Investment Performance Analyst

True North Advisors

Entry-level Investment Performance Analyst at True North Advisors supporting client performance reporting and portfolio analytics. Seeking a recent graduate with a technology aptitude and interest in investing.

Posted 5/9/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

PythonSQLTableau

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Comp & perks

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!

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

performance measurementportfolio theoryalternative investmentsExcelSQLPythondata analyticsdata cleaningfinancial modelingattribution analysis

Soft Skills

attention to detailcommunicationanalytical skillsresearch skillsproject managementteam collaborationfeedback incorporationproblem-solvingorganizational skillswillingness to learn