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Performance Attribution Jobs in Florida (NOW HIRING)

My Investment Path

Financial Analyst

Coral Gables, FL · On-site

Performance Attribution: Conduct performance attribution analysis to understand the sources of portfolio performance (asset allocation, security selection, stock selection) and explain results to ...

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Performance Attribution information

How does a Performance Attribution analyst typically collaborate with portfolio managers and investment teams?

Performance Attribution analysts work closely with portfolio managers and investment teams to provide detailed insights into the sources of portfolio returns. They regularly analyze data to break down performance by asset class, sector, or security, and present findings through reports and presentations. This collaboration helps investment teams understand the impact of their decisions, identify areas for improvement, and refine investment strategies. Strong communication skills and a deep understanding of portfolio construction are essential for effective collaboration in this role.

Do portfolio analysts make a lot of money?

Portfolio analysts typically earn a competitive salary that varies based on experience, location, and the size of the firm. Entry-level analysts may start with lower compensation, while experienced professionals with certifications like CFA can earn higher salaries and bonuses. Overall, the role offers a solid income potential within the finance industry.

What is performance attribution in finance?

Performance attribution is a process used in finance to analyze and explain the sources of a portfolio’s returns relative to a benchmark. It breaks down the excess return into components such as asset allocation, security selection, and other factors, helping investors and managers understand which decisions contributed positively or negatively to performance. This analysis is crucial for evaluating investment strategies and refining future decision-making. Performance attribution can be conducted at various levels, such as by sector, region, or individual security, depending on the needs of the portfolio manager.

What is the difference between Performance Attribution vs Portfolio Analyst?

AspectPerformance AttributionPortfolio Analyst
Primary FocusAnalyzing the sources of portfolio returns to assess manager effectivenessMonitoring and analyzing portfolio performance, risk, and holdings
Required SkillsQuantitative analysis, financial modeling, understanding of investment strategiesData analysis, reporting, understanding of investment products
Work EnvironmentFinancial institutions, asset management firms, investment banksAsset management firms, investment firms, financial services

While both roles involve analyzing investment portfolios, Performance Attribution focuses specifically on breaking down and explaining the sources of returns, whereas a Portfolio Analyst provides broader support in monitoring and managing overall portfolio performance. Performance Attribution specialists often have advanced quantitative skills, whereas Portfolio Analysts may focus more on data reporting and operational tasks.

What is an attribution specialist?

An attribution specialist is a professional who analyzes and assigns credit to various marketing channels and campaigns for their contribution to business goals. They often use data analysis tools and attribution models to evaluate performance and optimize marketing strategies. This role requires strong analytical skills and familiarity with marketing analytics software.

What jobs make $1,000,000 a year?

In performance attribution, high-earning roles are typically found in senior investment management, such as hedge fund managers, chief investment officers, and portfolio managers, who can earn substantial bonuses and profit-sharing. These positions often require extensive experience, advanced financial skills, and a track record of delivering strong investment performance. Compensation varies widely based on firm size, performance, and geographic location, but top-tier investment professionals can reach or exceed the million-dollar annual income mark.

What is performance attribution?

Performance attribution is a process used by investment professionals, including those in performance attribution roles, to analyze and explain the sources of a portfolio's returns. It involves breaking down performance into factors such as asset allocation, security selection, and market timing to assess how different decisions contributed to overall results. This analysis helps in evaluating investment strategies and improving future decision-making.

What are the key skills and qualifications needed to thrive in Performance Attribution, and why are they important?

To thrive in Performance Attribution, you need a solid understanding of financial markets, investment concepts, and quantitative analysis, often supported by a finance-related degree or CFA certification. Familiarity with performance measurement systems like FactSet, Morningstar, or Bloomberg, and proficiency in Excel or Python for data analysis, are typically required. Strong attention to detail, problem-solving skills, and the ability to communicate complex findings clearly make professionals stand out in this role. These competencies are crucial for accurately analyzing investment performance and effectively supporting portfolio management decisions.
What are popular job titles related to Performance Attribution jobs in Florida? For Performance Attribution jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Performance Attribution jobs in Florida look for? The top searched job categories for Performance Attribution jobs in Florida are:
Performance Attribution jobs near you
Infographic showing various Performance Attribution job openings in Florida as of July 2026, with employment types broken down into 2% Locum Tenens, 55% Full Time, 5% Part Time, 1% Temporary, 36% Nights, and 1% Summer. Highlights an 77% Physical, 4% Hybrid, and 19% Remote job distribution.

