Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a credit research analyst.
A credit research analyst is responsible for researching, analyzing, and interpreting information to provide ideas for the decision makers especially in the lending field. He/she assists clients in making sound investment decisions.
Specific tasks include analyzing industry trends and company's financials and making projections and graphical representations to be used by investors in decision-making. He/she is also supposed to gather information from a wide range of sources, synthesize and interpret it. It is his/her duty to transform information into useful insights for the credit institution. Besides formulating models, he/she may also be needed to create databases. Lastly, they create credit research reports and so it is crucial for them to have analytical and good written skills.
Employee Performance Goals Sample | |
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Employee's Name: | Title: |
Review Period: __/__/__ to __/__/__ | Employee SSN: |
Work Location: | Supervisor's Name: |
Instructions |
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Performance Goals for Next Period | |
Performance Goals | Employee Comments |
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CRITICAL THINKING: Properly evaluate my options by looking into all possible outcomes. To continue researching and studying more to get more factual facts and figures that will guide my thinking. | [employee comments goal] |
JUDGMENT SKILLS: Ask questions and gather more data than needed before solving a problem Interact with colleagues who have constantly demonstrated good judgment in every field one likes | [employee comments goal] |
KNOWLEDGE OF COMPANY PROCESSES: Explain and convince other employees of the need for adaptation and change of structures, policies, and methods Manage compliance, ethical and other issues in order to protect the company's reputation and respect its obligations | [employee comments goal] |
TEAM BUILDING: Work hard to form and keep positive professional working relationship with everyone in the team Realize what the team needs to achieve and what extent they have to go to do it | [employee comments goal] |
ADAPTABILITY: Remain composed even when faced with ambiguity or any form of emergency Show willingness to work extra hours in order to cover a colleague's responsibilities whenever there is need | [employee comments goal] |
EMPATHY: Look for ways to create connections with colleagues, avoid keeping distance and show willingness to participate in their activities Spend more time reading books and blogs that explain how to be more empathetic at work and in the community in order to make improvements | [employee comments goal] |
REALISTIC GOAL SETTING: Set a timeline for each goal in order to identify and stick to specific actions that one needs to take to work towards that goal Seek regular feedback from others about the set goals in order to identify mistakes and rectify them | [employee comments goal] |
LONG RANGE PLANNING: Analyze the company's opportunities, strengths, and weaknesses in order to identify the current status of the company and make more informed decisions about how it can grow Outline steps that one will take to accomplish the long-range plan and stick to them | [employee comments goal] |
INTERCULTURAL COMPETENCE: Actively work together with people who have diverse cultural practices and beliefs and eliminate any forms of discrimination and prejudice Attend and promote group meetings and events that include people from different cultures | [employee comments goal] |
PROCESS IMPROVEMENT: Integrate parallel processing techniques to ensure that related processes can run simultaneously to improve efficiency Constantly gather more knowledge to assist in modeling processes to make them work as expected | [employee comments goal] |
Summary |
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Sections 1-2: To be completed by the supervisor Section 3: To be completed by the employee |
1. Goals completed since last performance feedback |
2. Goals for next period |
3. Employee comments |
Signatures | |
I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal. | |
Employee: | Date: |
Supervisor: | Date: |
Human Resources: | Date: |