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Full Time Portfolio Performance Analyst Jobs (NOW HIRING)

Condé Nast

Performance Analyst

New York, NY · On-site

$73K - $85K/yr

The company's portfolio includes many of the world's most respected and influential media ... New York, NY Performance Analyst, Global Performance & Measurement January 2025 Overall Description ...

Nomura International

Performance Analyst

Manhattan, NY · On-site

$70K - $75K/yr

The Performance Analyst works within NCRAM's Operations team. This position provides overall ... Work closely with Portfolio Admin and Client Services/Product Development to provide necessary ...

Provest LLC

Portfolio Performance Owner

Lombard, IL · On-site

Summary We are seeking an analytical and detail-oriented Portfolio Performance Owner to oversee operational collection and litigation workflows, ensure compliance with client and company standards ...

Allied Solutions LLC

Performance Analyst

Carmel, IN

The Performance Analyst supports the Enterprise Technology Performance and Insights Team by ... Our diverse business portfolio allows employees broad career options with the advantage of staying ...

Allied Solutions LLC

Performance Analyst

Carmel, IN · On-site

The Performance Analyst supports the Enterprise Technology Performance and Insights Team by ... Our diverse business portfolio allows employees broad career options with the advantage of staying ...

Connexus Credit Union

Portfolio Analyst

As an employer we foster collaboration and high performance to achieve excellence. We holistically ... The Portfolio Analyst supports the Asset Recovery, Collections, and Charge-Off departments at ...

Connexus Credit Union

Portfolio Analyst

As an employer we foster collaboration and high performance to achieve excellence. We holistically ... This Portfolio Analyst role sits at the intersection of Credit Risk and Enterprise Risk, driving ...

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Full Time Portfolio Performance Analyst information

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$27.5K

$75.2K

$128.5K

How much do full time portfolio performance analyst jobs pay per year?

As of Jun 8, 2026, the average yearly pay for full time portfolio 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 are some common challenges faced by Full Time Portfolio Performance Analysts when assessing portfolio success?

Full Time Portfolio Performance Analysts often encounter challenges such as consolidating data from multiple sources, ensuring data accuracy, and interpreting complex performance metrics. They must regularly collaborate with portfolio managers, investment teams, and IT departments to resolve discrepancies and streamline reporting processes. Staying updated with industry benchmarks and regulatory standards is also crucial, as these can directly impact performance evaluation and client reporting. Adapting to evolving analytical tools and maintaining clear communication among stakeholders are key to overcoming these challenges.

What are the key skills and qualifications needed to thrive as a Full Time Portfolio Performance Analyst, and why are they important?

To thrive as a Full Time Portfolio Performance Analyst, you need strong analytical skills, proficiency in financial modeling, and a relevant degree in finance, economics, or a related field. Familiarity with portfolio management software, data analysis tools like Excel or Python, and certifications such as CFA or CIPM are commonly required. Attention to detail, effective communication, and problem-solving abilities help you interpret data and provide actionable insights to stakeholders. These skills are crucial for accurately assessing investment performance and supporting informed decision-making in fast-paced financial environments.

What is the difference between Full Time Portfolio Performance Analyst vs Full Time Investment Analyst?

AspectFull Time Portfolio Performance AnalystFull Time Investment Analyst
Primary FocusAnalyzing and reporting on portfolio performance metricsResearching and evaluating investment opportunities
Required SkillsPerformance measurement, data analysis, reporting toolsFinancial modeling, market research, valuation techniques
Work EnvironmentAsset management firms, investment banks, financial institutionsAsset management firms, hedge funds, investment banks
CertificationsCFP, CFA often preferredCFA, CPA often preferred

While both roles involve finance and require analytical skills, the Full Time Portfolio Performance Analyst primarily focuses on measuring and reporting portfolio results, whereas the Full Time Investment Analyst concentrates on researching and recommending investment opportunities. Understanding these differences helps candidates target the right roles based on their skills and career goals.

What does a Full Time Portfolio Performance Analyst do?