Financial Analyst

My Investment Path

Coral Gables, FL • On-site

Full-time

Re-posted 22 days ago

Job description

Salary: 20

We are seeking a detail-oriented and client-focused Financial Analyst to join our growing RIA firm. The Financial Analyst will be responsible for supporting the investment decision-making process, conducting research, building financial models, and creating reports that inform the firms, firm advisors, and its clients investment strategies. This role is a key part of the investment process, ensuring that portfolios are constructed and managed according to modern portfolio theory and regulatory requirements. This role requires a unique blend of technical skills, financial acumen, and client service skills. This person will support other metrics for corporate retirement accounts, download data, support corporate retirement proposals and assist with internal bookkeeping.

Key Responsibilities:

  • Portfolio Construction: Support the construction and optimization of client portfolios using Modern Portfolio Theory (MPT) and optimization techniques, optimizing portfolios for risk-adjusted returns. Includes balancing portfolios assessment.
  • Financial Planning: Assist in creating comprehensive financial plans for clients, including cash flow projection, goal setting, and strategy selection. Including corporate retirement accounts proposals, and scheduling support with our special software,
  • Investment Research: Conduct in-depth research on potential investments (stocks, ETFs, mutual funds, etc.) and perform comparative and fundamental analysis, to assist in individual investment proposals to advisors.
  • Risk Management: Perform risk analyses, including VaR, CVaR, stress testing, and sensitivity analysis, to ensure portfolios are aligned with client risk tolerance and financial goals.
  • Performance Attribution: Conduct performance attribution analysis to understand the sources of portfolio performance (asset allocation, security selection, stock selection) and explain results to clients, conducting monthly internal control, and quarterly and annual reports for clients, company, and advisors.
  • Reporting: Prepare clear, client-facing performance reports, explaining performance metrics, risk metrics, and comparison to benchmarks. Review reports for accurate information.
  • Client Communication and support: Explain complex financial concepts, investment strategies, investment strategies, and portfolio construction techniques and performance reports in a clear, jargon-free manner to ensure clientsunderstand the rationale behind their investment strategy. Supporting main advisor or manager on these topics, while principal responsibility and meeting is led by advisor or manager.
  • Performance Reporting: Prepare clear, insightful, and comprehensive client performance reports, explaining performance attribution, risk metrics, and deviations from benchmarks. Scenario Explanation: Explain how different market scenarios (e.g., marketcrash, market rally) could impact the clients financial plan, and suggest adjustments.
  • Strategy support: Clarify the rationale behind recommended strategies, ensuring clients understand the rationale behind portfolio construction decisions. Explain the reasons behind specific investment recommendations, including risks, liquidity, tax implications, and how they fit within the clients overall financial plan.
  • Collaboration: Work closely with Investment Advisers and other team members to develop and implement investment strategies and models. Provide ongoing support to advisors, answering questions, addressing concerns, and updating financial plans as circumstances change (e.g., job change, unexpected expense, market conditions). Assist scheduling corporate retirement accounts initial set-up or move with us.
  • Research: Conduct investment research and analysis to support the firms investment process and strategies.
  • Continuous Learning: Stay updated on market trends, regulations, and methodologies to continually improve the firms investment process.
  • Internal financial analysis, performance, and bookkeeping:
    Update company bookkeeping, review invoicing, prepare invoices and update financialstatements. Review internal performance metrics and department and individual performance and goals.


Requirements:

  • Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field.
  • Strong understanding of financial modeling, portfolio construction, risk management, and performance attribution, and bookkeeping and accountancy.
  • Proficiency in Python, R, or MATLAB for financial modeling, data analysis, Monte Carlo simulation, and Quickbooks.
  • Experience with financial databases (e.g., Bloomberg, FactSet, Morningstar, Refinitiv, I/B/E/S data) is a significant advantage.
  • Excellent written and verbal communication skills, especially the ability to explain complex financial concepts clearly.
  • Strong analytical, problem-solving, and client service orientation. Team work skills and fast learning capabilities.
  • Bookkeeping and Data Entry: Tax preparation, invoicing, quickbooks and bookkeepingfor internal management follow-up.
  • Must be Miami-Dade or South Florida resident (we accept international candidates with a valid visa status)

Preferred Qualifications:

  • Experience within a Registered Investment Adviser (RIA) firm is highly valued.
  • Experience with portfolio optimization techniques like mean-variance optimization (MVO) and Black-Litterman model is highly desirable.
  • Experience with Quickbooks.
  • Knowledge of the Investment Advisers Act of 1940 (IAA 2020) and FINRA rules.
  • Experience with financial modeling in an RIA context, particularly for financial planning and portfolio management.
  • Experience with Monte Carlo simulation and performance attribution.
  • Ability to create clear and insightful client-facing reports.
  • CFA Level I (preferred) or pursuit of the CFA designation is highly desirable.
  • Financial Modeling Certification (FMC) is a strong plus.
  • Series 65 66/67: These are basic industry licenses, often required for individuals acting as investment adviser representatives (IARs), and are often required or preferred for professionals supporting investment operations.
  • 215 license (Insurance)