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Full Time Portfolio Performance Analyst Jobs (NOW HIRING)

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 ...

Kimmel & Associates

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

Analyze volumetric exposure, pricing risk, and portfolio performance metrics Risk & Optimization Support * Support scenario analysis and risk modeling activities * Assist in identifying portfolio ...

Invenergyllc

Solar Performance Analyst

Chicago, IL

$77K - $98K/yr

... portfolio that includes natural gas, solar, land-based wind, energy storage, transmission, and ... The Solar Performance Analyst will serve as a primary data and performance analytics resource ...

Transition Staffing Group

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Portfolio Analyst

San Diego, CA · On-site

$90K - $120K/yr

Analyzing portfolio performance trends at both the asset and portfolio level * Leading monthly rent roll variance reviews and resolving discrepancies * Reviewing lease transactions and related ...

New

Invenergy

Solar Performance Analyst

Chicago, IL

$77K - $98K/yr

... portfolio that includes natural gas, solar, land-based wind, energy storage, transmission, and ... The Solar Performance Analyst will serve as a primary data and performance analytics resource ...

Invenergy LLC

Solar Performance Analyst

Chicago, IL · On-site

$77K - $98K/yr

... portfolio that includes natural gas, solar, land-based wind, energy storage, transmission, and ... The Solar Performance Analyst will serve as a primary data and performance analytics resource ...

MRINetwork Jobs

Portfolio Analyst

Clayton, MO · On-site

... analyze portfolio performance. This role is ideal for someone who enjoys solving complex investment problems and collaborating with consultants, custodians, and investment managers to deliver ...

MRINetwork Jobs

Portfolio Analyst

Clayton, MO · On-site

... analyze portfolio performance. This role is ideal for someone who enjoys solving complex investment problems and collaborating with consultants, custodians, and investment managers to deliver ...

MRINetwork Jobs

Portfolio Analyst

Clayton, MO · On-site

... analyze portfolio performance. This role is ideal for someone who enjoys solving complex investment problems and collaborating with consultants, custodians, and investment managers to deliver ...

MRINetwork Jobs

Portfolio Analyst

Clayton, MO · On-site

... analyze portfolio performance. This role is ideal for someone who enjoys solving complex investment problems and collaborating with consultants, custodians, and investment managers to deliver ...

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All JobsPortfolio Performance Analyst JobsFull Time Portfolio Performance Analyst Jobs

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 13, 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 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.
Portfolio Analyst

Portfolio Analyst

Connexus Credit Union

Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

Connexus Credit Union rating

6.0

Company rating: 6.0 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Connexus Credit Union - Who We Are:
Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest.
As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.
Connexus offers an Amazing Benefits package:
  • 25 days of paid time off and 10 paid holidays
  • 16 hours of paid Volunteer Time Off
  • 401K Retirement with up to 6% employer match
  • Excellent Health, Dental, Vision insurance, including multiple plan options
  • Health Savings Account with generous employer contributions
  • Employer paid Life insurance, Short-Term and Long-Term Disability
  • Tuition Reimbursement from $4,000 - $7,000 per calendar year
  • Robust Learning and Development program that includes an annual professional development stipend

About the Role:
This Portfolio Analyst role sits at the intersection of Credit Risk and Enterprise Risk, driving analytics and insights that directly influence lending strategy, portfolio performance, and risk governance. The position focuses on advanced portfolio analysis, forecasting, and early warning indicators to identify emerging risks and optimize loan performance across products and segments. The analyst partners closely with cross-functional leaders and presents executive- and board-level insights through dashboards, reporting, and scenario analysis. This is an ideal opportunity for a data-driven risk professional, looking to make a visible impact in a highly collaborative, strategic role.
Responsibilities:
Portfolio Analytics & Monitoring
  • Analyze delinquency, charge-offs, loss trends and concentration across lending portfolios including detailed review based on collateral type, geography, product, and borrower characteristics.
  • Monitor portfolio performance against risk appetite, forecasts, and budget.
  • Identify and escalate emerging risk trends/signals and behavioral shifts in delinquency, charge-offs, concentrations, underwriting standards, policy exceptions and overall loan portfolio performance to ensure the health of Connexus lending portfolios.
  • Conducts quantitative and qualitative analysis to support risk-related decision-making processes including new lending programs.

Reporting & Executive Insights
  • Develop and maintain wholistic risk dashboards, heatmaps, early warning indicator (EWI) metrics and reoccurring performance reports that provide clear, timely, and actionable insights across all Connexus lending portfolios.
  • Translate data into clear, actionable insights including recommendations for action to Enterprise Risk or Credit Risk leadership.
  • Support business unit partners and management with ad hoc reports as needed.
  • Support executive and board level reporting requests on recoveries, risk exposure and trends as needed.

Forecasting & Scenario Analysis
  • Develop proactive analysis and modeling including stress tests, static pool analysis, scenario analysis and drill down reporting to identify emerging risks within Connexus loan portfolios.
  • Model impact of strategy changes, policy shifts, or economic conditions on Connexus loan portfolios.
  • Partner with Finance on budget planning and variance analysis.

Governance, Compliance & Data Integrity
  • Ensure reporting accuracy and data integrity across systems.
  • Support audits, exams, and model validation requests as needed.
  • Maintain documentation for assumptions, methodologies, and metrics.
  • Manage and maintain the loan analytics platform (nCino), including data integrity and system optimization.
  • Ensure compliance with company policies, procedures, and regulatory requirements related to risk management.
  • Assist in maintaining and updating risk management and lending policies, procedures and job aides ensuring alignment with industry best practices and organizational objectives.
  • Assist VP of ERM with facilitation of the Enterprise/Credit Risk Committee meetings, including agenda preparation, reporting, and documentation.

Cross-Functional Collaboration
  • Partner with first line of defense business partners including Collections/Recovery, Institutional, Direct and Indirect Lending, Loan Operations, Vendor Management, Compliance, Finance, Data, and IT to ensure continuity and accuracy of reporting and analysis.
  • Support evaluation, maintenance, and development of third-party vendor relationships.
  • Contribute to test-and-learn initiatives and continuous improvement efforts.

Position Requirements:
  • This position is Remote.
  • Bachelors Degree, or commensurate experience is Required.
  • 3+ years' experience in credit risk, portfolio risk, or financial services analytics is Required.
  • Prior experience working in a consumer loan underwriting, operations or processing role within a bank or credit union is Required.
  • Experience with SQL, Tableau, Power BI, Looker, nCino or similar BI tools is Required.
  • Proficiency within Microsoft Office Suite with advanced Excel and PowerPoint skills is Required.

Connexus Credit Union's Employer Recognitions:
  • 2026 Best Place to Work in IT, Computer World

Equal Opportunity Employer/Disabled/Veterans/41 CFR 60-1.4, 41 CFR 60-1.35

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