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Manager Portfolio Performance Analyst Jobs (NOW HIRING)

Lord Abbett.com

Performance Analyst

Jersey City, NJ · On-site

$120K - $140K/yr

The Role Lord Abbett is seeking a Performance Analyst to join the Product Data & Information team ... This team delivers investment performance insights and product data to portfolio management ...

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

SYUFY GROUP

Performance Analyst

San Rafael, CA · On-site

$83K - $90K/yr

The Performance Analyst role is an opportunity to join a private Bay Area investment company ... Help manage internal systems used for monitoring and reporting purposes, including the portfolio ...

NFP Corp

Performance Analyst

Windsor, CT · On-site

$65K - $90K/yr

We provide a comprehensive platform that brings together wealth management, institutional ... Collect portfolio characteristics for a variety of investments from outside sources * Partner with ...

NFP Corp

Performance Analyst

Windsor, CT · Hybrid

$65K - $90K/yr

We provide a comprehensive platform that brings together wealth management, institutional ... Collect portfolio characteristics for a variety of investments from outside sources * Partner with ...

New

NFP Corp

Performance Analyst

Windsor, CT · On-site

$65K - $90K/yr

We provide a comprehensive platform that brings together wealth management, institutional ... Collect portfolio characteristics for a variety of investments from outside sources * Partner with ...

Qnity

Planning & Portfolio Manager

Delaware, OH

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

NFP Corp

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 ...

Amgen SA

$150 - $230/hr

SENIOR MANAGER, PORTFOLIO ANALYTICS & STRATEGY What you will do Let's do this. Let's change the ... In this vital role you will lead portfolio analysis, performance tracking, and benchmarking, while ...

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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 Aug 23, 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:

Manager Portfolio Performance Analyst jobs near you

Portfolio Performance Analyst - Nelnet Financial Services

Nelnet, Inc.

Lincoln, NE • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 24 days ago

Nelnet rating

8.2

Company rating: 8.2 out of 10

Based on 52 frontline employees who took The Breakroom Quiz

45th of 151 rated financial services

Job description

Nelnet is a diversified and innovative company committed to enriching lives through the power of service as a student loan servicer, professional services company, consumer loan originator and servicer, payments processor, renewable energy solutions, and K-12 and higher education expert. For over 40 years, Nelnet has been serving its customers, associates, and communities.
The perks of working at Nelnet go beyond our benefits package. When you join the Nelnet team, you're part of a community invested in the success of each individual. That support comes through in our work, as we are united by our mission of creating opportunities for people where they live, learn, and work.
The Portfolio Performance Analyst, reporting to the Director of Analytics, monitors and analyzes the performance of consumer loans, student loans, securitizations, and other financial services asset classes, translating complex data into clear narratives and actionable recommendations for leadership. The ideal candidate is naturally curious, enjoys working with data, and thrives in a collaborative environment where identifying trends, surfacing risks, and helping drive strategic decisions define success. This role partners closely with the Business Intelligence team and cross-functional stakeholders to shape portfolio insights that inform business outcomes.
Key Responsibilities
  • Portfolio Monitoring and Analysis: Proactively monitor portfolio performance to identify trends, anomalies, risks, and opportunities, developing a clear understanding of what is changing, why it may be happening, and where deeper analysis is needed.
  • Recommendations to Leadership: Develop and present recommendations to management based on portfolio analysis, and stay actively engaged with business partners to help drive follow-through and meaningful outcomes.
  • Data Storytelling and Communication: Communicate findings clearly and effectively, using data to tell a compelling story for both technical and non-technical audiences.
  • Analytical Frameworks: Build and maintain consistent analytical frameworks that enable repeatable, high-quality work and create continuity across the team.
  • Data Extraction and Analysis: Draw on SQL, Excel, and modern analytical tools to extract, organize, and analyze data from multiple sources.
  • AI and Automation Adoption: Leverage and experiment with AI tools and technologies to enhance productivity, analysis, and insight generation.
  • Collaboration: Work with stakeholders across the organization to understand business needs, frame analytical questions, and align analysis to portfolio priorities.
  • Partnership with the BI Team: Work closely with the Business Intelligence team, including requesting and refining charts, dashboards, and tables to support analysis and storytelling.
  • Data Quality and Availability: Partner with key stakeholders across the organization to improve data quality, reporting efficiency, and data availability.

