Investment Performance and Reporting Analyst

myBridge Corporation; Nebraska; On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

401K

Medical Insurance

Dental Insurance

Vision Insurance

Job summary

myBridge Corporation in Nebraska is seeking an Investment Performance and Reporting Analyst to evaluate portfolio performance, monitor key metrics, and generate accurate reports for decision-makers.

The role collaborates with investment, operations, and data teams to enhance reporting quality and deliver timely insights. The position is full-time and on-site with a competitive benefits package.

Qualifications

• Bachelor’s degree in finance, economics, accounting, math, or analytics.
• CFA, CIPM or related qualification is a plus.
• Experience with investment performance reporting is preferred.

Responsibilities

• Calculate and review investment performance metrics.
• Compare portfolio results against relevant benchmarks.
• Prepare monthly, quarterly, and annual performance reports.
• Reconcile investment data and investigate discrepancies.
• Analyze portfolio returns, allocations, and performance trends.
• Develop dashboards and visualizations for investment reporting.
• Support performance attribution and portfolio analysis.
• Maintain reporting templates and calculation documentation.
• Collaborate with investment and operations teams to resolve data issues.
• Recommend improvements to reporting processes and data quality.

Skills

Investment analysis

Performance measurement

Financial modeling

Microsoft Excel

SQL

Power BI

Tableau

Data visualization

Attention to detail

Education

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or Business Analytics

CFA or CIPM (advantage)

Job description

Investment Performance and Reporting Analyst

$200,000 Annually

• 401K


• Medical Insurance


• Dental Insurance


• Vision Insurance

Full-Time | On-site

Job Description

The Investment Performance and Reporting Analyst supports investment teams by evaluating portfolio performance, monitoring financial metrics, and producing accurate reports for business decision-making. The role involves analyzing investment returns, comparing results against benchmarks, maintaining reporting data, and communicating key findings to relevant stakeholders.

The analyst works with investment professionals, financial operations teams, and data specialists to improve reporting quality and deliver timely performance insights.

Key Responsibilities

• Calculate and review investment performance metrics.


• Compare portfolio results against relevant benchmarks.


• Prepare monthly, quarterly, and annual performance reports.


• Reconcile investment data and investigate discrepancies.


• Analyze portfolio returns, allocations, and performance trends.


• Develop dashboards and visualizations for investment reporting.


• Support performance attribution and portfolio analysis.


• Maintain reporting templates and calculation documentation.


• Collaborate with investment and operations teams to resolve data issues.


• Recommend improvements to reporting processes and data quality.

Skills

• Investment analysis and performance measurement


• Financial modeling and reporting


• Microsoft Excel


• SQL and data manipulation


• Power BI or Tableau


• Portfolio and benchmark analysis


• Report preparation and presentation


• Analytical thinking


• Strong attention to detail

Education

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or Business Analytics. CFA, CIPM, or related qualifications are an advantage.