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Executive Cipm Investment Performance Jobs (NOW HIRING)

UTIMCO

Investment Performance Professional

Austin, TX · Hybrid

Investment Performance Professional The Investment Performance Professional is responsible for ... Progress toward or interest in CFA, CIPM, or CPA designation NOTE: This role requires in-office, 4 ...

UTIMCO

Investment Performance Professional

Austin, TX · Hybrid

Investment Performance Professional The Investment Performance Professional is responsible for ... Progress toward or interest in CFA, CIPM, or CPA designation NOTE: This role requires in-office, 4 ...

UTIMCO

Investment Performance Professional

Austin, TX · On-site

The Investment Performance Professional is responsible for supporting the calculation, analysis ... Progress toward or interest in CFA, CIPM, or CPA designation NOTE: This role requires in-office, 4 ...

Swingtech Consulting Inc.

$90 - $130/hr

Prepare recurring status reports, briefings, presentations, and executive summaries. * Develop reports and dashboards that communicate investment performance and organizational metrics. * Support ...

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Executive Cipm Investment Performance information

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$49.5K

$92.2K

$133K

How much do executive cipm investment performance jobs pay per year?

As of Aug 30, 2026, the average yearly pay for executive cipm investment performance in the United States is $92,249.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $129,500.00 per year, depending on experience, location, and employer.

What is the difference between Executive Cipm Investment Performance vs Investment Analyst?

AspectExecutive Cipm Investment PerformanceInvestment Analyst
CertificationsCIPM, CFA often preferredCFA, CFA Level I or II
Work EnvironmentSenior roles, strategic decision-making, client reportingResearch, data analysis, market research
ResponsibilitiesOverseeing investment performance, risk management, performance attributionAnalyzing investments, preparing reports, supporting portfolio managers

The Executive Cipm Investment Performance role focuses on high-level performance measurement, risk analysis, and strategic oversight, often requiring advanced certifications like CIPM and CFA. In contrast, an Investment Analyst typically conducts detailed research, data analysis, and supports investment decisions. While both roles require strong analytical skills and industry certifications, the Executive Cipm Investment Performance position is more senior, client-facing, and strategic.

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Executive Cipm Investment Performance jobs near you
Infographic showing various Executive Cipm Investment Performance job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 83% In-person, and 17% Remote job distribution, with an average salary of $92,249 per year, or $44.4 per hour.

Investment Performance Professional

Austin, TX • Hybrid

UTIMCO
Investment Management and Consulting Services • 51 - 200 employees
Learn more about UTIMCOexternal

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Investment Performance Professional

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:

  • 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.

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About UTIMCO

Sourced by ZipRecruiter

Industry

Investment management and consulting services

Company size

51 - 200 Employees

Headquarters location

Austin, TX, US

Year founded

1996

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