Investment Performance Analyst: Data-Driven Analytics

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

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.