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Manager Portfolio Performance Analyst Jobs (NOW HIRING)

TIAA

Investment Performance Analyst

New York, NY · On-site

$29.66 - $31.06/hr

Investment Performance Analyst The Investment Performance Analyst supports the Investment ... Working under general supervision, this role partners with portfolio management, client services ...

TIAA

Investment Performance Analyst

Chicago, IL · On-site

$29.66 - $31.06/hr

Investment Performance Analyst The Investment Performance Analyst supports the Investment ... Working under general supervision, this role partners with portfolio management, client services ...

Condé Nast

Performance Analyst

New York, NY · On-site

$73K - $85K/yr

The company's portfolio includes many of the world's most respected and influential media ... Deliver performance analysis and insights across platforms, like social media ad management systems

Allied Solutions LLC

Performance Analyst

Carmel, IN · On-site

The Performance Analyst supports the Enterprise Technology Performance and Insights Team by ... Our diverse business portfolio allows employees broad career options with the advantage of staying ...

Allied Solutions LLC

Performance Analyst

Carmel, IN · On-site

The Performance Analyst supports the Enterprise Technology Performance and Insights Team by ... Our diverse business portfolio allows employees broad career options with the advantage of staying ...

Blend360

Cards Portfolio Analyst

Minneapolis, MN

Portfolio Performance & Growth Analytics * Analyze consumer credit card portfolio performance ... Collaborate closely with Product Management, Marketing, Analytics, Operations, and Data teams to ...

Blend360

Cards Portfolio Analyst

Minneapolis, MN

Portfolio Performance & Growth Analytics * Analyze consumer credit card portfolio performance ... Collaborate closely with Product Management, Marketing, Analytics, Operations, and Data teams to ...

Blend360

Cards Portfolio Analyst

Colorado Springs, CO · On-site

Portfolio Performance & Growth Analytics * Analyze consumer credit card portfolio performance ... Collaborate closely with Product Management, Marketing, Analytics, Operations, and Data teams to ...

Connexus Credit Union

Portfolio Analyst

As an employer we foster collaboration and high performance to achieve excellence. We holistically ... Support business unit partners and management with ad hoc reports as needed. * Support executive ...

BCA Services

Senior Proposal Manager

Silver Spring, MD · On-site

... analytics, financial performance, risk, resource allocation, and defensible disposition across paper, digitized, and born-digital information assets. The Program Manager / Portfolio Lead will be ...

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All JobsManager Portfolio Performance Analyst Jobs

Manager Portfolio Performance Analyst information

See salary details

$27.5K

$75.2K

$128.5K

How much do manager portfolio performance analyst jobs pay per year?

As of Jun 21, 2026, the average yearly pay for manager portfolio performance analyst in the United States is $75,189.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $89,500.00 per year, depending on experience, location, and employer.

How does a Manager Portfolio Performance Analyst typically collaborate with other departments to optimize investment outcomes?

As a Manager Portfolio Performance Analyst, you will regularly collaborate with teams such as portfolio management, risk, and client relations. This cross-functional interaction is essential for analyzing performance data, identifying trends, and providing actionable insights that inform investment strategies. Effective communication and teamwork are crucial, as you may present findings to senior leadership or clients, and work with IT or data teams to improve reporting tools. These collaborations help ensure that investment decisions are well-informed and aligned with organizational goals.

What does a Manager Portfolio Performance Analyst do?

A Manager Portfolio Performance Analyst is responsible for overseeing the evaluation and reporting of investment portfolio performance. They analyze financial data, monitor portfolio returns, assess risk, and identify trends to help organizations optimize their investment strategies. This role often involves preparing detailed reports for senior management, ensuring compliance with investment guidelines, and collaborating with other teams to improve performance outcomes. Strong analytical skills and knowledge of financial markets are essential for this position.

What are the key skills and qualifications needed to thrive as a Manager Portfolio Performance Analyst, and why are they important?

To thrive as a Manager Portfolio Performance Analyst, you need strong analytical skills, financial acumen, and experience in portfolio management, often supported by a degree in finance, economics, or a related field. Familiarity with portfolio analysis tools, advanced Excel, data visualization platforms, and certifications like CFA or FRM are typically required. Exceptional communication, attention to detail, and leadership abilities help you convey insights and drive team performance. These skills are crucial for accurately assessing investment performance, mitigating risk, and supporting strategic decision-making in investment management.

What is the difference between Manager Portfolio Performance Analyst vs Portfolio Analyst?

AspectManager Portfolio Performance AnalystPortfolio Analyst
ResponsibilitiesOversees portfolio performance, develops strategies, manages teamAnalyzes portfolio data, prepares reports, supports decision-making
Required CredentialsBachelor's degree, possibly certifications like CFABachelor's degree, often similar certifications
Work EnvironmentFinancial firms, investment departmentsFinancial firms, asset management companies
Employer UsageUsed in roles with managerial oversightUsed in analytical support roles

The Manager Portfolio Performance Analyst typically has leadership responsibilities, overseeing performance strategies and teams, while the Portfolio Analyst focuses on data analysis and reporting. Both roles require similar credentials and are found in similar environments, but differ in scope and seniority.

