Performance Reporting Metrics And Analytics

AXA Albany , NY 12201

Posted 2 months ago

The Performance Reporting Supervision Manager is responsible for overseeing all aspects of AXA Advisors' data aggregation and performance reporting platform. Included within AXA's platform are all transactions and positions from numerous business lines including: Proprietary Life & Annuity, 3rd Party Life & Annuity and Investment Products (Direct Mutual Funds, Brokerage & Advisory). The supervising manager is responsible for performing vendor management, operational oversite and advisor supervision.

Addtionally, the Supervising Manager will serve as the primary subject matter expert and own/maintain all neccessary Writen Supervisory Procedures for the group . The manager will actively work with internal compliance and other supervising areas to ensure that all reviews align with AXA's overarching policies and procedures.

QUALIFICATIONS:

Required Qualifications

  • 5-8 years working experience in Financial Services.

  • 2-3 years working experience in supervision and/or compliance related roles

  • 3-5 years of metrics and analytics experience

  • Series 7 (24,4 & 53 a plus and may be obtained after start)

Functional Skills

  • Excellent communication and interpersonal skills

  • Strong organizational and problem solving skills

  • Ability to work professionally with both corporate and field management

  • Ability to successfully meet deadlines

  • Strong working knowledge of the Financial Service industry

  • Intermediate to Advanced experience with MS Office suite; advanced skills w/ Excel (pivot tables, vlookups, sumproduct, etc); working knowledge of VBA a plus

  • Data visualization and experience with PowerPoint creation

  • Experience with Tableau a plus

  • Knowledge of the Broadridge Investigo and/or Albridge Platform a plus

  • In depth understanding of all relevant products (Fixed & Variable Life Insurance and Annuity Products, Investment Products) - Experience with a data aggregation/performance reporting tool is preferable.

  • Bachelor's Degree (Finance a plus)

ABOUT AXA:

We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer AXA is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. AXA US has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave AXA. Almost 40% of our open jobs are filled with current employees.

NOTE: AXA participates in the E-Verify program.

In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things.

In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.

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Performance Reporting Metrics And Analytics

AXA