Performance Management Analyst Job Description
Performance management analyst
provides independent oversight and control of credit and market risks across Corporate Lending products.
Performance Management Analyst Duties & Responsibilities
To write an effective performance management analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included performance management analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Attend (support/lead/participate as appropriate) all program/product direction related meetings (CNE DFs, ASTs, PST’s, PMRs, Marketing and Assumptions PATs, ) to report, represent program/product direction, and record any direction changes
Assist Ford Performance program management with achievement of cost performance, business targets, and the overall delivery of the program from to launch
Assist Ford Performance program management and Chief Engineers with consolidation of milestone papers and lead appropriate pre-milestone reviews
Support medium sized projects and/or actively participate in projects
Manage cost centers and support cost center owners in all financial tasks
Manage/actively participate in medium sized projects generating Brand Operations specific key performance indicators
Calculate and analyze monthly ex-post risk statistics (standard deviation, tracking error)
Complete proof of internal returns to custodian banks, client calculations and attribution system results
Perform transaction level financial analysis of accounting data and evaluate its impact on valuations
Calculate investment management fees
Performance Management Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Performance Management Analyst
List any licenses or certifications required by the position: AWS, HCM, EPM, IAT, LSS, ITIL, MCSE, CCNP, LEAN
Education for Performance Management Analyst
Typically a job would require a certain level of education.
Employers hiring for the performance management analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Business, Accounting, Economics, Business/Administration, Management, Performance, Mathematics, Engineering, Computer Science
Skills for Performance Management Analyst
Desired skills for performance management analyst include:
Program
Balanced scorecards principles
Base-lining
Documenting KPIs
Financials products
Performance Management specifics: measurements
Setting methodologies
Visualization
Bank products and credit lending services
Corporate structures and potential political interactions thereof
Desired experience for performance management analyst includes:
Supervision of portfolio analysis group for the Asia Private Bank
Produce performance attribution, contribution and dispersion analysis reporting
Provide accurate and timely responses to portfolio analysis queries from clients, advisors and senior management
Calculation of client composite performance and understanding of the key drivers
Produce Hedge Fund of Fund performance reporting for clients
Ensure the accuracy of performance data through completion of validation controls and resolution of any identified data quality issues
Performance Management Analyst Examples
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Performance Management Analyst Job Description
Job Description Example
Our company is looking to fill the role of performance management 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 management analyst
- Provide portfolio analysis training and education to front office investment teams
- Support the performance projects team with testing and roll out of key performance initiatives
- Contribute to the ongoing research and development initiatives of the team with relevance to operational efficiency, industry standards and performance evaluation
- Collaboration with the other AM portfolio analysis groups in London, New York and Geneva to ensure best practice and where possible ensure consistent client and advisor experience
- As needed, track and manage internal demand for assigned commodity categories
- Ensure T&O complies with Enterprise Finance controls policies including G/L Attestation covering account reconciliation, general ledger account attestation, process maps and Standards of Documentation (SOD)
- Ensure monthly cycle of control review covers all processes/accounts -Identify, analyze and report on any weaknesses and exceptions
- Ensure control-related deliverables are prepared accurately and timely
- Ensure ongoing boarding of new SOD packages and process maps and provide adequate training to preparer and approver to ensure adherence to Bank’s standards of reconciliation and documentation
- Ensure review of Aging of breaks and of Receivables and Payables reporting process and ensure its accuracy and completeness
Qualifications for performance management analyst
- Bachelors degree in Finance, Mathematics or similar field
- University degree (finance or accounting) and completion of recognized accounting designation
- 5+ years of relevant finance experience and reporting background
- Knowledge of reporting, planning and forecasting process
- Strong understanding of drivers of business and financial performance and outcome measures
- Working experience and knowledge of EPM is an asset
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Performance Management Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of performance management analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for performance management analyst
- Full responsibility for cost center controlling of assigned functions within SCM Western Europe
- Enable fact based decisions by creating transparency on Supply Chain cost
- Provide support to Senior Managers in the team, where requests may range from ad hoc projects, management reporting, to data mining across a broad spectrum of businesses within Global Markets
- Look after Global Markets businesses as needed with respect to Income Statement, balance sheet, RWA usage, returns on regulatory capital, leverage and other associated metrics
- Aide in translating business strategy into the financial impact, and expected results, which include identifying financial risks and opportunities, compensation issues and front and back office requirements
- Balance sheet analyses, projections, and what-if scenarios reflecting regulatory impacts for capital and liquidity across existing and new products
- Continue to monitor, update and work with the front office on Operating Plans, Forecast and Forecast updates, advise on areas of focus or concern for each Global Markets business and communicate issues to senior management as they arise and are discovered
- Concentration of efforts will be centered on Commodities and Fixed Income & Currencies (includes Rates, Credit, Origination, FX, Muni Sales and Trading, Securitized Products, Futures, CRT and Quants) with backfill across other Global Markets businesses as appropriate
