Global Reporting Analyst Job Description

Global Reporting Analyst Job Description

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Global reporting analyst provides data domain aligned support to Investment Management Group (IMG), Fund Financial Services (FFS) and other enterprise data clients and stakeholders to enhance investment decisions and fund oversight.

Global Reporting Analyst Duties & Responsibilities

To write an effective global reporting analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included global reporting analyst job description templates that you can modify and use.

Sample responsibilities for this position include:

Collaborate with internal business groups, internal operations teams, external managers and custodian banks
Liaises with different internal groups, of all levels, including TPD sales, client relationship management, IMD Communications
Perform the monthly Consolidation of Financial and Operational Reporting across all areas of Global Transportation in support of monthly Forecast and Close process, the Annual Budget
Execute monthly Global Inbound Dashboard - resolving and troubleshooting data anomalies, compiling a concise narrative for results prior to distributing to key Business Partners
Communicate within Logistics, across other functions Brand finance teams
Understand International growth strategies and work with International finance teams to incorporate appropriate reporting metrics
Builds awareness for the Global Reporting Team through the execution of our business plans assisting with strategic marketing initiatives to develop new marketing plans
Provides performance marketing input and supports content for websites
Liaises with different internal groups, of all levels, including sales/marketing, client relationship management, creative services, Digital Strategy and compliance
Conduct research and gather data supporting Controls programs and initiatives

Global Reporting Analyst Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Global Reporting Analyst

List any licenses or certifications required by the position: CFA, CIPM, ACAMS, CAMS, BA, ITIL, PMP, PMI, CFE

Education for Global Reporting Analyst

Typically a job would require a certain level of education.

Employers hiring for the global reporting analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Computer Science, Graduate, Business/Administration, Economics, MBA, Engineering, Education

Skills for Global Reporting Analyst

Desired skills for global reporting analyst include:

Financial markets and mathematics involved in the investment industry
Honeywell Global Data Standards
Payroll and HCM in Workday
Recruiting
Adobe
Microsoft Excel
Range of assigned JPMAM investment products
SQL
Tableau
Excel

Desired experience for global reporting analyst includes:

Familiarity with the Global Investment Performance Standards (GIPS) is a plus
Interest/Experience in the Asset Management business and the sales/marketing process
Strong analytical skills to be able to understand Credit Capital calculations, mathematics and logic
A detail oriented individual capable of drilling down to identify root cause of issues and breaks
Ability to manage processes under pressure in a highly time-sensitive environment
Ability to build a network and communicate with several different teams (Technology, Lines of Business, Finance, Operations, Senior Management)

Global Reporting Analyst Examples

1

Global Reporting Analyst Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of global reporting analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for global reporting analyst
  • Ensure weekly forecast reporting fully captures all global volumes
  • Partner with data integrity teams to ensure systems and messaging support reporting and forecasting
  • Responsible for communication of reporting delays and managing to quick resolution
  • Through regular contact with stakeholders, identify opportunities to improve KPI reporting and/or shipment forecasting and create recommendations for applicable improvement
  • Maintain and update generic automated marketing materials
  • Divisional/group web-site uploading
  • Ensure accuracy and timely delivery of all regular template driven marketing materials on a monthly and quarterly basis
  • Support ad-hoc internal marketing
  • Work closely with Legal, Compliance and Outside counsel on jurisdiction disclosures and data/formatting issues for Marketing Materials
  • Ensure newly launched funds are added to internal databases and external data providers are notified, , deletion of Fund/Accounts that have liquidated or closed
Qualifications for global reporting analyst
  • Ability to interface with internal and external cross-functional business partners
  • 1 year business/analytics experience in Logistics or related field/industry
  • Experience leading others preferred
  • Understanding of financial products, particularly commodity-related
  • Quality ad-hoc checking of GSAM data for external data providers (Lipper, Morningstar, Bloomberg)
  • Assist with the implementation of new standards when necessary
2

Global Reporting Analyst Job Description

Job Description Example
Our company is looking for a global reporting analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for global reporting analyst
  • Technical skills – Working knowledge of various performance methodologies / analytics
  • Project Management – Work closely with senior portfolio managers on various projects, including assisting with bespoke client requests and client review meetings
  • Product Knowledge – Develop understanding of Global Portfolio Solutions portfolio implementation, asset allocation and tactical tilt solutions
  • Investment diligence – Collaborate with internal business groups, internal operations teams, external managers and custodian banks to validate data integrity
  • Perform various ad hoc analysis and research for reporting of financial performance and trends
  • Work with internal and external groups to define new data and reporting requirements to enable Operations teams to implement improvements
  • Present monthly Global Transportation results to the Leadership Team
  • Work cross functionally to investigate and communicate causes of change within Supply Chain and Brand finance teams
  • Provide data and analytics to support development of the annual budget and Long Range Plan processes for the Logistics Finance team, including explanation of trends, causes-of-change, initiatives and risks/opportunities
  • Analysing business requirements and other artefacts received from Regulators, Vendors and Legal, Risk and Compliance
Qualifications for global reporting analyst
  • Interest/experience in the Asset Management business and the sales/marketing/reporting processes
  • Ability to leverage information from multiple sources and build synergies across performance materials to develop clear, compelling reports
  • Completion of a Bachelor’s degree in Finance, Engineering or related field is required
  • Working knowledge of database creation and management and/or ability to work with large data sets
  • Bachelors or Master’s degree of Finance, Commerce or Computer Science background
  • Minimum 1-2 yrs of experience in financial services industry, preferably in an analytical function
3

