Performance Reporting Analyst Job Description
Performance reporting analyst
provides analytical interpretations of cost and workforce data and lead modeling efforts; develop Access and Excel-based tools to streamline data collection and reporting.
Performance Reporting Analyst Duties & Responsibilities
To write an effective performance reporting analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included performance reporting analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Lead and/or support any RO initiatives and activities as required to deliver against our Risk Operations goals to increase efficiency while driving employee engagements and a better client experience
As a core member of the role design / hybridization roadmap team, assist in the determination and prioritization of opportunities and drive key work packages and activities within the roadmap
Provide required communications and change management support for initiatives in RO Roadmap
Seek input and prepare project/ program implementation plans, ensuring timely reporting on status, issues and risks, escalating and managing resolutions as required
Coordination of meetings, overall governance, and other administrative duties for RO Roadmap activities
Ensures sustainability of results post-project completion
Supports in the the design, build and sustaining of a comprehensive change management plan for RO Roadmap
Applies Lean Six Sigma principles to drive small scale improvement initiatives as identified through the RO Roadmap journey
Ability to analyze data and provide relevant and innovative insights, including prediction of trends
Developing reporting solutions, through effective information gathering with the client, strategy consultants, IT, Client Insight Marketing (CIM) or Sales & Service Performance Management (SSPM) business partners
Performance Reporting Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Performance Reporting Analyst
List any licenses or certifications required by the position: CPA, PMP, CFA, CMA, CECRL, C1
Education for Performance Reporting Analyst
Typically a job would require a certain level of education.
Employers hiring for the performance 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, Business, Accounting, Economics, Education, Statistics, Mathematics, Engineering, Performance, Management
Skills for Performance Reporting Analyst
Desired skills for performance reporting analyst include:
Beta and VaR would be an advantage
Equities and Derivatives
Financial products in Fixed Income
Spread
Spreads
SQL
Data modeling methodologies
Data visualization tools and analytical tools
Excel
MIDAS and Edgeware
Desired experience for performance reporting analyst includes:
Provide Finance support to Sales, Marketing, Products and Channels
Researches and evaluates data sources for index performance (including custom indexes), peer group and ex-post risk statistics
Leverages query tools to efficiently calculate and extract statistics from performance systems
Builds and maintains spreadsheet/database models to integrate source data and calculate statistics if not applicable for Eagle
Identifies opportunities to transition recurring and project work to junior analysts and/or GPMR India
Scope & define a set of key lead performance indicators
Performance Reporting Analyst Examples
1
Performance Reporting Analyst Job Description
Job Description Example
Our growing company is hiring for a performance reporting analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for performance reporting analyst
- Design & build of the dashboard
- Production and management of the dashboard, ensuring relevant data is available, obtainable and consistent
- Creation of the dashboard User Guide
- Take responsibility for the development of a reporting framework that delivers accurate, reliable and timely information, which assists in the decision making process
- Produce and distribute relevant reports to stakeholders, communicating insights and potential recommendations
- Ensure that the Claims performance is accurately measured against key metrics and service measures
- Review reasonableness of output and apply judgement - balance the need for focus on the "big-picture" with the required attention to detail and delivering high quality information
- Perform routine and more complex reporting and analysis resulting in recommendations for process development and/or improvements
- Develop solutions for routine and more complex problems
- Act as a point of contact for performance related questions, concerns and issues
Qualifications for performance reporting analyst
- Knowledge of or ability to quickly learn advanced practices and procedures of retail oriented investment products
- Knowledge of advanced investment concepts, practices and procedures used in the securities industry and of modern portfolio theory
- Experience in the finance industry using analytical and modeling techniques
- Ability to identifying relationships, drawing logical conclusions and interpreting results for use in decision making
- Ability to organize, prioritize, and manage tasks and projects to complete work efficiently
- Strong initiative, energetic work habits and dedication to fulfilling responsibilities
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Performance Reporting Analyst Job Description
Job Description Example
Our growing company is looking for a performance 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 performance reporting analyst
- Generate regular reports from a central repository with distribution to the Investment Team to track and inform individual performance
- Rank performance of Analysts with the flexibility to utilize different weights and metrics
- Calculate, analyze, and report on analyst performance, attribution, and statistics
- Create monthly, quarterly, and on-demand analytical reports
- Partner with President, CEO & CIO for standardization of analytics information and metrics
- Perform bespoke and ad hoc analysis in support of the President, CEO & CIO
- Collate and analyze quantitative and qualitative analysis using databases
- Produce weekly/monthly/quarterly volume and metric reporting in a timely manner
- Communicate effectively with the business to ensure financial results are interpreted accurately and guide product management teams in the use and interpretation of product profitability information
