3,747 Performance Analyst jobs in the United States

Job Title

Performance Analyst

Job Description Summary

The Business Intelligence team (BI) is responsible for delivery of all data analytics and governance in support of both GOS service lines and GOS clients. The Performance Analyst's responsibilities include Dashboard design and development, custom analytics and Triana product support. Some of the tasks include: POC dashboard development, reporting support, opportunity assessments, tabular model support, workplace trend analysis and benchmarking analysis.

Job Description

• Work effectively acrossall account service lines in coordination with account director, Operations Manager, and BIAS team to identify client reporting requirements and determine best-fit solutions to resolve reporting needs

• Support process improvement initiatives through process documentation, reporting set up, data capture and tracking.

• Assist the service line data owners with data governance activities.

• Provide guidance and training to the account team employees on dashboarding platform, Triana and other analytical tools used on account when applicable.

• Support user acceptance testing of feature enhancements in both new releases and net new dashboards.

• Defining the data requirements from the account and client teams for custom reporting and identify any variations from the standards

• Document and maintain all dashboard enhancements and variations from the Triana standard. including client specific business glossary, data dictionary and lineage adjustments from the standard Triana platform data model

• Proactively monitor data quality and alignment with data and tabular model.

• Support data assessment exercise with account team and client while onboarding onto Triana or in preparation for custom reporting solution

• Assist and ad hoc reporting and analysis

• Support the automation and standardization of data and reporting requirements.

• Ensure data available for account level KPI tracking and monitoring.

• Provide variance reporting on account level KPIs and assist performance manager in finding root cause of variations

• Provide both verbal and written updates to management on the progress of work?

• Liaise with service line leadership to extract data from point applications for uploading into Triana.

• Promote effective and consistent communication - both within your team and cross-departmental.

• Monitor KPI performance and report results regularly to the Senior Leadership Team.

• Review data to be utilized for QBR documents and manage internal associated drafting and review meetings as needed.

Qualifications:

• Bachelor's degree in Business, Economics, Real Estate or Technology

• Experience in Power BI, Qlik, or Tableau

• Experience in Alteryx, Selenium, Python a plus

Skills & Personal Qualities:

• Excellent communication in English.

• Great attention to detail, diligent and focused.

• Committed, able to work to deadlines, prioritise and juggle between tasks.

• Business writing and reporting skills

• Thoughtful, collaborative, and proactive ready to engage with stakeholders across the globe

• Experience in Agile Development

• High attention to detail and extremely organized.

• In depth experience working as an Analyst in a professional working environment.

• Able to communicate effectively at all levels, including the ability to negotiate and resolve conflict.

• Experience in documenting business processes in the form of process maps and step-by-step user manuals. Data analysis, definition of workarounds etc.

• Experience in supporting system testing with entry and exist criteria.

• Commitment to quality and a thorough approach to work.

• Workshop facilitation skills for requirements gathering analysis.

• Ability to build & maintain effective working relationships with internal and external personnel.

• Demonstrate flexibility and ability to deliver.

• Ability to produce high quality documentation (reports, specifications, requirements, etc.)

• Good team player, also able to work independently.

• Curiosity and drive to solve problems.

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.

The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.

The company will not pay less than minimum wage for this role.

Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1- or email . Please refer to the job title and job location when you contact us.

INCO: "Cushman & Wakefield"

The Private Banking Market Unit has an immediate opening on the Performance Reporting Team and now accepting applicants! The Performance Reporting Team is dedicated to providing back-office investment performance solutions to investment managers and advisors. If Investments are your thing, your expert communication and passion for client service could be a strong asset to the team.

What you'll do:

• Generate investor ready performance reports and assist with service inquiries.

• Reconcile holdings, transactions and prices received from SWP and TRUST 3000

• Analyze portfolio rates of return vs benchmarks and peers to ensure accuracy.

• Create and maintain household, strategy and investment manager composites, blended benchmarks and benchmark packages.

• Participate in user acceptance testing for vendor code releases

• Onboard firms onto the PerformanceStation application and support Firms use of SEI's performance solution.

