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Manager Portfolio Performance Analyst Jobs in Tennessee

Skillcloud HCM

Portfolio Manager

Knoxville, TN · On-site

$89K - $135K/yr

TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management ... Perform equity/fixed research to include sector, industry, and company analysis. * Manage accounts ...

Skillcloud HCM

Portfolio Manager

Knoxville, TN · On-site

$89K - $135K/yr

TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management ... Perform equity/fixed research to include sector, industry, and company analysis. * Manage accounts ...

FirstBank

Portfolio Manager

Nashville, TN · On-site

... performance. Under the supervision and direction of the Group Portfolio Manager or Market ... Analyze credit requests and perform financial statement analysis utilizing the bank's standardized ...

FirstBank

Portfolio Manager

Nashville, TN

... performance. Under the supervision and direction of the Group Portfolio Manager or Market ... Analyze credit requests and perform financial statement analysis utilizing the bank's standardized ...

FirstBank

Portfolio Manager

Nashville, TN · On-site

... performance. Under the supervision and direction of the Group Portfolio Manager or Market ... Analyze credit requests and perform financial statement analysis utilizing the bank's standardized ...

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Manager Portfolio Performance Analyst information

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 are the most commonly searched types of Portfolio Performance Analyst jobs in Tennessee? The most popular types of Portfolio Performance Analyst jobs in Tennessee are:
What cities in Tennessee are hiring for Manager Portfolio Performance Analyst jobs? Cities in Tennessee with the most Manager Portfolio Performance Analyst job openings:
Manager Portfolio Performance Analyst jobs near you
Global Analytics Performance Analyst

Global Analytics Performance Analyst

AllianceBernstein LP

Nashville, TN • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Who You'll Work With:
We are looking for a highly motivated individual to join the Global Analytics and Performance department. The Global Analytics (GA) and Performance department is AB's strategic provider of standardized and consistent portfolio analytics across all products in support of portfolio management, client servicing and marketing. The GA & Performance department produces analytics reports in post investment portfolio analytics including account performance, GIPS composite performance, performance attribution, risk analysis, benchmark data, and other analytical studies for institutional, retail, and private client investors. The department covers various services in equity, fixed income, multi-asset, and alternative investments. As an asset management firm that applies fundamental and quantitative research to the investment process, our value-added scalable analytics solutions can help develop and sustain a global competitive advantage.
The GA & Performance department includes 4 major functions:
• Account and GIPS composite performance
• Performance attribution and analytics
• Investment risk analytics
• Benchmark service
What You'll Do:
This is a challenging position allowing an individual to learn advanced business and technical skills related to the financial industry. Being part of GA & performance teams, the candidate has an opportunity to get exposure to a variety of AB products, and many instruments. This role is on a widely diversified and knowledgeable team that works well together and takes pride in quality of its people and work.
Responsibilities include:
  • Support reporting production cycle:
  • Monitor SLA and ensure timely delivery of standard and ad-hoc analytics reports
  • Review/QC accounts and sign off reports
  • Investigate and resolve issues as they arise
  • Client service and support investment, marketing and sales teams by conducting pertinent research to answer inquires and providing interpretation and insights of finding
  • Keep in close communication with users, get feedback on users' analytical needs and requirements, work with IT on further development of products if necessary
  • Project management - work with GA and IT teams to design the appropriate framework & infrastructure, and to participate in UAT

What We're Looking For:
  • College graduates from one of the following majors: Finance, Economics, Accounting, Statistics/Mathematics/Physics, Computer Sciences degree with data analysis/data science concentration
  • It's an advantage to have completed one or more of the following college level courses: Investments, econometrics, microeconomy/macroeconomy, statistics.
  • Internship or full-time work experience in the financial industry is a plus
  • Strong motivation to learn
  • Strong verbal and written communication skills
  • Strong attention to details
  • Experience with Excel and proficiency in using SQL and knowledge of relational databases are a plus

A copy of college transcript is required with application.
About AB
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.
Nashville, Tennessee

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