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Finance Analyst

ExperiencedNo visa sponsorship
Millennium logo

at Millennium

Hedge Funds

Posted 3 days ago

No clicks

**Finance Analyst** at global investment firm Millennium. Key responsibilities include expense accounting, policy application, management fee funding, and budget vs. actual reports for external managers. Roles extend to supporting monthly/quarterly reporting and ad-hoc projects, requiring effective communication and strong relationships with assigned managers. **Ideal candidates** bring 2-4 years in finance/accounting, preferable financial services background, plus exceptional analytical, organizational, and problem-solving skills. **Must-have**: strong Excel skills; Oracle Cloud and Tableau experience beneficial.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

Finance Analyst

Overview:

Millennium is a global, diversified alternative investment firm, founded in 1989, which manages $84 billion in assets. Defined by evolution, innovation and focus, Millennium's mission is to deliver high-quality returns for our investors. Millennium seeks to empower talented professionals with the sophisticated expertise, resources and technology to pursue a diverse range of investment strategies across industry sectors, asset classes and geographies.

The Finance Analyst is part of the Accounting Services team at Millennium and is responsible for all expense related accounting, reporting and analysis for External Managers. This group collaborates with Business Development, Trading Services, Compensation Accounting, Business Management and Fund Administrators on the reporting and analysis of managers agreements. This position demands an analytical approach to problem-solving, as well as outstanding organizational and multi-tasking skills. It requires you have a keen eye for detail and able to deliver in a fast-paced, demanding environment while remaining calm under pressure.

Principal Responsibilities

  • Provide guidance on budgeted expenses, stipends, startup cost and tie back to the managers agreement.

  • Apply Millennium policies to expenses submissions and apply controls embedded throughout the EM lifecycle.

  • Facilitate the execution of management fee funding.

  • Prepare budget vs actual reports for assigned EM.

  • Responsible for month-end accruals and prepaids as well as weekly expense estimates.

  • Build relationships with assigned EMs and provide ongoing communication. Sharing of information as changes occur is critical.

  • Assist with monthly and quarterly management reporting.

  • Ad-hoc projects as needed.

Qualifications/Skills Required

  • Candidates must have a minimum of 2 - 4 years experience in Accounting or Finance (e.g. preferably with a background in financial services).

  • Bachelor's degree in business administration, accounting, finance, or related field preferred.

  • Strong written and verbal communications with the ability to communicate with senior leaders including management and Portfolio Managers.

  • Proven ability to contribute in a fast-paced environment with the ability to prioritize tasks and handle time efficiently.

  • Excellent attention to detail with a dedication to accuracy, quality, and integrity.

  • Good teammate with a strong client service mentality, as well as a willingness to participate and help others.

  • Highly analytical with strong problem-solving skills and the ability to balance multiple deadlines.

  • Strong Excel skills (including v-lookup and pivot tables); Oracle Cloud and Tableau experience is a plus but not required.

Finance Analyst

Compensation

Not specified

City: Not specified

Country: Not specified

Millennium logo
Hedge Funds

3 days ago

No clicks

at Millennium

ExperiencedNo visa sponsorship

**Finance Analyst** at global investment firm Millennium. Key responsibilities include expense accounting, policy application, management fee funding, and budget vs. actual reports for external managers. Roles extend to supporting monthly/quarterly reporting and ad-hoc projects, requiring effective communication and strong relationships with assigned managers. **Ideal candidates** bring 2-4 years in finance/accounting, preferable financial services background, plus exceptional analytical, organizational, and problem-solving skills. **Must-have**: strong Excel skills; Oracle Cloud and Tableau experience beneficial.

Full Job Description

Finance Analyst

Overview:

Millennium is a global, diversified alternative investment firm, founded in 1989, which manages $84 billion in assets. Defined by evolution, innovation and focus, Millennium's mission is to deliver high-quality returns for our investors. Millennium seeks to empower talented professionals with the sophisticated expertise, resources and technology to pursue a diverse range of investment strategies across industry sectors, asset classes and geographies.

The Finance Analyst is part of the Accounting Services team at Millennium and is responsible for all expense related accounting, reporting and analysis for External Managers. This group collaborates with Business Development, Trading Services, Compensation Accounting, Business Management and Fund Administrators on the reporting and analysis of managers agreements. This position demands an analytical approach to problem-solving, as well as outstanding organizational and multi-tasking skills. It requires you have a keen eye for detail and able to deliver in a fast-paced, demanding environment while remaining calm under pressure.

Principal Responsibilities

  • Provide guidance on budgeted expenses, stipends, startup cost and tie back to the managers agreement.

  • Apply Millennium policies to expenses submissions and apply controls embedded throughout the EM lifecycle.

  • Facilitate the execution of management fee funding.

  • Prepare budget vs actual reports for assigned EM.

  • Responsible for month-end accruals and prepaids as well as weekly expense estimates.

  • Build relationships with assigned EMs and provide ongoing communication. Sharing of information as changes occur is critical.

  • Assist with monthly and quarterly management reporting.

  • Ad-hoc projects as needed.

Qualifications/Skills Required

  • Candidates must have a minimum of 2 - 4 years experience in Accounting or Finance (e.g. preferably with a background in financial services).

  • Bachelor's degree in business administration, accounting, finance, or related field preferred.

  • Strong written and verbal communications with the ability to communicate with senior leaders including management and Portfolio Managers.

  • Proven ability to contribute in a fast-paced environment with the ability to prioritize tasks and handle time efficiently.

  • Excellent attention to detail with a dedication to accuracy, quality, and integrity.

  • Good teammate with a strong client service mentality, as well as a willingness to participate and help others.

  • Highly analytical with strong problem-solving skills and the ability to balance multiple deadlines.

  • Strong Excel skills (including v-lookup and pivot tables); Oracle Cloud and Tableau experience is a plus but not required.