Senior Analyst, Investment Performance & Reporting

INSPYR Solutions•San Antonio, TX

4d•Onsite

About The Position

We are seeking a Senior Analyst to support investment performance measurement, reporting, and analysis across a portfolio of funds and underlying investments. This role partners closely with senior finance and investment leaders to evaluate historical results, interpret portfolio performance, and produce reporting that supports executive decision-making. The ideal candidate will have a strong quantitative background, experience working with investment or fund data, and an interest in improving reporting processes through automation, analytics, and emerging technologies.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Real Estate, Data Analytics, Information Systems, or a related field.
1–3 years of experience in investment performance, fund accounting, investment operations, financial analysis, or a similar quantitative discipline.
Familiarity with IRR, time-weighted returns, benchmarking, and attribution analysis.
Strong analytical, quantitative, and problem-solving skills.
Experience working with large datasets, reconciliations, and financial reporting.
Strong understanding of capital markets and institutional investment concepts.
Interest in process improvement, automation, and technology-enabled reporting.
Advanced Excel skills and strong data-analysis capabilities.
Strong attention to detail and ability to manage multiple deadlines.
Effective written and verbal communication skills.
Ability to work collaboratively across teams and functions.
Must be able to work onsite full time.

Responsibilities

Calculate and review key investment performance measures, including IRR, time-weighted returns, equity multiples, and contribution metrics.
Prepare quarterly performance reporting across funds, investments, and individual properties.
Support external benchmarking submissions, including NCREIF, MSCI, and similar industry benchmarks.
Conduct attribution, contribution, variance, and benchmark analysis to identify key drivers of performance.
Evaluate benchmark results and broader market trends to provide context around investment performance.
Partner with teams across fund operations, portfolio management, asset management, investor relations, communications, and external service providers to ensure accurate and timely reporting.
Perform data validation, reconciliation, and quality-control reviews.
Build and enhance analytical models, dashboards, databases, and reporting tools.
Work with technology and data teams to improve automation, scalability, and reporting efficiency.
Maintain documentation, controls, and repeatable reporting processes.
Support ad hoc analysis and reporting requests from senior leaders and internal stakeholders.
Participate in finance transformation, data governance, and systems-related initiatives.
Take on additional analytical responsibilities as business needs evolve.
Identify opportunities to streamline manual processes and improve reporting efficiency.
Leverage approved automation and AI tools to support analysis, reporting, and workflow improvements.
Develop scalable solutions that improve access to performance information.
Apply emerging technologies in accordance with internal governance, privacy, and risk standards.
Assess the limitations and risks associated with AI-enabled tools and ensure appropriate human oversight.