Investment Performance Analyst

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Investment Performance Analyst Full Time Clerical Dallas, TX, US 8 days ago Requisition ID: 1044 True North Advisors is seeking an entry-level Investment Performance Analyst to join our portfolio analytics team. The ideal candidate will be a recent graduate who combines strong technology aptitude with a foundational interest in investing. This role supports the production of client and internal performance reporting across public and private markets, provides hands‑on exposure to the firm’s core analytical platforms (Addepar, Morningstar, FactSet), and contributes to recurring deliverables and ad-hoc analyses for the investment team. This is a hands‑on growth opportunity for someone interested in building a career in investment analytics, performance measurement, or portfolio management. This is a full‑time position based in our Dallas office with telecommuting opportunities. Responsibilities Client Performance Reporting Assist in producing client performance reports in Addepar, including return, benchmark, and exposure data. Help reconcile performance and holdings data across custodians, fund administrators, and internal systems; flag discrepancies for review Support advisors with performance‑related questions and report customizations. Build and maintain recurring internal reports on firm‑wide positioning and performance using Addepar, Morningstar, and FactSet. Execute ad‑hoc data pulls and analytical requests for the investment team, including manager comparisons, exposure summaries, and simple attribution work. Maintain and update performance templates used in alternative investment decks and internal presentations. Build comparison exhibits showing platform funds versus relevant benchmarks and peer groups Produce quarterly and annual performance tear sheets for platform funds Apply the firm’s quality control and version‑control standards to ensure consistent, accurate outputs. Analytical & Presentation Support Build and maintain Excel models tracking fund‑level performance metrics (IRR, TVPI, DPI, RVPI, MOIC, PME) Create charts, graphs, and dashboards visualizing investment exposures, asset allocations, and performance (MTD, YTD, 3‑Year, and Inception‑to‑Date) Update fund pitch decks, fact sheets, and performance reports with refreshed performance data, fund profiles, platform AUM figures Assist with preparation of materials for investment committee meetings, model portfolio reviews, and team check‑ins. Proactively learn the firm’s tools, processes, and investment philosophy. Required Education, Skills, & Experience Bachelor’s degree (recently completed or in final year) in finance, economics, accounting, mathematics, statistics, computer science, data analytics, or a related field. Preference for coursework or projects in performance measurement, portfolio theory, or alternative investments. Internship experience at an RIA or other financial services firm preferred Experience with or interest in financial data platforms (Addepar, Morningstar, FactSet, Bloomberg) or analytics tools (Tableau, Power BI, SQL, Python) Advanced Excel skills (lookups, pivot tables, data cleaning) and strong PowerPoint skills for clear, professional visuals. Foundational investment knowledge including familiarity with asset classes, basic return concepts, and portfolio construction Strong attention to detail and a high standard for accuracy. Clear written and verbal communication; willingness to ask questions and incorporate feedback Strong analytical and research skills with the ability to manage multiple projects and priorities Must consent to and have favorable credit report and background check Ability to consistently demonstrate True North’s Core Values Benefits Competitive bonus potential based on successful execution of firm goals and individual performance metrics 15 days of Paid Time Off (PTO) for new employees; increases to 18 days after the second year and increases from there per a schedule 401(k) with employer contribution Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution Employer reimbursement for professional designations and continuing education Free Financial Planning services for employees Collaborative culture with year‑round engagement events including happy hours, coffee chats, lunches, and more! Background True North is an Independent RIA that serves the wealth management needs of high‑net‑worth individuals and institutional clients. True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest. We seek to provide peace of mind to our clients and their families. Managing an individual’s wealth is more than just dollars and cents. At True North, our Wealth Managers work collaboratively with our Wealth Planning team using every lens to create comprehensive plans designed to achieve clients’ long‑term goals. We offer innovative solutions and provide perspective, opportunity, and fulfillment in every area of our clients' lives. We were an early adopter in recommending private investments, including public and private platform opportunities in real estate, private equity, and energy. Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Go North today and join us to help us continue to fulfill lives. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #J-18808-Ljbffr True North Advisors, LLC