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Full Time Portfolio Performance Analyst Jobs (NOW HIRING)

The Senior Performance Analyst is responsible for calculating and analyzing a diverse portfolio of client performance using various performance and analytical tools as well as assisting with broad ...

New

Portfolio Analyst

Lake Oswego, OR ยท 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 ...

Portfolio Analyst

Chicago, IL ยท On-site

$90K - $110K/yr

Analyzing portfolio performance and providing recommendations for optimization, contributing to the ... | Full-Time | Permanent What's in it for you? Let's care about everything that makes you, you We ...

Our comprehensive portfolio is built to address the challenges of today and adapt the future ... Ameresco currently has a new opportunity for a Building Performance Analyst that will work as a ...

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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 23, 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 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.

What are the key skills and qualifications needed to thrive as a full time portfolio performance analyst?

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 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 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.

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:

Infographic showing various Full Time Portfolio Performance Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 88% Full Time, 9% Part Time, and 2% Contract. Highlights an 82% Physical, 2% Hybrid, and 16% Remote job distribution, with an average salary of $75,189 per year, or $36.1 per hour.

Global Analytics Performance Analyst

AllianceBernstein

Nashville, TN โ€ข On-site

Full-time

Re-posted 18 days ago


Job description

Who You'll Work With:

We are looking for a highly motivated individual to join the Global Analytics and Performance department. The Global Analytics (GA) and Performance department is AB's strategic provider of standardized and consistent portfolio analytics across all products in support of portfolio management, client servicing and marketing. The GA & Performance department produces analytics reports in post investment portfolio analytics including account performance, GIPS composite performance, performance attribution, risk analysis, benchmark data, and other analytical studies for institutional, retail, and private client investors. The department covers various services in equity, fixed income, multi-asset, and alternative investments. As an asset management firm that applies fundamental and quantitative research to the investment process, our value-added scalable analytics solutions can help develop and sustain a global competitive advantage.

The GA & Performance department includes 4 major functions:

Account and GIPS composite performance

Performance attribution and analytics

Investment risk analytics

Benchmark service

What You'll Do:

This is a challenging position allowing an individual to learn advanced business and technical skills related to the financial industry. Being part of GA & performance teams, the candidate has an opportunity to get exposure to a variety of AB products, and many instruments. This role is on a widely diversified and knowledgeable team that works well together and takes pride in quality of its people and work.

Responsibilities include:

  • Support reporting production cycle:
  • Monitor SLA and ensure timely delivery of standard and ad-hoc analytics reports
  • Review/QC accounts and sign off reports
  • Investigate and resolve issues as they arise
  • Enhance client service and support the investment, marketing, and sales teams by conducting pertinent research, addressing inquiries, and translating findings into actionable insights
  • Keep in close communication with users, get feedback on users' analytical needs and requirements, work with IT on further development of products if necessary
  • Project management - work with GA and IT teams to design the appropriate framework & infrastructure, and to participate in UAT

What We're Looking For:

  • College graduates from one of the following majors: Finance, Economics, Accounting, Statistics/Mathematics/Physics, Computer Sciences degree with data analysis/data science concentration
  • It's an advantage to have completed one or more of the following college level courses: Investments, econometrics, microeconomy/macroeconomy, statistics.

  • Internship or full-time work experience in the financial industry is a plus

  • Strong motivation to learn

  • Strong verbal and written communication skills

  • Strong attention to details

  • Experience with Excel and proficiency in using SQL and knowledge of relational databases are a plus

A copy of college transcript is required with application.

About AB

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over4,000employees across57locations operating in26countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

All are encouraged to apply.AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.

Nashville, Tennessee