Description Senior Investment Performance Analyst | $20B+ AUM Firm | Fort Worth, TX Are you a numbers-driven professional with a passion for precision and performance analytics? Robert Half Finance & Accounting and Kevin Sweet have partnered with a 35+ year established financial advisory firm—managing over $20 billion in assets under management (AUM)—in the search for a Senior Investment Performance Analyst to join their high-performing investment team in Fort Worth, TX. This is an incredible opportunity to join a trusted, client-first organization known for its collaborative culture and long-standing excellence in the investment management industry. For additional information and consideration, contact Kevin Sweet at 682-499-1182 or via email at Kevin.Sweet@RobertHalf.C0M Key Responsibilities: Calculate and analyze investment performance returns across diverse portfolios and asset classes. Ensure data accuracy and consistency aligned with GIPS (Global Investment Performance Standards). Prepare monthly, quarterly, and annual performance reports for internal and external stakeholders. Maintain and validate performance databases using Excel Collaborate closely with portfolio managers, compliance, and accounting teams on audits and reporting. Investigate discrepancies and resolve data anomalies with precision. Contribute to automating and improving performance reporting workflows. Assist with ad hoc performance-related analysis and special projects. Why Join This Firm? Stable, client-focused firm with decades of success and growth Be part of a tight-knit, collaborative team that values both analytical rigor and people-first culture Work on high-impact investment reporting projects supporting billions in client assets Great career development potential with exposure to senior leadership and cross-functional teams Requirements Qualifications: Bachelor’s degree in Finance, Accounting, Economics, or a related field. 3+ years of experience in investment performance reporting, fund accounting, or similar analytical roles. Advanced Excel skills (pivot tables, formulas, charts, etc.). Experience with performance systems/databases; Indata experience is a plus. Familiarity with GIPS standards is strongly preferred. CPA, CFA, or progress toward designation is a plus. Strong attention to detail, excellent time management, and a collaborative 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) .