Performance Analyst Job Description

Performance Analyst Job Description

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Performance analyst provides monthly/quarterly reporting to the Pricing Manager and Business Leadership Team using various systems (Excel, Alteryx, Tableau, etc.

Performance Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

To assist the manager in the expansion of local and regional support of key client user groups in Investment and Marketing teams to ensure client needs can be serviced through Performance Team based solutions
To help enhance the controls of deliverables through the improvement of quality control processes
To manage queries and questions from users and investigates and troubleshoot the Performance platform’s user inquiries on both content and usage
To assist in the analysis and development of proprietary performance reporting applications
To partner with the regional and global team to automate processes and reporting in order to create workload bandwidth
Develop, maintain and secure relationships with clients, business partners and market players
Ensure all accounts are analyzed for profitability
Proactively identify and resolve discrepancies within the Operations teams
Proactive daily analysis of first and third party ad delivery Coordinate weekly meetings with Sales and Operations to review campaign performance
Interact with internal & external clients and speak to the details of campaign performance Manage and be accountable for billing reconciliation and reporting

Performance Analyst Qualifications

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

Licensing or Certifications for Performance Analyst

List any licenses or certifications required by the position: ITIL, CSCP, CPIM, CPM, PMO, CFA, WELL, CIPM, CCNE, CCNA

Education for Performance Analyst

Typically a job would require a certain level of education.

Employers hiring for the performance analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Accounting, Economics, Statistics, Engineering, Performance, Technical, Computer Science, Mathematics

Skills for Performance Analyst

Desired skills for performance analyst include:

Excel
MS Office
SQL
Microsoft Excel
MS Excel
Especially Excel
PowerPoint
SAP
Tableau
Word

Desired experience for performance analyst includes:

Native or high business Level English language skills
Business level Japanese language skills
Qualified professional with ICSA/HKICS
Minimum University Degree or Post-Graduate Degree in related discipline
In-depth knowledge in share registration matters and sound knowledge in trustee services (mainly on MPF/ORSO), corporate governance matters, other applicable legal and regulatory requirements
Able to work independently and under pressure with high degree of flexibility and willing to take on new challenges

Performance Analyst Examples

1

Performance Analyst Job Description

Job Description Example
Our company is looking for a performance 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 performance analyst
  • Reporting of fund portfolio characteristics related to industry, sector, country, investment, market cap, leverage, and quality exposures
  • Calculation and analysis of key risk/performance statistics pertaining to volatility measures, risk/return ratios, correlations
  • Assessment and compilation of recurring and ad hoc investor requests utilizing the above information to produce high quality reports
  • Construction and maintenance of investor report footnotes and disclosures
  • Frequent interaction with investor relations, compliance, portfolio managers, analysts, financial reporting, IT, and operations around new product launches, servicing, and custom requests
  • Improve processes and templates for the various returns delivered by the team
  • Producing monthly performance reports for all clients
  • Execute performance tests (load, volume, stress, capacity and scalability) that meet and exceed business requirements
  • Execute performance test scripts and create performance testing artifacts including test strategy and test plans, test cases, test execution reports, defect/issues reports, action/item reports
  • Logging, tracking, and verifying resolution of specification defects
Qualifications for performance analyst
  • Being able to multi task and prioritize work
  • Ability to work under tight deadlinesUnderstanding of ad-serving technologies
  • DFP/DFA, Admarvel, Atlas a plus
  • OP1 and DSM a plus
  • Providing insightful deal, RFI / RFP and sourcing project support which is value-adding
  • Keeping abreast of the latest developments in �world-class analytics, performance management and reporting, to include tools, processes and systems and external networks in order to further enhance skills and experience
2

Performance Analyst Job Description

Job Description Example
Our growing company is looking for a performance analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for performance analyst
  • Ensure that testing meets project milestone deadlines and manage any risk to those dates
  • Provide expertise on performance testing tools and capabilities
  • Coordinate with Onsite (US and Singapore) and Off-shore (India) team
  • Work with multiple tools and data resources (e.g., IDW, SharePoint, TAWeb)
  • Assist in the construction and maintenance of composites in compliance with the Global Investment Performance Standards for assigned portfolios/strategies
  • Manage all data flows from ePAM, Blackrock Aladdin, and index data providers to portfolio performance systems
  • Analyze error logs generated by portfolio performance systems
  • Reduce errors by analyzing data from multiple sources and identifying patterns
  • Understand data flows between GPIM systems and its outside vendors
  • Identify and reconcile variances between total portfolio versus security level returns
Qualifications for performance analyst
  • May be required to travel to and from FTI offices, customer/vendor locations, and/or business conferences
  • Willingness to challenge processes and propose solutions
  • Track record of taking initiative and of achievement
  • Finance/Stats/Maths related experience or degree is preferred
  • IMC and/or CIPM qualifications are advantageous
  • Strong computer skills required with experience in accounting systems and performance systems
3

