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Manager Portfolio Performance Analyst Jobs (NOW HIRING)

Regent Bank

Portfolio Manager

Tulsa, OK · On-site

The Portfolio Manager will be responsible for overseeing and optimizing a diverse portfolio of ... Financial analytical skills are utilized daily to assess the performance of assets and identify ...

City of Riverside

PERFORMANCE ANALYST

Riverside, CA · On-site

$84K - $112.56K/yr

Under general direction, the Performance Analyst leads the research, planning and execution of ... officials, executive management and staff on organizational strategic goals and performance ...

Dext Capital LLC

Portfolio Analyst

Lake Oswego, OR · On-site

We are seeking a motivated individual to join us as a Portfolio Manager to oversee the performance ... Strong financial statement analysis skills * Proficiency in Excel and financial modeling tools

SIXT USA

Performance Analyst

Fort Lauderdale, FL

As an Analyst in our Incentive & Bonus Program Management team, you will play a key role in ... You prepare recurring and ad hoc reports to track performance metrics and support the execution of ...

Sixt

Performance Analyst

Fort Lauderdale, FL

As an Analyst in our Incentive & Bonus Program Management team, you will play a key role in ... You prepare recurring and ad hoc reports to track performance metrics and support the execution of ...

LIPAPRD

Sr Portfolio Analyst

Old Bethpage, NY · Hybrid

... performance analysis for the organization's capital project programs. This role supports the PMO by ... Lead portfolio-level financial analysis across capital projects including budget performance ...

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

As of May 31, 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 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.

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 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

Performance & Benchmark Analyst

Wellington Management

Boston, MA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

We are seeking a Performance Analyst to join our Performance Team. This role will focus on supporting the delivery ofaccurate,timelyperformance and attribution analysis across a broad range of investment strategies. The ideal candidate will bring strong analytical capabilities, attention to detail, and a desire to developexpertisein performance measurement, investment analytics, and data-driven insights.

Key Responsibilities

  • Support the production and validation of portfolio performance and attribution results across asset classes

  • Analyze performance drivers andassistin communicating insightstoinvestment, product, and client-facing teams

  • Monitor and investigate data quality and performance discrepancies, working with internal teams to resolve issues

  • Collaborate with investment, operations, and technology teams on performance-related workflows

  • Assistinmaintainingand improving performance reporting processes, controls, and documentation

  • Contribute to automation and efficiency initiatives (e.g., SQL, Python, reporting tools)

  • Support composite and benchmark-related processes

  • Participate in ongoing enhancement of analytics, tools, and reporting infrastructure

Qualifications

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

  • 1-3 years of experience in investment performance, analytics, or operations

  • Strong analytical and problem-solving skills with attention to detail

  • Basic understanding of investment concepts (equity, fixed income, or multi-asset)

  • Proficiencyin Excel; familiarity with SQL and/or Python is a plus

  • Strong written and verbal communication skills,with the ability to interact effectively with business, operations, and technology stakeholders.

  • Selfmotivatedand able to manage multiple priorities in a fast paced, evolving technical environment.

  • Interest in pursuing CFA orCIPMpreferred

Preferred Qualifications

  • Intellectual curiosity about investment strategies and markets

  • Interest in automation, data platforms, and AI-driven analytics

  • Collaborative mindset with ability to work across teams

  • Exposure toinvestment data domains such as performance measurement, benchmarks, attribution, analytics, holdings, or transactions.

  • Experience validating or reconciling system outputs (e.g., calculations, reports, or data feeds) against business expectations.

Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 90,000 - 180,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salaryis only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence,paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

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