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Full Time Portfolio Performance Analyst Jobs (NOW HIRING)

Conduct portfolio, market, and performance research to support client communications and marketing initiatives. * Identify opportunities to improve reporting processes and automate recurring ...

Performance Analyst

San Rafael, CA · On-site

$83K - $90K/yr

Experience with portfolio management, manager research software and investment accounting systems ... Full-time hours. * Annual incentive bonus eligibility. * PTO. * Full benefits package. * 401K with ...

Performance Analyst

San Rafael, CA · On-site

$83K - $90K/yr

Experience with portfolio management, manager research software and investment accounting systems ... Full-time hours. * Annual incentive bonus eligibility. * PTO. * Full benefits package. * 401K with ...

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 ...

Portfolio Analyst

Lake Oswego, OR · On-site

$65K - $85K/yr

We are seeking a motivated individual to join us as a Portfolio Manager to oversee the performance ... Strong financial statement analysis skills * Proficiency in Excel and financial modeling tools

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 ...

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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 Aug 2, 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:
Infographic showing various Full Time Portfolio Performance Analyst job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 65% Full Time, 4% Part Time, and 30% Contract. Highlights an 61% Physical, 5% Hybrid, and 34% Remote job distribution, with an average salary of $75,189 per year, or $36.1 per hour.

Portfolio Performance Analyst - Nelnet Financial Services

NELNET BUSINESS SOLUTIONS

Lincoln, NE

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 2 days ago

New


Job description

Nelnet is a diversified and innovative company committed to enriching lives through the power of service as a student loan servicer, professional services company, consumer loan originator and servicer, payments processor, renewable energy solutions, and K-12 and higher education expert. For over 40 years, Nelnet has been serving its customers, associates, and communities.

The perks of working at Nelnet go beyond our benefits package. When you join the Nelnet team, you're part of a community invested in the success of each individual. That support comes through in our work, as we are united by our mission of creating opportunities for people where they live, learn, and work.

The Portfolio Performance Analyst, reporting to the Director of Analytics, monitors and analyzes the performance of consumer loans, student loans, securitizations, and other financial services asset classes, translating complex data into clear narratives and actionable recommendations for leadership. The ideal candidate is naturally curious, enjoys working with data, and thrives in a collaborative environment where identifying trends, surfacing risks, and helping drive strategic decisions define success. This role partners closely with the Business Intelligence team and cross-functional stakeholders to shape portfolio insights that inform business outcomes.

Key Responsibilities

  • Portfolio Monitoring and Analysis: Proactively monitor portfolio performance to identify trends, anomalies, risks, and opportunities, developing a clear understanding of what is changing, why it may be happening, and where deeper analysis is needed.

  • Recommendations to Leadership: Develop and present recommendations to management based on portfolio analysis, and stay actively engaged with business partners to help drive follow-through and meaningful outcomes.

  • Data Storytelling and Communication: Communicate findings clearly and effectively, using data to tell a compelling story for both technical and non-technical audiences.

  • Analytical Frameworks: Build and maintain consistent analytical frameworks that enable repeatable, high-quality work and create continuity across the team.

  • Data Extraction and Analysis: Draw on SQL, Excel, and modern analytical tools to extract, organize, and analyze data from multiple sources.

  • AI and Automation Adoption: Leverage and experiment with AI tools and technologies to enhance productivity, analysis, and insight generation.

  • Collaboration: Work with stakeholders across the organization to understand business needs, frame analytical questions, and align analysis to portfolio priorities.

  • Partnership with the BI Team: Work closely with the Business Intelligence team, including requesting and refining charts, dashboards, and tables to support analysis and storytelling.

  • Data Quality and Availability: Partner with key stakeholders across the organization to improve data quality, reporting efficiency, and data availability.

**Pay Range for this role is - $80,000 - $100,000

Education
Bachelor's degree in finance, economics, data analytics, business, statistics, mathematics, or a related field is preferred, but applicable experience in an analytical or business-related role will also be considered.

Required Skills and Experience

  • Minimum of 4-6 years in an analytical, finance, business intelligence, risk, credit, portfolio management, or related business role.

  • Strong proficiency in SQL and Excel, including data extraction, joins, aggregations, lookup logic, pivot tables, trend analysis, reconciliations, and scenario analysis.

  • Hands-on work with Snowflake or other cloud-based data warehouses.

  • Practical use of AI tools (such as ChatGPT, Claude, or similar) for analytical work, including generating SQL, summarizing datasets, drafting analytical narratives, or accelerating documentation.

  • Strong attention to detail and problem-solving skills, with the ability to investigate complex data questions and determine practical answers.

  • Ability to operate effectively in ambiguous situations, demonstrating resourcefulness and independent judgment to find workable paths forward without requiring step-by-step direction.

  • Effective communication and interpersonal skills, with the ability to translate analytical findings for both technical and non-technical audiences.

  • Ability to work independently or collaborate effectively as part of a team.

Helpful Skills and Experience

  • Prior work with consumer loans, private student loans, home improvement lending, securitizations, or other credit products.

  • Exposure to credit, lending, or portfolio performance concepts such as delinquency, charge-offs, losses, prepayments, vintage analysis, or repayment behavior.

  • Experience communicating analytical findings and recommendations to senior management.

  • Working knowledge of Python, R, or similar languages for analysis, validation, or workflow automation.

  • Comfort with forward-looking models, forecasting, or regression analysis for credit loss estimation.

  • Familiarity with SSMS, Power BI, or other data analysis and visualization tools.

  • Demonstrated ability to work with large, complex datasets.

This position offers a hybrid work option. Nelnet values flexibility and understands the importance of work-life integration. Our hybrid work environment allows associates Living within 30 miles our Lincon Nebraska office location to work remotely for part of the week, while also fostering collaboration and team connection through in-office presence three days per week.

Please note that we are unable to provide visa sponsorship for this position. To be considered, candidates must already be authorized to work in the United States without the need for current or future sponsorship.

Our benefits package includes medical, dental, vision, HSA and FSA, generous earned time off, 401K/student loan repayment, life insurance & AD&D insurance, employee assistance program, employee stock purchase program, tuition reimbursement, performance-based incentive pay, short- and long-term disability, and a robust wellness program. Click here to learn more about our benefits: Benefits & Perks - Nelnet Inc.


Nelnet is committed to providing a welcoming and respectful workplace where all associates have the opportunity to succeed. As an Equal Opportunity Employer, we ensure that all qualified applicants are considered for employment. Employment decisions are made without regard to race, color, religion/creed, national origin, gender, sex, marital status, age, disability, use of a guide dog or service animal, sexual orientation, military/veteran status, or any other status protected by federal, state, or local law. We value the unique contributions of every team member and believe that a positive work environment benefits everyone.


Qualified individuals with disabilities who require reasonable accommodations in order to apply or compete for positions at Nelnet may request such accommodations by contacting Corporate Recruiting at 402-486-5725 orcorporaterecruiting@nelnet.net.


Nelnet is a Drug Free and Tobacco Free Workplace.


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