Performance Analyst

Performance Analyst

Boly:

Welch | Portland, OR Posted Date 5/12/2026 Description

Job Number:

31593

Salary:

$95K + DOE and annual bonus

Industry:

Wealth Management

Must Haves:

Bachelor's degree in finance, accounting, economics, mathematics, or a related field 2+ years of experience in wealth management operations Proficiency in data management, spreadsheet applications, and performance measurement software (Tamarac, Addepar, etc.) Experience with quantitative research analytical tools (Axioma, Barra, Bloomberg, etc.) Finance certificate (CIPM, CIMA, CAIA, etc.) preferred

Your New Role:

Take the next step in your wealth management career and utilize your rigorous attention to detail in combination with your invaluable experience as our client's next Performance Analyst! This is a newly created role and a unique opportunity to make a real impact creating system and flow. This role will be working directly with the COO and CIO. In this role, you'll be responsible for collecting and inputting financial and performance data for client portfolios, calculating and analyzing investment returns and risk metrics, and producing recurring and ad-hoc performance reports. Your innate methodical nature will be critical to thriving in this role, as you support the development and implementation of performance measurement methodologies, respond to performance-related queries from clients and portfolio managers, and compare portfolio performance against benchmarks and industry standards. Success in this role requires a broad range of technical proficiencies, strong organizational skills, and an efficacious ability to communicate effectively with internal and external audiences. This is a fully on-site role with paid parking. There will be some flexibility after a training period.

Your New Organization:

This boutique investment firm is seeking a match who can help them provide comprehensive service to their network of high-net-worth clients. They've got a phenomenal reputation as one of the most established and well-respected wealth management firms in Portland. Their value-oriented investment philosophy resonates broadly with individuals, families, endowments, and foundations of all types. Some of the most generous benefits offered in Portland, including fully paid medical, vision, life and disability insurance, employee assistance program, PTO, profit-sharing plan, and an annual bonus! Our goal is to pair talented people with amazing job opportunities. In submitting your application, you'll be considered for this and other positions with

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Welch. Click the apply button to get started. Already a

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Welch candidate? Please connect directly with your recruiter to discuss this opportunity. Interested in seeing more positions like this? Click here. Please Note

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Welch is a full-service recruiting and executive search agency representing a

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Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client's team if they select you as the successful candidate for this role. We do not use AI to read resumes at

Boly:

Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application! Local candidates are strongly encouraged to apply! Click here to apply for this role. Please attach your resume as a PDF or Word doc. Salary 95,000.00 - 95,000.00 Annual Location In-Person Position Type Full Time Experience 2-5 years Job Category Finance this job + − | O Address 1050 SW 6th Avenue, Suite #1425 Portland, OR 97204