What cities are hiring for Manager Portfolio Performance Analyst jobs? Cities with the most Manager Portfolio Performance Analyst job openings:
What are the most commonly searched types of Portfolio Performance Analyst jobs? The most popular types of Portfolio Performance Analyst jobs are:
What states have the most Manager Portfolio Performance Analyst jobs? States with the most job openings for Manager Portfolio Performance Analyst jobs include:
Manager Portfolio Performance Analyst jobs near you
Manager, Portfolio Analytics

Manager, Portfolio Analytics

Geode Capital Management LLC

Boston, MA • On-site

$145K - $165K/yr

Full-time

Medical, Retirement

Posted 5 days ago

Job description

Geode Capital Management, LLC is seeking an experienced Manager, Portfolio Analytics with a technology focus on the Performance & Analytics Team. This role will assist with the architecture, development, and optimization of data-driven solutions in support of the various analytical efforts that help measure how efficiently our portfolios track their benchmarks. Reporting to the Director, Portfolio Analytics, this role will partner with Portfolio Analysts, Quantitative Analysts and technology teams to design, implement and enhance technological solutions with enterprise data pipelines delivering insightful solutions via interactive dashboards. This effort will advance the team's role towards Geode's overall Investment and Risk management.
This role is based in our office in Boston, Massachusetts. You are required to follow the firm's policy on in-office attendance. Our current policy requires in-office attendance on Tuesday, Wednesday, and Thursday, and then provides an option to work remotely on Monday and Friday. Please note that Geode may alter this policy at any time.
Responsibilities:
  • Modernize the portfolio performance and attribution platform by developing scalable, history-aware data products that enable precise analysis.
  • Manage and recommend quarterly performance variance thresholds, index replicability, active risk thresholds and related portfolio parameters across passive portfolios.
  • Establish data quality and readiness standards for accuracy, lineage, versioning, and performance to ensure reliable, decision-ready analytics.
  • Deliver analytics and quantitative solutions that provide prescriptive insights, predictive root-cause analysis, and practical business context.
  • Enhance the team's Python codebase through shared libraries, broader Snowflake adoption, performance optimization, and Tableau/PowerBI dashboard development.
  • Serve as a technology liaison to align tools, processes, and practices with firmwide requirements and best-practice standards.
  • Build and maintain dashboards and visualizations using Python, SQL, Tableau, and Power BI to deliver clear, accurate, actionable insights.
  • Mentor junior analysts and promote innovation, technical excellence, and continuous learning.
  • Partner with technology and business teams to align priorities, strengthen communication, and advance analytics initiatives.
  • Promote standardized, scalable, consistent, and reliable analytics solutions across the enterprise.

Skills You Bring:
  • 10+ years of experience in data analytics, data engineering, or a related technology-focused role within equity asset management.
  • Strong understanding of the investment management lifecycle.
  • Advanced proficiency in Python, SQL, Tableau, and Power BI.
  • Hands-on experience with cloud data platforms such as Snowflake, AWS, Azure, or GCP.
  • Expertise building and optimizing large-scale data models using structured and unstructured data.
  • Strong data visualization and BI experience, including impactful dashboards and analytics solutions.
  • Statistical analysis experience preferred.
  • Excellent problem-solving skills, with the ability to translate ambiguous business needs into clear technical solutions.
  • Strong organizational and project management skills, with a record of delivering high-quality analytics under tight deadlines.
  • Effective communicator who can explain complex technical concepts to technical and non-technical audiences.
  • Collaborative, intellectually curious, and passionate about technology innovation.

Pay Range: $145,000-$165,000 per year
Company Overview:
Founded in 2001, Geode is headquartered in Boston's financial district, the center of one of the world's most vibrant finance and technology hubs and employs approximately 200 employees.
Geode is an institutional asset manager providing core beta exposures across a range of equity and niche asset classes, with over $1.5 trillion. With a robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization.
Our compensation philosophy is designed to attract, motivate, and retain top talent. We are committed to ensuring that compensation reflects the value our employees bring to Geode. Employees at all levels are eligible to receive a combination of base salary, variable compensation, and a comprehensive benefits package. Compensation decisions are informed by a range of factors including role, experience, education, and skillset.
Our benefits program is designed to support employees both professionally and personally, offering comprehensive health coverage, 401(k) matching, annual profit sharing, paid parental leave, and generous time off. We also provide tuition and certification reimbursement, student loan support, fitness reimbursement, commuter subsidy, charitable donation matching, family care assistance including a backup care benefit, adoption and surrogacy support. Hybrid work arrangements and a culture that encourages community engagement through volunteer opportunities and employee events further enhance the employee experience at Geode.
Geode is proud to be an equal opportunity employer and support a diversified work environment. Learn more about Geode at www.geodecapital.com/careers.
Pay Range: $145,000 - $165,000 per year

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