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Investment Performance Jobs in Texas (NOW HIRING)

Loan Closer

Dallas, TX · On-site

$85 - $110/hr

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 ...

... investment performance meeting stated objectives. • Ability to act as a resource for colleagues with less experience. Work Authorization Applicants must be authorized to work in the U.S. without ...

... investment performance meeting stated objectives. • Ability to act as a resource for colleagues with less experience. Work Authorization Applicants must be authorized to work in the U.S. without ...

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This position is responsible for underwriting and analyzing new acquisition and investment opportunities, as well as actively managing the performance of existing assets within the portfolio. The ...

Investment Associate

Houston, TX · On-site

$88K - $150K/yr

Support the investment team to build a best-in-class portfolio of direct investments and LP ... Monitor and analyze portfolio company performance, including quarterly financial results, KPI ...

Communicates portfolio positioning, investment performance, and market conditions in a clear, practical terms. * Collaborates with advisors to develop and implement investment strategies aligned with ...

Post-investment, the role helps drive value creation by monitoring portfolio performance, supporting operational and strategic initiatives with management teams, tracking KPIs, and coordinating ...

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 ...

Showing results 21-40

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

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

Infographic showing various Investment Performance job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution.

Investment Accounting Manager - Nuveen Private Funds Finance

TIAA

Frisco, TX

$93K - $110K/yr

Full-time

Medical, Life, Retirement

Re-posted 27 days ago


Key responsibilities

  • Review accounting policies, procedures, and work papers to ensure compliance with investment accounting requirements.

  • Guide and oversee the preparation of month-end closing reports, subsidiary quarterly financial analytics, and fund financial statements.

  • Manage reporting processes for investment accounts, including NAV closes, calculation of management and incentive fees, and expense tracking.


TIAA rating

9.1

Company rating: 9.1 out of 10

Based on 26 frontline employees who took The Breakroom Quiz


Job description


The Lead Investment Accountant job provides expertise and leads the review of accounting policies and procedures, ensuring they are correctly applied to financial transactions. This job works directly with asset management, portfolio management and acquisition/disposition teams. In addition, this job guides a team to prepare month end closing reports and subsidiary quarterly financial analytics, and reports to senior management ensuring accurate asset evaluations.
Key Responsibilities and Duties
  • Reviews Generally Accepted Accounting Principles (GAAP) work papers and supporting schedules to satisfy all investment accounting requirements for internal and external audits.
  • Identifies key financial takeaways and information for joint ventures to ensure compliance with investment accounting policies and procedures (sales, acquisitions, debt refinancing, real estate investment trust (REI) restructuring and financial performance).
  • Reviews frequent and ad hoc financial inquiries into the monthly and quarterly reports, adding value by providing management insight into the activities of the underlying properties.
  • Analyzes calculated unlevered and levered, gross and net portfolio performance returns and property internal rates of return.
  • Provides expertise and advice on modified cash basis accounting information provided by third party management firms to accrual basis to facilitate preparation of fair value GAAP basis financial statements.
  • Manages large processes in reporting and investment accounts, along with guiding and mentoring lower level professionals.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 5+ Years Required; 7+ Years Preferred
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level
8IC
Required Qualifications:
  • 5+ years of accounting and financial statement reporting experience

Preferred Qualifications:

  • 7+ years of accounting and financial statement reporting experience

  • Degree in Accounting or Finance

  • Experience in Alternative Investment accounting

  • In depth knowledge of partnership accounting, investment management and alternative products

  • Experience with Global Investment Performance Standards

  • Experience interacting with internal and external auditors

  • Attention to details and ability to multi-task

  • Excellent organization skills

  • Proven track record for managing complex projects and transactions

  • Experience with WSO, Advent Geneva, Efront, MS Suit

Additional Responsibilities:

  • Oversee accounting processes for unregistered funds and separate accounts with investments in corporate and convertible bonds, senior loans, collateralized obligations, equity securities, and derivatives

  • Oversee a global team of accounting professionals; provides direction to team for related daily operating activities.

  • Identify areas of improvement and implement necessary enhancements

  • Participate in new product launches and advise on requirements, processes, risks, and costs from a Finance perspective

  • Represent Finance team in technology enhancement working groups

  • Fund financial statement preparation and review

  • Monthly, Quarterly NAV closes

  • Calculation of management, incentive fees

  • Expense tracking and approvals

  • Service provider review

  • Advise clients on various Ad hoc inquiries

#LI-KD2

Related SkillsAccountability, Accounting Standards, Business Acumen, Client Relationship Management, Collaboration, Communication, Compliance, Data-Driven Business Intelligence, Due Diligence, Executive Presence, Financial Acumen, Financial Modeling, Financial Risk Management, Financial Statements, Fund Accounting, Market/Industry Dynamics, Stakeholder Engagement, Story Telling

Anticipated Posting End Date:

2026-09-21Base Pay Range: $93,400/yr - $110,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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Company Overview

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy.Visitwww.nuveen.com to learn more about us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

ForApplicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.


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About TIAA

Sourced by ZipRecruiter

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1918