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Temporary Investment Performance Analyst Jobs in Florida

YO AI Labs

Investment & Finance Expert - Remote

Miami, FL · Remote

$245 - $280/hr

Provide expert feedback to improve AI model performance. Required Skills * Financial Modeling & Analysis * Valuation * Investment Analysis * Due Diligence * Capital Markets * Advanced Excel Preferred ...

YO AI Labs

Investment Expert - Remote

Miami, FL · Remote

$245 - $280/hr

Provide expert feedback to improve AI model performance. Required Skills * Financial Modeling & Analysis * Valuation * Investment Analysis * Due Diligence * Capital Markets * Advanced Excel Preferred ...

SoFi

Investment Specialist II

Jacksonville, FL · On-site

Discuss and explain investment performance and decisions with current wealth members * Provide ... Excellent verbal and written communication, analytical and interpersonal skills, and a customer ...

My Investment Path

Financial Analyst

Coral Gables, FL · On-site

$65 - $90/hr

The Financial Analyst will be responsible for supporting the investment decision-making process ... investment strategies, and portfolio construction techniques and performance reports in a clear ...

iCapital

Fund Monitoring - Analyst

Boca Raton, FL · On-site

$65K - $80K/yr

Prepare clear and concise call summaries, investment updates, and talking points. * Prepare performance analytics and fund-level financial modeling. * Keep track of broader macro developments and ...

iCapital

Fund Monitoring - Analyst

Boca Raton, FL · Hybrid

$65K - $80K/yr

Prepare clear and concise call summaries, investment updates, and talking points. * Prepare performance analytics and fund-level financial modeling. * Keep track of broader macro developments and ...

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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 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 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 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.

Investment Manager

National Healthcare Solutions Group LLC

Miami, FL • On-site

Full-time

Re-posted 5 days ago

Key responsibilities

  • Analyze investment portfolio performance, including returns, risk metrics, asset allocation, and positioning relative to benchmarks and product objectives.

  • Act as the primary point of contact with external investment partners, including reviewing and challenging investment strategies, performance results, and portfolio positioning.

  • Provide oversight and supervision of middle office investment operations, ensuring accurate execution, reconciliation, and record-keeping.

Job description

ABOUT US

VUMI® is an international health insurance company offering exclusive major medical insurance products and VIP medical services to private and corporate clients worldwide. VUMI® products are designed to give you unique benefits and extensive global coverage. Most importantly, VUMI® gives you peace of mind – you’ll be covered at all times – anywhere in the world.

VUMI® has operational offices around the world and employs more than 550 multinational professionals

POSITION SUMMARY

The Investment Manager is responsible for the analysis, monitoring, and oversight of the company’s investment portfolio, ensuring alignment with strategic objectives, risk parameters, and product requirements.


This role serves as the primary internal interface with external investment partners, including The Bahnsen Group, and is accountable for evaluating portfolio performance, reviewing investment positioning, and ensuring consistency between investment strategy and product design.


The Investment Manager also provides oversight of middle office investment operations, ensuring that trade execution, reconciliation, and portfolio records accurately reflect investment decisions and activity.


In the start-up phase of the Life & Investment Division, this role plays a key part in establishing the investment governance framework, performance monitoring processes, and reporting structures required for the September 2026 launch, ensuring transparency, control, and alignment across all investment activities.


ESSENTIAL FUNCTIONS

The essential functions include, but are not limited to the following:


