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Investment Performance Jobs in Texas (NOW HIRING)

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 ...

Northern Trust

Portfolio Advisor

Dallas, TX · On-site

... 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 ...

Northern Trust

Portfolio Advisor

Dallas, TX · On-site

... 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 ...

Sixth Street

Portfolio Accounting Manager

Dallas, TX · On-site

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 ...

EmploYou, LLC

Director of Investments

San Antonio, TX

$160K - $200K/yr

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

ZT Corporate

Investment Associate

Houston, TX · On-site

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

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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 July 2026, with employment types broken down into 91% Full Time, 7% Part Time, and 2% Contract. Highlights an 91% In-person, 3% Hybrid, and 6% Remote job distribution.

Loan Closer

Fortress Investment Group LLC

Dallas, TX • On-site

Full-time

Posted 21 days ago

Job description

About Fortress
Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of March 31, 2026. Founded in 1998, Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. 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 professionals as of June 30, 2026, at our headquarters in New York and our affiliate offices around the globe.
About the Position
Support the CRE originations team by leading and coordinating the administrative and documentation processes required to close commercial real estate loans accurately and efficiently.
Responsibilities
  • Lead and coordinate the loan closing process from approval through funding.
  • Ensure loan documents are finalized and consistent with approved business terms.
  • Ensure accuracy of fees, rates, payoffs, escrows, impounds, and reserve figures; reconcile with the loan documents and title settlement statement.
  • Manage third-party reports and confirm all material findings are addressed through documentation, structure, or reserves.
  • Track and collect all borrower closing deliverables, ensuring documents are dated, signed, and in final form.
  • Confirm all compliance-related closing items are completed.
  • Maintain complete file documentation, including business approvals, internal back-office signoffs, and external counsel approvals.
  • Coordinate closely with originations, legal, underwriting, servicing, operations, and external counsel.
  • Help identify and implement process improvements to make closings more efficient.
  • Facilitate third-party support where appropriate to improve execution capacity.
  • Support post-closing file organization and handoff as needed.

Qualifications
  • Approximately 5+ years of relevant CRE loan closing, loan administration, transaction management, or similar experience.
  • Paralegal or legal-documentation experience.
  • Strong familiarity with commercial real estate loan documentation and closing workflows.
  • Ability to manage multiple transactions simultaneously and drive timelines across internal and external stakeholders.
  • Strong organizational skills, attention to detail, and judgment.
  • Experience working with outside counsel, third-party vendors, and internal control functions.
  • Strong communication skills with the ability to explain FIG's closing process with counterparties.

Fortress Investment Group LLC collectively with its subsidiaries and operating affiliates is an equal opportunity employer and considers all applicants for employment without regard to race, religion, creed, color, sex, age, national origin, citizenship status, disability, genetic information, protected veteran status, marital status, sexual orientation, gender identity, or any other status protected by federal, state or local law.

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