Team Analyst Job Description
Team analyst
provides support for all financial and information system functions in order to provide timely and sound financial information, accurate financial reporting and forecasts, solid internal controls and plant working capital management in accordance with PGW accounting policies and procedures.
Team Analyst Duties & Responsibilities
To write an effective team analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included team analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Ensure transactions are compliant with all RH policies and internal controls including Sarbanes Oxley
Directly manage team employees, provide training, coaching and reviews
Prepare and distribute detailed analysis for investment performance for internal and external use, fact sheets, internal reference materials
Serve as in-house expert on subject matter of responsibility
Responsible for daily work activities and projects, ad-hoc requests and reporting in a timely and accurate manner
Prepare advanced materials for meetings and request for proposals
Work closely with internal departments including, compliance, sales, marketing, investment and portfolio management, and IT
Maintaining and updating investment files
Running and analyzing reports using specialized software, FactSet, Advent, APX
Maintenance of electronic data, database and systems
Team Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Team Analyst
List any licenses or certifications required by the position: CIPP, IAPP, CFE, CAMS, PMP, EPIC, ITIL, CISSP, MOS, ISTQB
Education for Team Analyst
Typically a job would require a certain level of education.
Employers hiring for the team analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Accounting, Finance, Business, Education, Computer Science, Statistics, Economics, Communication, Graduate, Computer
Skills for Team Analyst
Desired skills for team analyst include:
Excel
Basic accounting and financial concepts
Wealth Management brokerage functions
Legal documentation
MS Office proficiency with web-based applications
Ability to analyse and value businesses
PowerPoint
Policies
Procedures
Markets and financial products
Desired experience for team analyst includes:
Develop/possess subject matter expertise (SME) in Resolution and Recovery planning
Support preparation and delivery of presentations to senior management to provide regular updates on program status, facilitate discussion/debate and obtain buy-in and approval on key program issues
Support the team leads to manage projects effectively which includes working with multiple workstream deliverables and producing a high quality, thorough annual resolution plan submission of consistent style that meets all requirements and expectations of the regulators
2+ years of post Bachelors experience in Investment Banking/Financial Services
Possesses a university degree/college diploma in Computer Science or equivalent work experience, and 5-7 years’ of experience in complex messaging environments
BA or BS degree in Statistics, Business Administration, or a hard sciences or analytical field preferred
Team Analyst Examples
1
Team Analyst Job Description
Job Description Example
Our company is hiring for a team analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for team analyst
- Support other team members through periods of fluctuating workload and annual leave
- Act as point of escalation for the research and analysis of unresolved/complex payments and/or on-account receivables
- Review all refunds before manager approval and ensure accuracy of sales incentive adjustments related to A/R transactions
- Onboard and manage the remit process/ instructions for new clients
- Reconcile the Sub-ledgers
- Manage month-end accruals, reclassifications, and GL corrections
- Responsible for supporting change management initiatives, assist with monitoring job performance, ensuring quality of work, workload management, tracking metrics and providing documented input to Manager on employee issues
- Supports the Manager with the hiring and on-boarding process
- Compile, track, analyze, and report Analyst process metrics
- Maintain effective relationships with internal departments in Corporate Services Staffing, clients, third parties
Qualifications for team analyst
- Responsible for the delivery of the system requirements and support effort including, overseeing and reporting project status
- A high school diploma or GED and twelve years experience will also qualify
- NASD Series 7 and 66, or ability to obtain
- Exceptional analytical skills ability to interpret legal/regulatory texts
- Experience in organizing and conducting independent research is an asset
- Understanding of legal terms
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Team Analyst Job Description
Job Description Example
Our growing company is hiring for a team analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for team analyst
- Research customer inquiries and responds timely
- Lead and/or assist with the implementation of corporate wide system initiatives and upgrades
- Support and or participate in User Acceptance Testing, and rollouts of new or enhanced technology and/or processes
- Participate and support various project, as requested
- Oversee and review receivable offsets and adjustments, as needed
- Investigate and process unpost requests into PeopleSoft that are either corrections or reversals of previous cash applications
- Oversee/coordinate the preparation/calculation of the elimination of Intercompany Accounts Receivables
- Prepare journal entries at month-end to reconcile the general ledger intercompany cash accounts
- Under general direction, setting and managing scope for rail projects in Agile methodology
- Defining good quality requirements and specifications for rail products based on stakeholders needs
Qualifications for team analyst
- 4+ years’ of accounting or A/R experience with a degree and 6+ years’ experience without a degree required
