Performance Associate Job Description

Performance Associate Job Description

185 votes for Performance Associate
Performance associate provides beginner to Advanced support specifically with the Microsoft Office Suite.

Performance Associate Duties & Responsibilities

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

Sample responsibilities for this position include:

New Assets team member providing support for security transfer activity, restriction and portfolio group updates other ad hoc and non-standard tasks
Provide pivotal support to the transfer pricing team on the cross legal entries allocated charges and assist in the transfer pricing internal, external and year end audits
Ad Hoc projects, usually involving liquidity and balance sheet topics
Involvement in variable compensation year-end planning support to businesses
Provide revenue commentary for weekly MD/OC meeting
Transparent financial information and well educated business heads and line of business heads within the respective businesses including the provision of packages including performance based drivers, risk management, balance sheet returns and non-financial measures
A client base that understands their financial results including what drives revenue, direct NIE and indirect costs allocations, works with the financial information provided and considers finance an integral part of the business team
More robust framework and processes regarding quarterly reporting and planning / forecasting cycle
Improve and develop documentations of key performance management deliverables and processes
Centralize performance management capabilities with robust data mining and standardize geographic performance management reporting capabilities from the home office (Toronto)

Performance Associate Qualifications

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

Licensing or Certifications for Performance Associate

List any licenses or certifications required by the position: CPA, CPR, AED, CSCS, PMP, HCM, PRINCE2, CSCP, APICS, AEMA

Education for Performance Associate

Typically a job would require a certain level of education.

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

Skills for Performance Associate

Desired skills for performance associate include:

Microsoft Office Suite
Specifically Excel
Adwords and Youtube
Field's policies
Technical field/area of specialization
Utilization Management
Federal and state laws and regulations relating to Medicare Advantage
MS Office

Desired experience for performance associate includes:

A sound understanding of the principles of software testing and demonstrates continued learning
A sound knowledge of software development principles
Proven ability to understand the technical integrations systems
A flexible and adaptable attitude with the ability to travel as required
Task & project orientated, leaning heavily towards the latter
Must have a strong attention to detail, ability to think on a conceptual level, confident decision-making skills

Performance Associate Examples


Performance Associate Job Description

Job Description Example
Our innovative and growing company is looking for a performance associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for performance associate
  • Well versed with various Performance returns calculation methodologies and risk statistics related computations
  • Identify procedural inefficiencies and recommend process improvement opportunities
  • Project work as needed relating to the MSIM Performance Operations team
  • Oversee the calculation/compilation of investment performance and characteristics information for senior management, Clients, Portfolio Management, Distribution, Marketing, Research and other business partners across Guggenheim Investments
  • Review daily and monthly performance reports prepared by junior team members for accuracy and correctness
  • Partner with Distribution and Marketing teams to provide data for marketing presentations and requests for proposals (RFPs) by interpreting and researching requests and analyzing data as needed
  • Perform or coordinate project work as required
  • Review composite reporting based on the requirements and recommendations of the Global Investment Performance Standards GIPS®
  • Provide quality and timely analytical support to APAC management and the CM Performance Management group globally
  • Partner with key stakeholders in monitoring financial performance and seek business and functional performance optimisation
Qualifications for performance associate
  • Ability to interpret statistics from every level of a 3-tier application architecture
  • Experience of working in a load balanced environment
  • Of CA, CGA, CMA or MBA or equivalent experience
  • Proven relevant experience ? preferably 5-7 years? experience in related field (Investment Management/ Asset Management role)
  • Understand the drivers for underlying performance and reasons for dispersions
  • Broad understanding of financial markets and Investment Management concepts

Performance Associate Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of performance associate. 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 associate
  • Validate performance data at Total level, Asset class and Security level
  • Validating daily work in terms of index updates, total level and asset level checks, structure of account groups, hedge fund reports
  • Other Consulting Deliverable Creation
  • Production of fund performance returns and ex post risk measures, using both unit prices and time-weighted return methodologies
  • Performance attribution analysis and interpretation, and peer group comparisons
  • Overseeing a database from which performance data can be easily accessed, for fund factsheets, client reports, marketing consultant databases and GIPs composite reports
  • Contributing to the company's Portfolio Oversight process and maintaining a constructive dialogue with portfolio managers about portfolio performance
  • Ensuring the completeness and accurate of the data and reports
  • A thorough understanding of the underlying structure of all reports produced, and the ability to explain this to users of the reports
  • Meeting deadlines, particularly in relation to month-end reports
Qualifications for performance associate
  • Strong quantitative and analytical skills with problem solving abilities
  • Previous experience supervising staff or acting as team lead in a group
  • CPA, CFA and/or CIPM designation preferred
  • Excellent time management and communication skills a must
  • Strong business partnering capability
  • Familiarity with compliance and regulatory environment

