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Manager Portfolio Performance Analyst Jobs in Minnesota

... performance analyzed and communicated. Additionally, you will ensure the cross-functional ... Analytical Ability * Ability to Work Independently * Ability to travel up to 25% #LI-MB1 This ...

... performance analyzed and communicated. Additionally, you will ensure the cross-functional ... Analytical Ability * Ability to Work Independently * Ability to travel up to 25% #LI-MB1 About Us ...

Core responsibilities include portfolio strategy, market and competitive analysis, forecasting and ... Monitor portfolio performance (share, volume, margin, inventory health) and recommend corrective ...

Portfolio Analyst

Minneapolis, MN · On-site

$55 - $59/hr

Portfolio Analyst - Clinical Product Support Location: Minneapolis, MN (Hybrid - Local candidates ... clinical product management within a healthcare environment. The ideal candidate will be ...

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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 Minnesota are hiring for Manager Portfolio Performance Analyst jobs?

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

Manager - Portfolio

Wesco

Roseville, MN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 21 days ago


Wesco rating

7.1

Company rating: 7.1 out of 10

Based on 126 frontline employees who took The Breakroom Quiz

199th of 366 rated logistics


Job description

As the Manager - Portfolio, you will directly support the Strategy Realization Office (SRO) by ensuring effective governance of the entire Enterprise project/product portfolio.  You will ensure the portfolio is aligned with the business objectives, prioritized, resourced, governed, and the performance analyzed and communicated.  Additionally, you will ensure the cross-functional dependencies between projects and products efforts are connected and coordinated.

Responsibilities:

  • Responsible for overseeing the approval, planning, prioritization, development, and implementation of enterprise project and product efforts
  • Responsible for developing, establishing, and standardized project management methodologies and procedures
  • Responsible for proactively identifying bottlenecks before they disrupt timelines
  • Responsible for efficient allocation of team members based on skills and capacity
  • Responsible for using metrics to accurately predict project completion dates
  • Responsible for fixing the underlying systemic issue when a failure occurs, rather than just treating symptoms
  • Responsible for enabling projects/products to achieve a return on investment and meeting the goals and objectives of the organization
  • Responsible for developing and maintaining the enterprise project and product governance processes and standards to enable effective portfolio management 
  • Responsible for establishing a comprehensive internal audit program aligned with the required SOX Controls

Qualifications:

  • Bachelors Degree - Business Administration, Engineering, Supply Chain required; Master's Degree preferred
  • Licenses/Certificates/Designations - PMP, SCRUM Master, Agile Product Owner preferred
  • 5-7 years of experience as an Agile Product Owner & Scrum Master, Six Sigma
  • Required to communicate effectively with project teams, product teams, stakeholders, executive management.
  • Customer Focused
  • Demonstrated Leadership
  • Project Management, Program Management, Portfolio Management, Change Management
  • Continuous Improvement
  • Process Mapping, Capacity Modeling, Data Analysis
  • Critical Thinking
  • Analytical Ability 
  • Ability to Work Independently
  • Ability to travel up to 25%

#LI-MB1

This amount is what we reasonably believe we will pay for the position; however, offer amounts may vary based on factors such as geographic location, relevant education, experience, qualifications, skills, shift, or any collective bargaining agreements.

For eligible positions, compensation may include participation in a bonus or sales incentive plan,subject to the terms and conditions of the applicable plan documents. For certain sales roles, Wesco also offers a commission structure that provides additional compensation based on sales results, as defined by the applicable commission plan.

In addition, Wesco offers abenefits program for eligible employees, which may include paid time off, medical, dental, and vision coverage, and retirement savings plans. Additional details about benefits are available here.
At Wesco, we build, connect, power and protect the world. As a leading provider of business-to-business distribution, logistics services and supply chain solutions, we create a world that you can depend on.

Our Company's greatest asset is our people. Wesco is committed to fostering a workplace where every individual is respected, valued, and empowered to succeed. We promote a culture that is grounded in teamwork and respect. With a workforce of over 20,000 people worldwide, we embrace the unique perspectives each person brings. Through comprehensive benefits and active community engagement, we create an environment where every team member has the opportunity to thrive. 

Learn more about Working at Wesco here and apply online today!

Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500 company.

Wesco International, Inc., including its subsidiaries and affiliates ("Wesco") provides equal employment opportunities to all employees and applicants for employment. Employment decisions are made without regard to race, religion, color, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, or other characteristics protected by law. US applicants only, we are an Equal Opportunity Employer.

Los Angeles Unincorporated County Candidates Only: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. 

This posting is for a current, active vacancy intended for immediate hire.

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