This role will support the product management team at Hartford Funds by providing financial modeling and expense analysis to help drive product strategy and inform decision-making.
Responsibilities:
- Work closely with members of the product management team to prepare financial modeling for new product launches, fund enhancements and repurposes, and expense structure changes.
- Support ongoing expense management efforts and long-term financial planning through economic analysis of potential strategic initiatives and growth opportunities.
- Contribute to the strength of the firm’s product lineup by running profitability analysis for potential product offerings driven by industry demand for particular strategies, asset classes, and investment vehicles.
- Lead annual review of fund expense limitation arrangements, facilitate discussions between finance and product management teams, and present estimated financial impact of proposed arrangements to senior leadership.
- Maintain ongoing record of all fund expense changes and communicate updates to all impacted teams (fund treasury, accounting, forecasting and planning, etc.).
- Review legal agreements and regulatory filings to ensure all expense changes and fund updates are accurately reflected.
- Undertake special projects and additional tasks as needed.
Qualifications:
- Bachelor’s degree in accounting, finance, or related field.
- 0-5 years of industry experience.
- Strong Microsoft Excel skills, including proficiency writing formulas, creating pivot tables, and using flexible models.
- Highly detail-oriented and superior organizational skills.
- Ability to manage multiple ongoing deliverables and meet deadlines.
- Excellent communication skills with the ability to coordinate deliverables across departments and facilitate information sharing across teams.
- Hands-on mentality and willingness to learn.