- Enhance related current reporting processes and proper communication to Capital Markets Front Office senior management
- Build a solid understanding of CM reporting structure and be able to make recommendations for automation and enhancements
Qualifications for performance management analyst
- Over-time during busy periods are required
- CA/CGA/CMA/MBA/CFA is an asset
- 5-7 years of experience in the areas of Business Analysis, Forecasting, Demand Planning in the consumer goods industry preferably within a business operating unit
- Experience with prototype builds (and associated activates), launch experience within LQOS framework preferred
- Ability to manage and support multiple activities within a single job function
- Enhance current reporting, modeling and processes related to Forecasting and Planning
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Performance Management Analyst Job Description
Job Description Example
Our company is growing rapidly and is hiring for a performance management analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for performance management analyst
- Enhance current reporting process with Global CM Finance Performance Management teams
- Support in-depth analysis and presentations related to CM lines of business
- Recommend ways to better archive, harmonize and organize periodic financial data for studies and analyses
- Assist in developing financial metrics to better analyze financial results, to better track and allocate costs and improve the budgeting/forecasting processes
- Integrate & align existing management planning/forecasting processes with enhanced CCAR and other Regulatory requirements as they arise regionally depending
- Analyze and recommend ways to enhance the books and records structure in newly created Global Markets hierarchy
- Monthly standard and ad-hoc reporting for RBCCM Global Markets 30%
- Capital markets Front Office communication 20%
- Special projects (P&L, Reg Cap, Basel III Metric reporting 15%
- Commentary and peer analysis reporting 10%
Qualifications for performance management analyst
- Strong Microsoft Office skill set , specifically Excel and PowerPoint
- Excellent analytical and communication skills with high numerical and written literacy
- Ability to work under pressure and independently under an ever changing environment
- University degree in accounting, commerce, or finance
- 2+ years in a Financial Analyst role, preferably with banking or financial services experience
- Strong relationship management skills and an ability to establish conducive working relationships with others in Canadian P&C Finance
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Performance Management Analyst Job Description
Job Description Example
Our company is looking to fill the role of performance management analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for performance management analyst
- Oversee team approach to performance validation of investment strategies
- Drive CB competitive benchmarking, extending efforts into competitive intelligence and developing forward looking projections as required of our Canadian peer performance in order to better calibrate CB’s performance vs
- Ensuring the accuracy of performance returns through completion of outlier checks and investigations and working with Technology and Operations teams to resolve data quality issues
- Production and checking of monthly and quarterly investment performance and analytical reporting for Hedge Fund Advisory clients
- Calculation and reporting of performance composites across investment strategies and products
- Production of customised portfolio analytical reporting including contribution and attribution
- Ensuring timely and accurate collection of MIS reporting to management
- Contributing to ongoing initiatives within the team with relevance to operational efficiency, process improvements, systems enhancements and knowledge share
- Design and manage consistent and accurate reports that are generated daily to reflect various portfolio mandates and management structures
- Generate Asset Mix Reports to identify portfolio security & asset class weights relative to their respective target weights
Qualifications for performance management analyst
- Capacity management experience on any platform (particularly distributed platforms)
- Ensure adherence to Canadian P&C governance polices regarding journal entries, and assist as necessary with governance requests such as internal/external audit and business continuity process testing
- Bachelors degree in Finance, Mathematics or related fields
- Broad understanding of financial markets, portfolio management and asset classes
- Knowledge of securities operations, trade processing, fund accounting and/or performance systems is desired
- Advanced knowledge of Excel with ability to analyse large volumes of data
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Performance Management Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of performance management analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for performance management analyst
- Ensure accurate pricing, classifications, transactions, pledges and corporate actions of securities held in portfolios
- Analyze performance and attribution results in detail at the individual security level, asset class, region and total portfolio level
- Compile portfolio, index and composite performance data using GAM systems
- Support the operations team where needed and as directed
- Coordinates and conducts requirements gathering workshops and produces associated deliverables
- Identifies issues, potential solutions and presents this information to Sr Leaders
- Communicate effectively with stakeholders to identify needs and evaluate alternative business solutions, delivers informative, well-organized presentations
- Environment configuration and documentation
- Responsible for Unit and Integration end-to-end testing in readiness for UAT
- Supports UAT, Regression and Performance testing
Qualifications for performance management analyst
- Ability to interact and communicate effectively at all levels within an organization
- Ability to work independently, problem solve and implement process improvements
- Highly focused on managing and controlling risks
- Delivery of monthly financial insight and ongoing oversight of ensuing actions required as a result of financial outcomes, with a focus on driving out performance
- Some product/service knowledge would be preferable - in technical area within production services cloud computing, data, telecoms, communications and business applications
- Chartered Accountant or MPREs or cost accountant or Engineer