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Temporary Investment Performance Analyst Jobs in Ohio

IRG Realty Advisors

Senior Analyst

Richfield, OH · On-site

$82K - $108K/yr

Monitor portfolio performance against budget, business plans, and investment objectives, with a ... Analyze the effect of transactions on portfolio composition, growth profile, diversification, and ...

IRG Realty Advisors

Senior Analyst

Richfield, OH · On-site

$82K - $108K/yr

Monitor portfolio performance against budget, business plans, and investment objectives, with a ... Analyze the effect of transactions on portfolio composition, growth profile, diversification, and ...

IRG Realty Advisors (IRGRA)

Senior Analyst

Richfield, OH

$82K - $108K/yr

Monitor portfolio performance against budget, business plans, and investment objectives, with a ... Analyze the effect of transactions on portfolio composition, growth profile, diversification, and ...

The Jacobson Group

OH · On-site

The CFO oversees all financial functions, provides actionable insights to the CEO and Board of Directors, monitors investment performance, manages reporting and analysis, and ensures compliance with ...

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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 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 Analyst

Westfield

Westfield Center, OH • On-site

Full-time

Posted 26 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 Investment Analyst, under moderate supervision, provides direct support to assigned Senior Portfolio Manager on fixed income, equity, or alternatives portfolios of all Westfield affiliated companies by performing economic, sector and sub-asset class allocation, recommending specific securities, executing trades, and performing ongoing monitoring of securities and portfolios.
This role is not eligible for visa sponsorship.
Job Responsibilities
  • Provides direct support to assigned Senior Portfolio Manager on fixed income, equity, or alternatives portfolios by performing economic, sector, sub-asset class and individual security or fund research, recommending specific securities, mutual funds, ETFs, limited partnership deals, or direct coinvestment deals, executing trades or agreements, and performing ongoing monitoring of all portfolio investments.
  • Works to define the optimal sub-asset class allocation for each portfolio. Responsible for full life-cycle of investments, including sub-asset class research, portfolio construction, trading, and attribution.
    • Participates in team strategy discussions. Prepares and presents analysis on assigned sub-asset classes, including fundamental analysis, or interest rate analysis in support of recommendations.
    • Monitors market activity throughout the day, including analysis of market news, issuer and credit spreads, and discussions with industry peers and brokers. Monitors domestic and world situations, analyzing their effect on investments to ensure the successful management of portfolios.
    • Improves existing investment processes by making them more efficient and effective. Documents processes for business continuity purposes.
  • Determines security selection within asset-class assignment(s).
    • Assesses security credit fundamentals such as yield spreads, ratings, earnings, events, and other drivers to determine impact on price performance and liquidity. Conducts duration and convexity analyses on the portfolio. Assesses equity security fundamentals such as business prospects, earnings growth, price/earnings multiples (P/E), dividend growth and yield, market/company events and other drivers to determine impact on total return potential. Conducts investment and operational due diligence of new and current alternative fund managers. Determines portfolio need by security strategy, historical and target performance, fees, sourcing capabilities and persistence of returns.
    • Derives future expected value of securities and their risk-return profile under normal and shocked adverse scenarios.
    • Employs multiple valuation methodologies to assess company performance.
    • Analyzes information related to economic conditions, business environment, financial markets, industry, regulations, and geopolitics for use in making investment decisions.
    • Builds and maintains industry and company-specific models with the goal of understanding the economic drivers of a business.
    • Monitors projected cash (income, excess premium, trading cash, etc.), identifies specific security-level investment decisions, and determines timing of purchases.
    • Generates orders and communicates to brokers for execution. Monitors executions and allocates trades, as appropriate, based on pre-defined allocation requirements.
  • Monitors, analyzes, reviews, and reports on performance returns, attribution, and risk reporting metrics for securities in investment portfolios and maintains ongoing watch list.
    • Conducts economic studies to maintain up-to-date information on holdings and recommends additional purchases, sales, or exchanges.
    • Identifies / monitors various exposures and risks. Escalates to the Senior Portfolio Manager and the Chief Investment Officer when necessary.
    • Prepares and discusses monthly results with the Senior Portfolio Manager and the Chief Investment Officer.
    • Works on the annual planning and budgeting process. Performs monthly income variance analysis.
    • Analyzes securities in a loss position quarterly. Produces a rationale and recommendation on whether it should be impaired.
  • Makes regular presentations to the Investment Committee with investment insights and provides a written summary to the Senior Portfolio Manager, the Chief Investment Officer or the Investment Committee as appropriate.
    • Presents sector reviews and updates to the Investment Committee.
    • Periodically presents other reports as required such as those related to ERM, Liquidity, etc.
  • Works on projects assigned by the Senior Portfolio Manager or the Chief Investment Officer.
  • Supports the management reporting process as requested to ensure high-quality decision support.
  • Manages all stakeholder relationships. Contributes to the annual assessment of approved broker list.
  • Participates in calls with regulators and external auditors to review portfolio actions, OTTI and other potential investment portfolio impacts.
  • Participates in periodic assessments of third-party advisors, brokers, and technology providers.
  • Travels occasionally in order to perform special assignments, training, industry events, investment/economic research and/or between office locations.

Job Qualifications
  • 2+ years of experience applying quantitative and qualitative analytical skills to financial, investment, credit, securities, portfolio, or research data.
  • Bachelor's degree in Finance, Economics, Accounting, Engineering, Actuarial Science, Mathematics, Business, or a related field, or equivalent work experience.

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
  • Investment Research
  • Financial Modeling
  • Portfolio Reporting
  • Market Analysis
  • Bloomberg
  • Microsoft Office
  • Trade Support

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.
About Us
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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