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Manager Portfolio Performance Analyst Jobs (NOW HIRING)

Semiserve

Portfolio Analyst

Brentwood, TN

This role will be responsible for managing a comprehensive suite of KPIs, developing and maintaining budgets, analyzing portfolio performance, and helping establish the processes, reporting, and ...

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

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

McGough

Senior Construction Performance Analyst

Raleigh, NC · On-site

$85K - $113K/yr

Experience supporting portfolio-level reporting and operational performance analysis. * Familiarity with forecasting methodologies, variance analysis, and project performance management. * Experience ...

Qnity

Planning & Portfolio Manager

Delaware, OH · On-site

This role is responsible for managing portfolio health, prioritizing investments and resources ... Analyze market trends, competitive landscapes, customer needs, and portfolio performance to guide ...

AON PLC

Sr. Performance Analyst

Windsor, CT · On-site

We provide a comprehensive platform that brings together wealth management, institutional ... The Senior Performance Analyst is responsible for calculating and analyzing a diverse portfolio of ...

NFP Corp

Sr. Performance Analyst

Windsor, CT · Hybrid

We provide a comprehensive platform that brings together wealth management, institutional ... The Senior Performance Analyst is responsible for calculating and analyzing a diverse portfolio of ...

Aon

Sr. Performance Analyst

Windsor, CT · On-site

We provide a comprehensive platform that brings together wealth management, institutional ... The Senior Performance Analystis responsible forcalculating and analyzing a diverse portfolio of ...

UnitedHealth Group

Performance Analyst

San Diego, CA · On-site

Join us and you'll play a key role in managing data about the physicians and specialists who are ... As a Performance Analyst, you will be a member of the Performance and Risk Adjustment team.

Subway

Manager, Portfolio Optimization

Shelton, CT · On-site

$91K - $110K/yr

About the Role: The Manager, Franchisee Portfolio Optimization is responsible for evaluating ... Provide financial analysis and business performance information to support transition opportunities.

Wesco

Manager - Portfolio

Roseville, MN

... performance analyzed and communicated. Additionally, you will ensure the cross-functional ... Analytical Ability * Ability to Work Independently * Ability to travel up to 25% #LI-MB1 This ...

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Manager Portfolio Performance Analyst information

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$27.5K

$75.2K

$128.5K

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

As of Sep 13, 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.

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?

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.

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 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:

What are popular job titles related to Manager Portfolio Performance Analyst jobs?

For Manager Portfolio Performance Analyst jobs, the most frequently searched job titles are:

Manager Portfolio Performance Analyst jobs near you

Portfolio Performance Specialist

Manhattan, NY

Career Launch AI
See more jobs at Career Launch AIexternal

$140K - $185K/yr

Other

Posted 6 days ago

Job description

Portfolio Performance Specialist

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation:
$140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Portfolio Performance Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early- to mid-career roles focused on portfolio performance monitoring, analytics, and optimization across private capital, alternative investments, and multi-asset portfolios.

Actual openings may vary based on employer type, asset class mix, portfolio strategy, and reporting requirements.

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

Portfolio Performance Specialists support investment and portfolio teams by analyzing portfolio results, monitoring performance metrics, and ensuring alignment with investment objectives. The role emphasizes performance attribution, benchmarking, and actionable insights to drive portfolio strategy and reporting improvements.

These professionals work closely with portfolio managers, strategy teams, operations, and analytics groups to maintain accurate, timely, and insightful performance data across investments and portfolios.

Key Responsibilities

  • Monitor portfolio performance across asset classes, strategies, and individual investments

  • Conduct performance attribution and variance analysis relative to benchmarks and targets

  • Track risk-adjusted returns, contribution analysis, and other key performance metrics

  • Support performance reporting for internal stakeholders, committees, and external investors

  • Develop dashboards, models, and analytical tools for ongoing performance insights

  • Identify performance trends, anomalies, and opportunities for optimization

  • Collaborate with investment operations, accounting, and portfolio teams to ensure data accuracy

  • Prepare detailed reports and presentations summarizing portfolio results and insights

  • Support reviews of portfolio performance and facilitate discussions with leadership

  • Assist in aligning portfolio outcomes with investment strategy and objectives

Preferred Qualifications

  • Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field

  • Strong interest in portfolio performance, analytics, and investment management

  • Understanding of portfolio theory, risk-adjusted returns, and performance attribution

  • Experience or coursework in investment analytics, portfolio reporting, or financial modeling (preferred but not required)

  • Advanced analytical and quantitative skills with attention to detail

  • Proficiency in Excel and PowerPoint; familiarity with Python, R, SQL, or portfolio software is a plus

  • Ability to manage multiple performance reporting timelines

  • Clear written and verbal communication skills

  • Collaborative mindset with strong organizational skills

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

  • Skills-based role matching for portfolio performance, analytics, and reporting roles

  • Resume and profile optimization for investment and portfolio teams

  • Guidance on outreach to portfolio management, operations, and analytics groups

  • Interview preparation for portfolio performance, reporting, and analytical assessments

To learn more or express interest in portfolio performance opportunities, visit:
https://www.careerlaunch.ai/