ZipRecruiter

Log In

1

Investment Performance Jobs in Texas (NOW HIRING)

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 ...

Src

Sr. Investment Analyst

Dallas, TX

Provide constituents relevant, accurate and consistent performance information for investment oversight. * Prepare portfolio exposures and risk decomposition for the monitoring and management of the ...

Src

Investment Operations Analyst Sr.

Dallas, TX

This position is responsible for daily investment analysis, cash flow forecasting, investment operations, endowment operations, performance reporting, and guideline reviews for multiple institutional ...

Kestra Holdings

Investment Specialist

Austin, TX · On-site

Kestra Investment Management (KIM) is part of Kestra Holdings, an industry-leading wealth ... performance and experience for evaluation for your potential employment. * It is the policy of ...

previous page

Showing results 41-60

All JobsInvestment Performance JobsInvestment Performance Jobs in Texas

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.

Director of Investments

EmploYou, LLC

San Antonio, TX

$160K - $200K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Job description

The Director of Investments provides strategic leadership for the firm's investment platform and serves as a trusted resource for advisors, clients and firm leadership. Partnering closely with the Chief Investment Officer (CIO), this position leads investment research, portfolio construction, portfolio management, trading, manager due diligence and ongoing investment strategy to support the firm's fiduciary responsibilities and client objectives. The Director of Investments evaluates market trends, portfolio risk and investment opportunities, develops actionable recommendations and collaborates with advisors to communicate investment strategies and market insights in a clear, practical manner. Success in this role requires exceptional analytical, communication, and leadership skills, along with the ability to manage complex priorities, drive continuous improvement, and build strong relationships across the firm. The Director of Investments also supports strategic investment initiatives, contributes to Investment Committee activities, and helps ensure investment decisions and client communications consistently meet fiduciary and regulatory standards.
Salary - $160,000 - $200,000
Perks
  • Health, dental and vision insurance; group life and LTD insurance
  • 401(k) retirement plan
  • Paid time off and paid holidays
  • Professional development support, including assistance with licensing, designations and continuing education
Minimum Requirements 
  • CFA Charterholder, MBA in Finance from an accredited university with a strong finance program or Chartered Market Technician (CMT)
  • Five or more years of experience in investment research, portfolio management or discretionary investment management, preferably with an institutional investment manager or a registered investment advisor (RIA)
  • Demonstrated experience conducting investment research, evaluating investment managers and strategies and making portfolio recommendations based on sound analytical judgment
  • Hands-on experience executing portfolio trading, rebalancing, tax-loss harvesting and model portfolio implementation
  • Strong knowledge of portfolio construction, asset allocation, manager research and capital markets
  • Ability to interpret and communicate complex investment concepts, portfolio strategies, and market conditions effectively to advisors, clients, and other stakeholders
  • Excellent written and verbal communication skills
  • Strong analytical, organizational, and problem-solving abilities with exceptional attention to detail and accuracy
  • Proficiency with Microsoft Office applications, particularly Excel, and the ability to quickly learn and effectively utilize investment technology platforms
  • Experience using institutional investment research, portfolio analytics, and trading platforms such as Morningstar Direct, Bloomberg, FactSet, Orion, Advyzon, or similar systems
  • Experience supporting Investment Committee activities, developing investment policy or portfolio strategy, or contributing to investment commentary, market insights, or other thought leadership initiatives
Expectations
  • Leads ongoing research and due diligence on securities, managers, funds, ETFs, separately managed accounts (SMAs), alternative investments, and other investment strategies.
  • Monitors portfolio positioning, risk exposure and performance relative to benchmarks.
  • Executes portfolio trading activities, including rebalancing, tax-loss harvesting, model implementation, and other discretionary portfolio transactions across client and model portfolios.
  • Reviews institutional research and synthesizes findings into actionable recommendations.
  • Contributes to the development and continuous refinement of the firm's investment process, portfolio construction, asset allocation framework and manager selection criteria.
  • Oversees model portfolios to ensure consistent implementation across custodial platforms.
  • Monitors capital markets, macroeconomic trends, regulatory developments and industry conditions to assess potential impacts on client portfolios and the firm's investment strategies.
  • Evaluates investment managers, portfolio strategies, technology platforms, and analytical tools to enhance investment capabilities, improve operational efficiency, and strengthen the firm's investment platform.
  • Serves as a trusted investment resource for advisors and participates in client meetings to provide investment expertise and support.
  • Communicates portfolio positioning, investment performance, and market conditions in a clear, practical terms.
  • Collaborates with advisors to develop and implement investment strategies aligned with clients' financial goals and risk tolerances.
  • Develops client-facing market commentary, market updates, educational content and presentation materials to support client engagement and advisor communications.
  • Builds and maintains client confidence through proactive and transparent communication in all market environments.
  • Partners with the Chief Investment Officer (CIO) on strategic investment initiatives, portfolio management priorities and Investment Committee activities.
  • Represents the investment function in firm strategy and client retention discussions.
  • Identifies and implements opportunities to improve investment processes, technology, reporting, and operational efficiency.
  • Provides guidance, mentorship and technical support to investment and operations team members to foster professional growth and operational excellence.
  • Helps ensure investment decisions, portfolio management practices, and client communications comply with fiduciary obligations, regulatory requirements and firm policies.
  • Performs other duties, tasks and special projects as assigned.
The above description covers the principal duties and responsibilities of the job. The description shall not, however, be construed as a complete listing of all miscellaneous, incidental or similar duties which may be required from day-to-day. The candidate selected for employment will be required to submit to a criminal background check, education verification and drug test.
Interested candidates should submit their resume, with salary requirements, via our career portal on our website at www.seekinghr.com or contact us directly at (210) 679-4879 with any questions.

Equal Employment Opportunity Employer M/F/D/V