Policy Associate Job Description

Policy Associate Job Description

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Policy associate provides process and best practice leadership and experience; contributes to the development and delivery of proposal training for the organization.

Policy Associate Duties & Responsibilities

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

Sample responsibilities for this position include:

Perform additional testing related to reviews of P&L account process, high risk SCAR issues, Affirmation process, Risk Metrics and Corporate Audit findings
Sustain effective NBIA execution process globally in accordance to the firmwide standards with consideration of local regulatory requirements
Work closely with external auditors through the annual audit process
Complete the impairment process for each fund quarterly
Conduct P&P compliance testing for PO business units (sensitive positions, signing authority)
Prepare and deliver training to Controllers teams related to the firm’s accounting policies and emerging accounting standards
Help build creative partnerships with advocacy groups and academics
Work with teams across the company to ensure that programmes are improving external understanding around key policy issues
Disseminate requirements to all business areas impacted throughout the Investment Group
Coordinate the implementation of all new standards with Corporate Finance

Policy Associate Qualifications

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

Licensing or Certifications for Policy Associate

List any licenses or certifications required by the position: OPM, SES, CHC, MIP, PMI

Education for Policy Associate

Typically a job would require a certain level of education.

Employers hiring for the policy associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Public Policy, Economics, Law, Education, Business, Political Science, Technical, Statistics, Management, Public Administration

Skills for Policy Associate

Desired skills for policy associate include:

Single Family
Capital Markets
Multifamily businesses
Delivery and quality assurance/program evaluation of training
Design
Direct experience with the development
Funding sources and project development
Proposal writing
Local
Process

Desired experience for policy associate includes:

Discuss the company's position on policies with external auditors
Assist with ad hoc research on selected accounting issues which impact potential investment transactions, potential consolidation issues, mergers and acquisitions
Review the annual financial statements and note disclosures
Provide accounting support to the multiple investment management boutiques on various accounting policy issues
Work closely with accounting professionals and management team to complete various special requests
US GAAP accounting expertise in all aspects of financial reporting, including consolidation, stock-based compensation, revenue recognition, business combinations and financial instruments

Policy Associate Examples

1

Policy Associate Job Description

Job Description Example
Our growing company is looking to fill the role of policy associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for policy associate
  • Approach work and processes with an eye on identifying and implementing operational improvements and business process re-engineering strategies
  • Assist with the review and analysis of budgeted department distributions and support tables for compliance with PACS and work with business areas to make all necessary changes
  • Monitor and identify required PACS changes to actual expense allocations as a result of significant variances from budget, organizational changes or changes in business activities
  • Assist with the interpretation, support and explanation of PACS questions from internal and external customers
  • Build relationships and maintain effective communication and coordination between the department, the Board of Governors, and/or other external customers
  • Review and evaluate complex transactions to determine the appropriate accounting
  • Act as a liaison with investment officers and asset managers to understand business rationale for transactions
  • Provide advice on accounting implications of deals that are being negotiated
  • Develop and maintain accounting policies and procedures to ensure compliance with relevant accounting standards
  • Provide ongoing support to the financial close and reporting teams to help understand complex accounting issues
Qualifications for policy associate
  • A valid EU work authorization
  • Degree or advanced degree level in related field (or equivalent)
  • Proactively analyze emerging accounting pronouncements for policy/financial statement disclosure implications
  • Assist with the training and development of staff on accounting technical matters and new accounting pronouncements
  • Interact with third party service providers and external auditors *LI-HD#ACCT
  • Tax policy
2

Policy Associate Job Description

Job Description Example
Our innovative and growing company is looking for a policy associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for policy associate
  • Manage Credit and Overdraft approval authority process
  • Provide health economics and reimbursement assessment supports for relevant new business development opportunities
  • May also collaborate with Global Medical Affairs team on outcomes studies
  • Work with the team to ensure appropriate clinical trial data collection required for HTA/reimbursement and pricing submissions
  • Involved with assigned global policy activities
  • Must also be able to efficiently plan and manage product and project level budgets
  • Analyzing and understanding the liquidity and funding risk profiles of the EMEA legal entities, in conjunction with financial, legal, regulatory, market and operational constraints
  • Planning and execution of the ILAAP (or equivalent documents) across all in-scope EMEA entities, working with multiple business lines and functions across the Firm to coordinate input into these documents
  • Providing input from a Liquidity and Treasury perspective into ICAAP, Recovery and Resolution Planning documents
  • Coordination of regulatory engagement in relation to these documents, including coordination and review of information requests and follow-up actions
Qualifications for policy associate
  • Understanding of banking organizations, financial products
  • Undergraduate degree level or equivalent in a relevant subject or discipline
  • Experience or understanding of an EMEA policy environment outside Western Europe would be an advantage
  • Excellent understanding of control frameworks and audit methodologies
  • Degree or advanced degree in tax, public policy and/or law is highly desirable
  • Bachelor’s Degree and/or equivalent experience required (advanced or legal degrees a plus) or the equivalent in experience
3