A Full Time Portfolio Performance Analyst is responsible for evaluating and reporting on the performance of investment portfolios. They analyze data to assess returns, risks, and benchmarks, helping portfolio managers and clients understand how investments are performing relative to goals and market standards. Their work involves generating performance reports, identifying trends, and suggesting areas for improvement, all while ensuring data accuracy and compliance with industry standards. This role often requires advanced analytical skills, proficiency with financial software, and strong attention to detail.
More about Full Time Portfolio Performance Analyst jobs
What cities are hiring for Full Time Portfolio Performance Analyst jobs? Cities with the most Full Time Portfolio Performance Analyst job openings:
What are the most commonly searched types of Portfolio Performance Analyst jobs? The most popular types of Portfolio Performance Analyst jobs are:
What job categories do people searching Full Time Portfolio Performance Analyst jobs look for? The top searched job categories for Full Time Portfolio Performance Analyst jobs are:
Full Time Portfolio Performance Analyst jobs near you
Infographic showing various Full Time Portfolio Performance Analyst job openings in the United States as of May 2026, with employment types broken down into 79% Full Time, 7% Part Time, 7% Temporary, and 7% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution, with an average salary of $75,189 per year, or $36.1 per hour.
Client Performance Analyst

Client Performance Analyst

Credit Systems International, Inc.

Fort Worth, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

Client Performance Analyst

Credit Systems International, Inc. | Fort Worth, TX
Full-Time | High-Impact Role | Strategic Exposure & Career Growth


About the Role

We are seeking a highly analytical and proactive Client Performance Analyst to support and enhance performance outcomes across a diverse portfolio of clients within our collections and contact center operations.

This role serves as a key partner between clients, operations, and leadership, delivering data-driven insights, performance reporting, and strategic recommendations that directly influence results.

The ideal candidate thrives in a fast-paced environment, takes ownership of deliverables, and is comfortable translating complex data into clear, actionable insights


Key Responsibilities

Client Reporting & Presentations

  • Prepare and deliver client-facing reports and presentations, including Monthly Business Reviews (MBRs)
  • Manage ongoing reporting requests and ad hoc analysis
  • Ensure reporting is accurate, timely, and aligned with client expectations
  • Translate data into clear, client-friendly insights

Performance Monitoring

  • Monitor portfolio performance across key metrics
  • Identify trends, risks, and anomalies
  • Partner with internal teams to investigate and resolve issues
  • Proactively escalate concerns and recommend corrective actions

Portfolio Analysis

  • Analyze performance, aging, and trends to identify opportunities
  • Develop insights to support strategy and performance improvement
  • Communicate findings clearly to stakeholders

New Placement Oversight

  • Monitor new placements during ramp periods
  • Ensure data integrity and proper tracking
  • Identify early performance risks and support stabilization

Client Review Support

  • Participate in client reviews and performance discussions
  • Assess portfolio health and identify opportunities
  • Support development of actionable recommendations

Team & Reporting Coordination

  • Review reporting for accuracy and consistency
  • Support prioritization and coordination of deliverables
  • Contribute to process improvements and efficiencies


Required Qualifications


  • Bachelor's degree in Business, Finance, Analytics, or related field (or equivalent experience)
  • 3+ years of experience in data analysis, reporting, or performance analysis, preferably in collections, contact center, or financial services
  • Strong analytical and problem-solving skills
  • Advanced Excel skills (formulas, pivot tables, data analysis)
  • Ability to interpret and communicate data clearly
  • High attention to detail

Preferred Qualifications

  • Experience in collections, contact center, or financial services
  • Familiarity with performance metrics and portfolio analysis
  • Experience with Power BI, Tableau, or similar tools
  • Experience supporting client-facing reporting
  • Familiarity with AI-driven tools or technologies that support data analysis, reporting, and operational insights is a plus

Additional Professional Skills

  • Strong time management and organizational skills
  • Ability to manage multiple priorities and meet deadlines
  • Strong communication and presentation skills
  • Collaborative, team-oriented mindset
  • Proactive and solution-focused approach

Additional Requirements

  • Regular and reliable attendance required
  • Occasional travel may be required (infrequent)

What Success Looks Like

  • Deliver accurate, timely reporting with minimal revisions
  • Take ownership of client deliverables and outcomes
  • Identify risks, trends, and opportunities proactively
  • Provide insights that influence decisions
  • Build strong relationships with internal teams

Growth & Opportunity

This role offers the opportunity to expand scope, take on greater ownership, and contribute to strategic initiatives. High performers may support more complex portfolios, lead presentations, and influence operational decisions.

About CSII

Credit Systems International, Inc. (CSII) is a nationally recognized Accounts Receivable Management firm headquartered in Fort Worth, TX. Since 1980, we've delivered consumer-centric solutions across healthcare, utility, and government sectors-built on a foundation of compliance, integrity, and performance.

Why Join CSII

  • Medical, Dental, Vision, Life, FSA/DCA, and 401(k)
  • Paid Holidays, Vacation, and Monthly Flextime Accrual
  • Employee Discount Programs & Mobile Discounts
  • Referral Bonus Program
  • Stable, growing organization with a strong reputation for compliance and performance

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