Performance Reporting Job Description

Performance Reporting Job Description

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Performance reporting provides necessary support to other Investment Analytics Functions, Equity, Multi-Asset & Fixed Income Attribution Teams as well as GIPS Services, Change.

Performance Reporting Duties & Responsibilities

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

Sample responsibilities for this position include:

Handles performance reporting for assigned accounts or branch offices for high net worth individuals whose accounts are reported on the Performer system
Creates new accounts and report templates for FA’s with incoming accounts
Adds historical performance data upon request
Reconciles data from other systems or from account statements
Proofs performance output at both the individual and combined account levels
Researches returns that appear aberrant
Assists with performance review for retail accounts that are held on the APL and/or Vestmark systems
Ensures tasks and reports are completed within established timeframes
Ensure business cases are elaborated according to governance rules by all team members and business partners
Support Sr

Performance Reporting Qualifications

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

Licensing or Certifications for Performance Reporting

List any licenses or certifications required by the position: CPA, EA, JD, CMA, ITIL, PMP, BI, CFA, CECRL, C1

Education for Performance Reporting

Typically a job would require a certain level of education.

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

Skills for Performance Reporting

Desired skills for performance reporting include:

Various Asset Classes and Investment Strategies
Beta and VaR would be an advantage
Equities and Derivatives
Financial products in Fixed Income
Spread
Applications of current accounting standards
Calculation methods
Excel
Performance attribution analysis
Spreads

Desired experience for performance reporting includes:

Acting as a lead for the monthly actual results process, communicating information needs and addressing requests from corporate to Group colleagues
Key lead for the quarterly close process, working with Groups on the Expected Results sign-off process and contributing to other aspects of the quarterly results process including the Annotated Supplementary Package, CFO Briefing materials and supporting schedules as required
Preparing executive level materials such as the monthly Balance Sheet Management and Capital Committee presentation and quarterly Enterprise Performance Tracker and Performance Committee presentations
Assisting in analysis of key strategic initiatives requiring CFO and Board approval
Assisting in competitive analysis comparing BMO results to North American peers
Working closely with the Chief Accountants Group to ensure Result Reports (i.e., ‘Flash Report’) implemented appropriately and on a timely basis

Performance Reporting Examples

1

Performance Reporting Job Description

Job Description Example
Our growing company is hiring for a performance reporting. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for performance reporting
  • Analyze the reports to make sense of the numbers and provide inputs to all the right stakeholders
  • Work with the stakeholders to ensure the pending actions are cleared between the 2 reports
  • Update daily reports and checklists as defined
  • Active contribution sought towards preparation of Service Delivery Reviews, reports
  • Identifying opportunities to enhance the strategic reporting platform by gathering and analyzing field feedback and collaborating with partners across the organization such as the 3D advisor platform, MS Online and Private Wealth Management
  • Coordination, preparation and analysis of regular and ad-hoc financial performance reporting
  • Coordination, preparation and analysis of regional legal entity (primarily the US broker dealer, US branches) and IHC specific financial results provided to senior management and externally to the company's US regulators, including the Federal Reserve, SEC and FINRA
  • Creating strong relationships with product control, financial control and other areas across finance and the business regionally and globally gaining exposure to the front-office insight into the company's’ global businesses
  • Draw on on the company's performance attribution using FactSet
  • Track accuracy of Analyst key metrics, and quantitatively rank their accuracy for price targets of stocks, earnings or revenue estimates
Qualifications for performance reporting
  • Report writing experience is a plus (Report Writer Pro, RepLang, SSRS)
  • At least 5-10 years post-college experience in financial services industry
  • Maintain daily account reconciliation on outstanding cash and security positions and produce performance reports, calculate and report investment returns for all Managed Products
  • Supporting/Creating investment reports & Performance measurement
  • Experience within Asset Management (1-3 years)
  • CMA(Certified Management Accountant), CFA (Chartered Financial Analyst)
2

Performance Reporting Job Description

Job Description Example
Our growing company is looking for a performance reporting. 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 reporting
  • Test new functionality with existing performance reporting and asset allocation platforms
  • Provide suggestions to enhance existing processes
  • Provide support, training and education to Financial Advisors, Client Specialists and other associates for our supported performance reporting platforms
  • Develop new KPIs to reflect customer's media and site behaviour and track them on regular basis
  • Build tracking strategy plan
  • Generate reports, statistics and analysis for each media channel, website performance and customer profile performance
  • Analyse customer segments to activate them through direct marketing channels
  • Evaluate performance marketing in terms of effectiveness and profitability
  • Identifying opportunities to enhance the strategic reporting platform by gathering and analyzing field feedback and collaborating with partners across the organization such as the 3D advisor platform, MS Online, Advisory and Private Wealth Management
  • Partnering with the Program Management, Quality Assurance and Operations teams to supervise user acceptance testing and implementation plans to track the overall progress of projects
Qualifications for performance reporting
  • Degree in Computer Science or equivalent along with certifications on CCNA and a minimum of 5 years of experience within infrastructure services support
  • 4+ years of related Banking and/or Financial Services experience
  • Previous experience Financial Analysis / Reporting, GAAP, and General Ledger
  • Bachelor's Degree (B.A.) in Mathematics, Finance, Statistics or related field
  • Minimum 3 years in a performance analysis, measurement and reporting in a financial services organization (broker/dealer preferred)
  • Knowledge of principles and processes for providing outstanding customer service
3

