Investment Performance Analyst

What we need

The Investment Performance Analyst will work with TCDRS’ Manager-Investment Operations to calculate portfolio performance for manager accounts and asset classes.

What you’ll do

  • Collect data and calculate performance for investment portfolios; interact with custodian bank, managers and consultants to verify accuracy of portfolio returns and benchmarks; reconcile manager-reported performance to custodian’s performance

  • Maintain and update fund performance records

  • Assist with preparation of quarterly Board report data relative to manager analytics

  • Produce daily cash flow projection reports

  • Handle special projects as necessary

What you should have

  • BA/BS in Finance/Economics/Accounting or equivalent

  • 1-year investment concentration work experience; basic knowledge of investment products and strong quantitative/analytical skills

  • Proficiency in performance measurement

  • Proficiency with Microsoft Excel

  • Willingness to pursue CIPM designation

  • Fundamental knowledge of accounting principles and financial statements helpful

What you’ll get

TCDRS offers a competitive salary and excellent health benefits with a dynamic and rewarding work environment in Austin, Texas overlooking Zilker Park. This hybrid position offers flexibility to work remotely a few days a week based on organizational and team needs. This is not just a job, but a chance to help thousands of Texans plan for the future.

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