Investment Performance Analyst

Investment Performance Analyst page is loaded## Investment Performance Analyst remote type:
Hybrid locations:
Phoenix, AZ:
Fairfield, IAposted on:
Posted 3 Days Agojob requisition :
R-2025-35#
** Job Summary
** Job Overview:
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.#
** Key Deliverables and Responsibilities
***
* What You’ll Do:

*** Performance Analysis:
Track and evaluate investment performance for our investment advisory offerings.
* Reporting:
Prepare detailed performance reports, dashboards, and presentations for leadership and stakeholders.
* Data Management:
Collect, validate, and maintain financial data from multiple sources.
* Risk Assessment:
Identify trends in performance dispersion among strategies and flag those risks to management.

* Collaboration:

Work closely with our client solutions, investment product, and due diligence teams to improve processes and ensure high quality information is provided. May be asked to support our structured product efforts from time to time.
* Compliance:
Ensure adherence to regulatory requirements and internal policies in all reporting and analysis.
* Forecasting & Modeling:
Support financial modeling and scenario analysis for strategic decision-making.
* Special Projects:
Support CIO and team in one-off research projects that incorporate peer group benchmarking and analysis.
* 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 Qualifications:

*** Active Series 7 License or willingness to pursue
* Experience working with Fact Set#
** What We Are Looking For
***
* Location:

** Phoenix, AZ or Fairfield, IA – Hybrid in-office 3x/week
** Salary Range:** $60-70,000/year Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
* 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

You can find more details about our comprehensive benefits package
** Company Overview:
** At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products.

For further information about Cambridge, please visit
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