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Investment Performance Jobs in Texas (NOW HIRING)

UTIMCO

Investment Performance Professional

Austin, TX · On-site

The Investment Performance Professional is responsible for supporting the calculation, analysis, reconciliation, and reporting of investment performance across UTIMCO portfolios. This role partners ...

Fortress Investment Group LLC

Loan Closer

Dallas, TX · On-site

Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. We had approximately 1002 employees and 218 investment ...

Sixth Street

Senior Portfolio Accounting Analyst

Dallas, TX · On-site

$82K - $103K/yr

Liaison with investment professionals on structuring, cash movements and investment performance * Assist with preparing complex waterfall and management fee calculations in accordance with Investment ...

Sixth Street

Senior Portfolio Accounting Analyst

Dallas, TX · On-site

$82K - $103K/yr

Liaison with investment professionals on structuring, cash movements and investment performance * Assist with preparing complex waterfall and management fee calculations in accordance with Investment ...

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Investment Performance information

What is investment performance?

Investment performance refers to the measurement of how well an investment or a portfolio of investments achieves its financial objectives over a specific period of time. It is typically evaluated by calculating returns, such as total return, annualized return, or risk-adjusted return, and comparing them to relevant benchmarks or goals. Investment performance analysis helps investors and fund managers assess the effectiveness of their investment strategies and make informed decisions about future asset allocation.

What are some common challenges faced by professionals in investment performance roles, and how can they be addressed?

Professionals in Investment Performance often encounter challenges such as ensuring data accuracy, meeting tight reporting deadlines, and interpreting complex investment results for various stakeholders. Addressing these challenges requires strong attention to detail, effective communication with portfolio managers and data teams, and the use of robust performance measurement tools. Staying current with industry standards like GIPS (Global Investment Performance Standards) and fostering a collaborative environment can also help in overcoming these hurdles and delivering high-quality performance analysis.

What are the key skills and qualifications needed to thrive in investment performance, and why are they important?

To thrive in Investment Performance, you need strong analytical skills, attention to detail, and a solid understanding of finance and investment principles, often supported by a degree in finance, economics, or a related field. Proficiency with performance measurement systems such as FactSet, Morningstar, or Bloomberg, along with knowledge of GIPS standards and possibly a CFA designation, is typically required. Excellent communication, problem-solving abilities, and stakeholder management are crucial soft skills that set top performers apart. These skills ensure accurate investment analysis, effective reporting, and the ability to convey complex results to clients and internal teams, driving informed decision-making.

What is the difference between Investment Performance vs Investment Analyst?

AspectInvestment PerformanceInvestment Analyst
Primary FocusMeasuring and analyzing the returns of investmentsResearching and evaluating investment opportunities
Required SkillsData analysis, performance metrics, financial modelingFinancial analysis, market research, valuation techniques
CertificationsNone specifically required, but CFA can be beneficialCFA, CFA Level I or II often preferred
Work EnvironmentPerformance reporting teams, asset management firmsResearch departments, investment firms, banks

Investment Performance focuses on assessing how well investments perform over time, while Investment Analysts evaluate potential investments to inform decision-making. Both roles require financial analysis skills, but their core responsibilities differ: one measures past results, the other predicts future opportunities.

What are popular job titles related to Investment Performance jobs in Texas?

For Investment Performance jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Investment Performance jobs in Texas look for?

The top searched job categories for Investment Performance jobs in Texas are:

Investment Performance jobs near you
Infographic showing various Investment Performance job openings in Texas as of August 2026, with employment types broken down into 100% Full Time. Highlights an 87% In-person, and 13% Remote job distribution.

Investment Performance Professional

UTIMCO

Austin, TX • On-site

Full-time

Re-posted yesterday

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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