Analyze portfolio returns, cash flows, benchmarks, attribution, and value-added performance metrics * Reconcile investment positions, transactions, market values, and performance data between ...
Analyze portfolio returns, cash flows, benchmarks, attribution, and value-added performance metrics * Reconcile investment positions, transactions, market values, and performance data between ...
Investment Analyst
Washington, DC · On-site
$86K - $113K/yr
... investment performance. NEAP has approximately 182,000 participants. NEBF and NEAP (the "Plans ... SUMMARY OF The Investment Analyst will report directly to the Director of Investment Operations.
Investment Analyst
Washington, DC · On-site
$86K - $113K/yr
... investment performance. NEAP has approximately 182,000 participants. NEBF and NEAP (the "Plans ... SUMMARY OF The Investment Analyst will report directly to the Director of Investment Operations.
This role will analyze attribution results and articulate the sources of alpha and beta through ... Primary Duties and Responsibilities As a subject matter expert on investment performance analytics ...
This role will analyze attribution results and articulate the sources of alpha and beta through ... Primary Duties and Responsibilities As a subject matter expert on investment performance analytics ...
This role will analyze attribution results and articulate the sources of alpha and beta through ... Primary Duties and Responsibilities As a subject matter expert on investment performance analytics ...
This role will analyze attribution results and articulate the sources of alpha and beta through ... Primary Duties and Responsibilities As a subject matter expert on investment performance analytics ...
This role will analyze attribution results and articulate the sources of alpha and beta through ... Primary Duties and Responsibilities As a subject matter expert on investment performance analytics ...
This role will analyze attribution results and articulate the sources of alpha and beta through ... Primary Duties and Responsibilities As a subject matter expert on investment performance analytics ...
This role will analyze attribution results and articulate the sources of alpha and beta through ... Primary Duties and Responsibilities As a subject matter expert on investment performance analytics ...
This role will analyze attribution results and articulate the sources of alpha and beta through ... Primary Duties and Responsibilities As a subject matter expert on investment performance analytics ...
This role will analyze attribution results and articulate the sources of alpha and beta through ... Primary Duties and Responsibilities As a subject matter expert on investment performance analytics ...
This role will analyze attribution results and articulate the sources of alpha and beta through ... Primary Duties and Responsibilities As a subject matter expert on investment performance analytics ...
This role will analyze attribution results and articulate the sources of alpha and beta through ... Primary Duties and Responsibilities As a subject matter expert on investment performance analytics ...
This role will analyze attribution results and articulate the sources of alpha and beta through ... Primary Duties and Responsibilities As a subject matter expert on investment performance analytics ...
Performance Analyst
Dahlgren, VA · On-site
The Performance Metrics Analyst is responsible for designing, monitoring, and communicating ... investments funded by the DoW CD appropriation. * Analyze the alignment of DoW and CNGT strategic ...
New
Performance Analyst
Dahlgren, VA · On-site
The Performance Metrics Analyst is responsible for designing, monitoring, and communicating ... investments funded by the DoW CD appropriation. * Analyze the alignment of DoW and CNGT strategic ...
New
Investment Analyst Senior
$57.91 - $89.76/hr
The Investment Office works closely with the Board of Directors, Investment Committee and internal ... Diligence may include detailed performance analysis with peer benchmarking, performance attribution ...
Investment Analyst Senior
$57.91 - $89.76/hr
The Investment Office works closely with the Board of Directors, Investment Committee and internal ... Diligence may include detailed performance analysis with peer benchmarking, performance attribution ...
Investment Analyst Senior
Evanston, IL · On-site
$57.91 - $89.76/hr
The Investment Office works closely with the Board of Directors, Investment Committee and internal ... Diligence may include detailed performance analysis with peer benchmarking, performance attribution ...
Investment Analyst Senior
Evanston, IL · On-site
$57.91 - $89.76/hr
The Investment Office works closely with the Board of Directors, Investment Committee and internal ... Diligence may include detailed performance analysis with peer benchmarking, performance attribution ...
Investment Analyst Senior
$57.91 - $89.76/hr
The Investment Office works closely with the Board of Directors, Investment Committee and internal ... Diligence may include detailed performance analysis with peer benchmarking, performance attribution ...
Investment Analyst Senior
$57.91 - $89.76/hr
The Investment Office works closely with the Board of Directors, Investment Committee and internal ... Diligence may include detailed performance analysis with peer benchmarking, performance attribution ...
