Investment Performance Analyst

Join to apply for the Investment Performance Analyst role at Cambridge Investment Research, Inc.

About Us:

At Cambridge, we are committed to helping advisors build thriving businesses and deliver meaningful outcomes to their 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!

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.

• 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.

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

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

$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 here.

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.

• Entry level

• Full‑time

• Finance and Sales