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Manager Portfolio Performance Analyst Jobs in Michigan

Sales Performance Manager

Lansing, MI

$110K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • PTO

Portfolio of 300 propriety and branded product offerings * 1,000 branded medical product suppliers ... This leader will manage a team that provides performance analysis, reporting, and process ...

Portfolio Manager

Three Rivers, MI

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Trade Proposal Analysis: Review algorithmic trade recommendations for accuracy, logic, and ... Review execution quality including fill rates, price performance, and timing * Documentation:

Sr Treasury Management Portfolio Manager

Detroit, MI · On-site +1

$125K - $255K/yr

  • Medical

  • Life

  • Retirement

  • PTO

This senior leader oversees a portfolio that includes pricing optimization tools, earnings credit ... Performance Management & Analytics • Track product performance, client adoption, operational ...

Director, Asset Management

Southfield, MI · On-site

$120 - $165/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Director, Asset Management supports the strategic oversight of a portfolio of MH and/or RV ... Drive analysis of portfolio performance versus underwriting and investment assumptions; partner ...

... talent, performance management, employee engagement, employee development, etc.); makes ... Ability to comprehend, analyze, and interpret the most complex business documents. Ability to ...

Showing results 41-60

Manager Portfolio Performance Analyst information

What does a manager portfolio performance analyst do?

A Manager Portfolio Performance Analyst is responsible for overseeing the evaluation and reporting of investment portfolio performance. They analyze financial data, monitor portfolio returns, assess risk, and identify trends to help organizations optimize their investment strategies. This role often involves preparing detailed reports for senior management, ensuring compliance with investment guidelines, and collaborating with other teams to improve performance outcomes. Strong analytical skills and knowledge of financial markets are essential for this position.

What are the key skills and qualifications needed to thrive as a manager portfolio performance analyst?

To thrive as a Manager Portfolio Performance Analyst, you need strong analytical skills, financial acumen, and experience in portfolio management, often supported by a degree in finance, economics, or a related field. Familiarity with portfolio analysis tools, advanced Excel, data visualization platforms, and certifications like CFA or FRM are typically required. Exceptional communication, attention to detail, and leadership abilities help you convey insights and drive team performance. These skills are crucial for accurately assessing investment performance, mitigating risk, and supporting strategic decision-making in investment management.

How does a manager portfolio performance analyst typically collaborate with other departments to optimize investment outcomes?

As a Manager Portfolio Performance Analyst, you will regularly collaborate with teams such as portfolio management, risk, and client relations. This cross-functional interaction is essential for analyzing performance data, identifying trends, and providing actionable insights that inform investment strategies. Effective communication and teamwork are crucial, as you may present findings to senior leadership or clients, and work with IT or data teams to improve reporting tools. These collaborations help ensure that investment decisions are well-informed and aligned with organizational goals.

What is the difference between Manager Portfolio Performance Analyst vs Portfolio Analyst?

AspectManager Portfolio Performance AnalystPortfolio Analyst
ResponsibilitiesOversees portfolio performance, develops strategies, manages teamAnalyzes portfolio data, prepares reports, supports decision-making
Required CredentialsBachelor's degree, possibly certifications like CFABachelor's degree, often similar certifications
Work EnvironmentFinancial firms, investment departmentsFinancial firms, asset management companies
Employer UsageUsed in roles with managerial oversightUsed in analytical support roles

The Manager Portfolio Performance Analyst typically has leadership responsibilities, overseeing performance strategies and teams, while the Portfolio Analyst focuses on data analysis and reporting. Both roles require similar credentials and are found in similar environments, but differ in scope and seniority.

What cities in Michigan are hiring for Manager Portfolio Performance Analyst jobs?

Cities in Michigan with the most Manager Portfolio Performance Analyst job openings:

$110K - $120K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Re-posted 9 days ago


Owens & Minor rating

6.6

Company rating: 6.6 out of 10

Based on 56 frontline employees who took The Breakroom Quiz

271st of 365 rated logistics


Job description

Owens & Minoris a global healthcare solutions company providing essential products, services and technology solutions that support care delivery in leading hospitals, healthsystemsand research centers around the world. For over140years, Owens & Minor has delivered comfort and confidence behind thescenes,so healthcare stays at the forefront, helping to make each day better for thehospitals,healthcare partners, and communities we serve. Powered by more than 14,000 teammates worldwide, Owens & Minor exists because every day, everywhere,Life Takes Care.

