Top 329 Investment performance analyst Jobs in Dallas, Tx

Investment Performance Analyst
True North Advisors —Dallas, TX
- Full-time
- Background check
- Computer Science
- Research
- Health savings account
- Health insurance
Quick Apply
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Family Office Solutions (Reporting), Analyst - Dallas, TX
Goldman Sachs —Dallas, TX
- Writing skills
- Mid-level
- Office
- Disability insurance
- Health insurance
Investment Analyst / Associate
Regent Venture Partners —Dallas, TX
- $80,000 - $100,000 a year
- Full-time
- English
- Mid-level
- Office
- Health insurance
Quick Apply
10d
Junior FP&A Analyst Position (FP&A)
Sten Tech, Inc —Dallas, TX
- $55,000 - $100,000 a year
- Full-time
- Office
- Finance
- SQL
Quick Apply
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Financial Analyst - Dallas
Goldman Sachs —Dallas, TX
- Mid-level
- Office
- Business development
- Disability insurance
- Health insurance
Private Equity Data Operations Analyst
LP Analyst —Dallas, TX
- Full-time
- Research
- Mid-level
- Office
- Free parking
- Paid parental leave
Quick Apply
Controllers | Analyst | Dallas
Goldman Sachs —Dallas, TX
- Microsoft Outlook
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Mass Inventory Analyst
Goliath —Richardson, TX
- Full-time
- Remote
- Mid-level
- Analysis skills
- Bachelor's degree
- Health savings account
- Dental insurance
Quick Apply
Global Banking & Markets - Private - Dallas - Analyst - Loan Management - Trade Analytics
Goldman Sachs —Dallas, TX
- Mid-level
- Office
- Finance
- Disability insurance
- Health insurance
Financial Advisor (Career Changers Encouraged to Apply!)
Northwestern Mutual —Dallas, TX
- $80,000 - $180,000 a year
- Full-time
- Background check
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Analyst, Client and Payment Support Operations
Scotiabank —Dallas, TX
- Microsoft Outlook
- Mid-level
- Office
7d
Real Estate Investment Analyst
Lakeview Loan Servicing —Dallas, TX
- $60,000 - $80,000 a year
- Full-time
- Remote
- Microsoft Outlook
- Mid-level
- Finance
Asset & Wealth Management, Private, Divisional Finance, Analyst - Dallas
Goldman Sachs —Dallas, TX
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Marcus by Goldman Sachs - Vendor Relationship Management - Analyst, Richardson, TX/Draper, UT
Goldman Sachs —Richardson, TX
- Mid-level
- Office
- Travel
- Disability insurance
- Health insurance
Analyst, Enhanced Due Diligence
Scotiabank —Dallas, TX
- Mid-level
- Finance
- Analysis skills
Data Analyst
Tapcheck —Plano, TX
- Full-time
- Remote
- Mid-level
- Office
- SQL
- Health savings account
- AD&D insurance
Financial Analyst
Sabre —Dallas-Fort Worth, TX
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Finance
- Paid parental leave
- Health insurance
Real Estate Investment Analyst
Hillwood Development Company LLC —Dallas, TX
- Full-time
- Computer Science
- Mid-level
- Office
- Health savings account
- Paid holidays
14d
Global Banking & Markets, Private, Infrastructure and Real Asset Finance Group, Credit Analyst/Portfolio Management, Associate - Dallas
Goldman Sachs —Dallas, TX
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Service Management Analyst
Peak6 —Dallas, TX
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Health savings account
- Health insurance
4d

I want to receive the latest job alert for investment performance analyst in dallas, tx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

investment performance analyst jobs near dallas, tx

Investment Performance Analyst

True North Advisors
Dallas, TX

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
Financial planning services
Happy hour
Paid time off
Vision insurance
Volunteer time off

Qualifications

Data preprocessing
Presentation software
Research
Bachelor's degree
Presentation preparation

Full Job Description

True North Advisors is seeking an entry-level Investment Performance Analyst to join our portfolio analytics team. The ideal candidate will be a recent graduate who combines strong technology aptitude with a foundational interest in investing. This role supports the production of client and internal performance reporting across public and private markets, provides hands-on exposure to the firm’s core analytical platforms (Addepar, Morningstar, FactSet), and contributes to recurring deliverables and ad-hoc analyses for the investment team. This is a hands-on growth opportunity for someone interested in building a career in investment analytics, performance measurement, or portfolio management.

This is a full-time position based in our Dallas office with telecommuting opportunities.

