvisory fee arrangements for competitiveness
- Support the day-to-day activities for the maintenance and enhancement of sub-advisory oversight and supervision, including board reporting
- Identify opportunities to increase efficiency in data collection, organization and report creation through process optimization and emerging technologies
Qualifications
- Bachelor’s degree required with a major in business, economics, finance, accounting or related field; advanced degree (such as MBA) or designation preferred
- Minimum of 8 years’ experience, including solid knowledge of financial concepts and strategic operational planning
- Minimum of 5 years of experience in investment management and/or financial services
- Demonstrated ability to apply strategic thinking and sound judgment to support business planning and operational improvements
- Superior verbal and written communication skills
- Lead and influence others outside of a direct reporting relationship
- Strong organizational skills and attention to detail
- Ability to prioritize and work independently
- Expertise in Microsoft Excel and Power BI
- Strong knowledge of Microsoft Word and PowerPoint
Pay
- Pay Range - Start: $118,960.00
- Pay Range - End: $178,440.00
- Structure 110 Geographic Specific Pay Structure: $130,880.00 USD – $196,320.00 USD
- Structure 115: $136,800.00 USD – $205,200.00 USD
Skills
- Competitive Benchmarking (NM) – Expert
- Training, Educating & Awareness (NM) – Advanced
- Customer, Market & Ecosystem Knowledge (NM) – Expert
- Cross Functional Partnering & Planning (NM) – Advanced
- Customer Support (NM) – Expert
- Financial Acumen (NM) – Expert
- Investment Products (NM) – Expert
- Customer Centricity (NM) – Expert
- Insurance Products (NM) – Expert
- Field Advocacy (NM) – Expert
- Financial Case Consultation & Resolution (NM) – Expert
- Facilitation (NM) – Advanced
- Sales Cycle Acumen (NM) – Expert
- Adaptive Communication (NM) – Advanced
- Analytical Thinking (NM) – Expert
- Customer Segmentation (NM) – Advanced
- Financial Planning (NM) – Expert
- Capital Markets Ecosystem (NM) – Expert
- Learning Agility & Critical Thinking (NM) – Advanced
- Consulting (NM) – Expert