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Investment Performance Analyst

Full Time • Saint Louis, MO or Chicago, IL

Who We Are

Cardinal Investment Advisors is a national investment consulting firm serving institutional investors with offices in St. Louis and Chicago. We assist our clients in developing, implementing, and sustaining their investment strategies. This includes asset-liability and asset allocation studies, investment manager searches, capital market research, and investment performance analysis.

8 Years pensions and Investments

Why Cardinal?

  • Team-oriented culture that fosters creativity and diversity of ideas
  • Challenging and fast-paced environment
  • Opportunities to learn, develop, and advance in a stable environment with low turnover
  • Collegial and friendly atmosphere
  • Best-in-industry benefits – including generous employer-paid 401(k) match, employer-funded Health Savings Account, and substantial insurance premium contributions

Your Responsibilities 

  • Accurately produce performance presentations for client meetings including commentary, investment characteristics, and investment results
  • Reconcile investment performance from various data sources using Cardinal’s proprietary analytics
  • Analyze and interpret investment performance and characteristics
  • Interact directly with clients and other investment personnel
  • Accurate data input and attention to detail
  • Work in a team environment to support analysts and consultants on various investment related tasks
  • Occasional travel to meet with clients or investment professionals

Your Profile

  • You have a bachelor’s degree
  • You have a minimum of three to five years of overall work experience
  • You possess strong Microsoft Excel and PowerPoint experience
  • You can communicate professionally in written and verbal interactions
  • You have strong analytical skills and a high level of attention to detail
  • You are currently authorized to work in the United States on a full-time basis
  • You have investment experience, preferred but not required
  • You have insurance company experience, preferred but not required
  • You have business intelligence experience, preferred but not required

How to Apply

To apply, email with Investment Performance Analyst in the subject and provide your resume and cover letter.

Cardinal is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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