  • Portfolio Analysis & Performance Monitoring
    • Analyze investment portfolio performance, including returns, risk metrics, asset allocation, and positioning relative to benchmarks and product objectives. 
    • Monitor portfolio composition and investment strategies to ensure alignment with risk profiles, benchmark adherence, product design, and regulatory requirements. 
    • Identify trends, risks, and opportunities, providing insights and recommendations to senior management. 
  • External Investment Partner Management
    • Act as the primary point of contact with external investment partners, including the external asset management advisor.
    • Review and challenge investment strategies, performance results, and portfolio positioning. 
    • Coordinate reporting, performance reviews, and periodic investment discussions with external managers. 
  • Investment Governance & Oversight
    • Ensure that investment activities are executed in accordance with approved mandates, guidelines, and internal governance frameworks. 
    • Support the development and maintenance of investment policies, guidelines, and monitor the Open Architecture individual portfolios performance.
    • Provide input into Investment Committee discussions and materials. 
  • Middle Office Oversight & Operational Alignment
    • Provide oversight and functional supervision of middle office investment operations, ensuring accurate execution, reconciliation, and record-keeping. 
    • Ensure alignment between investment decisions and operational execution, including trade processing and portfolio updates. 
    • Serve as a backup resource for middle office functions when required. 
  • Reporting & Decision Support
    • Prepare investment reports, dashboards, and analysis for senior management, Finance Director, and Investment Committee. 
    • Support financial planning, product development, and actuarial analysis with investment-related insights. 
  • Innovation & Analytical Tools
    • Leverage advanced analytical tools, including Excel and AI-enabled methodologies, to enhance investment analysis, reporting, and decision support. 
    • Support the development of structured prompts or analytical frameworks to improve efficiency in portfolio analysis and reporting.


KEY PERFORMANCE INDICATORS (KPIs)

  • Portfolio Performance Monitoring: Accuracy and timeliness of performance analysis and reporting. 
  • Risk Oversight: Identification and management of portfolio risks and deviations from strategy. 
  • Partner Management Effectiveness: Quality of interaction and oversight of external investment managers. 
  • Operational Alignment: Consistency between investment strategy and operational execution. 
  • Reporting Quality: Clarity, accuracy, and usefulness of investment reports and insights. 
  • Governance Compliance: Adherence to investment policies, mandates, and internal controls.


MINIMUM QUALIFICATIONS

  • Bachelor’s degree in Finance, Economics, Investments, or a related field; CFA or progress toward CFA strongly preferred.
  • 5–8 years of experience in investment management, portfolio analysis, or asset management oversight.
  • Strong understanding of portfolio construction, asset allocation, and investment risk analysis.
  • Experience working with external asset managers, advisors, or investment platforms.
  • Familiarity with investment reporting, performance measurement, and benchmarking.
  • Advanced proficiency in Excel; experience with analytical tools and data platforms preferred.
  • Strong analytical, critical thinking, and communication skills.
  • Ability to operate at both strategic and operational levels.


WORKING CONDITIONS

The following job-related working conditions are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential function. 

 

WORK ENVIRONMENT

The role primarily operates in an in-door, climate-controlled office setting working in close proximity to others. Noise level in the work environment is low to moderate. Light level provides adequate brightness for reading, computer work, and other tasks without causing glare or strain.

 

PHYSICAL DEMANDS 

The job primarily involves sedentary work with prolonged periods sitting at a desk. While performing the duties of this job, employees may occasionally be expected to:

  • exert up to 10 pounds of force and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
  • operate standard office equipment such as copiers, computers, telephones, printers, etc.

 

TRAVEL

Minimal to no travel required


SAFETY HAZARD OF THE JOB 

Minimal Hazards including potential ergonomic risks from prolonged sitting or repetitive motions.


LEADERSHIP COMPETENCIES

  • Investment Analysis & Portfolio Insight
  • Strategic Thinking & Risk Awareness
  • External Partner Management
  • Operational Oversight & Alignment
  • Analytical Rigor & Data-Driven Decision Making
  • Cross-Functional Collaboration
  • Adaptability in Start-Up Environments


EEO STATEMENT

VUMI Group is an equal opportunity employer. We celebrate diversity and are committed to an inclusive environment for all employees.


NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are subject to possible modification to reasonably accommodate individuals with disabilities. The requirements listed in this job description are the minimum levels of knowledge, skills, or abilities necessary. This job positing does not create an employment contract, implied or otherwise, other than an “at will” relationship

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