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Temporary Investment Performance Analyst Jobs in Florida

Elite Insurance Partners

Performance Analyst

Tampa, FL · On-site

$80K - $100K/yr

Performance Analyst Location: On-site in Tampa, FL - Elite Insurance Partners Salary- $80K - $100K ... That's why we invest heavily in your success, both inside and outside the office. Perks & Benefits:

Elite Insurance Partners

Performance Analyst

Tampa, FL · On-site

$80K - $100K/yr

Description Performance Analyst Location: On-site in Tampa, FL - Elite Insurance Partners Salary ... That's why we invest heavily in your success, both inside and outside the office. Perks & Benefits:

Elite Insurance Partners

Performance Analyst

Tampa, FL · On-site

$80K - $100K/yr

Performance Analyst Location: On-site in Tampa, FL - Elite Insurance Partners Salary- $80K - $100K ... That's why we invest heavily in your success, both inside and outside the office. Perks & Benefits:

Prosperity

Investment Analyst

Miami, FL · On-site

Monitors and assesses performance of investment managers. * Communicates asset allocation ... Analyze investment impacts to NAIC RBC and statutory capital, leading capital adequacy insights and ...

prosperity

Investment Analyst

Miami, FL

Monitors and assesses performance of investment managers. * Communicates asset allocation ... Analyze investment impacts to NAIC RBC and statutory capital, leading capital adequacy insights and ...

Network Temp Inc

Investment Analyst

Saint Petersburg, FL · On-site

$40/hr

... the Group's financial performance is top notch. There is a diverse range of expertise within ... As an Investment Analyst/Associate at our client's corporate venture capital fund you will support ...

M&T Bank

Wealth Investment Associate

Palm Beach, FL

$29.39 - $48.99/hr

... investment performance reviews. * Maintain a thorough knowledge of various Bank resources to ... analyzing, and interpreting general business periodicals, professional journals, technical ...

M&T Bank

Wealth Investment Associate

Palm Beach, FL · On-site

$29.39 - $48.99/hr

... investment performance reviews. * Maintain a thorough knowledge of various Bank resources to ... analyzing, and interpreting general business periodicals, professional journals, technical ...

Verition Group LLC

L/S Equity Desk Quant

Miami, FL · On-site

You will work on both sides of the business: quantitative analysis of investment performance and portfolio construction, and quantitative analysis applied to the strategic and operational questions ...

Verition Group LLC

L/S Equity Desk Quant

Miami, FL · On-site

$150K - $200K/yr

You will work on both sides of the business: quantitative analysis of investment performance and portfolio construction, and quantitative analysis applied to the strategic and operational questions ...

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Temporary Investment Performance Analyst information

What does a temporary investment performance analyst do?

A Temporary Investment Performance Analyst is responsible for evaluating and reporting on the performance of investment portfolios over a specified contract period. Their tasks typically include collecting and analyzing financial data, preparing performance reports, and assisting in the interpretation of portfolio results for clients or management. They may also contribute to process improvements and support the investment team with research. This role is typically filled on a short-term basis to cover workload peaks, special projects, or staff absences.

What are some common challenges faced by temporary investment performance analysts, and how can they be addressed?

Temporary Investment Performance Analysts often face the challenge of quickly adapting to new systems and workflows, as they may join teams on short notice to support critical reporting periods. They must efficiently analyze large sets of financial data, validate performance metrics, and ensure accuracy under tight deadlines. Building effective communication with permanent team members and proactively seeking clarification on processes can help overcome these challenges. Familiarizing oneself with the firm's portfolio management software early on and leveraging any available training resources also aids a smooth transition.

What is the difference between Temporary Investment Performance Analyst vs Investment Analyst?

AspectTemporary Investment Performance AnalystInvestment Analyst
CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA preferredBachelor's or master's degree in finance, economics, or related; CFA often preferred
Work EnvironmentTemporary or contract basis within asset management firms, banks, or investment firmsFull-time role in similar financial institutions, often with more responsibilities
Employer & Industry UsageUsed for short-term projects or coverage in investment firms and asset managersCommonly employed for ongoing investment analysis and portfolio management

The Temporary Investment Performance Analyst typically focuses on short-term performance reporting and data analysis, often on a contract basis, while an Investment Analyst usually handles broader investment research and decision-making responsibilities on a permanent basis. Both roles require similar educational backgrounds and certifications, but differ mainly in duration and scope of work.

What are the key skills and qualifications needed to thrive as a temporary investment performance analyst?