- Experience in an ERP and high transaction processing environment required
- Develop surveys and conduct interviews with industry experts to capture market trends
- Maintain relationships with industry experts and establish new contacts globally
- Strong work ethic and the ability to get things done under tight deadlines
- Proposing solutions to solve problems considering existing systems’ capabilities/limitations, stakeholders needs and project constraints
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Team Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of team analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for team analyst
- May support creation of plans for current and future business environment, including visioning and evaluation for new solutions, business case creation, risk assessment, project estimation
- Support the Global Chief Operating Officer of Private Wealth Management in managerial initiatives
- Using financial models qualitative assessment, complete and present to senior management in-depth analyses on different facets of the business which influence revenue forecasts, market segmentation, compensation and incentive structure, recruiting strategy and other managerial issues
- Act as liaison between the US Regional Management Team, the regional PWM offices and other areas across the firm
- Serve as a resource to PWM teams with marketing requests, client programs and general inquiries
- Provide project management for PWM events and programs, working closely with the regional PWM offices and the Events Management Group
- Enters tickets accurately and with full details immediately into the system for new issues, requests and alerts
- Producing for the senior management key weekly and month-end reports like WAR, EMR packs, Financial Summary, Performance reports
- Liaisoning with Product and Channel CFO teams to understand business drivers
- Execute Red engagements
Qualifications for team analyst
- 2+ year of experience in a role with team leadership or management role
- 2+ year of experience in a role with data management involvement
- 1+ year of experience dealing with Data management specific technologies
- Knowledge of project management methodologies and lifecycle (PMLC)
- The Analyst level candidate is to support the team leads in the development and maintenance of relationships between the RRP Program and the assigned Business Unit(s), Finance and Risk Departments and overall delivery of workstream inputs to the program which includes clear communication of the requirements, negotiating delivery dates and that the deliverables are of appropriate quality to meet the requests and expectations of the regulators
- Bachelor’s degree in business, finance or accounting or equivalent relevant work experience
4
Team Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of team analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for team analyst
- Building automated dashboards and help support weekly/monthly/quarterly/annual reporting
- Supporting annual planning, monthly/quarterly forecasting and month end close activities
- Communicating and working closely with internal and external partners to develop integrated reporting processes
- Analyzing business metrics to identify trends and working with business owners to set up improvement initiatives
- Ensuring data integrity across a broad set of business and customer metrics Driving Business Process implementation and improvement
- Business and functional analysis of client requirements
- Preparation of documentation
- Solution design and preparation of technical specifications for developers
- Analytical support for clients and developers
- Tests of the developed solution
Qualifications for team analyst
- Analytical skills and creative problem solving skills
- Inquisitiveness and attention to details (with proper balance)
- Team player, a highly collaborative person
- Open Travel standard experience (OTA)
- Implementing new CASS regulations across EMEA activities
- Enhancing existing operational processes that ensure CASS compliance
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Team Analyst Job Description
Job Description Example
Our company is growing rapidly and is hiring for a team 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 team analyst
- Maintain a current view of staff capacity versus demand within the Requirements Business Analyst team, aligning this to the departmental need
- Assist with recruitment, induction and development process for new team members
- Allocation of staff and work assignments
- Lead and implement industry best practices to ensure deliverables are in line with approved analysis methodology and tools
- Collect, analyze, and summarize data in a standardized format to deliver information effectively to internal and external customers and make recommendations
- Assist the Project Management organization to create the project tracks based on the high level requirements- establish prioritization with team
- Coordinate the testing and implementation of systems and processes, under the direction of more senior personnel
- Documenting Requirements and Business Rules - Document and transfer knowledge, providing clarity/suggestions to the Technology team during the development stage of a project to meet the client’s business needs
- Communicate and collaborate with several stakeholders to ensure that needs have been well understood, identified and requirements are accurately met by the proposed system design
- Perform daily reconciliation of Oracle/wire logs to bank reports
Qualifications for team analyst
- Knowledge of requirements engineering processes and practices
- Restructuring BLK business activities to reduce CASS regulatory responsibilities
- Ability to manage multiple projects simultaneously and think clearly under pressure while maintaining strong attention to detail
- A real self starter able to utilise their own initiative
- Confidence and strong attention to detail
- Supervisory experience within IT Infrastructure preferred