Performance Reporting Job Description

Job Description Example
Our company is hiring for a performance reporting. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for performance reporting
  • Maintaining the records and calculating the performance for the Global Investment Committee (GIC) hypothetical model benchmarks
  • Evaluating portfolio risk analytics to identify opportunities and devise solutions to enhance current capabilities and ensure integration into the reporting platform
  • Performing ad-hoc analysis supporting requests from advisors for specific information
  • Review and align basis for reports
  • Engage and work closely with the investment, client service and marketing teams to provide timely reporting and attribution analysis
  • Act as a resource and representative for the performance group for both internal and external clients
  • Contribute to creation/review of business requirements documents and work with technology partners throughout the development lifecycle
  • Establish and maintain relationships with all key internal partners
  • Partner with Product Development and Technology to help automate/streamline operations processes
  • Assist in the creation of client and prospective client presentations
Qualifications for performance reporting
  • 5+ years work experience, ideally in an apparel/fashion Sourcing mgmt
  • Previous experience in leadership/coaching
  • University degree in Finance and or Accounting
  • 5-7 years of Finance and reporting experience
  • Demonstrated ability to work well within a test-and-learn environment
  • Work in a very fast paced environment with major deliverables including critical information to drive Executive decisions
4

Performance Reporting Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of performance reporting. 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 reporting
  • Work closely with IT to identify and develop further automation efforts
  • Respond to questions from portfolio managers, relationship management, and investment administration
  • Train and educate staff/clients on performance measurement practices and methodology and the internal performance measurement process
  • Identify and resolve issues relating to daily performance measurement and daily attribution
  • Evaluate staff and org chart to determine optimal structure and reporting lines
  • Has a good high level understanding of how each function/task within the department is performed and should be well versed in the procedures for the department
  • Leading the management of quarterly technology production releases and user acceptance testing (UAT) of key projects supporting the development of the reporting platform
  • Partnering with the Program Management, Quality Assurance and Operations teams to supervise and coordinate testing and implementation plans that track the overall progress of projects
  • Leading the business through defect management, evaluation and remediation processes
  • Working with senior management to establish, manage and prioritize the reporting platform roadmap
Qualifications for performance reporting
  • Diploma/University degree in Electrical/Electronic Engineering, Telecommunication, Business Administration or equivalent experience in a related discipline
  • Strong understanding of the operational monitoring tool
  • Able to effectively communicate, do reporting and develop materials
  • Expert knowledge of any web site monitoring tool, preferred the currently used technology
  • High Level knowledge about all Internet Technology
  • Ability to draw inferences from disparate pieces of data
5

Performance Reporting Job Description

Job Description Example
Our innovative and growing company is looking for a performance reporting. 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 reporting
  • Conducts statistical analyses, assembles and reviews data, completes ad hoc and recurring analyses of portfolio risk and performance
  • Contribute to the annual budget/plan and regular forecast process through close work with the business
  • Conduct research on each portfolio to determine key characteristics such as investment strategy, portfolio management and accounting methodologies
  • Design and implement data readiness controls to ensure accuracy of figures on a forward looking basis
  • Support the automation of key processes by ensuring the completeness of data necessary for reports
  • Part of the internship is also to assist the performance reporting team in their day-to-day work
  • Communicate with key stakeholders on use and interpretation of data reporting methodologies and tools
  • Identifying opportunities to enhance the strategic reporting platform by
  • Calculate investment performance statistics in Eagle including fund performance, index performance, peer rankings, and ex-post statistics
  • Compare performance results with legacy systems
Qualifications for performance reporting
  • Proficient in PowerPoint with very good ability to understand and present analytical information
  • Support ongoing changes in sales and marketing landscape (competitor launch, new data sources, sales force realignments)
  • 10+ years of experience with a strong working knowledge of performance calculations for both equities and fixed income
  • Awareness of client reporting process, deadlines and needs
  • Successful track record of interacting with marketing, client service and investment teams by providing timely, concise and pro-active reporting
  • Strong understanding of all aspects of performance including fund and separate account performance calculations, GIPS standards, attribution analysis, portfolio characteristics and benchmarking calculations such as active share, tracking error and index calculations

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