Performance Associate Job Description

Job Description Example
Our company is searching for experienced candidates for the position of performance associate. 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 associate
  • Maintaining documentation of all information-gathering, report-production and record-keeping procedures and continually seeking to improve efficiency
  • Enthusiasm for developing technical skills with support for professional qualifications such as CIPM, FRM, CFA
  • Calculate and compile investment performance and characteristics information required to populate consultant marketing databases and client reports
  • Prepare and analyze daily performance reports for portfolios containing diverse assets classes for senior management
  • Collaborate with other team members on the implementation of new performance system including parallel process testing
  • Responsible for general understanding of Performance Technology products and cohort services to inform member interaction and participate in program-specific servicing plan
  • Verify official benchmark returns on a monthly basis
  • Maintenance of performance intranet (mutual fund and benchmark returns)
  • Prepare materials for corporate and fund board meetings
  • Calculate risk statistics for portfolios, competitors and benchmarks
Qualifications for performance associate
  • Knowledge of FactSet/Eikon/MPI or other data analytics systems preferred
  • Experience in Client or Firm Reporting preferred
  • Experience working with Microsoft SQL Server database and Business Intelligence Platform
  • Ability to write mid-level SQL queries against transactional and data warehouse databases
  • Managment of BCP and ERS
  • Bachelor’s degree in industrial psychology, training, or related field from an accredited college or university

Performance Associate Job Description

Job Description Example
Our company is looking for a performance associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for performance associate
  • Run internal daily fund information and rankings report
  • Work closely with manager on the continuing automation and centralization of performance reporting
  • Assist retail, institutional and portfolio management groups with performance related requests and special projects as needed
  • Troubleshoot monthly preliminary and final returns for all accounts
  • Monitor data integrity on a daily basis
  • Assume ownership and accountability for the generation and delivery of monthly and quarterly performance reports to investment teams for multiple client assignments
  • Input data into proprietary database and maintain high accuracy of reports through extensive quality checking procedures
  • Reconcile and track all money movements within client portfolios (e.g., investment manager subscriptions/redemptions, cash flows, private investment commitments, spending) through communication with internal and external parties
  • Compare product returns to benchmarks
  • Create and maintain custom benchmarks
Qualifications for performance associate
  • Experience using Adwords, AdCenter
  • A Bachelor’s Degree (BA/BS) or equivalent and 6 years of related experience are required
  • Strong organizational skills and project management expertise
  • Proactively communicate and address requests related to investment performance, deviations from benchmarks and asset allocation targets, and portfolio movements to CA investment teams
  • Fulfill time-sensitive data requests and provide professional customer service to CA investment teams and clients
  • Based on a thorough understanding of individual client needs, provide recommendations to investment teams for displaying performance results through the performance reporting products

Performance Associate Job Description

Job Description Example
Our company is growing rapidly and is looking for a performance associate. 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 associate
  • Ensures that daily production, productivity, quality, service levels, and performance objectives are accomplished
  • May gather production, performance and other operational data to determine what changes in processes or procedures are needed to improve to meet objectives
  • Design a change logic and performance benchmarks for the Center’s primary care change package
  • Align practice level measurement with system priorities and reports
  • Design the use of cost data in performance reports
  • Facilitate the use of data, analytics, and performance principles in the facilitation of implementation
  • Quality assure data analysis and performance facilitation in participating systems
  • Design the presentation and facilitation of practice profiles on all dimensions of the implementations’ value propositions
  • Build feedback loops for the facility's performance analysis in its primary care implementation work
  • Serve as subject matter expert on CMS Hospital Quality Performance Programs and help organizational success in these areas
Qualifications for performance associate
  • Attention to detail and experience reconciling data across multiple sources
  • Adopt a proactive, customer-service oriented approach
  • Highly motivated, self-starting, positive attitude, with intense desire to work hard and make an impact by improving processes
  • Interest in gaining knowledge about investment vehicles and asset classes
  • Minimum two years of training evaluation or learning and development experience
  • Some exposure with statistical or research applications and experience with tools including

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