Investment Performance Analyst
Becker Capital Management, Inc., Portland, OR, United States
Becker Capital Management, Inc. is seeking a Performance Analyst to join our team. Our talented and cohesive team is committed to providing a best‑in‑class experience for our clients. We’re looking for a highly motivated individual with attention to detail and the ability to meet deadlines. The Performance Analyst will be responsible for collecting, analyzing, and reporting on the performance and risk metrics of client investment portfolios. The analyst ensures data integrity, supports regulatory compliance, and delivers insights to portfolio managers, relationship managers, and clients to inform investment decisions and provide data to end users.
Responsibilities
Collect, input, and validate financial and performance data for client portfolios, ensuring accuracy and completeness
Calculate and analyze investment returns, risk metrics, and performance attribution at portfolio, asset class, and security levels
Produce recurring and ad‑hoc performance reports for internal teams as well as for clients
Compare portfolio performance against benchmarks, industry standards, and peer groups, identifying trends, anomalies, or outliers
Support the development and implementation of performance measurement methodologies and reporting systems
Participation and contribution of performance information to regular investment team meetings
Respond to performance‑related queries from clients, portfolio managers, and in response to other requests
Participate in special projects, process automation, and continuous improvement initiatives within the performance analytics team
Qualifications
Bachelor’s degree in finance, accounting, economics, mathematics, or a related field
Minimum of two years’ experience in a similar role
Finance‑related certificate or designation is preferred (e.g. CIPM, CIMA, CAIA)
Strong analytical, quantitative, and critical reasoning skills
Proficiency in data management, spreadsheet applications (Excel), and performance measurement software/tools (Tamarac, Addepar, etc.)
Familiarity with or willingness to learn quantitative research analytics tools (Axioma, Barra, Bloomberg, etc.)
Strong organizational skills required to manage the demands of multiple separately managed accounts
Rigorous attention to details and great time‑management skills
Team‑oriented with a desire to collaborate
Ability to effectively communicate in writing and verbally to both internal and external audiences
Commitment to an outstanding client experience, irrespective of specified role or title
Job Location
Portland, Oregon
Benefits and Pay
Base salary range for this role is $75,000‑$85,000 depending on experience
Health, and vision insurance for dependents and employees
Life insurance
Long Term Disability insurance
Employee Assistance Program
Profit‑Sharing Plan
PTO/Vacation plan
Becker Capital is an equal opportunity employer. It is our policy to recruit, hire, promote, and pay wages without unlawful discrimination on the basis of race, religion, color, sex, age, marital status, sexual orientation, national origin, disability, veteran status, genetic information, or any other classification protected by law.
#J-18808-Ljbffr
Responsibilities
Collect, input, and validate financial and performance data for client portfolios, ensuring accuracy and completeness
Calculate and analyze investment returns, risk metrics, and performance attribution at portfolio, asset class, and security levels
Produce recurring and ad‑hoc performance reports for internal teams as well as for clients
Compare portfolio performance against benchmarks, industry standards, and peer groups, identifying trends, anomalies, or outliers
Support the development and implementation of performance measurement methodologies and reporting systems
Participation and contribution of performance information to regular investment team meetings
Respond to performance‑related queries from clients, portfolio managers, and in response to other requests
Participate in special projects, process automation, and continuous improvement initiatives within the performance analytics team
Qualifications
Bachelor’s degree in finance, accounting, economics, mathematics, or a related field
Minimum of two years’ experience in a similar role
Finance‑related certificate or designation is preferred (e.g. CIPM, CIMA, CAIA)
Strong analytical, quantitative, and critical reasoning skills
Proficiency in data management, spreadsheet applications (Excel), and performance measurement software/tools (Tamarac, Addepar, etc.)
Familiarity with or willingness to learn quantitative research analytics tools (Axioma, Barra, Bloomberg, etc.)
Strong organizational skills required to manage the demands of multiple separately managed accounts
Rigorous attention to details and great time‑management skills
Team‑oriented with a desire to collaborate
Ability to effectively communicate in writing and verbally to both internal and external audiences
Commitment to an outstanding client experience, irrespective of specified role or title
Job Location
Portland, Oregon
Benefits and Pay
Base salary range for this role is $75,000‑$85,000 depending on experience
Health, and vision insurance for dependents and employees
Life insurance
Long Term Disability insurance
Employee Assistance Program
Profit‑Sharing Plan
PTO/Vacation plan
Becker Capital is an equal opportunity employer. It is our policy to recruit, hire, promote, and pay wages without unlawful discrimination on the basis of race, religion, color, sex, age, marital status, sexual orientation, national origin, disability, veteran status, genetic information, or any other classification protected by law.
#J-18808-Ljbffr