Financial Analyst, Financial Planning and… at WorldQuant · Old…

Location: Old Greenwich, CT

The Role: The Global Finance Team is responsible for the management and control of WorldQuant's financial reporting systems. The Financial Planning & Analysis Team, operating within the Global Finance Team, is responsible for cost allocation to WorldQuant Millennium Advisors (WMA), a joint venture between WorldQuant and Millennium.

Reporting to the Senior Financial Analyst, the Financial Analyst will own the cost allocation model and financial analytics for WMA. Responsibilities include:

• Lead and execute the monthly cost allocation model, ensuring completeness and compliance with allocation policies
• Analyze all model drivers for accuracy through comparative testing and KPI analysis, identifying and resolving discrepancies as they arise
• Maintain a rigorous quality control process for all cost allocation reporting, including structured checklists, audit trails, and formal stakeholder sign-off
• Manage and execute the allocation budgeting process and ongoing forecasting cycles, ensuring alignment with business objectives and financial outlooks
• Conduct financial analysis across a variety of workstreams — including but not limited to profitability, sensitivity, and compensation analysis — translating results into actionable insights that support strategic decision making
• Continuously evaluate and improve processes, tools, and reporting capabilities while proactively anticipating and addressing stakeholder needs

What You’ll Bring:

• Bachelor’s degree in Accounting, Finance, or similar analytical discipline
• Advanced Excel and data management skills (will be evaluated as part of the interview process)
• 2+ years of relevant experience in a financial services industry role
• Ability to work well under short deadlines with enhanced attention to detail
• Outstanding organizational skills, and ability to create auditable Financial Models
• Excellent oral and written communication skills

Our Benefits:

• Core Benefits: Fully paid medical and dental insurance for employees and dependents, flexible spending account, 401k, fully paid parental leave, generous PTO (paid time off) that consists of:
  • twenty vacation days that are pro-rated based on the employee’s start date, at an accrual of 1.67 days per month,
  • three personal days, and
  • ten sick days.
• Perks: Employee discounts for gym memberships, wellness activities, healthy snacks, casual dress code
• Training: learning and development courses, speakers, team-building off-site
• Employee resource groups

Pay Transparency:

WorldQuant is a total compensation organization where you will be eligible for a base salary, discretionary performance bonus, and benefits.

To provide greater transparency to candidates, we share base pay ranges for all US-based job postings regardless of state.  We set standard base pay ranges for all roles based on job function and level, benchmarked against similar stage organizations.  When finalizing an offer, we will take into consideration an individual’s experience level and the qualifications they bring to the role to formulate a competitive total compensation package.

The Base Pay Range For This Position Is $80,000 – $105,000 USD.

At WorldQuant, we are committed to providing candidates with all necessary information in compliance with pay transparency laws.  If you believe any required details are missing from this job posting, please notify us at WQHR_US@WorldQuant.com, and we will address your concerns promptly.