Investment Performance Analyst jobs in United States
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Cambridge Investment Research, Inc. · 18 hours ago

Investment Performance Analyst

positionFairfield, IA
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$60K/yr - $70K/yr
date2+ years exp

Cambridge Investment Research, Inc. is committed to helping advisors build thriving businesses and deliver meaningful outcomes to their clients. The Investment Performance Analyst is responsible for monitoring, analyzing, and reporting on the performance of investment portfolios and insurance products to ensure alignment with organizational goals and regulatory standards.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Track and evaluate investment performance for our investment advisory offerings
Prepare detailed performance reports, dashboards, and presentations for leadership and stakeholders
Collect, validate, and maintain financial data from multiple sources
Identify trends in performance dispersion among strategies and flag those risks to management
Work closely with our client solutions, investment product, and due diligence teams to improve processes and ensure high quality information is provided
Ensure adherence to regulatory requirements and internal policies in all reporting and analysis
Support financial modeling and scenario analysis for strategic decision-making
Support CIO and team in one-off research projects that incorporate peer group benchmarking and analysis

Qualification

Investment analysisPerformance reportingFinancial modelingExcel proficiencyData visualization toolsInvestmentsAnalytical skillsSeries 7 LicenseFactSet experienceProblem-solving skillsCommunication skills

Required

Bachelor's degree in Finance, Economics, Business, or related field
2+ years of experience in investment analysis, performance reporting/analysis or similar
Strong proficiency in Excel, data visualization tools, and financial modeling
Knowledge of investments and investment products
Excellent analytical, problem-solving, and communication skills

Preferred

Active Series 7 License or willingness to pursue
Experience working with FactSet

Benefits

Premium benefit package including medical, vision, dental, life and long-term disability insurance
Vacation/sick time
401K retirement plan with company matching program
Eleven paid holidays

Company

Cambridge Investment Research, Inc.

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Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners.
dateFounded in 1981
location
Fairfield, Iowa, USA
people-size501-1000 employees
web-link
http://www.joincambridge.com

H1B Sponsorship

Cambridge Investment Research, Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (7)
2023 (6)
2022 (5)
2021 (10)
2020 (13)

Funding

Current Stage
Late Stage
Total Funding
$15.89M
2024-03-19Series Unknown· $6.31M
2014-08-22Series Unknown· $6.13M
2013-06-25Series Unknown· $3.46M

Leadership Team

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Amy Webber
President and Chief Executive Officer
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Recent News

PR Newswire
The AmeriFlex Group® Secures Strategic Minority Investment from Cambridge
2026-01-06
PR Newswire
The AmeriFlex Group® Welcomes 11 Advisors Representing over $1 Billion in Client Assets During Second Half of 2025
2025-12-16
PR Newswire
Cambridge Surpasses $2 Billion in Annual Revenue
2025-12-03
Company data provided by crunchbase