• Communicate directly with Firms regarding SEI's performance reporting solution and addressing Firms' questions and concerns.

• Reconcile pricing, financial transactions, and position data.

• Analyze portfolio rates of return for accuracy.

• Train client users on the PerformanceStation application.

• Participate in new client implementations.

What we need from you:

• BA/BS in Finance, Accounting, or Economics or 3 years equivalent experience preferred and familiarity with any of the following: investment performance, portfolio accounting, securities analysis, portfolio management, project management

• Dedication to quality customer service for both internal and external customers

• Excellent organizational and problem solving skills

• Excellent verbal, written and interpersonal skills

• Knowledge of SQL a plus. GIPS knowledge a plus.

• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information.

SEI's competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.

SEI is an Equal Opportunity Employer and so much more.

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

We are actively recruiting for a Performance Analyst who will work with the Savings Initiatives team to support the internal analysis and programmatic needs for our growing team. The Analyst will be responsible for organizing, manipulating, and analyzing multiple data sources, as well as leveraging data and analyses to deliver actionable insights for key stakeholders. The Analyst must have good attention to detail, be service-oriented, and possess strong verbal and written communication skills. Applicants will be skilled in basic project management skills and using data to "tell a story" and must demonstrate advanced capabilities in Excel / Google Sheets (Index / Match, XLookup, Pivot Tables, etc.) and PPT / Google Slides, as well as a willingness to learn applications such as G-Suite, Salesforce, Miro and Monday.com.

Primary Duties:

• Data Analysis and Management
• Assist in developing meeting materials that simplify and streamline complex topics and business decisions, as well as support meeting facilitation
• Analyze Aledade practices' performance trends and indicators across lines of business, markets, practices, and other segments to inform business decisions
• Develop, maintain, share, and educate stakeholders on analytical models supporting performance efforts
• Manage tasks and contribute to Performance Team projects, including but not limited to, tracking metrics and outcomes, providing support for the adoption of dashboards and metric adherence, and developing reports to inform leaders on needed performance actions.
• Review and research data discrepancies across sources to sustain data integrity
• Use data to identify and deliver actionable insights to key stakeholders including trends and new opportunities for improvement
• Project Coordination and Management
• Collaborate with the Performance Initiatives team, product team(s), business intelligence team, and impact analytics team to identify opportunities for improvement, share learnings, and support business goals
• Track action items, follow-ups, and tasks on an ongoing basis
• Expertly draft memos, reports, spreadsheets, and decks
• Organize, manipulate, analyze data to be presented to end users in an actionable manner
• Establish relationships, gather input, and facilitate communication amongst key stakeholders
• Ad hoc projects and other duties as assigned
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• 0 - 2 years of professional work experience
• Advanced Excel or Google Sheets skills and interest in quantitative research and analysis required; must have the ability to work with large, complex, & often incomplete data sets; create creative and scalable cross-team standardized tools and reports; and utilize Index / Match, XLOOKUP, and other advanced formulas, pivot tables, and basic macros
• Proficient Google Slides skills required, including storyboarding skills, ability to translate complex analyses and concepts into engaging slides, and ability to draft executive-level materials with limited direction
• Strong interpersonal and communication skills, including experience with complex stakeholder management
• Strong "business analyst" toolkit, including abilities to independently prioritize, solve problems via hypothesis-driven analytical methods, manage across multiple responsibilities and projects, execute with attention to detail, and overcome ambiguity

• Prefer candidates with management / strategy consulting, healthcare strategy, and/or healthcare program and project management backgrounds
• Experience with value based care, accountable care organizations, healthcare quality improvement, and/or Medicare Advantage preferred

• Ability to travel up to 10%, as needed

Established institutional investment management firm offering mutual funds, separately managed accounts, model portfolios, and other commingled vehicles through intermediary and managed account platforms. Their investment teams provide a suite of fixed income, concentrated active equity, and multi-asset solutions.

