Investment Performance Analyst

NISA Investment Advisors, LLC

Clayton (MO)

On-site

USD 65,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
Life insurance
Competitive retirement plan
Onsite cafeteria
Fitness center
Health & wellness program
Educational assistance

Job summary

NISA Investment Advisors, LLC is seeking an Analyst in the Performance Group to support production, review, and analysis of investment performance across portfolios and composites.

You will learn calculation workflows, partner with Senior Analysts and Managers, and collaborate with Portfolio Management, Client Services, and other cross-functional groups to deliver performance analytics using Eagle, Vermilion, and K2 within a robust governance framework.

Qualifications

  • Bachelor's degree in a related field or relevant industry experience.
  • 0–3 years of relevant experience; investment performance, operations, or analytical internships preferred.
  • Basic understanding of investment products, financial markets, and investments.
  • Proficiency with Microsoft 365 and SharePoint; openness to EAGLE Performance System, Vermilion, K2, and AI-assisted tools within firm controls.
  • Willingness to pursue professional designations (e.g., CFA, CIPM, CAIA).

Responsibilities

  • Support production, review, and analysis of investment performance for portfolios and composites.
  • Run daily, monthly, and quarterly performance production for assigned portfolios.
  • Investigate routine exceptions and escalate substantive items to Senior Analysts and Managers.
  • Support composite maintenance and related documentation; audit using Eagle/Vermilion/K2 and Performance Portal.
  • Contribute to performance documentation, procedures, and SharePoint content; assist with quantitative analysis.
  • Participate in cross-functional projects by providing business requirements and communicating with technical peers.

Skills

Analytical thinking
Quantitative skills
Attention to detail
Effective communication

Education

Bachelor's degree

Tools

Microsoft 365
SharePoint
EAGLE Performance System
Vermilion
K2
AI‑ assisted tools

Job description

NISA Investment Advisors, LLC is seeking an Analyst in the Performance Group to support production, review, and analysis of investment performance across portfolios and composites.

You will learn calculation workflows, partner with Senior Analysts and Managers, and collaborate with Portfolio Management, Client Services, and other cross-functional groups to deliver performance analytics using Eagle, Vermilion, and K2 within a robust governance framework.

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