Description We are looking for a skilled Investment Analyst to join our dynamic investment team in Fort Worth, Texas. This role involves analyzing and reporting investment performance across portfolios, ensuring accuracy and compliance with industry standards. The ideal candidate thrives in a collaborative environment, possesses exceptional analytical skills, and is proficient in Excel and portfolio management systems. Responsibilities: • Calculate and evaluate investment performance across multiple portfolios and asset classes. • Ensure performance data complies with industry standards, including Global Investment Performance Standards (GIPS). • Compile detailed performance reports for internal stakeholders and external clients on a monthly, quarterly, and annual basis. • Manage and validate performance data using Excel and portfolio management systems, such as Indata. • Collaborate with portfolio managers, compliance teams, and accounting personnel to support reporting and audit processes. • Investigate and resolve discrepancies or anomalies in investment performance data. • Drive process improvements by automating and streamlining performance reporting workflows. • Provide support for ad hoc performance-related projects and special reporting requests. Requirements • Bachelor’s degree in Finance, Accounting, Economics, or a related field with a strong foundation in mathematics. • A minimum of 3 years of experience in investment performance reporting, fund accounting, or similar analytical roles. • Advanced proficiency in Microsoft Excel, including pivot tables, formulas, and chart creation. • Familiarity with performance systems or databases; experience with Indata is advantageous. • Knowledge of Global Investment Performance Standards (GIPS) is preferred. • Certifications or progress toward them, such as CFA, are a plus. • Exceptional attention to detail and ability to meet deadlines while ensuring data accuracy. • Strong interpersonal skills and a collaborative, team-oriented mindset. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .