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Investment Performance Analyst Jobs (NOW HIRING)

Elite Insurance Partners

Performance Analyst

Tampa, FL

$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 USA

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 ...

SIXT

Performance Analyst

Fort Lauderdale, FL · On-site

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 ...

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 ...

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 Jun 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.

How much does a performance analyst get paid?

The average salary for an Investment Performance Analyst typically ranges from $60,000 to $100,000 annually, depending on experience, location, and the size of the firm. Entry-level analysts may earn around $50,000, while experienced professionals with certifications like CFA can earn over $100,000. Compensation often includes bonuses and benefits aligned with industry standards.

How much does an investment analyst get paid?

The average salary for an investment analyst typically ranges from $60,000 to $100,000 annually, depending on experience, location, and the size of the firm. Entry-level analysts may earn less, while experienced professionals with certifications like CFA can earn higher compensation, often including bonuses and incentives.

Do OPS analysts need a degree?

Investment Performance Analysts typically need at least a bachelor's degree in finance, economics, accounting, or a related field. Relevant skills such as data analysis, proficiency with financial software, and industry certifications like CFA can also be important for the role.

What does an investment performance analyst do?

An investment performance analyst evaluates the performance of investment portfolios by analyzing returns, risk, and market trends. They use financial tools and data to assess investment strategies, prepare reports, and support decision-making for asset management. Strong analytical skills and knowledge of financial software are essential for this role.

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.

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Investment Performance Analyst jobs near you
Infographic showing various Investment Performance Analyst job openings in the United States as of June 2026, with employment types broken down into 75% Full Time, and 25% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $85,807 per year, or $41.3 per hour.
Performance Analyst

Performance Analyst

Elite Insurance Partners

Tampa, FL

$80K - $100K/yr

Full-time

Retirement, PTO

Posted 11 days ago

Job description

Performance Analyst
Location: On-site in Tampa, FL – Elite Insurance Partners
Salary- $80K - $100K/ year
Elite Insurance Partners (EIP) is a nationally recognized leader in the Medicare and life insurance space, consistently ranked as a Top Workplace and one of the fastest-growing insurance brokerages in the U.S. We’re passionate about helping families protect their future, and we’re looking for a Performance Analyst who can help us protect ours, by monitoring, analyzing, and optimizing the KPIs that drive our success.
 
This isn’t a “build a report and call it a day” type of role. We’re seeking someone who is curious, forward-thinking, and eager to challenge assumptions. You’ll work cross-functionally with marketing, sales, operations, and leadership to ensure we’re not just hitting targets, we’re exceeding them. If you can spot a lagging indicator before it derails performance and know how to translate complex data into a clean, actionable dashboard, we want to meet you.
 
What You’ll Do
  • Monitor organizational performance trends and flag anomalies before they become problems
  • Analyze operational, financial, and strategic data to measure performance and uncover insights
  • Develop, maintain, and automate dashboards, scorecards, and KPI trackers in Power BI, Excel, and Salesforce
  • Use AI tools (ChatGPT, Power BI Copilot, Excel AI) to summarize trends, write reports, and streamline workflows
  • Enable non-technical users to extract insights through natural language querying and AI copilots
  • Partner with stakeholders to identify underperforming areas, root causes, and actionable improvements
  • Deliver clear, concise reporting to leadership — turning complexity into clarity
  • Build and refine KPI frameworks to ensure alignment with organizational goals
  • Conduct ad hoc deep dives to support high-stakes strategic decisions
What You Bring
  • 2–4+ years in a performance, business, data, or operations analyst role
  • Strong experience with Power BI, Salesforce, Excel, SQL, and BI tools
  • Proven use of AI tools (ChatGPT, Copilot, Python GPT libraries, etc.) to automate analysis or generate insights
  • Comfortable working with large, messy datasets and turning them into clear, actionable recommendations
  • Deep understanding of KPIs, business performance metrics, and process optimization
  • Excellent communication skills, you can explain analytics to non-analytical stakeholders
Bonus Points For
  • Experience in insurance, call centers, marketing agencies, or high-growth environments
  • Contributing to or maintaining a data dictionary or KPI glossary
  • Owning a monthly/quarterly business review (MBR/QBR) process
  • Migrating reporting from spreadsheets to BI platforms
  • Python or R skills for deeper statistical analysis
Why Join EIP?
At EIP, our people are our greatest asset. That’s why we invest heavily in your success, both inside and outside the office.
Perks & Benefits:
  • Competitive salary range of $80K - $100K, based on experience
  • 401(k) with company match up to 3.5% after one year
  • Generous PTO
  • Onsite amenities including:
    • Fully equipped gym (paid for)
    • Starbucks coffee station
    • Massage chair relaxation room
    • Cafeteria with professional cooks
    • Covered walking trail for breaks and fresh air

Apply