Investment Performance Analyst

Selby Jennings; California (MO); On-site; USD 90,000 - 140,000; Full time

Job summary

Selby Jennings is seeking a skilled Investment Performance Analyst to administer composite structures, validate portfolio data, and support performance reporting for multiple stakeholders. The role requires strong analytical ability and experience with performance measurement standards.

You will prepare performance packages, develop analyses for portfolio managers, and assist with data quality initiatives across reporting platforms.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Mathematics, Statistics, or a related discipline.
• Progress toward or completion of CFA, CIPM, or similar designation is advantageous.
• Approx. 3–6 years of experience in investment performance measurement or portfolio analytics.

Responsibilities

• Administer and monitor composite performance structures in line with industry practices.
• Review, reconcile, and validate portfolio and composite data for accuracy.
• Coordinate activities for independent performance verification and annual compliance reviews.

Skills

Advanced Excel

GIPS knowledge

Perf reporting

Portfolio analytics

Education

Bachelor's degree in Finance/Economics/Accounting/Math/Stats

Tools

FactSet

Bloomberg

Portfolio accounting systems

Job description

Key Responsibilities

Performance Measurement & Composite Oversight

• Administer and monitor composite performance structures in accordance with industry best practices and established methodologies.
• Review, reconcile, and validate portfolio and composite data to ensure accuracy and completeness.
• Coordinate activities related to independent performance verification and annual compliance reviews.
• Maintain supporting documentation, controls, and procedures associated with performance reporting.

Reporting & Analytics

• Prepare recurring performance packages on a daily, weekly, monthly, and quarterly basis.
• Generate customized analyses and reporting for portfolio managers, client-facing teams, and senior leadership.
• Produce portfolio-level statistics, attribution analyses, risk metrics, and investment characteristics reports.
• Investigate data discrepancies and resolve reporting issues in a timely manner.

Client & Business Development Support

• Provide performance-related information for client presentations, consultant databases, questionnaires, and due diligence requests.
• Partner with business development and marketing teams to deliver accurate performance and portfolio analytics for proposal submissions.
• Respond to ad hoc requests for investment performance, benchmark analysis, and portfolio data.

Process Enhancement & Project Work

• Identify opportunities to improve reporting efficiency, data quality, and operational workflows.
• Assist with implementation of new reporting tools, systems, and automation initiatives.
• Participate in cross-functional projects and collaborate with team members across investment operations and analytics functions.
• Support broader team initiatives and serve as a resource for performance-related inquiries.

Desired Background

Education & Certifications

• Bachelor's degree in Finance, Economics, Accounting, Mathematics, Statistics, or a related discipline.
• Progress toward or completion of a CFA, CIPM, or similar investment-related designation is advantageous.

Experience

• Approximately 3 to 6 years of experience in investment performance measurement, portfolio analytics, investment operations, or a related area within asset management.
• Working knowledge of investment performance reporting methodologies and GIPS standards.
• Experience supporting institutional or wealth management investment products is preferred.

Technical Skills

• Advanced Excel capabilities, including formulas, pivot tables, lookups, data manipulation, and reporting automation.
• Familiarity with performance measurement and portfolio analytics platforms.
• Experience with FactSet, Bloomberg, portfolio accounting systems, or comparable investment technology solutions is highly desirable.
• Proficiency across Microsoft Office applications, particularly Excel, Word, and Outlook.

Professional Attributes

• Strong analytical and problem-solving abilities.
• Exceptional attention to detail and data accuracy.
• Ability to manage multiple priorities and meet tight deadlines.
• Effective communication skills with the ability to present complex information clearly.
• Quick learner with the adaptability to master new systems, tools, and workflows.