Lead portfolio manager vs manager finance planning and analysis

Differences between lead portfolio manager and manager finance planning and analysis duties and responsibilities

Lead portfolio manager example responsibilities.

• Manage internal pricing system for exchange trade securities and over-the-counter instruments by verifying all instruments have valid daily closing exchange price.
• Push accountability to appropriate levels through transparent dashboards and KPIs accessible across the dispersed organization.
• Collaborate with cross sector portfolio managers on overall public fix income allocation decisions and deep dives into pertinent global macro issues.
• Start a consistently profitable duration-neutral credit arbitrage portfolio invest in investment grade corporate bonds.

Manager finance planning and analysis example responsibilities.

• Manage staff analysis and reporting on GAAP operating results and statutory consolidation.
• Evaluate and screen capital projects and business expansion initiatives achieving expect ROI and organizational success.
• Manage capital projects, coordinate profit planning and annual business meetings, and co-manage SOX compliance implementation.
• Manage payroll and control human resource expense budgets by identifying variance between budget and results and continuously improving working efficiency.
• Prepare payroll and manage all human resource functions including recruitment, training and performance reviews for all administrative and financial personnel.
• Implement 1st systematic forecast for balance sheet and cash flow in Hyperion planning providing senior management timely analysis for decision making.
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