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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 ...

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 ...

Vaco LLC

Fund Associate

Dallas, TX · On-site

Compensation $100-130K + bonus Key Responsibilities Track investment performance and analyze fund returns. Support monthly and quarterly fund reporting, including NAV calculations and investor ...

InforCapital

Investment Associate

Cedar Park, TX · On-site

$90 - $150/hr

... performance tracking and reporting. * Contributing to investment theses, participating in ... management meetings, and helping refine the firm's sector insights and strategy. Qualifications ...

New

3M

Investment Analyst

Austin, TX · Hybrid

Monitor and assess existing portfolio investments including performance and risk/exposures * Evaluate new credit investments, including manager and co-investments, alongside more senior investment ...

3M

Investment Analyst

Austin, TX · Hybrid

Monitor and assess existing portfolio investments including performance and risk/exposures * Evaluate new credit investments, including manager and co-investments, alongside more senior investment ...

TIAA

Investment Accountant II

Dallas, TX · On-site

$31.20 - $41.06/hr

Calculates performance returns. * Seeks guidance from senior Investment Accountants regarding issues that require more advanced knowledge and experience. * May prepare Funds' shareholder reports and ...

TIAA

Investment Accountant II

Frisco, TX · On-site

$65 - $85/hr

Calculates performance returns. * Seeks guidance from senior Investment Accountants regarding issues that require more advanced knowledge and experience. * May prepare Funds' shareholder reports and ...

New

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 ...

TIAA

Investment Accountant II

Dallas, TX · On-site

$31.20 - $41.06/hr

Calculates performance returns. * Seeks guidance from senior Investment Accountants regarding issues that require more advanced knowledge and experience. * May prepare Funds' shareholder reports and ...

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 ...

RFP Homes

Investment Property Advisor

Dallas, TX · On-site

$200K - $300K/yr

Investment Property Advisor Build a Career with Unlimited Earning Potential RFP Homes is one of DFW ... Consistently hit sales and performance goals What We Offer * 100% commission with uncapped earning ...

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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 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution.

Real Estate Investment Analyst

Hillwood Investment Properties

Dallas, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Job description

Company Overview:
Hillwood Investment Properties is a leader in acquiring and developing high-quality industrial properties with 309.5M SF acquired and developed across the U.S., Canada, the United Kingdom, and Europe. Hillwood pursues well-located, functional land in the path of progress and has one of the largest land banks with a capacity of over 133M SF for future development. Hillwood collaboratively builds successful partnerships with public and private landowners, as well as other developers, to execute and invest in a broad spectrum of industrial projects. As a privately held company, Hillwood possesses the depth of capital, market expertise, industry relationships, and a forward-thinking vision to buy and build industrial properties that meet evolving markets' logistics, distribution, and manufacturing demands.
For more information on Hillwood's latest industrial availabilities across the U.S., U.K., and E.U., visit https://www.hillwoodinvestmentproperties.com/en-us/.
Position Summary:
Hillwood Investment Properties is seeking an Analyst to join our team of real estate investment professionals at our Dallas headquarters. The successful candidate will be actively involved in the analysis, underwriting, execution, and management of new and existing business opportunities across Hillwood's industrial real estate platform in North America.
This individual will play a key role in evaluating development, acquisition, leasing, financing, disposition, and joint venture opportunities. This work will be grounded in detailed financial modeling, quantitative analysis, and investment underwriting. The ideal candidate possesses exceptional analytical abilities, strong modeling skills, and coding proficiency that complements traditional analyst work, with the intellectual curiosity and aptitude to quickly master complex real estate investment concepts.
This is a career-development opportunity: successful candidates will be trained in Hillwood's systems and methodologies, with the expectation of growing into increasing responsibility over time.
Responsibilities:
Investment Underwriting & Financial Analysis
  • Prepare and maintain sophisticated financial models for prospective investment opportunities, updating models as lease, debt financing, and operating terms evolve
  • Underwrite and evaluate prospective acquisitions, development opportunities, joint ventures, and dispositions through detailed financial and quantitative analysis of cash flows, returns, risks, and sensitivities
  • Support analysis of complex capital structures, partnership agreements, waterfall distributions, and joint venture economics
  • Conduct scenario, sensitivity, and risk analyses to inform investment decision-making

