Wayne, PA, 19087, USA
1 day ago
Distribution Support Associate - Finance
Finance Associate - 87FF7N We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future. Overview of role: In this hands-on role, the successful candidate will support the distribution management team at Hartford Funds by providing financial modeling and analysis of distribution and servicing arrangements. This role will also be responsible for preparing presentation materials, conducting industry research, and performing competitive analysis. Responsibilities: + Work closely with members of the strategic relationship management team to prepare financial modeling of additional compensation and servicing fee arrangements with distribution partners and intermediaries. Provide value-add financial analysis and insight to help drive the distribution strategy of the firm. + Support the process for the Business Acceptance Committee, which is responsible for reviewing, discussing, and voting on additional compensation proposals and servicing fee arrangements. Prepare financial analyses and presentation materials, facilitate discussion among different teams (distribution, finance, legal, etc.), prepare agendas and meeting minutes, and maintain comprehensive tracker of all items brought to the committee. + Prepare presentation materials for various meetings and audiences, including senior leadership, sub-advisers, distribution partners, the Hartford Funds board of directors and The Hartford board of directors, among others. Coordinate efforts and gather information from different teams, use charts and graphics to present data in a clear and impactful way, effectively summarize and communicate key findings, and ensure accuracy of information included. + Continually perform industry research and analysis to understand the factors impacting the asset management landscape and how industry trends may be expected to impact the firm’s strategic outlook, growth prospects, and long-term profitability. Evaluate opportunities to grow the business and provide insights into how Hartford Funds can best compete in the evolving asset management industry. + Undertake special projects and additional tasks as needed. Qualifications: + Bachelor’s degree in accounting, finance, or related field. + 3-5 years of industry experience. Experience with financial intermediary and distribution arrangements a plus. + Strong Microsoft Excel skills, including proficiency with formulas, pivot tables, and flexible models. Experience using Mekko Graphics a plus. + Highly detail-oriented and superior organizational skills. + Ability to manage multiple ongoing deliverables and meet deadlines. + Excellent communication and interpersonal skills and comfortability managing deliverables across different levels of leadership and departments across the organization. + Ability to facilitate processes and projects involving multiple teams and drive deliverables to conclusion. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $70,000 - $100,000 Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (https://www.thehartford.com/about-us) | Culture & Employee Insights (https://www.thehartford.com/careers/employee-stories) | Diversity, Equity and Inclusion (https://www.thehartford.com/about-us/corporate-diversity) | Benefits (https://www.thehartford.com/careers/benefits) Human achievement is at the heart of what we do. We believe that with the right encouragement and support, people are capable of achieving amazing things. We put our belief into action by ensuring individuals and businesses are well protected, and by going even further – making an impact in ways that go beyond an insurance policy. Nearly 19,000 employees use their unique talents in careers that span a variety of disciplines – from developing the latest technology to creating and promoting our products to evaluating future financial risks. We’re also committed to programs that drive education and support volunteerism, which put human beings first. We do it because it’s the right thing to do, and because when our customers, communities and employees succeed, we all do. About Us (https://www.thehartford.com/about-us) Culture & Employee Insights (https://www.thehartford.com/careers/employee-stories) Diversity, Equity and Inclusion (https://www.thehartford.com/about-us/corporate-diversity) Benefits (https://www.thehartford.com/careers/benefits) Legal Notice (https://www.thehartford.com/legal-notice) Accessibility StatementProducer Compensation (https://www.thehartford.com/producer-compensation) EEO Privacy Policy (https://www.thehartford.com/online-privacy-policy) California Privacy Policy Your California Privacy Choices (https://www.thehartford.com/data-privacy-opt-out-form) International Privacy Policy Canadian Privacy Policy (https://www.thehartford.com/canadian-privacy-policy) Unincorporated Areas of LA County, CA (Applicant Information)
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