**Pay Range for this role is - $80,000 - $100,000
Education
Bachelor's degree in finance, economics, data analytics, business, statistics, mathematics, or a related field is preferred, but applicable experience in an analytical or business-related role will also be considered.
Required Skills and Experience
  • Minimum of 4-6 years in an analytical, finance, business intelligence, risk, credit, portfolio management, or related business role.
  • Strong proficiency in SQL and Excel, including data extraction, joins, aggregations, lookup logic, pivot tables, trend analysis, reconciliations, and scenario analysis.
  • Hands-on work with Snowflake or other cloud-based data warehouses.
  • Practical use of AI tools (such as ChatGPT, Claude, or similar) for analytical work, including generating SQL, summarizing datasets, drafting analytical narratives, or accelerating documentation.
  • Strong attention to detail and problem-solving skills, with the ability to investigate complex data questions and determine practical answers.
  • Ability to operate effectively in ambiguous situations, demonstrating resourcefulness and independent judgment to find workable paths forward without requiring step-by-step direction.
  • Effective communication and interpersonal skills, with the ability to translate analytical findings for both technical and non-technical audiences.
  • Ability to work independently or collaborate effectively as part of a team.

Helpful Skills and Experience
  • Prior work with consumer loans, private student loans, home improvement lending, securitizations, or other credit products.
  • Exposure to credit, lending, or portfolio performance concepts such as delinquency, charge-offs, losses, prepayments, vintage analysis, or repayment behavior.
  • Experience communicating analytical findings and recommendations to senior management.
  • Working knowledge of Python, R, or similar languages for analysis, validation, or workflow automation.
  • Comfort with forward-looking models, forecasting, or regression analysis for credit loss estimation.
  • Familiarity with SSMS, Power BI, or other data analysis and visualization tools.
  • Demonstrated ability to work with large, complex datasets.

This position offers a hybrid work option. Nelnet values flexibility and understands the importance of work-life integration. Our hybrid work environment allows associates Living within 30 miles our Lincon Nebraska office location to work remotely for part of the week, while also fostering collaboration and team connection through in-office presence three days per week.
Please note that we are unable to provide visa sponsorship for this position. To be considered, candidates must already be authorized to work in the United States without the need for current or future sponsorship.
Our benefits package includes medical, dental, vision, HSA and FSA, generous earned time off, 401K/student loan repayment, life insurance & AD&D insurance, employee assistance program, employee stock purchase program, tuition reimbursement, performance-based incentive pay, short- and long-term disability, and a robust wellness program. Click here to learn more about our benefits: Benefits & Perks - Nelnet Inc.
Nelnet is committed to providing a welcoming and respectful workplace where all associates have the opportunity to succeed. As an Equal Opportunity Employer, we ensure that all qualified applicants are considered for employment. Employment decisions are made without regard to race, color, religion/creed, national origin, gender, sex, marital status, age, disability, use of a guide dog or service animal, sexual orientation, military/veteran status, or any other status protected by federal, state, or local law. We value the unique contributions of every team member and believe that a positive work environment benefits everyone.
Qualified individuals with disabilities who require reasonable accommodations in order to apply or compete for positions at Nelnet may request such accommodations by contacting Corporate Recruiting at 402-486-5725 or corporaterecruiting@nelnet.net.
Nelnet is a Drug Free and Tobacco Free Workplace.
Use of Artificial Intelligence in Hiring
We may use automated or artificial intelligence enabled tools to assist with the initial review of applications, such as identifying relevant skills or experience. These tools are used to support human review and do not make hiring decisions. A recruiter reviews applications and determines which candidates move forward in the hiring process. For more information, see our Privacy Policy and Pre-Use Notice: Automated Tools in Hiring

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About Nelnet

Sourced by ZipRecruiter

Nelnet is a diversified and innovative company committed to enriching lives through the power of service as a student loan servicer, professional services company, consumer loan originator and servicer, payments processor, and K-12 and higher education expert. For over 40 years, Nelnet has been serving its customers, associates, and communities.

Industry

It services

Company size

5,001 - 10,000 Employees

Headquarters location

Lincoln, NE, US

Year founded

2003

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