Investment Performance Analyst

True North Advisors • Dallas, TX

1d • Hybrid

About The Position

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.

Requirements

• 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

Responsibilities

• 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.
• 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
• Update relevant Due Diligence Questionnaire (DDQ) responses as needed
• 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.

Benefits

• Competitive base salary
• 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
• Volunteer Time Off (VTO)
• 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!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level