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Temporary Investment Performance Analyst Jobs in Ohio

Stark Enterprises

Investment Analyst

Cleveland, OH · On-site

The Investment Analyst plays a key role in supporting the company's real estate investment ... asset performance, and preparing financial materials for internal and external stakeholders.

Stark Enterprises

Investment Analyst

Cleveland, OH · Hybrid

The Investment Analyst plays a key role in supporting the company's real estate investment ... asset performance, and preparing financial materials for internal and external stakeholders.

Stark Enterprises

Investment Analyst

Cleveland, OH · On-site

$70 - $100/hr

... asset performance, and preparing financial materials for internal and external stakeholders ... Analyze key real estate investment metrics, including IRR, NPV, Equity Multiple, and sensitivity ...

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All JobsInvestment Performance Analyst JobsTemporary Investment Performance Analyst JobsTemporary Investment Performance Analyst Jobs in Ohio

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 Ohio?

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

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

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

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

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

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

Cities in Ohio 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 Ohio as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 11% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution.

Fixed Income Investment Associate Analyst

Westfield

Westfield Center, OH • Hybrid

Full-time

Posted 25 days ago

Westfield Insurance rating

8.7

Company rating: 8.7 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

70th of 311 rated insurance

Job description

Job Summary:

The Associate Investment Analyst applies broad theoretical investment and financial knowledge to support fixed income, equity, and alternative investment portfolio activities for Westfield affiliated companies. Working under close supervision, the role gathers data, prepares basic analysis, monitors assigned information sources, maintains reports, and drafts summaries for review by investment team members to support established portfolio processes and decision making. 

This role is not eligible for visa sponsorship.

Job Responsibilities:

  • Assists with assigned portfolio activities by gathering economic, sector, sub-asset class, security, fund, and manager information and organizing findings for review by investment team members. 
  • Prepares basic analysis to support investment review activities, including issuer, credit, equity, alternative investment, performance, risk, liquidity, and valuation information using established methods. 
  • Monitors assigned market activity, portfolio holdings, cash positions, issuer news, credit spreads, regulatory developments, and economic conditions; escalates notable observations to investment team members. 
  • Updates and maintains existing financial models, portfolio reports, watch lists, and analytical tools to support understanding of business drivers, security performance, valuation, and risk-return considerations. 
  • Supports portfolio construction, sub-asset class analysis, attribution, income variance analysis, and annual planning activities by compiling accurate data and preparing routine reporting materials. 
  • Assists with approved trade support activities by preparing order information, coordinating required documentation, and tracking execution details under direction and established requirements. 
  • Supports due diligence activities for new and existing investments, fund managers, brokers, third-party advisors, and technology providers by gathering information, completing initial analysis, and documenting findings for review. 
  • Drafts written summaries, monthly results, sector review materials, ad hoc reports, and presentation support materials for review by investment team members and use with internal and external stakeholders. 
  • Identifies routine opportunities to improve assigned documentation, data quality, and reporting steps and supports approved updates within defined scope. 
  • Participates in team strategy discussions, stakeholder calls, and assigned projects by providing data, documentation, and analysis support within defined scope. 
  • Travels occasionally to support training, industry events, investment or economic research, special assignments, and meetings between office locations. 

Job Qualifications:

  • Bachelor's degree in Finance, Economics, Accounting, Engineering, Actuarial Science, Mathematics, Business, or a related field, or equivalent training or work experience. 
  • 0-2 years of experience applying quantitative, qualitative, financial, investment, credit, securities, portfolio, or research concepts to data, coursework, internships, or related work. 

Location: 

Hybrid - defined as working three or more days per week in the office

Licenses and Certifications: 

  • Chartered Financial Analyst (CFA)

Behavioral Competencies:

  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Decision Quality
  • Nimble Learning

Technical Skills:

  • Basic Investment Research 
  • Foundational Financial Modeling 
  • Portfolio Reporting Support 
  • Market Data Analysis 
  • Bloomberg or Similar Market Data Tools 
  • Microsoft Office 
  • Trade Support Documentation 

This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.

Founded in 1848, Westfield is a global leader in property and casualty insurance, delivering superior risk insights and innovative solutions to customers through a diverse portfolio of insurance products. Westfield underwrites commercial, personal, surety, and specialty lines of coverage through a network of leading independent agents and brokers in the United States and specialty products through Lloyd's of London Syndicate 1200. As a mutual insurance company with more than 3,000 employees, Westfield has revenues in excess of $4 billion and more than $10 billion in assets. 

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