Performance Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking for a performance 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 performance analyst
  • Produce, review and deploy performance attribution reports into production cycle
  • Proactively identify upstream issues that affect attribution results and work closely with other Operations team members to resolve these issues in a timely manner
  • Work independently and in smaller teams to successfully deploy various components of CB incentive measures and incentive programs, assessing impacts and recommending options
  • Collect, analyze business performance and sales data from multiple data sources to design and develop incentive
  • Identify and proactively resolve issue with the business metric design concept
  • Analyze data to identify key findings and implications which contribute to the specific strategic decisions
  • Create detailed specification documentation to ensure the successful implementation of the metrics
  • Monitor compliance with our approved development processes
  • Document decisions, track initiatives and manage a continuous improvement process
  • Follows best practices of change management, source version control and quality assurance including unit testing
Qualifications for performance analyst
  • Experience in Client Reporting preferred
  • Experience with performance measurement and GIPS preferred
  • Understanding of performance measurement calculations and methodologies
  • Experience working on team projects preferred
  • CFA/CIPM or progress toward Certification preferred
  • Knowledge of performance and basic performance calculations gained in an asset management role
4

Performance Analyst Job Description

Job Description Example
Our growing company is looking for a performance analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for performance analyst
  • Perform data analytics using Tableau to develop dashboards and performance reports
  • Maintain a suite of market data slides, tracking and updating data from key sources including NCREIF,MBA,REISRCA,ACLI, Barclay's Capital
  • Providing Information that is distributed to clients, prospects and is used for published marketing materials
  • Managing expectations and addressing inquiries of internal clients (RFP Group, Consultant Relations, Sales Teams, Portfolio Managers, and Marketing)
  • Maintaining GIPS compliance
  • Work on highly visible daily, weekly, monthly, and quarterly Performance Reports for internal clients including Portfolio Managers, Marketing, Product Management, Finance, and Senior Management, external clients
  • Produce monthly performance and attribution reports for Trustees, Investment Managers, and Institutional Marketing
  • Provide performance raw data to Marketing, Investments, and external Pioneer offices
  • Responsible for external reporting of performance and quality control of performance information to external data vendors(i.e Bloomberg..)
  • Perform analysis of wind turbine performance to identify performance improvement opportunities and complete detailed comparisons against budgeted expectations
Qualifications for performance analyst
  • Analyses of various business performance metrics including financials, compensation related reports (dashboards), sales portal, unit productivity external metrics, GDP, Market Share, new business/new housing starts, economic data
  • 3-5 years performance measurement experience
  • Knowledge of data marts
  • Completion of a Bachelor’s degree in Mathematics, Finance, Accounting, Marketing or a related field is required
  • Pursuit or completion of CIPM, CIMA, CFA, CPA, CFP, ACCA or ACA designations encouraged
  • Financial Services or equivalent experience necessary
5

Performance Analyst Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of performance analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for performance analyst
  • Continually seek to understand and satisfy our client's requirements
  • To maintain threshold competency status in line with regulatory guidelines as required
  • Production of equity Brinson-Fachler attribution analysis using internal and external systems
  • Order to complete client reports
  • Providing regular detailed performance analysis of GI&S (Global Investments and Solutions) multi-asset class reference portfolios
  • Supporting the Performance Manager and participating in strategic initiatives designed to provide robust, sustainable solutions through effective use of technology identifying and affecting tactical changes to existing processes
  • Actively identifying and prioritising problems
  • Analyze and assist in the calculation of performance for mutual funds, benchmarks, strategies, portfolios, underlying securities, and peer groups
  • Review and validate investment performance and attribution data used in the investment management process for executive, portfolio management, and client reporting purposes
  • Monitor performance data workflow, processes, and systems
Qualifications for performance analyst
  • Microsoft Excel knowledge (pivot tables, macros)
  • Performance Measurement / Accountancy / Custody Banking background preferred
  • Intermediate/Advanced Excel Skills needed
  • Experience coding in C+ or Java is required
  • Experience using and coding in Micro Focus / Silk Performer is preferred
  • Must have a broad knowledge of performance testing methodology and tools (preferably LoadRunner / Performance Center 12) with an understanding of various technologies and architecture

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