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Investment Performance Analyst Jobs (NOW HIRING)

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 ...

Elite Insurance Partners

Performance Analyst

Tampa, FL · On-site

$80K - $100K/yr

Description Performance Analyst Location: On-site in Tampa, FL - Elite Insurance Partners Salary ... That's why we invest heavily in your success, both inside and outside the office. Perks & Benefits:

Nomura International

Performance Analyst

Manhattan, NY · On-site

$70K - $75K/yr

Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking ... The Performance Analyst works within NCRAM's Operations team. This position provides overall ...

Nomura International

Performance Analyst

Manhattan, NY · On-site

$70K - $75K/yr

Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking ... The Performance Analyst works within NCRAM's Operations team. This position provides overall ...

Elevance Health

Investment Analyst

Indianapolis, IN · Hybrid

Creates investment analysis, including monthly investment performance analysis and attribution for fixed income, equity, and alternative investment strategies. * Assists in private equity and real ...

The HR Team

Investment Analyst

Washington, DC · On-site

$86K - $113K/yr

Providing oversight of investment managers, performance analysis, and compliance with applicable regulations. * Participating in asset allocation studies. * Establishing and maintaining databases and ...

Elevance Health

Investment Analyst

Indianapolis, IN · Hybrid

Creates investment analysis, including monthly investment performance analysis and attribution for fixed income, equity, and alternative investment strategies. * Assists in private equity and real ...

Elite Insurance Partners

Performance Analyst

Tampa, FL · On-site

$80K - $100K/yr

Performance Analyst Location: On-site in Tampa, FL - Elite Insurance Partners Salary- $80K - $100K ... That's why we invest heavily in your success, both inside and outside the office. Perks & Benefits:

Elite Insurance Partners

Performance Analyst

Tampa, FL · On-site

$80K - $100K/yr

Performance Analyst Location: On-site in Tampa, FL - Elite Insurance Partners Salary- $80K - $100K ... That's why we invest heavily in your success, both inside and outside the office. Perks & Benefits:

Sixt

Performance Analyst

Fort Lauderdale, FL

As an Analyst in our Incentive & Bonus Program Management team, you will play a key role in ... We invest in every team member's AI journey: encouraging experimentation, building knowledge, and ...

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Investment Performance Analyst information

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$35K

$85.8K

$133K

How much do investment performance analyst jobs pay per year?

As of Jul 13, 2026, the average yearly pay for investment performance analyst in the United States is $85,807.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $99,500.00 per year, depending on experience, location, and employer.

What are the typical daily responsibilities of an Investment Performance Analyst?

As an Investment Performance Analyst, your typical day involves collecting, analyzing, and validating investment performance data from various sources to produce accurate reports for internal teams or clients. You'll use specialized software to calculate returns, evaluate benchmarks, and ensure compliance with industry standards like GIPS. The role often includes preparing presentations or dashboards, working closely with portfolio managers, and supporting periodic audits or reviews. Attention to detail and the ability to communicate findings clearly are key, as your analysis directly supports investment decisions and client satisfaction.

What are the key skills and qualifications needed to thrive in the Investment Performance Analyst position, and why are they important?

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.

More about Investment Performance Analyst jobs
What cities are hiring for Investment Performance Analyst jobs? Cities with the most Investment Performance Analyst job openings:
What are the most commonly searched types of Investment Performance Analyst jobs? The most popular types of Investment Performance Analyst jobs are:
Who are the top companies hiring for Investment Performance Analyst jobs? The top employers for Investment Performance Analyst jobs are:
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Investment Performance Analyst jobs near you
Infographic showing various Investment 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 $85,807 per year, or $41.3 per hour.
Investment Performance Professional

Investment Performance Professional

UTIMCO

Austin, TX • On-site

Full-time

Posted 16 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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