Budget & Expense Management
Timely issuance of recurring US Advisory Services (USAS) business unit reporting and commentary/highlight trends to senior management team and other governance teams, including Budget Dashboards and MOR talking points.
Timely reporting for Global Marketing Services (GMS) and Global Product Strategy (GPS) to also include Budget Dashboards, MOR talking points, and Market Data Service Schedules.
Monitor and evaluate USAS, GMS and GPS budgets to actual performance. Provide monthly variance and trend reporting to division heads and their direct reports.
Assist in the preparation of the annual budgets, quarterly contingency funding materials and monthly LOB transfer requests for USAS, GMS, and GPS.
Expense performance metric and sales channel reporting.
Preparation of the 529 Quarterly budget reports.
Track and report on strategic business initiatives for USAS.
Assist with the development of the USAS commitment pack process and other business plans by working with senior management.
Assist with the management of the annual IPP process as it pertains to senior management and external sales.
Identify and analyze key performance metrics and trends for reporting purposes.
Ensure cost allocation methodologies for USAS, GMS and GPS are current. Host regular discussions with senior leaders to ensure percentages are up to date. Submit any necessary revisions.
Lead TCO quarterly refresh USAS, GMS and GPS.
Teamwork and Business Partnership across USAS, GMS & GPS
Live out the corporate values, including building relationships and working with integrity.
Work proactively within our team and with other teams and departments.
Actively support business leads and department heads in offering support and guidance.
Serve as an excellent business partner in serving the needs of others in understanding the cost allocation and profitability of NAAS and GAS.
Establish, implement and maintain best practices related to the expense, budget, and cost allocation processes.
Since 1947, our firm has been dedicated to delivering exceptional asset management for our institutional, retail, and high-net-worth clients. By bringing together multiple, world-class investment teams in a single firm, we’re able to offer specialized expertise across a full range of asset classes, supported by the strength and resources of one of the world’s largest asset managers. This has helped us become a trusted partner to financial advisors and investors across the globe.