Responsibilities :
Support GIPS compliance, investment analytics, quarterly marketing content, and regulatory reporting
Focus on composite construction, management, and performance reporting for investment products
Lead the firm-wide GIPS verification process
Ensure the accuracy and integrity of portfolio, composite, and index performance data
Oversee the timely and efficient generation of performance returns
Provide support for product data functions and ad-hoc requests from investment and management teams
Supply information for new business development (Marketing, RFPs, Databases) and client/prospect inquiries
Assist the data delivery team with firm/product content for marketing and external reporting
Review marketing content to ensure compliance with GIPS performance calculations and verification
Participate in special projects, including GIPS third-party verification, product reviews, and system transitions

Requirements :
Bachelor's degree in finance, accounting, or a related field
2+ years of experience in back/middle office investment roles with a focus on performance measurement and/or product analysis
Direct experience with GIPS standards and a strong understanding of fixed income products
Preferred: CIPM, CFA, or other relevant professional designations
Strong technical knowledge of markets, securities (especially fixed income), portfolio construction, performance, composites, and product analysis
Proficient in Microsoft Excel (advanced functions such as VLOOKUP, pivot tables, and macros)
Familiarity with investment systems, data providers, and analytics tools (experience with Seismic, Advent APX, Archer, Orion, Charles River, FactSet, Bloomberg, CAPS, Snowflake, etc. is a plus)
Ideal candidate will have domain expertise in performance measurement, technical skills in investment systems (SQL, VBA), and data manipulation, with the ability to thrive in a fast-paced environment

Job ID: 513815

Oldcastle® APG, a CRH Company, is North America's leading provider of innovative outdoor living solutions that enable customers to Live Well Outside. The manufacturer's portfolio of premier building products inspires endless possibilities while providing enduring outdoor spaces where people can connect, reflect and recharge. Award-winning brands include Belgard® hardscape, Echelon® Masonry, MoistureShield® composite decking, RDI® railing, Catalyst™ Fence Solutions, Sakrete® packaged concrete, Amerimix® mortar, Pebble Technology International® pool finishes, Lawn & Garden mulches and landscape features, and Techniseal® sands and sealant technologies.

Job Summary

We are looking for a highly motivated individual to join our Oldcastle APG Operational Performance Systems team. The individual is responsible for creating and managing enterprise level analytics that deliver actionable insights. This includes execution of the full development lifecycle and requires a strong background in data, business analysis, process improvement along with excellent communication skills. The ideal candidate is an analytical problem solver with solid business acumen able to translate business needs into technical requirements.

Job Location

This is an on-site position based at our corporate office in Atlanta, GA.

Job Responsibilities

• Development and support of operational systems, creating SOPs, providing training, and identifying key metrics that measure adoption and utilization
• Ability to work independently and with a team, to drive projects forward meeting timelines and objectives
• Craft and construct visually engaging, creative, and easy-to-use data delivery solutions including dashboards, scorecards, infographics, and reports that enable users to be more productive and better informed
• Partner with the business and IT to identify opportunities where additional insight/metrics could add value
• Research and provide recommendations for ways to better utilize technology to improve our business operational processes and profitability

• 2+ years of experience designing, building, and deploying BI/analytical solutions and reports
• Bachelor's degree or equivalent in computer science, data science, engineering, mathematics, or a related technical field
• Proficiency in data visualization tools such as Tableau and Power BI
• Intermediate to advanced SQL skills
• Familiarity with ETL processes and willingness to build and maintain dashboards
• Programming experience in Python
• Familiarity with Machine Learning (ML) techniques including regression, classification, and clustering
• Hands-on experience with Snowflake, Databricks, or similar cloud-based data platforms
• Exposure to Natural Language Processing (NLP) and Generative AI (LLMs)
• Strong working knowledge of Microsoft Office
• Excellent written and verbal communication skills

• Highly competitive base pay
• Comprehensive medical, dental and disability benefits programs
• Group retirement savings program
• Health and wellness programs
• An inclusive culture that values opportunity for growth, development, and internal promotion

Salary Range: $50,000-$65,000

Position Summary:

The mission of the Office of Performance Management is to create sustainable data-driven operations in programmatic and central divisions in order to increase effectiveness and achieve mission-driven outcomes for children. Performance Analysts accomplish this by strengthening the behaviors and capabilities of leadership at all levels to be data-driven. Performance Analysts fulfill a broad range of responsibilities over their independent areas of focus, which are guided by a shared departmental vision and coordinated in a team. Program areas include early childhood education, afterschool, youth development, health, mental health, child welfare, and others. Typical responsibilities include:

• Using logic models, root cause analysis, and continuous quality improvement cycles;
• Developing data collection, management, and analysis protocols;
• Conducting data analyses, producing reports, and testing hypotheses;
• Identifying outcomes, monitoring implementation, and producing results reports for grants and contracts;
• Assisting in model development and fidelity measurement; and,
• Providing training, technical assistance, and capacity building.

Essential Duties:

• Work collaboratively with programs and central departments to implement all phases of continuous quality improvement, including but not limited to identifying indicators, planning data collection, analyzing operational and outcomes data, developing improvement strategies when needed, and monitoring ongoing performance.
• Participate in division leadership and staff meetings to build capacity at all levels for driving performance management.
• Advise leadership on how to collaboratively advance data-driven culture.
• Work with division leadership to define program models appropriate to division operations and funding expectations.
• Develop a strong understanding of programs and be able to anticipate needs and meet them through a data-driven approach.
• Manage and analyze data in an applied setting. Provide written analyses and visual representations of performance.
• Assist programs and central departments in meeting regulatory, contractual, and best practice standards, as well as maximal operational efficiency.
• Work with other performance management staff to collectively support departmental work and promote accountability and learning throughout Children's Aid.

Key Competencies:

• Proficiency in MS Office with exceptional Excel/Power BI skills required; proficiency in R/Python preferred.
• Strong analytic skills required. Ability to meet deadlines and creatively problem-solve.
• Ability to work independently and as part of a team. Comfort performing hands-on work as well as serving as project manager on projects and activities.
• Ability to develop collaborative relationships and communicate effectively about data with multiple stakeholders in writing and verbally.

Minimum Qualifications :

• Minimum three years of experience evaluating and improving program or operational performance in a non-profit or government setting. Direct experience with applied research techniques is helpful.
• A Bachelor's in social work, psychology, education, or other field related to the work of the organization; Master's degree preferred.

Equal Employment Opportunity (EEO) Statement

It is the policy of Children's Aid to provide equal employment opportunity to all employees and applicants for employment and is dedicated to maintaining a work environment that is free from harassment and discrimination. Children's Aid will not to tolerate discrimination, harassment or retaliation on any basis, including race, creed, color, national origin, ethnicity, alienage or citizenship status, gender/sex (including pregnancy), disability, religion, source of income, sexual orientation, gender identity or expression, age, familial status, caregiver status, military status, marital or partnership status, status as a victim of domestic violence, sexual violence or stalking, predisposing genetic characteristics, arrest or conviction record, credit history, unemployment status or any other characteristic protected by federal, state or local law. Children's Aid is committed to complying with applicable state and local laws governing non-discrimination in employment. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Children's Aid will conduct a prompt and thorough investigation of all allegations of discrimination, harassment, or retaliation, or any violation of the Equal Employment Opportunity Policy in a confidential manner and will take appropriate corrective action, if and where warranted. Children's Aid prohibits retaliation against employees who provide information about, complain about, or assist in the investigation of any complaint of discrimination or violation of the Equal Employment Opportunity Policy.

The incumbent is expected to work a schedule, whether in-person or hybrid, as determined by the department's needs to facilitate effective collaboration with the team. This flexibility is essential for maintaining seamless communication, fostering teamwork, and ensuring the smooth operation of the department's processes. The position's requirements are subject to periodic review and adjustment based on organizational needs and changes in work dynamics.

Summary

Provides analytic support to business team(s) in achieving their profitable growth goals by offering insightful, actionable and in-depth data analysis and recommendations based on that research.