To thrive as a Temporary Investment Performance Analyst, you need strong analytical skills, quantitative aptitude, and a background in finance, economics, or a related field, often supported by a bachelor's degree. Familiarity with performance measurement software (such as FactSet or Bloomberg), advanced Excel skills, and knowledge of industry standards like GIPS are typically required. Attention to detail, effective communication, and the ability to quickly adapt to new environments distinguish top performers in this role. These skills ensure accurate analysis and reporting, supporting informed investment decisions and maintaining the integrity of performance data in a dynamic setting.

What are the most commonly searched types of Investment Performance Analyst jobs in Florida?

The most popular types of Investment Performance Analyst jobs in Florida are:

What are popular job titles related to Temporary Investment Performance Analyst jobs in Florida?

For Temporary Investment Performance Analyst jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Temporary Investment Performance Analyst jobs in Florida look for?

The top searched job categories for Temporary Investment Performance Analyst jobs in Florida are:

What cities in Florida are hiring for Temporary Investment Performance Analyst jobs?

Cities in Florida with the most Temporary Investment Performance Analyst job openings:

Temporary Investment Performance Analyst jobs near you
Infographic showing various Temporary Investment Performance Analyst job openings in Florida as of June 2026, with employment types broken down into 84% Full Time, 10% Part Time, 2% Contract, and 4% Nights. Highlights an 99% Physical, and 1% Remote job distribution.

Performance Analyst

Elite Insurance Partners

Tampa, FL

Full-time

Retirement, PTO

Re-posted 15 days ago

Job description

Performance Analyst
Location: On-site in Tampa, FL – Elite Insurance Partners
Salary- $80K - $100K/ year
Elite Insurance Partners (EIP) is a nationally recognized leader in the Medicare and life insurance space, consistently ranked as a Top Workplace and one of the fastest-growing insurance brokerages in the U.S. We’re passionate about helping families protect their future, and we’re looking for a Performance Analyst who can help us protect ours, by monitoring, analyzing, and optimizing the KPIs that drive our success.
 
This isn’t a “build a report and call it a day” type of role. We’re seeking someone who is curious, forward-thinking, and eager to challenge assumptions. You’ll work cross-functionally with marketing, sales, operations, and leadership to ensure we’re not just hitting targets, we’re exceeding them. If you can spot a lagging indicator before it derails performance and know how to translate complex data into a clean, actionable dashboard, we want to meet you.
 
What You’ll Do
  • Monitor organizational performance trends and flag anomalies before they become problems
  • Analyze operational, financial, and strategic data to measure performance and uncover insights
  • Develop, maintain, and automate dashboards, scorecards, and KPI trackers in Power BI, Excel, and Salesforce
  • Use AI tools (ChatGPT, Power BI Copilot, Excel AI) to summarize trends, write reports, and streamline workflows
  • Enable non-technical users to extract insights through natural language querying and AI copilots
  • Partner with stakeholders to identify underperforming areas, root causes, and actionable improvements
  • Deliver clear, concise reporting to leadership — turning complexity into clarity
  • Build and refine KPI frameworks to ensure alignment with organizational goals
  • Conduct ad hoc deep dives to support high-stakes strategic decisions
What You Bring
  • 2–4+ years in a performance, business, data, or operations analyst role
  • Strong experience with Power BI, Salesforce, Excel, SQL, and BI tools
  • Proven use of AI tools (ChatGPT, Copilot, Python GPT libraries, etc.) to automate analysis or generate insights
  • Comfortable working with large, messy datasets and turning them into clear, actionable recommendations
  • Deep understanding of KPIs, business performance metrics, and process optimization
  • Excellent communication skills, you can explain analytics to non-analytical stakeholders
Bonus Points For
  • Experience in insurance, call centers, marketing agencies, or high-growth environments
  • Contributing to or maintaining a data dictionary or KPI glossary
  • Owning a monthly/quarterly business review (MBR/QBR) process
  • Migrating reporting from spreadsheets to BI platforms
  • Python or R skills for deeper statistical analysis
Why Join EIP?
At EIP, our people are our greatest asset. That’s why we invest heavily in your success, both inside and outside the office.
Perks & Benefits:
  • Competitive salary range of $80K - $100K, based on experience
  • 401(k) with company match up to 3.5% after one year
  • Generous PTO
  • Onsite amenities including:
    • Fully equipped gym (paid for)
    • Starbucks coffee station
    • Massage chair relaxation room
    • Cafeteria with professional cooks
    • Covered walking trail for breaks and fresh air