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Portfolio Performance Analyst Jobs (NOW HIRING)

Job Summary The Sr Project Controls Analyst provides portfolio level financial and performance analysis for the organization's capital project programs. This role supports the PMO by overseeing ...

Solar Performance Analyst

Chicago, IL · On-site

$77K - $98K/yr

... portfolio that includes natural gas, solar, land-based wind, energy storage, transmission, and ... The Solar Performance Analyst will serve as a primary data and performance analytics resource ...

Solar Performance Analyst

Chicago, IL · On-site

$77K - $98K/yr

... portfolio that includes natural gas, solar, land-based wind, energy storage, transmission, and ... The Solar Performance Analyst will serve as a primary data and performance analytics resource ...

They are a fast-paced, high-performance team of go-getters who thrive on challenge and think beyond ... Job Summary The Retail Power Portfolio Analyst supports our clients Energy's Go-To-Market (GTM ...

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

Analyze volumetric exposure, pricing risk, and portfolio performance metrics Risk & Optimization Support * Support scenario analysis and risk modeling activities * Assist in identifying portfolio ...

Solar Performance Analyst

Chicago, IL · On-site

$77K - $98K/yr

... portfolio that includes natural gas, solar, land-based wind, energy storage, transmission, and ... The Solar Performance Analyst will serve as a primary data and performance analytics resource ...

Our comprehensive portfolio is built to address the challenges of today and adapt the future ... Ameresco currently has a new opportunity for a Building Performance Analyst that will work as a ...

Our comprehensive portfolio is built to address the challenges of today and adapt the future ... Ameresco currently has a new opportunity for a Building Performance Analyst that will work as a ...

Our comprehensive portfolio is built to address the challenges of today and adapt the future ... Ameresco currently has a new opportunity for a Building Performance Analyst that will work as a ...

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Portfolio Performance Analyst information

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$38K

$93.2K

$148K

How much do portfolio performance analyst jobs pay per year?

As of May 31, 2026, the average yearly pay for portfolio performance analyst in the United States is $93,235.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $108,000.00 per year, depending on experience, location, and employer.

What is a Portfolio Performance Analyst job?

A Portfolio Performance Analyst is responsible for assessing and reporting on the performance of investment portfolios. They analyze financial data, track key performance metrics, and provide insights to help optimize investment strategies. Their role often involves benchmarking portfolios against industry standards, identifying trends, and preparing reports for stakeholders. Strong analytical skills, attention to detail, and proficiency in financial modeling are essential for success in this role.

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

To thrive as a Portfolio Performance Analyst, you need a strong background in finance, data analysis, and statistical modeling, usually supported by a degree in finance, mathematics, economics, or a related field. Fluency with analytical tools such as Excel, Bloomberg, Tableau, and knowledge of portfolio management systems or CFA certification are commonly valued. Attention to detail, critical thinking, and effective communication are standout soft skills for this role. These capabilities ensure accuracy in performance reporting, drive insightful recommendations, and support clear communication of complex findings to stakeholders.

What does a typical day look like for a Portfolio Performance Analyst?

A typical day for a Portfolio Performance Analyst involves gathering and analyzing investment data, preparing detailed performance reports, and collaborating with portfolio managers to identify trends or anomalies. You might spend time using specialized analytics software to evaluate portfolio returns, benchmark performance, and contribute to investment strategy discussions. The role frequently requires clear communication with both technical teams and senior leadership to present findings and drive decisions. While it's detail-oriented and data-driven, it also offers the chance to grow professionally as you develop a deeper understanding of investment strategies and portfolio management.

What is a portfolio performance analyst?

A portfolio performance analyst evaluates the performance of investment portfolios by analyzing financial data, returns, and risk metrics. They use tools like Excel and specialized software to monitor asset allocation, identify trends, and provide insights to improve investment strategies. Strong analytical skills and knowledge of financial markets are essential for this role.
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 Portfolio Performance Analyst jobs? States with the most job openings for Portfolio Performance Analyst jobs include:

Global Analytics Performance Analyst

AllianceBernstein

Nashville, TN

Full-time

Posted 24 days ago


Job description

Who You'll Work With:

We are looking for a highly motivated individual to join the Global Analytics and Performance department. 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. 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. 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.

GA & Performance department includes 4 major function:

Account and GIPS composite performance

Performance attribution and analytics

Investment risk analytics

Benchmark service

What You'll Do:

  • 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 Serving and improve 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 necessaryProject management - work with GA and IT teams to design the appropriate framework & infrastructure, and to participate in UAT

What makes this role unique or interesting (if applicable)?

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.

What We're Looking For:

We are seeking motivated college graduates from one of the following majors:

Finance

Economics

Accounting

Statistics/Mathematics/Physics

Computer Sciences degree with data analysis/data science concentration

The ideal candidate should have the following:

Strong motivation to learn

Relevant Job experience is a plus

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

It's an advantage to have completed one or more of the following college level courses: Investments, econometrics, microeconomy/macroeconomy, statistics.

Internship or part time experience in financial industry is 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 over4,000employees across57locations operating in26countries 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