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Manager Portfolio Performance Analyst Jobs in Chicago, IL

1872 Consulting

Sr Performance Analyst

Chicago, IL · On-site

Manage performance and portfolio data to enable automated production of client reports * Prepare and explain attribution analysis * Ensure firm adheres to Global Investment Performance Standards ...

1872 Consulting

Sr Performance Analyst

Chicago, IL · On-site

Manage performance and portfolio data to enable automated production of client reports * Prepare and explain attribution analysis * Ensure firm adheres to Global Investment Performance Standards ...

AlixPartners

Performance Analyst

Chicago, IL · On-site

Performance Analyst starting August 2027 At AlixPartners, we solve the most complex and critical ... Help companies optimize how they source and manage billions in goods and services. * Undecided:

LG Electronics

Sales Performance Analyst

Lincolnshire, IL · On-site

$33.65/hr

Our diverse portfolio includes Home Appliance Solutions, Media Entertainment Solutions, Vehicle ... Our management philosophy, "Jeong-do Management," embodies our commitment to high ethical standards ...

BMO Capital Markets

Portfolio Manager

Chicago, IL · On-site

$88K - $165K/yr

Evaluates portfolio performance and recommends capital allocation strategies that optimize returns ... Conducts financial analysis and risk assessments of clients' credit information, for an assigned ...

Bank of Montreal

Portfolio Manager

Chicago, IL · On-site

$88K - $165K/yr

Evaluates portfolio performance and recommends capital allocation strategies that optimize returns ... Conducts financial analysis and risk assessments of clients' credit information, for an assigned ...

Hilco Global

Senior Portfolio Analyst

Northbrook, IL · On-site

... performance metrics, and profitability updates. * Partner with IT and data teams to manage ... Develop and maintain sophisticated financial models to support portfolio analytics, investment ...

Humana

Lead, Tech Portfolio Operations

Chicago, IL · On-site

... portfolio analytics, enterprise reporting, and leadership insights needed to manage a ... Maintain a consolidated portfolio view across initiative status, financial performance, delivery ...

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All JobsPortfolio Performance Analyst JobsManager Portfolio Performance Analyst JobsManager Portfolio Performance Analyst Jobs in Chicago, IL

Manager Portfolio Performance Analyst information

See Chicago, IL salary details

$28.3K

$77.5K

$132.4K

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

As of Aug 13, 2026, the average yearly pay for manager portfolio performance analyst in Chicago, IL is $77,455.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,700.00 and $92,200.00 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?

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 Chicago, IL? The most popular types of Portfolio Performance Analyst jobs in Chicago, IL are:
What cities near Chicago, IL are hiring for Manager Portfolio Performance Analyst jobs? Cities near Chicago, IL with the most Manager Portfolio Performance Analyst job openings:
Manager Portfolio Performance Analyst jobs near you

Sr Performance Analyst

1872 Consulting

Chicago, IL • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Senior Performance Analyst

This role is responsible for managing the firm's Enterprise Infrastructure and providing enablement. The Senior Performance Analyst is responsible for calculating, analyzing, and reporting performance returns and risk statistics for firm portfolios, strategy composites, and benchmarks. The individual serves as an analytical resource for the marketing and portfolio management departments.

Duties and Responsibilities

  • Calculate, analyze, and report portfolio, security, and benchmark performance
  • Prepare and organize risk and return data for client reports and prospective client presentations
  • Manage performance and portfolio data to enable automated production of client reports
  • Prepare and explain attribution analysis
  • Ensure firm adheres to Global Investment Performance Standards (GIPS); work with external verifier to complete annual exam as required
  • Respond to ad hoc requests from Portfolio Managers and the Marketing department
  • Conduct checks of other team members' work to ensure it is error-free
  • Lead project work as directed, working with other teams at the firm as required
  • Train junior members of the Analytics team in processes and procedures
  • Proactively identify issues, problems, or opportunities for process improvements; propose and implement solutions
  • Ensure strong operational controls are implemented

Requirements

  • 4+ years experience as analyst – other performance mathematics/risk measurement acceptable
  • Deep understanding of Global Investment Performance Standards
  • Strong understanding of performance and risk measurement and analysis
  • Strong experience in SQL, Excel or similar tools

Nice to Have's

  • Accounting and/or Finance background and experience
  • Professional exposure to investment accounting, administration, and reporting
  • Working knowledge of macros and VBA
  • Interest in pursuing the CFA or CIPM programs and/or interest in pursuing an MBA
  • Experience with the following applications: Eagle, Advent AXYS, FactSet, CAPS or another composite maintenance software
1872 Consulting logo

About 1872 Consulting

Sourced by ZipRecruiter

1872 Consulting, based in Chicago, IL, USA, operates within the IT consulting industry. Armed with a diverse team of experts, the company offers specialized IT consulting services, focusing on modernizing business technologies and driving innovative business strategies. Established in 1872, the company has a rich history marked by its commitment to bridging the gap between businesses and technology. Its mission is to empower organizations to surpass their business goals by providing state-of-the-art IT solutions and service. The company prides itself on its core values of integrity, excellence, and innovation, instilling these principles in every project they undertake.

Industry

It services

Company size

11 - 50 Employees

Headquarters location

Chicago, IL, US

Year founded

2014

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