Hybrid Investment Performance Analyst - Data & Attribution

Waycrosse; Wayzata (MN); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K retirement

Disability plan

Job summary

Waycrosse in Wayzata, MN is seeking an Investment Performance Analyst to deliver accurate performance measurement and attribution across a multi-asset portfolio. You will work with investment operations, fund management, portfolio management, and external partners to ensure data integrity and timely reporting.

The role requires strong analytical skills, advanced Excel, and experience with performance reporting systems. Hybrid work arrangement with in-office Wednesdays and two additional days.

Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related field required.
• Professional certifications such as CIPM, CFA, CAIA or similar strongly preferred.
• Advanced degree (MBA, MS, or equivalent) a plus.
• 5+ years of experience in investment performance, portfolio analytics, or a related role required.
• Experience with multi‑asset portfolios, including public markets and alternative investments, is highly desirable.

Responsibilities

• Oversee extraction, transformation, reconciliation, and validation of investment performance data across internal systems and external providers.
• Partner with operations, investment management, and external partners to resolve data integrity issues to ensure timely and accurate performance measurement.
• Maintain and enhance performance and attribution reporting.
• Utilize investment manager statements, portfolio reports, and other data sources to improve transparency into exposures for performance and risk reviews.
• Serve as internal subject‑matter expert for performance methodologies, measurement, and analytics.
• Calculate portfolio returns (time-weighted, IRR) and validate performance data.
• Review performance inputs and reports across asset classes at fund and client level to ensure accuracy.
• Generate reports including performance summaries and commentary.
• Conduct performance attribution and peer or benchmark comparisons to identify drivers.
• Develop a repeatable framework for performance review conclusions and commentary.
• Design, document, and maintain performance-review controls and monitoring.

Skills

Quantitative analysis

Analytical thinking

Investment performance

Communication

Education

Bachelor’s degree in Finance

CIPM / CFA / CAIA preferred

MBA / MS a plus

Tools

Addepar

Aladdin

MSCI Total Plan

Clearwater Analytics

Eton Atlas

Excel

Bloomberg

FactSet

Job description

Waycrosse in Wayzata, MN is seeking an Investment Performance Analyst to deliver accurate performance measurement and attribution across a multi-asset portfolio. You will work with investment operations, fund management, portfolio management, and external partners to ensure data integrity and timely reporting.

The role requires strong analytical skills, advanced Excel, and experience with performance reporting systems. Hybrid work arrangement with in-office Wednesdays and two additional days.