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Investment Performance Analyst Jobs in Texas

Investment Performance Analyst Jobs
By LHH At San Antonio, Texas Metropolitan Area, United States
Bachelor’s degree in Accounting or Finance, Master’s preferred
2+ years of recent and relevant experience required
Experience preparing investment account reconciliations
Experience analyzing investment results and investigation of variances
Liaise with parent company executives regarding company investments
Maintain compliance with SOX regulations
Investment Performance Analyst Jobs
By Jones Capital At , Houston, Tx
1 to 5 years of prior work experience within the finance, consulting, or asset management fields
Bachelor's degree with a strong academic record - Finance, Accounting, Economics, Business or related field is preferred
Experience with Addepar, Solovis, Caissa, or other performance aggregation tools
Keen attention to detail • Ability to self-initiate and execute responsibilities
Confident, yet humble with the ability to listen • Ability to multi-task, manage, and prioritize a variety of projects
Typical package of benefits including health, dental, vision, 401(k) matching, paid time off, etc.

Are you looking for an exciting opportunity to analyze and report on investment performance? We are looking for a motivated Investment Performance Analyst to join our team and help us maximize our investments. You will be responsible for developing and maintaining performance metrics, analyzing investment performance, and providing insights to help us make informed decisions. If you have a passion for finance and a knack for data analysis, this could be the perfect job for you!

Overview An Investment Performance Analyst is responsible for analyzing and evaluating the performance of investments and portfolios. They use financial data and market research to identify trends and make recommendations to clients and investment managers. They also provide advice on how to maximize returns and minimize risk. Detailed Job Description An Investment Performance Analyst is responsible for analyzing and evaluating the performance of investments and portfolios. They use financial data and market research to identify trends and make recommendations to clients and investment managers. They also provide advice on how to maximize returns and minimize risk. Investment Performance Analysts must be able to interpret financial data and understand the implications of market changes. They must be able to communicate their findings in a clear and concise manner. Job Skills Required
• Strong analytical and problem-solving skills
• Knowledge of financial markets and investments
• Ability to interpret financial data
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Knowledge of financial analysis software
Job Qualifications
• Bachelor’s degree in finance, economics, accounting, or a related field
• Relevant work experience in the financial services industry
• Professional certification such as Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP)
Job Knowledge
• Knowledge of financial markets and investments
• Understanding of financial analysis techniques
• Knowledge of financial analysis software
• Understanding of portfolio management strategies
• Knowledge of risk management techniques
Job Experience
• Relevant work experience in the financial services industry
• Experience in analyzing and evaluating investments and portfolios
• Experience in providing advice on investment strategies
Job Responsibilities
• Analyze and evaluate investments and portfolios
• Identify trends and make recommendations to clients and investment managers
• Provide advice on how to maximize returns and minimize risk
• Interpret financial data and understand the implications of market changes
• Communicate findings in a clear and concise manner
• Monitor market changes and adjust strategies accordingly
• Prepare reports and presentations for clients and investment managers