Senior Analyst, Investment Performance & Reporting

INSPYR Solutions; San Antonio (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

INSPYR Solutions is seeking a Senior Analyst to support investment performance measurement, reporting, and analysis across a portfolio of funds and investments. The role partners with senior finance leaders to evaluate historical results and produce reporting for executive decisions.

The ideal candidate has a quantitative background with experience in investment or fund data, and an interest in improving reporting through automation, analytics, and emerging tech.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Real Estate, Data Analytics, Information Systems, or related field.
• 1–3 years of experience in investment performance, fund accounting, or quantitative analysis.
• Familiarity with IRR, time-weighted returns, benchmarking, and attribution analysis.
• Advanced Excel skills with data analysis capabilities.

Responsibilities

• Calculate and review key investment performance measures, including IRR, TWAR, and equity multiples.
• Prepare quarterly performance reporting across funds, investments, and properties.
• Support benchmarking submissions (NCREIF, MSCI) and related analyses.
• Conduct attribution, variance, and benchmark analyses to identify drivers.
• Build and maintain analytical models, dashboards, and reporting tools.
• Collaborate with finance, portfolio management, asset management, IR, and external providers.
• Drive reporting automation and data governance with technology teams.
• Maintain documentation, controls, and repeatable processes.

Skills

IRR analysis

Time-weighted returns

Data analysis

Excel proficiency

Quantitative skills

Communication

Education

Bachelor's degree in Finance or related

Job description

Senior Analyst, Investment Performance & Reporting

Location: San Antonio or Dallas, TX — Onsite

Position Overview

We are seeking a Senior Analyst to support investment performance measurement, reporting, and analysis across a portfolio of funds and underlying investments. This role partners closely with senior finance and investment leaders to evaluate historical results, interpret portfolio performance, and produce reporting that supports executive decision-making.

The ideal candidate will have a strong quantitative background, experience working with investment or fund data, and an interest in improving reporting processes through automation, analytics, and emerging technologies.

Key Responsibilities

• Calculate and review key investment performance measures, including IRR, time-weighted returns, equity multiples, and contribution metrics.
• Prepare quarterly performance reporting across funds, investments, and individual properties.
• Support external benchmarking submissions, including NCREIF, MSCI, and similar industry benchmarks.
• Conduct attribution, contribution, variance, and benchmark analysis to identify key drivers of performance.
• Evaluate benchmark results and broader market trends to provide context around investment performance.
• Partner with teams across fund operations, portfolio management, asset management, investor relations, communications, and external service providers to ensure accurate and timely reporting.
• Perform data validation, reconciliation, and quality-control reviews.
• Build and enhance analytical models, dashboards, databases, and reporting tools.
• Work with technology and data teams to improve automation, scalability, and reporting efficiency.
• Maintain documentation, controls, and repeatable reporting processes.
• Support ad hoc analysis and reporting requests from senior leaders and internal stakeholders.
• Participate in finance transformation, data governance, and systems-related initiatives.
• Take on additional analytical responsibilities as business needs evolve.

Automation & Emerging Technology

• Identify opportunities to streamline manual processes and improve reporting efficiency.
• Leverage approved automation and AI tools to support analysis, reporting, and workflow improvements.
• Develop scalable solutions that improve access to performance information.
• Apply emerging technologies in accordance with internal governance, privacy, and risk standards.
• Assess the limitations and risks associated with AI-enabled tools and ensure appropriate human oversight.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Real Estate, Data Analytics, Information Systems, or a related field.
• 1–3 years of experience in investment performance, fund accounting, investment operations, financial analysis, or a similar quantitative discipline.
• Familiarity with IRR, time-weighted returns, benchmarking, and attribution analysis.
• Strong analytical, quantitative, and problem-solving skills.
• Experience working with large datasets, reconciliations, and financial reporting.
• Strong understanding of capital markets and institutional investment concepts.
• Interest in process improvement, automation, and technology-enabled reporting.
• Advanced Excel skills and strong data-analysis capabilities.
• Strong attention to detail and ability to manage multiple deadlines.
• Effective written and verbal communication skills.
• Ability to work collaboratively across teams and functions.
• Must be able to work onsite full time.
• Final title and level may vary based on experience and qualifications.

About INSPYR Solutions

Technology is our focus and quality is our commitment. As a national expert in delivering flexible technology and talent solutions, we strategically align industry and technical expertise with our clients' business objectives and cultural needs. Our solutions are tailored to each client and include a wide variety of professional services, project, and talent solutions. By always striving for excellence and focusing on the human aspect of our business, we work seamlessly with our talent and clients to match the right solutions to the right opportunities. Learn more about us at inspyrsolutions.com.

INSPYR Solutions provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, or any other protected status. INSPYR Solutions complies with all applicable laws governing nondiscrimination in employment in every location in which the company has facilities.