Performance Analyst
Tampa, FL · On-site
$80K - $100K/yr
Description Performance Analyst Location: On-site in Tampa, FL - Elite Insurance Partners Salary ... That's why we invest heavily in your success, both inside and outside the office. Perks & Benefits:
Performance Analyst
Tampa, FL · On-site
$80K - $100K/yr
Description Performance Analyst Location: On-site in Tampa, FL - Elite Insurance Partners Salary ... That's why we invest heavily in your success, both inside and outside the office. Perks & Benefits:
Performance Analyst
Manhattan, NY · On-site
$70K - $75K/yr
Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking ... The Performance Analyst works within NCRAM's Operations team. This position provides overall ...
Performance Analyst
Manhattan, NY · On-site
$70K - $75K/yr
Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking ... The Performance Analyst works within NCRAM's Operations team. This position provides overall ...
Performance Analyst
Manhattan, NY · On-site
$70K - $75K/yr
Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking ... The Performance Analyst works within NCRAM's Operations team. This position provides overall ...
Performance Analyst
Manhattan, NY · On-site
$70K - $75K/yr
Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking ... The Performance Analyst works within NCRAM's Operations team. This position provides overall ...
Investment Analyst
Indianapolis, IN · Hybrid
Creates investment analysis, including monthly investment performance analysis and attribution for fixed income, equity, and alternative investment strategies. * Assists in private equity and real ...
Investment Analyst
Indianapolis, IN · Hybrid
Creates investment analysis, including monthly investment performance analysis and attribution for fixed income, equity, and alternative investment strategies. * Assists in private equity and real ...
Investment Analyst
Indianapolis, IN · Hybrid
Creates investment analysis, including monthly investment performance analysis and attribution for fixed income, equity, and alternative investment strategies. * Assists in private equity and real ...
Investment Analyst
Indianapolis, IN · Hybrid
Creates investment analysis, including monthly investment performance analysis and attribution for fixed income, equity, and alternative investment strategies. * Assists in private equity and real ...
Director, Investment Analyst Program (IAP) Location: San Francisco, CA A day inthe life The ... and performance. Technical Excellence & Business Acumen * Partner with investment leaders to ...
Director, Investment Analyst Program (IAP) Location: San Francisco, CA A day inthe life The ... and performance. Technical Excellence & Business Acumen * Partner with investment leaders to ...
Performance Analyst
Tampa, FL · On-site
$80K - $100K/yr
Performance Analyst Location: On-site in Tampa, FL - Elite Insurance Partners Salary- $80K - $100K ... That's why we invest heavily in your success, both inside and outside the office. Perks & Benefits:
Performance Analyst
Tampa, FL · On-site
$80K - $100K/yr
Performance Analyst Location: On-site in Tampa, FL - Elite Insurance Partners Salary- $80K - $100K ... That's why we invest heavily in your success, both inside and outside the office. Perks & Benefits:
Director, Investment Analyst Program (IAP) Location: San Francisco, CA A day in the life The ... and performance. Technical Excellence & Business Acumen * Partner with investment leaders to ...
Director, Investment Analyst Program (IAP) Location: San Francisco, CA A day in the life The ... and performance. Technical Excellence & Business Acumen * Partner with investment leaders to ...
Director Investment Performance Analyst information
See salary details
$27.5K - $36.7K
1% of jobs
$36.7K - $45.9K
11% of jobs
$45.9K - $55K
11% of jobs
$56.3K is the 25th percentile. Wages below this are outliers.
$55K - $64.2K
20% of jobs
The median wage is $67.6K / yr.
$64.2K - $73.4K
20% of jobs
$82.2K is the 75th percentile. Wages above this are outliers.
$73.4K - $82.6K
13% of jobs
$82.6K - $91.8K
7% of jobs
$91.8K - $101K
4% of jobs
$101K - $110.1K
2% of jobs
$110.1K - $119.3K
6% of jobs
$119.3K - $128.5K
4% of jobs
$27.5K
$75.2K
$128.5K
How much do director investment performance analyst jobs pay per year?
As of Jul 13, 2026, the average yearly pay for director investment performance analyst in the United States is $75,189.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $89,500.00 per year, depending on experience, location, and employer.
What is the difference between Director Investment Performance Analyst vs Investment Performance Analyst?
| Aspect | Director Investment Performance Analyst | Investment Performance Analyst |
|---|---|---|
| Responsibilities | Oversees investment performance reporting, manages teams, develops strategies | Analyzes investment data, prepares reports, supports performance evaluation |
| Required Credentials | Bachelor's/Master's in Finance, CFA often preferred | Bachelor's in Finance, CFA beneficial |
| Work Environment | Senior-level, strategic, leadership-focused | Analytical, data-driven, support role |
| Industry Usage | Used in asset management, investment firms, financial institutions | Common in similar financial sectors |
The main difference is that the Director Investment Performance Analyst holds a leadership role with strategic responsibilities, overseeing teams and performance strategies, while the Investment Performance Analyst focuses on data analysis and reporting support. Both roles require similar credentials but differ in scope and seniority.
