Analytics Portfolio Job Description
Analytics Portfolio Duties & Responsibilities
To write an effective analytics portfolio job description, begin by listing detailed duties, responsibilities and expectations. We have included analytics portfolio job description templates that you can modify and use.
Sample responsibilities for this position include:
Analytics Portfolio Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Analytics Portfolio
List any licenses or certifications required by the position: PMP, CFA, CIPM, FRM, ISTQB, CSC
Education for Analytics Portfolio
Typically a job would require a certain level of education.
Employers hiring for the analytics portfolio job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Education, Economics, Military, Statistics, Business, Mathematics, Computer Science, Engineering, MBA
Skills for Analytics Portfolio
Desired skills for analytics portfolio include:
Desired experience for analytics portfolio includes:
Analytics Portfolio Examples
Analytics Portfolio Job Description
- Build and maintain, through a combination of various programs (Excel, Bloomberg, ) detailed multi-asset portfolio models including risk statistics
- Act as main liaison between front, middle/back-office and Risk to communicate portfolio management issues pertaining to trading, cash, allocations, performance, system development
- Construct presentation materials around regular portfolio reviews that include PMs and senior management
- Partner with marketing to fulfill investor requests regarding market themes, exposure, performance drivers and risk
- Perform detailed ad hoc portfolio analyses around exposures and performance attribution
- Monitor and collect research regarding industry and competitor developments
- Produce monthly performance review package for Credit platform
- Develop and maintain exposure and market review reports for senior management
- Perform ad hoc platform wide analyses of exposure and investment performance
- Research and develop models to aid in the investment decision making process
- Strong background in object-oriented design, data structures, application programming, and multi-threading
- Modern web application development skills
- Experience building cross-browser compatible applications, including Internet Explorer
- Python or other high level structured programming language
- MVC frameworks such as Django, Ruby on Rails
- Keen interest in finance and investments
Analytics Portfolio Job Description
- Produce campaign analytics to track results of strategies deployed
- Develop, document, and continuously improve, an MIS and portfolio monitoring reporting infrastructure for Business Credit
- Provide sound analytical capabilities, developing new Business Credit portfolio dashboards to support strategic portfolio decisions
- Apply understanding of Business Credit and portfolio monitoring processes to develop data requirements, gather and analyse reporting requirements, and determine the best data sources
- Implement robust documentation of Business Credit portfolio monitoring reporting and analytical procedures in a clear and concise manner for audit and regulatory purposes, and sharing of best practices
- Leverage tools and technology to provide rapid turnaround on requests for information, providing line of sight into the Business Credit portfolio
- Data manipulation and presentation
- Develop and maintain product level business models for key business metrics forecasting and planning, supporting the MBNA portfolio
- Assisting in the development of local product strategies for all key products, involving extensive product research to understand competitor activity, strategies and emerging market trends locally and globally
- Developing an understanding of segment strategies & CVPs and how to convert these into a product vision to ensure that the organisation is matching or exceeding customer expectations, whilst maintaining core global commonality
- Proven experience interacting with clients and strong relationship management skills
- Working in or selling to the buy-side pension funds, investment advisors or mutual funds
- Professional experience with C++ on Unix/Linux or similar
- Strong presentation and interpersonal skills as there is extensive interaction with management within the department with other Bank groups and vendors
- Strong math and statistics background with quantitative modeling experience in a financial context
- Strong understanding of fixed income and derivatives instruments, economics and financial markets
Analytics Portfolio Job Description
- Providing an overview of data compiled within Product Management, Marketing & other departments as to dynamics of product portfolio (eg
- Assist in compiling fund-level projections regarding returns, capital needs, leverage, revenue, fees, guaranties
- Oversight of the analytics team
- Contribute to reviews of source materials (including CS reports, policy documentation etc) to summarise and present research findings
- Data analysis and interpretation - suggest how data management can be improved
- Development of the monthly reports and expansion of the reports to other legal entities
- Provide thought leadership to help drive the agenda for performance-related product development by maintaining a good understanding of demand from clients and prospects
- Develop portfolio-wide analytics, reports and insights into channel performance and period-end projections
- Review analyses and processes to ensure creation of value added insights/ user-friendly reports and identify opportunities for improvements/ innovation
- Present objective insights from analyses, simplify complex information, communicate recommendations in a compelling way to influence decisions made by a variety of partners and senior leadership
- Relentless desire for understanding how processes work
- Experience with agile development methodologies and best practices such as Continuous Integration and TDD
- Experience in finance or credit card product management an asset
- Experience in business planning/forecasting an asset
- Must be able to effectively communicate analysis results to audiences not familiar with complex data and analytics
- Performance measurement and multi-asset class product knowledge
Analytics Portfolio Job Description
- Oversee reporting and integrity of data, regularly share data and insights with partners
- Develop inventory management strategies for mid-year and year-end inventory management
- Partner with Supply Chain Planning to analyze and communicate product availability information
- Create a culture of compliance
- Take a key role in the identification, development and successful closure of deals at industry leading clients and be accustomed to operating in highly pressurised enviroment
- Streamline/improvebusiness process of identifying, collecting, analyzing and reporting the portfolio information
- Partner with product, marketing, risk and other stakeholders to drive acquisition strategy with focus on Direct Mail channels, including mail, email, online follow ups
- Supports portfolio reporting preparation, creation, analysis, consolidation and validation in close collaboration with PPM and REDs
- Develops automation and data visualization of key reporting elements
- Identifies any emerging issues that may require special attention early in the process
- Fluency in French plus one of the following - German, Russian or Spanish
- Experience/knowledge of portfolio upload or similar integration experience
- Proactively manage issues, coordinate issue resolution, and escalate as needed
- Bachelors in Business, Accounting, Economics, Math, a related field, or the equivalent work experience
- Minimum of 8 years experience in a finance or accounting role
- Lead and develop the IPA capability within Wroclaw
Analytics Portfolio Job Description
- Demonstrates high attention to detail when creating analysis and reports
- Collaborates with reporting lead to improve reporting by identifying process in/efficiencies and improving data visualization of existing reports
- Support PPP-owned reporting tools (portfolio systems and associated systems) and systems, including training materials and efforts, handbooks, OPERA Reporting Portal and related communications
- Develops in-depth understanding of strategic priorities and supporting capability, and purpose and scope of all initiatives for an assigned portfolio
- Monitors key initiative milestones and deliverables
- Monitors portfolio documentation to ensure compliance with corporate standard
- Reviews, analyzes, and synthesizes findings from recurring execution portfolio deliverables for senior leadership
- Partners across enterprise execution team, execution portfolio teams, and business partners to support findings
- The candidate will learn about our clients' needs and validate the quantitative models that fulfill those needs
- Lead a marketing diamond team whose objective is to drive a specific amount of marketing contributed pipeline and win revenue
- Lead and coordinate the IPA Wroclaw Team
- Maintaining business relations with key global Stakeholders and Senior Community
- Ensure high quality of reports/analysis and effective communication
- Perform Portfolio and Program status Reporting
- Managing stakeholders and demand/delivery of reporting development projects
- High degree of comfort with technology is required