Investment Performance Analyst

Investment Performance Analyst Job Summary

At Cambridge, we are committed to helping advisors build thriving businesses and deliver meaningful услов outcomes to clients. You’ll join a culture rooted in kindness, collaboration, and continual growth—where your work directly contributes to the success of independent financial professionals nationwide. Cambridge is more than a financial solutions firm. It’s a place where your career and passion intersect. Realize your potential, make a positive impact, and discover your Something Wonderful!

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.

• 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 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 on one‑offinoa 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, 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.

• Active Series 7 license or willingness to pursue.
• Experience working with Fact Set.

Phoenix, AZ or Fairfield, IA – Hybrid in‑office 3x/week

$65,000 – $75,000 per year

ices
• Premium benefit package including medical, vision, dental, life and long‑term disability insurance
• Vacation/sick time
• 401(k) retirement plan with company matching program
• Ele 相 paid holidays

Cambridge is an internally controlled, growth‑focused independent broker‑dealer that provides tools, compliance, and transition services supporting independent financial advisors. Founded in 1981, we have 45 years of experience and a nationwide reach with home offices in Fairfield, Iowa, and Phoenix, ArizonaПов. Our community of over 4,000 production advisors includes diverse business models and offers broad investment solutions with no proprietary products.

Entry level

Full‑time

Finance and Sales