Global Reporting Analyst Job Description

Job Description Example
Our company is looking to fill the role of global reporting analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for global reporting analyst
  • Formulating and creating specification documentation, in close collaboration with functional analysts, application owners and solution architects
  • Supporting testing on behalf of users, operations and testing teams potentially including test plans, test cases, test-data and review of interface testing, between different applications when required
  • Working with Application Developers to resolve functional issues from user acceptance testing (UATs) and helping to find solutions for various functional issues
  • Working closely with Functional Analysts in solution detailing and solution maintenance areas
  • Working closely with the Application Management team regarding trouble shooting and resolution to reported bugs and issues on applications
  • Experience with outsourcing and offshore development
  • Experience communicating with Business Managers within Equity Derivative, Foreign Exchange, Commodities, Interest Rates or Credit
  • A strong product domain knowledge within Over the Counter Derivatives (OTC) processing and the ability to describe the lifecycle of an OTC derivative
  • The ability to clearly communicate when analysing and specifying functional details
  • The ability to communicate functional level details to Technical Analysts and Solution Developers in order to support transition, translation and development
Qualifications for global reporting analyst
  • CIPM and/or CFA certification or track a plus
  • Strong initiative combined with good interpersonal skills and ability to work successfully with others to accomplish an objective
  • Ability to leverage information from multiple sources and build synergies across reporting materials to develop clear, compelling reports
  • Knowledge of Mutual Funds is critical for this role
  • Ability and availability to participate/lead global meetings to support other regions/time zones when required
  • Ability to establish strong working relationships and develop effective partnership relationships across regions and functional areas
4

Global Reporting Analyst Job Description

Job Description Example
Our growing company is looking to fill the role of global reporting analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for global reporting analyst
  • The ability to quickly troubleshoot and establish functional issues in production, solution testing
  • A basic understanding of technical aspects including middleware, in order to independently run interface tests (between applications / services)
  • Able to display awareness of the tools and methodologies used in delivery and implementation
  • Able to influence key decision makers, peer groups and functions outside your direct control
  • Experienced in working with OTC Derivatives, processing applications
  • Integral part of the global consolidation close process of over 70+ entities and support of regions (US, Europe, Japan, and ROW)
  • Monthly review of Regional P&L and Balance Sheet
  • Assist in preparing quarterly earnings package in support of Earnings Release
  • Prepare detailed fluctuation analysis for quarterly and annual audits
  • Support external and internal audit in areas of responsibility, including information requests from global regions
Qualifications for global reporting analyst
  • AML/KYC experience desirable
  • Extensive experience within the financial services industry
  • Able to manage a team, encourage, guide and assist the team members
  • Excellent communication skills in both spoken and written English and Cantonese
  • Experience in forecasting and budgeting financial data using complex models
  • Experience working with financial systems at an intermediate to advanced level
5

Global Reporting Analyst Job Description

Job Description Example
Our company is looking to fill the role of global reporting analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for global reporting analyst
  • Ensure all SOX key controls are appropriately completed within area of responsibility
  • Develop, maintain and update desk procedures documentation as processes change for efficiency
  • Work cross-functionally to source benchmarks or industry data to help the tracking of Lending growth
  • Participate in project and program management system enhancements, to identify future reporting opportunities, and to ensure enhancements enable effective reporting capabilities
  • Provide educational resources and relevant data dictionary for help with data quality or data access performance issues
  • Train, coach and advise other team members about analytics best practices
  • Complete all assigned standard and custom reporting commitments across Institutional Clients and Funds
  • Prepare MIS and report to management
  • Driving management reporting KPIs for consumer excellence activities
  • Building and maintain performance management infrastructure
Qualifications for global reporting analyst
  • Advanced knowledge of Essbase required
  • Passion and enthusiasm to develop new reporting capabilities
  • Three to seven years recent experience working with business intelligence tools that included system analysis and/or information technology activities
  • Technical and financial knowledge, including understanding of internal control requirements and GAAP accounting principles understanding of relevant business environment
  • Ability to balance conflicting demands and achieve positive outcomes through effective prioritization strategies and techniques
  • Demonstrated interest in/knowledge of global financial markets and products

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