Global Reach with a Local Touch

  • 140+ years serving healthcare

  • Over 14,000 teammates worldwide

  • Serving healthcare partners in 80 countries

  • Manufacturing facilities in the U.S., Honduras, Mexico, Thailand and Ireland

  • 40+ distribution centers

  • Portfolio of 300 propriety and branded product offerings

  • 1,000 branded medical product suppliers

  • 4,000 healthcare partners served

Benefits

  • Comprehensive Healthcare Plan-Medical, dental, and vision plans start on day one of employment for full-time teammates.

  • Educational Assistance-We offer educationalassistanceto all eligible teammates enrolled in an approved, accredited collegiate program.

  • Employer-Paid Life Insurance and Disability-We offer employer-paid life insurance and disabilitycoverage.

  • Voluntary Supplemental Programs- We offer additional options to secure your financial future including supplemental life, hospitalization, critical illness, and other insurance programs.

  • Support for your Growing Family- Adoption assistance, fertility benefits (in medical plan) and parental leave are available for teammates planning for a family.

  • Health Savings Account (HSA)and401(k)-We offer these voluntary financial programs to help teammates prepare for their future, as well as other voluntary benefits.

  • Paid Leave-In addition to sick days and short-term leave, we offer holidays, vacation days, personal days, andadditionaltypes of leave - including parental leave.

  • Well-Being- Also included in our offering is a Teammate Assistance Program (TAP), Calm Health, Cancer Resources Services, and discount programs - all at no cost to you.

Job Description: This role is responsible for driving sales effectiveness and performance by delivering actionable insights, optimizing pipeline managing, and enabling data-driven decision-making across the commercial organization.This leader will manage a team that provides performance analysis, reporting, and process optimization to maximize productivity and profitability across the sales teams.

The anticipated salary range for this position is$110,000 - 120,000 annually plus 10% AIP eligibility. The actual compensation offered may vary based on job related factors such as experience, skills, education and location. The ideal candidate will reside in central or east coast of the US.

Core Responsibilities:

Outcomes/Measures of Success:

  • Account Plan Effectiveness - % of Account Plan objectives achieved and delivered on-time

  • Forecast Accuracy and Reliability

  • Quota attainment and sales productivity metrics

  • Achievable, margin accreditive opportunity roadmaps for all key accounts

Owns:

  • Development ofAccount Planning process that incorporates customer value strategy and execution along with tracking of measurable outcomes

  • Bi-Monthly scorecard and stack ranking of reps including ride-along progress report processes and tracking

  • Key Strategic Product Performance rankings by sales rep and by customer dashboards

  • Monthly KPI review formats with insights around performance and scorecard management

  • Pipeline Management review formats including identification of trends, gaps, and opportunities

Recommends:

  • Actions and changes in order to improve pipeline or sales productivity

  • Focus areas for underperformance regions or reps

  • Opportunities for margin improvement and growth at account

Informs:

  • Sales Leadership of performance trends, risks, and region / area -level shortfalls

  • Product leadership of roadmaps and anticipated opportunity growth

  • Gaps or opportunities to financial forecast metrics

Qualifying Experience:

  • Bachelor's degree required

  • 5-8+ years of experience in sales operations or sales analytics roles

  • Strong analytical skills with experience in pipeline analysis, forecasting, and KPI reporting

  • Advanced knowledge in Excel, Power BI, and Salesforce and expertise to use platforms to inform data-driven decisions for leadership

  • Strong communication and relationship-building skills with ability to collarborate cross-functionally

  • Proven ability to lead team of analysts in complex organizational structure

  • Ability to build out processes for sales leadership to effectively manage pipeline, customer accounts, and sales reps for growth

  • Understanding of healthcare environment (GPOs)

  • Ability to travel (up to 20%)

#LI-ST1

If you feel this opportunity could be the next step in your career, we encourage you to apply. This position will accept applications on an ongoing basis.

Owens & Minor is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, sex, sexual orientation, genetic information, religion, disability, age, status as a veteran, or any other status prohibited by applicable national, federal, state or local law.


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