Policy Associate Job Description

Job Description Example
Our innovative and growing company is looking for a policy associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for policy associate
  • Management of internal governance processes related to regulatory submissions, including approvals by Legal Entity Board of Directors
  • Maintaining a deep understanding on all existing and new / proposed funding and liquidity related regulations, including Basel, EBA and PRA applications of LCR, ALMM, and NSFR
  • Engaging with jurisdictional regulatory agencies and supervisors in the interpretation, advocacy and application of regulatory rulings that impact funding and liquidity management framework and practices (including stress testing)
  • Assessing and addressing the impact of regulatory changes on funding and liquidity management, including coordination and review of the Firm’s responses to consultation papers on policy related matters
  • Preparation and review of the Firm’s Pillar 3 disclosures related to funding and liquidity
  • Reviewing regulatory returns related to liquidity for accuracy of policy interpretations and related application
  • As called upon, reviewing and approving new business initiatives to ensure the resultant funding and liquidity risk profile is acceptable and within the firm’s liquidity risk appetite tolerances
  • Write, as needed, blogs, action alerts, policy backgrounders, and input for JCPA communication materials
  • Support department management in their leadership and participation in Bank or System meetings, tasks forces, workgroups
  • Serve as a point of contact for internal and external customers on questions
Qualifications for policy associate
  • A minimum of a Master's degree in an appropriate field (Science, Pharmacy, Epidemiology, Health Economics, Public Health, or related) is required
  • Degrees in medicine or pharmacy are preferred
  • A minimum of 6 years of relevant industry work experience in Market Access or Health Economics and Outcomes Research is required
  • Prior experience within Oncology is an asset
  • Experience with the reimbursement environment for key international markets is an asset
  • This position is based in Raritan, NJ or High Wycombe, UK and will require up to 20% domestic and international travel.Health Economics R&D
4

Policy Associate Job Description

Job Description Example
Our company is looking to fill the role of policy associate. 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 policy associate
  • Monitor and identify required cost accounting changes to actual expense allocations as a result of significant variances from budget, organizational changes or changes in business activities
  • Represent staff on Function, Group or Bank projects as appropriate
  • Maintain relationships with an extensive network of contacts in community, municipal, regional and national legislative, executive and administrative offices, with allied groups and coalition partners
  • Monitoring, summarizing and generating thought leadership related to the impact of proposals for new international and US-specific regulatory capital rules and legislation that intersects with regulatory capital
  • Communicating the impact of these developments to senior managers, businesses, risk departments and other impacted areas
  • Drafting policy memos articulating the Firm’s interpretation of the capital rules
  • Participating in project work related to changes in regulatory rules, and helping support implementation of rule changes
  • Providing expertise and advice to businesses and other areas of the Federation on regulatory rules and changes, including on areas such as internal capital, attribution of capital to businesses, competitor analysis
  • Assessing industry impact of proposed changes to regulatory capital rules
  • The role requires close interaction with other areas of the firm including Corporate Treasury, Market, Credit and Operational Risk, Investor Relations, Government Affairs, Legal, Product Control, Technology, and other areas of Regulatory Reporting
Qualifications for policy associate
  • Good understanding of Risk Management as required under Basel II Accord and Bank of Indonesia
  • 3 to 7 years of financial services industry experience with a focus on liquidity management, balance sheet, business analysis, treasury experience, or related regulatory reporting / management experience
  • Ability to operate in an environment with a high level of scrutiny and be able to collaborate effectively with a range of internal and external stakeholders across levels
  • Ability to work independently with minimal oversight while maintaining a strong team focus
  • Ability to excel under pressure, prioritize effectively across multiple tasks and bring tasks to closure
  • A minimum of 5 to 7 years of experience in management, operations, marketing, budgeting, entrepreneurial ventures, or similar professional work is required
5

Policy Associate Job Description

Job Description Example
Our innovative and growing company is looking for a policy 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 policy associate
  • Oversight of formatting, presentation and QC of Credit Policy documents
  • Management and QC of department databases (credit and OD authority, policy exceptions, underwriting standards, and distribution lists)
  • Managing documentation of departmental procedures
  • Managing projects with Policy Officers to ensure complete documentation and communication of all new and changed policies
  • Coordination and tracking of training done by Policy Officers
  • Document the details of new transactions and accounting policy conclusions reached
  • Analyse new regulatory change from EU regulators including revisions to the capital requirements regulation (CRD V / CRR 2) and related requirements from EBA, PRA and Bank of England
  • Communicate regulatory developments to internal stakeholders
  • Coordinate impact assessments of new regulatory updates and the impact on the firm
  • Liaise with wider stakeholders across functions Front Office, Operations, Finance & IT teams to develop appropriate requirements, processes and solutions
Qualifications for policy associate
  • Ability to communicate clearly, and explain unfamiliar concepts or rules in simple, memorable terms
  • Minimum 5 years of direct experience engaging policymakers and/or regulating agency
  • Minimum 3 years working experience in areas related to Credit Risk
  • Management experience, including project coaching experience, is required
  • Extensive private and public sector work experience preferred
  • 3-5 year experience in compliance, risk management, internal audit, or corporate governance and/or policy management experience

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