- Collaborate with partners to enhance reporting to provide ongoing insight into competitive analysis and areas such as account volumes, fee income, cross border transfers, and account waivers
Qualifications for performance reporting analyst
- Excellent communications skills, both oral and written, to interact with team, business partners, advisors and senior management
- 5+ years of experience working in Consulting, Investment Analytics and/or Asset Management
- Undergraduate Degree in Finance, or an equivalent combination of training and experience
- Significant experience within the Mutual Funds industry
- Experience communicating with C-level Executives
- Support the development and execution of T&O Management and Allocations communications within the area
3
Performance Reporting Analyst Job Description
Job Description Example
Our company is searching for experienced candidates for the position of performance 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 performance reporting analyst
- Work with Performance and Solvency 2 analysts to make improvements to current production processes
- Cooperate with various teams to analyse root cause of issues and assist in efficient resolution of all production processes
- Administer all project documentation in an efficient and effective manner
- Provision of aggregated data based on agreed company metrics
- Overseeing the provision of senior management reporting
- Supporting all initiatives and projects impacting Investment Statistics
- Supporting all initiatives and projects for the provision of board reporting
- Provide guidance and mentoring to the data integrity team who are responsible for the team’s core database and data
- Take ownership for tasks and projects
- Work with performance and reporting and other operational teams to map current and future state processes and capture requirements as required by the project plan
Qualifications for performance reporting analyst
- Experience in Performance Marketing an advantage
- Technical expertise in querying and bringing together large datasets
- Knowledge of web analytics and analytics/tracking to support digital marketing using tools such as Adobe Marketing Cloud and Google 360 and Google Advertising Technology
- Experience in designing and developing self-serve and data exploration capability via Business Intelligence tools such as QlikView, Tableau
- Experience in Hadoop and Python
- The position would benefit from a good working knowledge of the Online/Retail/
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Performance Reporting Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of performance reporting 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 reporting analyst
- Participate in other reporting including standard internal, ad-hoc, and regulatory reporting assignments as needed
- Create, monitor and benchmark metrics deriving and proposing measures to improve together with the responsible line management
- Developing and maintaining databases in several formats to support leadership reporting requirements (weekly/monthly reporting, management communications, performance improvement initiatives)
- Development of the KPI “dashboards” to help align leadership target setting objectives and tracking towards performance metrics
- Working with Performance Management Team to assist with well performance tracking and reporting
- Drive meaningful and timely discussion with the stakeholders by performing data analytics on multiple initiatives to identify trends and performance improvement opportunities
- Develop new analysis and KPI's to enhance the understanding of company performance yielding new insights
- Coordinate and prepare monthly management financial reports (P&L variance reports, capital expenditures and KPI's) by consolidating inputs from, and working with, business units and other areas of finance
- Prepare annual budget and periodic forecasts in coordination with business unit leaders
- Provide comprehensive analysis on the financial results, explaining variances in actual results versus budget and prior year and recommending corrective actions to influence future results
Qualifications for performance reporting analyst
- Knowledge in the area of investment management and/or asset management will be a plus
- Knowledge of performance attribution analysis, and calculation methods and fund accounting
- Knowledge of Solvency Capital Requirement (SCR) methodology
- Bachelor's Degree in Accounting, Finance, Business or related discipline is preferred
- Experience in financial planning activities (budgeting, accurate forecasting and KPIs)
- Knowledge of analysis and modelling
5
Performance Reporting Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for a performance 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 performance reporting analyst
- Works with the business and IT teams to develop new business requirements to enhance, optimize, and upgrade the reporting system with new and improved user interface tools
- Assist with the reconciliation of performance discrepancies by auditing transactions and account postings
- Assist with annual and quarterly audits
- Process the early morning transactional data from multiple custodians
- Follow established QA processes for manual and automated application testing
- Develop expertise in applications/modules assigned for testing
- Work with Agile Team Members to create Test Plans for assigned projects
- Work with Agile Team Members to successfully complete Sprints and produce on-time releases
- Help develop automated regression testing for product(s)
- Developing weekly, monthly and quarterly lead forecasts through analysis of historical results and understanding of strategic initiatives within Marketing external market trends
Qualifications for performance reporting analyst
- Background in utility service business activities is a plus
- Minimum of two years of financial or revenue cycle management or general analytical experience
- Master's degree may offset some experience
- Typical physical demands include a high degree of dexterity to produce materials on a PC, normal or corrected vision, extensive sitting and frequent walking, occasional lifting or carrying up to 25 pounds
- Prefer VBA experience
- Experience in SAP (Business Objects)