The GA & Performance department produces analytics reports in post investment portfolio analytics including account performance, GIPS composite performance, performance attribution, risk analysis ...
The GA & Performance department produces analytics reports in post investment portfolio analytics including account performance, GIPS composite performance, performance attribution, risk analysis ...
The GA & Performance department produces analytics reports in post investment portfolio analytics including account performance, GIPS composite performance, performance attribution, risk analysis ...
The GA & Performance department produces analytics reports in post investment portfolio analytics including account performance, GIPS composite performance, performance attribution, risk analysis ...
Maintain reporting schedules, performance models, liquidity analyses, cash flow forecasts, and capital planning tools. * Reconcile information across accounting systems, treasury systems, investment ...
Maintain reporting schedules, performance models, liquidity analyses, cash flow forecasts, and capital planning tools. * Reconcile information across accounting systems, treasury systems, investment ...
... individual manager performance and risk, fostering relationships with investment partners ... strong analytical skills • Strong moral compass: ability to operate with integrity and ...
... individual manager performance and risk, fostering relationships with investment partners ... strong analytical skills • Strong moral compass: ability to operate with integrity and ...
... individual manager performance and risk, fostering relationships with investment partners ... strong analytical skills • Strong moral compass: ability to operate with integrity and ...
... individual manager performance and risk, fostering relationships with investment partners ... strong analytical skills • Strong moral compass: ability to operate with integrity and ...
Senior Financial Analyst
Nashville, TN · On-site
$82K - $102K/yr
Analyze property cash flows, rent rolls, leases, operating expenses, and capital expenditures to assess investment performance. * Develop pro forma financial models using discounted cash flow (DCF ...
Senior Financial Analyst
Nashville, TN · On-site
$82K - $102K/yr
Analyze property cash flows, rent rolls, leases, operating expenses, and capital expenditures to assess investment performance. * Develop pro forma financial models using discounted cash flow (DCF ...
AUM Analyst
Nashville, TN · On-site
Analyze drivers of AUM changes, including market performance, client inflows and outflows, investment performance, acquisitions, and foreign exchange impacts. * Support month-end and quarter-end ...
AUM Analyst
Nashville, TN · On-site
Analyze drivers of AUM changes, including market performance, client inflows and outflows, investment performance, acquisitions, and foreign exchange impacts. * Support month-end and quarter-end ...
Investment Banking Analyst (Experienced)
Nashville, TN · Hybrid
$100K/yr
... and seeking experienced Investment Banking Analysts across our offices for both M&A and ... This role may also be eligible for certain discretionary performance-based bonus and/or incentive ...
Investment Banking Analyst (Experienced)
Nashville, TN · Hybrid
$100K/yr
... and seeking experienced Investment Banking Analysts across our offices for both M&A and ... This role may also be eligible for certain discretionary performance-based bonus and/or incentive ...
Investment Banking Analyst - Healthcare
Nashville, TN · On-site
$100K/yr
Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory ... This role may also be eligible for certain discretionary performance-based bonus and/or incentive ...
Investment Banking Analyst - Healthcare
Nashville, TN · On-site
$100K/yr
Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory ... This role may also be eligible for certain discretionary performance-based bonus and/or incentive ...
Investment Banking Analyst - Healthcare
Nashville, TN · Hybrid
$100K/yr
Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory ... This role may also be eligible for certain discretionary performance-based bonus and/or incentive ...
Investment Banking Analyst - Healthcare
Nashville, TN · Hybrid
$100K/yr
Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory ... This role may also be eligible for certain discretionary performance-based bonus and/or incentive ...
Responsible for driving financial planning, investment prioritization, and performance management ... Lead enterprise FP&A partnership with IT Finance, including strategic planning, forecasting, and ...
Responsible for driving financial planning, investment prioritization, and performance management ... Lead enterprise FP&A partnership with IT Finance, including strategic planning, forecasting, and ...
Chief Financial Officer
Maryville, TN · On-site
$200K - $220K/yr
Support financial due diligence and post-investment performance analysis Team Leadership * Lead and develop a multi-disciplinary finance organization, including accounting, payroll, accounts payable ...
Quick apply
Chief Financial Officer
Maryville, TN · On-site
$200K - $220K/yr
Support financial due diligence and post-investment performance analysis Team Leadership * Lead and develop a multi-disciplinary finance organization, including accounting, payroll, accounts payable ...
... analytical data foundations supporting our investment processes. You will focus on building high ... Optimize Snowflake schemas for performance, scalability, and ease of consumption. Semantic Layer ...
... analytical data foundations supporting our investment processes. You will focus on building high ... Optimize Snowflake schemas for performance, scalability, and ease of consumption. Semantic Layer ...
