Invesco · 2 days ago
Performance Analyst
Houston, TX
Full-time
Onsite
Mid LevelInvesco is one of the world’s leading independent global investment firms, dedicated to rethinking possibilities for clients. The Performance Analyst role is critical for delivering accurate performance analytics that support investment decision-making and regulatory compliance, providing essential support for performance measurement analysis, reporting, and strategic initiatives.
FinanceFinancial ServicesVenture Capital
Responsibilities
Ensure accuracy of portfolio returns using industry-standard methodologies (e.g., time-weighted and money-weighted returns)
Validate daily, monthly, quarterly, and annual performance across diverse investment strategies and regions
Provide interpretation and insights on performance results, attribution, and peer rankings to internal stakeholders
Compute and interpret risk-adjusted metrics (Sharpe, Information Ratio, Tracking Error) to assess portfolio efficiency
Monitor outsourced and offshored performance activities to ensure adherence to quality and timeliness standards
Ensure consistency of methodologies across global platforms and regions
Validate input data from internal systems and outsourced/offshored providers
Implement controls to ensure accuracy, completeness, and timeliness of performance data
Collaborate with IT, data teams, and external providers to ensure data integrity and resolve discrepancies in a timely and efficient manner
Support system enhancements and automation initiatives to improve efficiency and reduce operational risk
Ensure adherence to GIPS® standards and regulatory requirements across all performance reporting
Monitor and enhance alignment of global operational processes with GIPS® standards, ensuring uniform application across internal teams and outsourced/offshored partners
Support internal and external audits related to performance data and disclosures
Prepare clear, accurate, and insightful performance results for consumption by stakeholders
Collaborate with client-facing teams to explain performance results
Oversee outsourced and offshored performance activities, ensuring SLA compliance and quality standards
Act as a liaison between global offices and third-party providers to resolve discrepancies and improve processes
Contribute to automation initiatives and system enhancements for performance measurement
Support implementation of new tools and methodologies to improve efficiency and scalability
Qualification
Required
Degree in Finance, Economics, Mathematics, or related discipline; professional certifications (CIPM, CFA) desirable
Proven experience in performance measurement within asset management
Strong understanding of investment accounting, portfolio analytics, and performance attribution
Familiarity with global operating models, including outsourced and offshored functions
High level of mathematical and statistical skills
Excellent communication and interpersonal skills for global stakeholder engagement
Strong attention to detail and commitment to accuracy
Ability to manage multiple priorities under pressure
Proactive approach to process improvement and change management
Collaborative mindset with experience in cross-cultural environments
Benefits
Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan
Company
Invesco
Invesco Ltd.
Founded in 1981
5001-10000 employees
H1B Sponsorship
Invesco has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (57)
2024 (60)
2023 (54)
2022 (63)
2021 (63)
2020 (67)
Funding
Current Stage
Late StageLeadership Team
Kelvin Liu
Partner & Senior Portfolio Manager
Recent News
PR Newswire
2026-01-03
2025-12-18
2025-10-28
Company data provided by crunchbase