Job Functions

Regular, predictable, reliable attendance is an essential function of this position.

Key responsibilities that take no less than 10% of overall job time:

Analyze complex data for trends, highlights in-depth interpretations and provides in-depth root cause analysis.
Translate complex data into insightful analysis and make recommendations. Illustrate complex information in a clear concise manner.
Define, identify, develop and implement information products to support business needs.
Develop a deep understanding of drivers of business performance and dynamically monitor critical operational measures
Deliver timely, insightful, and actionable analysis
Be accountable for data quality, report accuracy, model integrity, and business impact
Develop highly effective predictive methods that support and improve business decision-making
Analyze effects of trends in customer behavior on revenue and profitability; recommend product, underwriting, sales, or marketing strategies that drive profitable growth.
Identify sources of unprofitability on portfolio and collaborate with functional areas to determine strategic actions.
Work with functional areas to identify and implement opportunities for utilizing company data to drive profitable growth solutions.
Develop processes and tools to monitor marketing, sales and profitability initiatives.
May perform other duties as assigned.

Minimum Qualifications

Bachelor's Degree in Finance, Math or other quantitative field
One (1) to three (3) years of analytic experience
Strong familiarity with data and analytic/statistical tools such as SQL, R, Python, SAS as well as Excel
Strong problem-solving abilities, including demonstrated tenacity at mining data to discover root causes of end results
Strong oral and written communication skills, including ability to influence without authority
Demonstrated success using data visualization techniques to present analytical findings
Ability to focus on assignments and ensure that goals and objectives are accomplished within their prescribed timeframes and within allocated budgets with limited direction.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

• Oversee the calculation and delivery of portfolio and composite performance on a daily basis.
• Direct the resolution of any performance issues that arise.
• Review and distribute all equity and fixed income attribution data and reports to Portfolio Managers and Senior Management within FWIA.
• Provide comprehensive risk management reporting package to FWIA and W&S Senior Management.
• Work closely with Portfolio Managers to research performance problems and assist portfolio managers and senior management in their analysis of performance returns and attribution.
• Provide recommendations to management about ways to increase efficiency and decrease risk within the performance department.
• Responsible for ensuring all performance composites are maintained in accordance with the Global Investment Performance Standards (GIPS).
• Develop and maintain policies and procedure documentation for all composites in accordance with GIPS standards.
• Primary contact with external auditor for the annual audit of performance results.
• Keep abreast of new regulations and trends in the industry and recommend solutions to ensure FWIA remains compliant and current with the market.
• Work closely with Marketing to produce performance returns for marketing brochures, new client presentations, requests for proposals, consultant questionnaires, etc.
• Partner with the systems group to troubleshoot issues and expand on current report offerings.
• Provide strategic recommendations for the performance area to include new initiatives, personnel and projects.
• Additional projects as directed.
• Performs other duties as assigned
• Complies with all policies and standards

• Bachelor's Degree In business or commensurate work experience. (Required)
• Working knowledge of and prior experience with administration of equity and fixed income securities, performance portfolios and portfolio composites. (Required)
• Excellent analytical ability and numerical skills.
• Advanced knowledge of portfolio and composite performance calculations (including linking, weighting, dispersion, etc.).
• Advanced knowledge of the Global Investment Performance Standards with ability to obtain GIPS performance certification.
• Must be detail-oriented.
• Ability to develop and document procedures and activities.
• Ability to prioritize and organize tasks and work independently.
• Ability to work on multiple tasks simultaneously.
• Excellent oral and written communication skills with ability to resolve issues across various management levels.
• Ability to deal with confidential information.
• Willingness to assist others and be a team player.
• Advanced knowledge of Microsoft Excel and Word.
• Ability to quickly gain working knowledge of Eagle pace, Advent Axys, PAM and possibly other software packages.
• CIPM designation or working toward. Upon Hire (Required)

• Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Performs substantial movement of wrists, hands, and fingers for continuous computer work.
• Extended hours required during peak workloads or special projects/events.

• None