ZipRecruiter

Log In

1

Manager Portfolio Performance Analyst Jobs (NOW HIRING)

MRINetwork Jobs

Portfolio Analyst

Saint Louis, MO

... manager research, and analyze portfolio performance. This role is ideal for someone who enjoys solving complex investment problems and collaborating with consultants, custodians, and investment ...

Invenergy

Solar Performance Analyst

Chicago, IL · On-site

$77K - $98K/yr

... portfolio that includes natural gas, solar, land-based wind, energy storage, transmission, and ... Manage recurring plant and fleet performance reporting, proactively identifying trends, anomalies ...

DLR Group

Building Performance Analyst

Cleveland, OH · On-site

Leading Integrated Design charrettes managing and providing sustainable design services during ... performance analysis * 1 year experience using Integrated Environmental Solutions Virtual ...

GATX

Manager, Portfolio Mgmt

Chicago, IL · Hybrid

$92K - $131K/yr

We are proud of our high-performance culture, hard-working and enthusiastic management team, and ... While we are posting for both a Sr. Analyst, Portfolio Management and a Manager, Portfolio ...

DLR Group

Building Performance Analyst

Los Angeles, CA · On-site

$93K - $144K/yr

Leading Integrated Design charrettes managing and providing sustainable design services during ... performance analysis * 1 year experience using Integrated Environmental Solutions Virtual ...

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 ...

CRH

Business Performance Analyst

Atlanta, GA · Hybrid

Our portfolio of brands includes Oldcastle APG, Oldcastle Infrastructure, Belgard ® hardscape ... The analyst independently manages workstreams that translate complex datasets into actionable ...

Redolent, Inc

Sales Performance Analyst

Hoboken, NJ

Sales Performance Analyst LOCATION: Hoboken NJ Duration: 6 to 12+ Months Rate: DOE we enable the ... BA/BS or equivalent 4-year degree required 4+ years operational (Account Management, Campaign ...

STORE Capital LLC

Portfolio Manager

Scottsdale, AZ · On-site

The Portfolio Manager is an integral member of STORE Capital's Portfolio Management team, focused ... analyzing tenant and property financials, reviewing industry and customer related performance ...

next page

Showing results 1-20

All JobsManager Portfolio Performance Analyst Jobs

Manager Portfolio Performance Analyst information

See salary details

$27.5K

$75.2K

$128.5K

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

As of Jun 21, 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.

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 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

Investment Risk & Performance Analyst

Waycrosse

Wayzata, MN • On-site

$130K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 28 days ago

Job description

About Waycrosse
Established over 60 years ago, Waycrosse, Inc. is a single-family office based in Wayzata, MN. Waycrosse provides comprehensive wealth management services including: facilitating legal services, tax, insurance, and investments. We are passionate about being a most trusted partner to our clients and we look to hire individuals who can deliver outstanding service with the utmost confidentiality. We are proud to foster an inclusive workplace culture. We strive to attract, develop, and retain top caliber talent through competitive rewards, while ensuring alignment with our values and the achievement of our mission.
General Overview
The Investment Risk & Performance Analyst (Analyst) is responsible for delivering accurate, insightful, and timely investment performance, attribution, and risk analysis across a diversified, multi-asset portfolio. This role sits at the intersection of investment analytics, risk oversight, and data integrity, supporting investment decision-making, governance, and external reporting.
The Analyst partners closely with investment directors, portfolio managers, operations, and external service providers to ensure performance and risk information is reliable, well-understood, and actionable. The role requires both strong technical expertise and the ability to translate complex analyses into clear insights for senior leaders and stakeholders.
Key Responsibilities
Investment Performance & Attribution
  • Produce and review periodic investment performance reports (monthly, quarterly, and ad hoc) across public and private asset classes, ensuring accuracy and consistency.
  • Conduct performance attribution and peer/benchmark comparisons to identify drivers of return and sources of relative performance.
  • Evaluate risk-adjusted performance and attribution and communicate results to investment teams and senior leadership.

Risk Analysis & Monitoring
  • Monitor individual manager, portfolio-level, and strategy-level risk exposures, including market, liquidity, concentration, and idiosyncratic risks.
  • Perform scenario analysis and stress testing to assess portfolio sensitivity under varying market conditions.
  • Support enterprise and investment risk governance by preparing risk summaries, dashboards, and supporting documentation.

Data Management & Reporting Infrastructure
  • Oversee the collection, validation, and reconciliation of performance and risk data across internal systems and external providers.
  • Maintain and enhance performance and risk reporting tools and workflows, ensuring data integrity across systems.
  • Serve as an internal subject-matter resource for performance methodologies, analytics, and related investment systems.

Collaboration & Communication
  • Partner with investment, operations, tax, and external partners to resolve data issues and interpret results.
  • Translate complex statistical and financial analyses into clear, concise insights for non-technical audiences.
  • Contribute to special projects, governance initiatives, and continuous improvement of investment analytics and reporting practices.
  • Support client service initiatives including presentation preparation.

Qualifications
Education & Credentials
  • Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field required.
  • Advanced degree (MBA, MS, or equivalent) required.
  • Professional certifications such as CFA or CIPM, or FRM required.

Professional Experience
  • 15+ years of experience in investment performance, risk analysis, asset management, or a related analytical role.
  • Experience working with multi-asset portfolios, including public markets and alternative investments, is highly desirable.

Technical & Analytical Skills
  • Strong quantitative, analytical, and problem-solving skills with attention to detail.
  • Proficiency in Excel and experience with investment analytics and performance systems (e.g., performance attribution, risk tools, portfolio analytics platforms) such as MSCI Total Plan, Clearwater, Eton Atlas, Addepar, or BlackDiamond.
  • Familiarity with statistical analysis, financial modeling, and risk measurement concepts.

Communication & Professional Attributes
  • Ability to clearly communicate complex investment concepts to diverse audiences.
  • Highly organized, collaborative, and comfortable working across teams in a fast-paced environment.
  • Strong sense of ownership, intellectual curiosity, and commitment to continuous improvement.

Working Conditions
The physical working conditions of this position include an office environment where sitting and working on a computer for extended periods of time are common.
Hybrid Work Environment
We operate a hybrid work environment. Employees are required to be in the office Wednesdays and a minimum of two other days per week, for a total of three days in office and two days remote. During the first 30 days of employment, in-office work is expected to ensure effective onboarding, collaboration, and relationship building. This work arrangement is subject to change at the discretion of Waycrosse.
Benefits Overview
Waycrosse, Inc. provides employees with a comprehensive benefit program including but not limited to medical, dental, life, vision, retirement (401K), and disability plans.

Apply