What cities are hiring for Director Investment Performance Analyst jobs? Cities with the most Director Investment Performance Analyst job openings:
What are the most commonly searched types of Investment Performance Analyst jobs? The most popular types of Investment Performance Analyst jobs are:
What states have the most Director Investment Performance Analyst jobs? States with the most job openings for Director Investment Performance Analyst jobs include:
Job description
The Investment Performance Professional is responsible for supporting the calculation, analysis, reconciliation, and reporting of investment performance across UTIMCO portfolios. This role partners closely with Operations, Accounting, Investment, Risk, and Technology teams to ensure accurate and timely performance measurement and reporting for internal and external stakeholders.
Overall Responsibilities:
Requirements:
NOTE: This role requires in-office, 4 days a week, Monday thru Thursday.
Click here to learn more about UTIMCO's mission and impact
As part of UTIMCO's Code of Ethics and personal trading compliance requirements, employees are subject to restrictions and reporting obligations related to personal securities trading activities, including activities conducted through household or dependent accounts. Please refer to UTIMCO's Code of Ethics for additional information regarding these requirements. If you or someone in your household engages in extensive personal trading, please raise the issue with Human Resources for further discussion.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Overall Responsibilities:
- Support daily and monthly performance reporting processes for internal management and external reporting
- Calculate and validate daily, monthly, quarterly, and annual portfolio performance returns across multiple asset classes
- Analyze portfolio returns, cash flows, benchmarks, attribution, and value-added performance metrics
- Reconcile investment positions, transactions, market values, and performance data between custodians, accounting systems, and internal records
- Assist with performance attribution analysis to explain active returns relative to benchmarks
- Investigate and resolve data discrepancies, breaks, and reporting exceptions in a timely manner
- Prepare recurring and ad hoc reports using Excel, Power BI, and other reporting tools
- Assist with audits and documentation of procedures and controls
- Maintain and enhance reporting dashboards and data visualization tools
- Partner with Accounting and Investment teams to ensure data integrity and consistency across systems
- Support process improvement initiatives, automation efforts, and operational efficiencies
- Build relationships across the Operations/OAR team and all other UTIMCO teams in order to foster an excellent culture within the organization
- Utilizes experience and knowledge to work through more complex issues and assignments with minimal supervision; take full responsibility for assigned tasks
Requirements:
- 3+ Years of experience in finance, investment operations, or related field
- Bachelor's degree in Accounting, Economics, Mathematics, Finance, Business, or related field
- Understanding of investment concepts, portfolio performance measurement, and financial markets
- General knowledge of accounting principles and investment accounting
- Experience analyzing investment returns, cash flows, benchmarks, and reconciliations
- Advanced proficiency in Microsoft Excel
- Experience with investment accounting or performance systems
- Experience creating reports and dashboards in Power BI or similar business intelligence tools
- Strong analytical and problem-solving skills with exceptional attention to detail
- Elevated attention to detail as well as strong verbal/written communications skills and presence to communicate effectively
- Collegial team player possessing intellectual curiosity, sound judgment, and thoughtfulness
- Constructive, "can do" attitude committed to consistently doing what is in the best interest of the organization
- Unquestioned honesty, integrity, and transparency
- Cultural fit is a must in a respectful, collegial, and open working environment
- Proficiency using Microsoft Office 365, SharePoint, Adobe Acrobat and Microsoft Power BI or equivalent
- Progress toward or interest in CFA, CIPM, or CPA designation
NOTE: This role requires in-office, 4 days a week, Monday thru Thursday.
Click here to learn more about UTIMCO's mission and impact
As part of UTIMCO's Code of Ethics and personal trading compliance requirements, employees are subject to restrictions and reporting obligations related to personal securities trading activities, including activities conducted through household or dependent accounts. Please refer to UTIMCO's Code of Ethics for additional information regarding these requirements. If you or someone in your household engages in extensive personal trading, please raise the issue with Human Resources for further discussion.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
About UTIMCO
Sourced by ZipRecruiter
Industry
Investment management and consulting services
Company size
51 - 200 Employees
Headquarters location
Austin, TX, US
Year founded
1996