Performance Reporting Analyst Job Description
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:
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:
Desired experience for performance reporting analyst includes:
Performance Reporting Analyst Examples
Performance Reporting Analyst Job Description
- 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
- 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
Performance Reporting Analyst Job Description
- 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
- 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
Performance Reporting Analyst Job Description
- 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
- 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/
Performance Reporting Analyst Job Description
- 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
- 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
Performance Reporting Analyst Job Description
- 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
- 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)