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Cipm Investment Performance Jobs (NOW HIRING)

UTIMCO

Investment Performance Professional

Austin, TX · On-site

The Investment Performance Professional is responsible for supporting the calculation, analysis ... Progress toward or interest in CFA, CIPM, or CPA designation NOTE: This role requires in-office, 4 ...

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How much do cipm investment performance jobs pay per year?

As of Jun 13, 2026, the average yearly pay for cipm investment performance in the United States is $68,249.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,000.00 and $83,000.00 per year, depending on experience, location, and employer.

What are the typical daily responsibilities of someone in a CIPM Investment Performance role?

Professionals in CIPM Investment Performance roles are typically responsible for calculating and verifying portfolio returns, producing performance reports, and analyzing investment results against industry benchmarks. You may also assist with GIPS compliance, respond to client inquiries, and present performance attribution analysis to both internal stakeholders and clients. Daily tasks often involve collaborating with portfolio managers, operations teams, and client service professionals to ensure data accuracy and timely delivery of reports. This role is analytical in nature and requires a regular review of processes to maintain high standards of performance measurement and reporting.

What is a CIPM Investment Performance job?

A CIPM Investment Performance job involves analyzing and reporting investment returns, assessing portfolio performance, and ensuring compliance with industry standards like the GIPS (Global Investment Performance Standards). Professionals in this role use performance attribution, risk analysis, and benchmarking to evaluate investment strategies. They often work for asset managers, investment firms, or financial institutions, providing insights to improve decision-making. CIPM (Certificate in Investment Performance Measurement) certification is highly valued in this field, demonstrating expertise in performance evaluation and ethical reporting.

What are the key skills and qualifications needed to thrive in the Cipm Investment Performance position, and why are they important?

To thrive in a CIPM Investment Performance role, you need a solid understanding of investment performance measurement, portfolio analytics, and strong quantitative skills, typically supported by a relevant finance or accounting degree and the CIPM (Certificate in Investment Performance Measurement) designation. Expertise with performance measurement tools, such as FactSet, Bloomberg, and advanced Excel, as well as familiarity with Global Investment Performance Standards (GIPS), is usually required. Strong attention to detail, excellent communication, and problem-solving skills help you interpret complex data and collaborate effectively with portfolio managers and clients. These skills and qualities are crucial to ensure accuracy, clear reporting, and the delivery of actionable insights in the highly regulated investment management industry.

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Cipm Investment Performance jobs near you
Investment Performance Professional

Investment Performance Professional

UTIMCO

Austin, TX • On-site

Full-time

Posted 15 days ago

Job description

The Investment Performance Professional is responsible for supporting the calculation, analysis, reconciliation, and reporting of investment performance across UTIMCO portfolios. This role partners closely with Operations, Accounting, Investment, Risk, and Technology teams to ensure accurate and timely performance measurement and reporting for internal and external stakeholders.
Overall Responsibilities:
  • Support daily and monthly performance reporting processes for internal management and external reporting
  • Calculate and validate daily, monthly, quarterly, and annual portfolio performance returns across multiple asset classes
  • Analyze portfolio returns, cash flows, benchmarks, attribution, and value-added performance metrics
  • Reconcile investment positions, transactions, market values, and performance data between custodians, accounting systems, and internal records
  • Assist with performance attribution analysis to explain active returns relative to benchmarks
  • Investigate and resolve data discrepancies, breaks, and reporting exceptions in a timely manner
  • Prepare recurring and ad hoc reports using Excel, Power BI, and other reporting tools
  • Assist with audits and documentation of procedures and controls
  • Maintain and enhance reporting dashboards and data visualization tools
  • Partner with Accounting and Investment teams to ensure data integrity and consistency across systems
  • Support process improvement initiatives, automation efforts, and operational efficiencies
  • Build relationships across the Operations/OAR team and all other UTIMCO teams in order to foster an excellent culture within the organization
  • Utilizes experience and knowledge to work through more complex issues and assignments with minimal supervision; take full responsibility for assigned tasks

Requirements:
  • 0-5 Years of experience in finance, investment operations, or related field
  • Bachelor's degree in Finance, Accounting, Economics, Mathematics, Business, or related field
  • Understanding of investment concepts, portfolio performance measurement, and financial markets
  • General knowledge of accounting principles and investment accounting
  • Experience analyzing investment returns, cash flows, benchmarks, and reconciliations
  • Advanced proficiency in Microsoft Excel
  • Experience with investment accounting or performance systems
  • Experience creating reports and dashboards in Power BI or similar business intelligence tools
  • Strong analytical and problem-solving skills with exceptional attention to detail
  • Elevated attention to detail as well as strong verbal/written communications skills and presence to communicate effectively
  • Collegial team player possessing intellectual curiosity, sound judgment, and thoughtfulness
  • Constructive, "can do" attitude committed to consistently doing what is in the best interest of the organization
  • Unquestioned honesty, integrity, and transparency
  • Cultural fit is a must in a respectful, collegial, and open working environment
  • Proficiency using Microsoft Office 365, SharePoint, Adobe Acrobat and Microsoft Power BI or equivalent
  • Progress toward or interest in CFA, CIPM, or CPA designation

NOTE: This role requires in-office, 4 days a week, Monday thru Thursday.
Click here to learn more about UTIMCO's mission and impact
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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About UTIMCO

Sourced by ZipRecruiter

Industry

Investment management and consulting services

Company size

51 - 200 Employees

Headquarters location

Austin, TX, US

Year founded

1996

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