... analytical data foundations supporting our investment processes. You will focus on building ... Optimize Snowflake schemas for performance, scalability, and ease of consumption. Semantic Layer ...
... analytical data foundations supporting our investment processes. You will focus on building ... Optimize Snowflake schemas for performance, scalability, and ease of consumption. Semantic Layer ...
... performance analytics. • Optimize Snowflake schemas for performance, scalability, and ease of ... that reflect how investment teams consume and analyze information. • Ensure that data ...
... performance analytics. • Optimize Snowflake schemas for performance, scalability, and ease of ... that reflect how investment teams consume and analyze information. • Ensure that data ...
M&A Analyst
Memphis, TN · On-site
$125K - $175K/yr
Prepare investment memorandums and executive presentations. * Support transaction execution from initial evaluation through closing. * Analyze company financial statements, operating performance, and ...
Quick apply
M&A Analyst
Memphis, TN · On-site
$125K - $175K/yr
Prepare investment memorandums and executive presentations. * Support transaction execution from initial evaluation through closing. * Analyze company financial statements, operating performance, and ...
Responsible for driving financial planning, investment prioritization, and performance management ... Lead enterprise FP&A partnership with IT Finance, including strategic planning, forecasting, and ...
Responsible for driving financial planning, investment prioritization, and performance management ... Lead enterprise FP&A partnership with IT Finance, including strategic planning, forecasting, and ...
Uses analytical tools, software and methodologies to research investment products, asset allocation ... Assists with preparation of scheduled and ad hoc performance reports. * Maintains checklists for ...
Uses analytical tools, software and methodologies to research investment products, asset allocation ... Assists with preparation of scheduled and ad hoc performance reports. * Maintains checklists for ...
Uses analytical tools, software and methodologies to research investment products, asset allocation ... Assists with preparation of scheduled and ad hoc performance reports. * Maintains checklists for ...
Uses analytical tools, software and methodologies to research investment products, asset allocation ... Assists with preparation of scheduled and ad hoc performance reports. * Maintains checklists for ...
VP Finance Supply Chain
Memphis, TN · On-site
Lead capital investment analysis and post-investment performance accountability. Financial Stewardship * Oversee Supply Chain P&L ownership, including forecast accuracy, monthly close, accruals, and ...
VP Finance Supply Chain
Memphis, TN · On-site
Lead capital investment analysis and post-investment performance accountability. Financial Stewardship * Oversee Supply Chain P&L ownership, including forecast accuracy, monthly close, accruals, and ...
Investment Performance Analyst information
See Tennessee salary details
$31.8K - $39.9K
2% of jobs
$39.9K - $47.9K
6% of jobs
$47.9K - $56K
9% of jobs
$61.2K is the 25th percentile. Wages below this are outliers.
$56K - $64.1K
11% of jobs
$64.1K - $72.2K
11% of jobs
The median wage is $76.2K / yr.
$72.2K - $80.3K
19% of jobs
$88.4K is the 75th percentile. Wages above this are outliers.
$80.3K - $88.4K
16% of jobs
$88.4K - $96.5K
10% of jobs
$96.5K - $104.5K
6% of jobs
$104.5K - $112.6K
5% of jobs
$112.6K - $120.7K
3% of jobs
$31.8K
$77.9K
$120.7K
How much do investment performance analyst jobs pay per year?
What are the key skills and qualifications needed to thrive as an investment performance analyst?
To thrive as an Investment Performance Analyst, you need a solid foundation in finance, statistics, and data analysis, typically supported by a relevant bachelor's degree such as finance, economics, or mathematics. Proficiency with performance measurement tools like Morningstar Direct, FactSet, or Bloomberg, as well as knowledge of investment management systems and certifications like CIPM (Certificate in Investment Performance Measurement), is often required. Attention to detail, analytical thinking, effective communication, and problem-solving abilities are crucial soft skills for excelling in this role. These competencies ensure accurate reporting and insightful analysis, enabling informed decision-making and enhancement of portfolio performance for clients or stakeholders.
What does an investment performance analyst do?
An Investment Performance Analyst evaluates and reports on the financial performance of investment portfolios. They analyze returns, assess risk metrics, and ensure accuracy in performance calculations. These professionals work with portfolio managers and stakeholders to interpret data and optimize investment strategies. They also monitor benchmarks, reconcile discrepancies, and support regulatory reporting. Strong analytical skills and knowledge of financial markets are essential for this role.

Full-time
Re-posted 3 days ago
Job description
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
- Client service and support investment, marketing and sales teams by conducting pertinent research to answer inquires and providing interpretation and insights of finding
- 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 over 4,000 employees across 57 locations operating in 26 countries 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