Job Description

As the Financial Performance Measurement Analyst II you will be tasked with providing high quality service to the client and in doing so maximizing the value of our product within their organization. This position **** reports to the Manager of Operations and is responsible for data collection and reconciliation and the timely delivery of periodic performance reports to clients. You will act as the external point-of-contact for decision-makers and end users in addressing client-specific requests and issues. You will also assist in the organization, management, and execution of cross-department, client-related projects of critical importance to the long-term relationship with the client.

RESPONSIBILITIES:

You will be accountable for the client renewal of the account. You promote maximum value from their investment in our services and subscriptions, aiming for full utilization of our product, identify new opportunities, and collaborate with sales and AM teams to ensure growth attainment and increased footprint.

• Responsible and accountable for the collection and reconciliation of the client’s portfolio performance data
• Processes, reviews, and delivers client reports
• Revise client reports as directed by the client
• Manages several simultaneous tasks
• Works closely with clients to develop intimate understanding of the client business and needs
• Proactive client outreach calls
• Conduct data collection and reconciliation
• Ensure all data required to produce performance reports for each client has been received and processed
• Obtain any missing information required to product performance reports
• Produce and review periodic performance reports in accordance with client due dates
• Verify the performance results and work independently to address discrepancies
• Interact with client to discuss performance results
• Revise performance reports after consultation with client
• Act as the primary conduit between IIS and the client organization
• Interact with the client in a professional manner at all times
• Become the client’s trusted advisor
• Provide client feedback to the Performer Service Bureau Director
• Perform other duties as assigned by the immediate supervisor listed above
• This could include some night or weekend work

Qualifications

• Education – BS/BA from an accredited college or university
• Comprehensive knowledge of: Basic mathematics and statistics, Financial markets, and Investment vehicles
• Demonstrated ability to apply analytical thinking toward problem solving, calculate and discuss basic statistics, manage several simultaneous tasks and the ability to work alone and within a team environment
• Communication Skills - Excellent verbal and written communication skills
• Interpersonal Skills - Strong interpersonal and relationship-building skills
• Technology – Strong computer skills
• Organizational Skills - Exceptional organizational skills, time management skills, analytical thinking, problem-solving skills. Individual must possess a high capacity for multi-tasking, issue management, and conflict resolution
• Responsibility and Initiative - An ability to work independently in an efficient and responsible manner
• Teamwork - Experience in working effectively with others in a team setting and independent environment
• Flexibility & Ambition - Desire to work for a fast-paced company where individual contributions have significant impact on the success of the company as a whole

This posting will automatically expire on April 21, 2025

Additional Information

We work hard to make sure Life at Informa is rewarding, supportive and enjoyable for everyone. Here’s some of what you can expect when you join us. But don’t just take our word for it – see what our colleagues have to say at LifeAt.Informa.com

Our benefits include:

• Freedom & flexibility: colleagues rate us highly for the flexibility and trust they receive, and we support a range of working patterns.
• Great community: a welcoming culture with in-person and online social events, our fantastic Walk the World charity day and active diversity and inclusion networks.
• Broader impact: take up to four days per year to volunteer, with charity match funding available too.
• Career opportunity: the opportunity to develop your career with bespoke training and learning, mentoring platforms and on-demand access to thousands of courses on LinkedIn Learning. When it’s time for the next step, we encourage and support internal job moves.
• Time out: 15 days PTO rising to 20 after three years and 25 after six years, plus 10 national holidays, a birthday leave day and the chance to work from (almost!) anywhere for up to four weeks a year.
• Competitive benefits, including a 401k match, parental leave and an ESPP offering company shares at a minimum 15% discount.
• Strong wellbeing support through EAP assistance, mental health first aiders, free access to a wellness app and more.
• Recognition for great work, with global awards and kudos programs.
• As an international company, the chance to collaborate with teams around the world.
• The salary range for this position $51,500-63K/YR depending on experience.

We’re not solely focused on a checklist of skills. We champion energy and ambition and look for colleagues who will roll their sleeves up, join in and help make things happen. If it sounds like a match and you have most – although not all – of the skills and experience listed, we welcome your application. At Informa, you'll find inclusive experiences and environments where all perspectives and backgrounds
are welcomed. As part of this approach and our diversity and inclusion commitments, we are also formally an Equal Opportunities Employer. This means we base decisions on relevant qualifications and merit and do not discriminate on the basis of key characteristics and statuses, including all of those protected by law. Ask us or see our website for full information.

See how Informa handles your personal data when you apply for a job here .