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Internship Investment Performance Analyst Jobs in Texas

UTIMCO

Investment Performance Professional

Austin, TX · On-site

Analyze portfolio returns, cash flows, benchmarks, attribution, and value-added performance metrics * Reconcile investment positions, transactions, market values, and performance data between ...

Greystar

Summer Investment Analyst

Dallas, TX · On-site

$30/hr

Build and update financial models to evaluate investments and track portfolio performance * Prepare ... The Greystar Summer Internship Program packs 10 weeks with real projects, real responsibility, and ...

Sixth Street

Senior Portfolio Accounting Analyst

Dallas, TX · On-site

$82K - $103K/yr

Experience with investment performance reporting and analytics are a plus * Strong accounting and excel skills; professional certification (CPA or equivalent) About Sixth Street Founded in 2009 ...

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Internship Investment Performance Analyst information

What is the difference between Internship Investment Performance Analyst vs Investment Analyst?

AspectInternship Investment Performance AnalystInvestment Analyst
QualificationsTypically pursuing or recent graduate with finance, economics, or related degreeBachelor's or master's degree in finance, economics, or related field; relevant certifications preferred
Work EnvironmentInternship setting, often part-time or temporary, in asset management or investment firmsFull-time role in investment firms, banks, or asset management companies
ResponsibilitiesAssisting with performance data analysis, reporting, and supporting senior analystsAnalyzing investment opportunities, monitoring portfolios, and making recommendations

While both roles involve investment data analysis, the Internship Investment Performance Analyst is an entry-level, temporary position focused on supporting performance evaluation, whereas the Investment Analyst is a full-time role with broader responsibilities in investment decision-making and portfolio management.

What are the most commonly searched types of Investment Performance Analyst jobs in Texas?

The most popular types of Investment Performance Analyst jobs in Texas are:

What cities in Texas are hiring for Internship Investment Performance Analyst jobs?

Cities in Texas with the most Internship Investment Performance Analyst job openings:

Internship Investment Performance Analyst jobs near you

Investment Performance Professional

UTIMCO

Austin, TX • On-site

Full-time

Re-posted 3 days ago

Job description

The Investment Performance Professional is responsible for supporting the calculation, analysis, reconciliation, and reporting of investment performance across UTIMCO portfolios. This role partners closely with Operations, Accounting, Investment, Risk, and Technology teams to ensure accurate and timely performance measurement and reporting for internal and external stakeholders.
Overall Responsibilities:
  • Support daily and monthly performance reporting processes for internal management and external reporting
  • Calculate and validate daily, monthly, quarterly, and annual portfolio performance returns across multiple asset classes
  • Analyze portfolio returns, cash flows, benchmarks, attribution, and value-added performance metrics
  • Reconcile investment positions, transactions, market values, and performance data between custodians, accounting systems, and internal records
  • Assist with performance attribution analysis to explain active returns relative to benchmarks
  • Investigate and resolve data discrepancies, breaks, and reporting exceptions in a timely manner
  • Prepare recurring and ad hoc reports using Excel, Power BI, and other reporting tools
  • Assist with audits and documentation of procedures and controls
  • Maintain and enhance reporting dashboards and data visualization tools
  • Partner with Accounting and Investment teams to ensure data integrity and consistency across systems
  • Support process improvement initiatives, automation efforts, and operational efficiencies
  • Build relationships across the Operations/OAR team and all other UTIMCO teams in order to foster an excellent culture within the organization
  • Utilizes experience and knowledge to work through more complex issues and assignments with minimal supervision; take full responsibility for assigned tasks

Requirements:
  • 3+ Years of experience in finance, investment operations, or related field
  • Bachelor's degree in Accounting, Economics, Mathematics, Finance, Business, or related field
  • Understanding of investment concepts, portfolio performance measurement, and financial markets
  • General knowledge of accounting principles and investment accounting
  • Experience analyzing investment returns, cash flows, benchmarks, and reconciliations
  • Advanced proficiency in Microsoft Excel
  • Experience with investment accounting or performance systems
  • Experience creating reports and dashboards in Power BI or similar business intelligence tools
  • Strong analytical and problem-solving skills with exceptional attention to detail
  • Elevated attention to detail as well as strong verbal/written communications skills and presence to communicate effectively
  • Collegial team player possessing intellectual curiosity, sound judgment, and thoughtfulness
  • Constructive, "can do" attitude committed to consistently doing what is in the best interest of the organization
  • Unquestioned honesty, integrity, and transparency
  • Cultural fit is a must in a respectful, collegial, and open working environment
  • Proficiency using Microsoft Office 365, SharePoint, Adobe Acrobat and Microsoft Power BI or equivalent
  • Progress toward or interest in CFA, CIPM, or CPA designation

NOTE: This role requires in-office, 4 days a week, Monday thru Thursday.
Click here to learn more about UTIMCO's mission and impact
As part of UTIMCO's Code of Ethics and personal trading compliance requirements, employees are subject to restrictions and reporting obligations related to personal securities trading activities, including activities conducted through household or dependent accounts. Please refer to UTIMCO's Code of Ethics for additional information regarding these requirements. If you or someone in your household engages in extensive personal trading, please raise the issue with Human Resources for further discussion.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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About UTIMCO

Sourced by ZipRecruiter

Industry

Investment management and consulting services

Company size

51 - 200 Employees

Headquarters location

Austin, TX, US

Year founded

1996

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