Cambridge Investment Research, Inc.
Investment Performance Analyst
Cambridge Investment Research, Inc., Fairfield, Iowa, us, 52557
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!
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 & Responsibilities
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.
What We Are Lookingجھ for
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.
Preferred Qualifications
Active Series 7 license or willingness to pursue.
Experience working with FactSet.
Location Phoenix, AZ or Fairfield, IA – Hybrid in‑office 3x/week
Salary Range $65,000 – $75,000 per year
Benefits
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
Company Overview 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.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
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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 & Responsibilities
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.
What We Are Lookingجھ for
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.
Preferred Qualifications
Active Series 7 license or willingness to pursue.
Experience working with FactSet.
Location Phoenix, AZ or Fairfield, IA – Hybrid in‑office 3x/week
Salary Range $65,000 – $75,000 per year
Benefits
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
Company Overview 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.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
#J-18808-Ljbffr