Due Diligence & Transaction Execution
  • Support financial, operational, legal, and market due diligence efforts through analysis, underwriting, and review of transaction materials
  • Assist in the review of legal documents and transaction agreements to understand business terms, transaction structures, risks, and economic impacts
  • Coordinate with internal teams and external advisors across all transactions within a deal's lifecycle, from pursuit through disposition
  • Support transaction execution activities, including financing, leasing, acquisitions, dispositions, and joint venture formations
  • Assist in identifying and evaluating transaction risks, and contribute to the development of risk mitigation strategies

Investment Strategy & Market Research
  • Research and evaluate industrial real estate market conditions, including rent growth, vacancy, absorption, and cap rate trends, as well as supply and demand fundamentals, capital market trends, and competitive positioning to support investment recommendations
  • Contribute to the development of investment strategies and recommendations for new and existing business opportunities
  • Monitor industry trends and emerging market opportunities to support business development and identify new investment opportunities

Investment Reporting & Portfolio Analytics
  • Prepare investment memoranda and other ad hoc supporting materials for senior management, investment committees, lenders, and capital partners
  • Monitor ongoing project, portfolio, and fund-level performance and investor returns through financial reporting, forecasting, and variance analysis
  • Develop and maintain analytical tools, databases, and reporting models to enable investment and portfolio management activities
  • Identify opportunities to improve underwriting processes, streamline analyses, and enhance decision-making through automation and technology
  • Communicate investment findings, recommendations, and project updates to senior management and key stakeholders

Required Skills/Abilities:
Technical Skills
  • Exceptional analytical problem-solving skills and quantitative aptitude
  • Financial modeling capabilities and a demonstrated ability to understand complex financial structures
  • Ability to utilize programming (such as Python or similar language) to automate analyses, organize data, and improve modeling efficiency
  • Advanced proficiency in Microsoft Excel
  • Experience with Argus Enterprise preferred but not required

Professional Attributes
  • Intellectual curiosity, learning agility, and a desire to understand the underlying drivers of investment performance
  • Ability to synthesize large amounts of information into clear investment recommendations, supported by sound business and commercial judgment
  • Strong written, verbal, and presentation skills
  • Strong collaboration skills, with the ability to work effectively across internal teams and with external partners and advisors
  • Professional maturity and ability to work effectively with senior leadership
  • Highly organized, detail-oriented, and thorough, with a strong work ethic and the ability to manage multiple priorities in a fast-paced environment

Education and Experience:
  • Bachelor's degree in Economics, Finance, Real Estate, Quantitative Finance, or another highly quantitative discipline (e.g., Mathematics, Statistics, Engineering, or Computer Science)
  • Recent graduate or professional with up to 2 years of relevant work experience
  • Working knowledge of Python or another programming language, with the ability to apply coding skills to financial analysis, modeling, and problem-solving, including in collaboration with our quantitative team
  • Prior internship or full-time experience in financial modeling, quantitative analysis, data analytics, consulting, or engineering preferred
  • Real estate finance, investment, underwriting, or development experience preferred
  • Experience with legal documents and transaction structures associated with real estate investments is a plus

Benefits Highlights:
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Flexible Spending Accounts (FSA)
  • Health Savings Accounts (HSA)
  • Vacation time
  • Sick time
  • Holidays
  • Paid family caregiver leave
  • Mental health and wellness resources
  • Life Insurance
  • Disability Insurance
  • 401(k) with company match
  • Tuition assistance
  • Additional programs to support Associates and their families

EEO Statement:
Hillwood is committed to providing Equal Opportunity in Employment to all applicants and employees regardless of race, color, religion, gender, age, national origin, military status, veteran status, handicap, physical or mental disability, sexual orientation, gender identity, genetic information or any other characteristic protected by law.
#HIP
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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