Responsibilities:

Client Performance Reporting

Assist in producing client performance reports in Addepar, including return, benchmark, and exposure data.
Help reconcile performance and holdings data across custodians, fund administrators, and internal systems; flag discrepancies for review
Support advisors with performance-related questions and report customizations.

Internal Portfolio Reporting

Build and maintain recurring internal reports on firm-wide positioning and performance using Addepar, Morningstar, and FactSet.
Execute ad-hoc data pulls and analytical requests for the investment team, including manager comparisons, exposure summaries, and simple attribution work.
Maintain and update performance templates used in alternative investment decks and internal presentations.
Build comparison exhibits showing platform funds versus relevant benchmarks and peer groups
Produce quarterly and annual performance tear sheets for platform funds
Apply the firm's quality control and version-control standards to ensure consistent, accurate outputs.

Analytical & Presentation Support

Build and maintain Excel models tracking fund-level performance metrics (IRR, TVPI, DPI, RVPI, MOIC, PME)
Create charts, graphs, and dashboards visualizing investment exposures, asset allocations, and performance (MTD, YTD, 3‑Year, and Inception‑to‑Date)
Update fund pitch decks, fact sheets, and performance reports with refreshed performance data, fund profiles, platform AUM figures
Update relevant Due Diligence Questionnaire (DDQ) responses as needed
Assist with preparation of materials for investment committee meetings, model portfolio reviews, and team check-ins.
Proactively learn the firm's tools, processes, and investment philosophy.

Required Education, Skills, & Experience:

Bachelor's degree (recently completed or in final year) in finance, economics, accounting, mathematics, statistics, computer science, data analytics, or a related field. Preference for coursework or projects in performance measurement, portfolio theory, or alternative investments.
Internship experience at an RIA or other financial services firm preferred
Experience with or interest in financial data platforms (Addepar, Morningstar, FactSet, Bloomberg) or analytics tools (Tableau, Power BI, SQL, Python)
Advanced Excel skills (lookups, pivot tables, data cleaning) and strong PowerPoint skills for clear, professional visuals.
Foundational investment knowledge including familiarity with asset classes, basic return concepts, and portfolio construction
Strong attention to detail and a high standard for accuracy.
Clear written and verbal communication; willingness to ask questions and incorporate feedback

Strong analytical and research skills with the ability to manage multiple projects and priorities
Must consent to and have favorable credit report and background check
Ability to consistently demonstrate True North’s Core Values

Benefits & Perks:

Competitive base salary
Competitive bonus potential based on successful execution of firm goals and individual performance metrics
15 days of Paid Time Off (PTO) for new employees; increases to 18 days after the second year and increases from there per a schedule
Volunteer Time Off (VTO)
401(k) with employer contribution
Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
Employer reimbursement for professional designations and continuing education
Free Financial Planning services for employees
Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!

Background:

True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients. True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest.

We seek to provide peace of mind to our clients and their families. Managing an individual’s wealth is more than just dollars and cents. At True North, our Wealth Managers work collaboratively with our Wealth Planning team using every lens to create comprehensive plans designed to achieve clients’ long-term goals. We offer innovative solutions and provide perspective, opportunity, and fulfillment in every area of our clients' lives. We were an early adopter in recommending private investments, including public and private platform opportunities in real estate, private equity, and energy.

Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Go North today and join us to help us continue to fulfill lives.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Quick Apply

Refine Your Search

investment performance analyst jobs in dallas, tx

Investment Performance Analyst

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Family Office Solutions (Reporting), Analyst - Dallas, TX

Investment Analyst / Associate

Junior FP&A Analyst Position (FP&A)

Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Financial Analyst - Dallas

Private Equity Data Operations Analyst

Controllers | Analyst | Dallas

Mass Inventory Analyst

Global Banking & Markets - Private - Dallas - Analyst - Loan Management - Trade Analytics

Financial Advisor (Career Changers Encouraged to Apply!)

Analyst, Client and Payment Support Operations

Real Estate Investment Analyst

Asset & Wealth Management, Private, Divisional Finance, Analyst - Dallas

Marcus by Goldman Sachs - Vendor Relationship Management - Analyst, Richardson, TX/Draper, UT

Analyst, Enhanced Due Diligence

Data Analyst

Financial Analyst

Real Estate Investment Analyst

Global Banking & Markets, Private, Infrastructure and Real Asset Finance Group, Credit Analyst/Portfolio Management, Associate - Dallas

Service Management Analyst

I want to receive the latest job alert for investment performance analyst in dallas, tx

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected