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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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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

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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 Jul 12, 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, 1% Internship, 86% Full Time, 6% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $75,189 per year, or $36.1 per hour.
Attributions Performance Analyst

Attributions Performance Analyst

Principal Financial Group

Des Moines, IA • On-site, Remote

$69K - $126K/yr

Full-time

Posted 10 days ago


Job description

What You'll Do
Principal Financial Group has an opportunity for an Attributions Performance Analyst to join our Investment Operations team. In this role, you'll support performance measurement and portfolio management process and tools, by providing calculations, analysis, research and report preparation.
Here are a few examples of what you'll do as a member of the team:
  • Develop / build out additional capabilities in support of new business and operational objectives
  • Ensure accurate and timely distribution of GIPS composite performance along with total return investment performance and risk measures for portfolios and benchmarks, attribution, characteristics/analytics, risk measures, and analytics for portfolio and benchmark. Provide support to marketing area by responding to clients and consultants routine ad-hoc performance inquires and/or RFP/consultant questionnaires.
  • Support various investment team's GIPS claim of compliance in line with CFA's Institute's Global Investment Performance Standards and regulatory requirements.
  • Measure, calculate, analyze and report on daily and periodic composite, index and portfolio performance, security level data and performance related statistics for assigned asset class portfolios, performance attribution, security/portfolio characteristics/analytics, asset modeling, investment analytics and performance related statistics for assigned asset class portfolios; ensure accuracy and reasonableness of output.
  • Research, and resolve complex investment performance, performance attribution data anomalies, system issues and/or client inquires. Prepare investment performance and analytical reports and maintain controls in alignment with internal policies and clients' needs.
  • Collaborate with internal and external partners including senior operations, client services, and compliance to share information and resolve problems.
  • Support global investment initiatives through participation in projects, process reviews and/or system enhancements.
  • Evaluate the firm's investment performance and attribution relative to consultant, peer and client benchmarks.
  • Provide training to junior staff and global team members as needed.

This position is also a phenomenal way to advance your career! As a growing company with more than 18,500 employees around the world, Principal offers a lot of ways for you to learn more, earn more, and achieve more!
Who You Are
We are looking for someone with:
  • Bachelor's degree, or equivalent, in accounting, finance, economics or business
  • 2+ years professional experience in investment/mutual fund operations or related field at minimum.
  • Understanding of financial markets, investment strategies, security types, risk statistics, investment performance, Global Investment Performance Standards, characteristics/analytics, and attribution methodologies. Preferred experience with CLOs, Private Placement, Bank Loans, SMF data and generally researching security level detail.
  • Proven analytical, problem solving, interpersonal, time management, planning, decision making, relationship building and communication skills
  • Proficiency with Microsoft Office specifically Excel - VLOOKUP, pivot tables, macros and SQL.

Skills and Experience That Will Help You Stand out:
  • Familiarity with Bloomberg Port or Aladdin for attribution, Eagle Investment Performance System and Power BI for reporting.
  • Strong desire for continued education, CFA, CIPM, Master's and Data Analytic skills.
  • Detailed orientation
  • Ability to prioritize and balance multiple, increasingly sophisticated, tasks and be flexible as business needs change
  • Ability to take initiative, be a self-starter and work independently; includes project work.

Location: This role offers the ability for in-office (locations include Des Moines IA, Charlotte NC, New York NY, Chicago IL and Portland, OR), hybrid (blending both office and remote work in a typical workweek), and will consider fully remote work arrangements based on candidate's experience. Candidates that live within 30 miles of Des Moines IA will have in-office days to support team cohesion and collaboration.
What you'll get from us:
  • Competitive pay, benefits, perks and more. We'll reward you for the skills and experience you have.
  • Respect for your unique perspective. Diversity, inclusion and empowerment are at the core of our culture.
  • A career, not just a job. Principal is a place where you can learn and innovate. Do important work. Make an impact. And achieve your professional goals.
  • The ability to have a great job and a great life. Sure, work is important. But so is your family. And your friends. And your community. That's why we provide the flexibility needed to find the right balance between your job and the rest of your life.

Salary Range Information
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range
$69300 - $126000 / year
Salary Details
The following locations are examples of market-specific salary ranges across different geographies.
  • Grand Island, NE / Wichita, KS: $69,300 - $94,500 / year
  • Des Moines, IA / Tampa, FL: $73,150 - $99,750 / year
  • Charlotte, NC / Dallas, TX: $77,000 - $105,000 / year
  • Chicago, IL / Denver, CO / Minneapolis, MN: $84,700 - $115,500 / year
  • Los Angeles, CA / New York City, NY: $92,400 - $126,000 / year

Time Off Program
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible
No
Additional Information
Work Authorization/Sponsorship
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Date First Posted (TTF)
5/13/2026
Latest Post Date: Careers - US
5/13/2026
LinkedIn Remote Hashtag
#LI-Remote