Shape the future of Investment Performance while crafting solutions that enhance and optimize ... Industry recognized professional certifications such as CFA, CAIA and CIPM are encouraged * Degree ...
Shape the future of Investment Performance while crafting solutions that enhance and optimize ... Industry recognized professional certifications such as CFA, CAIA and CIPM are encouraged * Degree ...
CFA, CIPM, or CAIA preferred or willingness to pursue The Team The Performance, Attribution and Product Disclosure team supports all Fidelity advisors and investment staff by addressing reporting ...
CFA, CIPM, or CAIA preferred or willingness to pursue The Team The Performance, Attribution and Product Disclosure team supports all Fidelity advisors and investment staff by addressing reporting ...
Institutional Investment Consulting Associate
Columbus, OH · On-site
$67 - $134/hr
As an Institutional Investment Consulting Associate , you will play a key role in supporting ... or CIPM designation * Knowledge of performance calculations, risk metrics, and portfolio ...
Institutional Investment Consulting Associate
Columbus, OH · On-site
$67 - $134/hr
As an Institutional Investment Consulting Associate , you will play a key role in supporting ... or CIPM designation * Knowledge of performance calculations, risk metrics, and portfolio ...
Institutional Investment Consulting Associate
San Francisco, CA · On-site
$67 - $134/hr
As an Institutional Investment Consulting Associate , you will play a key role in supporting ... or CIPM designation * Knowledge of performance calculations, risk metrics, and portfolio ...
Institutional Investment Consulting Associate
San Francisco, CA · On-site
$67 - $134/hr
As an Institutional Investment Consulting Associate , you will play a key role in supporting ... or CIPM designation * Knowledge of performance calculations, risk metrics, and portfolio ...
Institutional Investment Consulting Associate
Seattle, WA · On-site
$67K - $134K/yr
As an Institutional Investment Consulting Associate , you will play a key role in supporting ... or CIPM designation * Knowledge of performance calculations, risk metrics, and portfolio ...
Institutional Investment Consulting Associate
Seattle, WA · On-site
$67K - $134K/yr
As an Institutional Investment Consulting Associate , you will play a key role in supporting ... or CIPM designation * Knowledge of performance calculations, risk metrics, and portfolio ...
Performance Analytics Product Development, AVP
Quincy, MA · On-site
$80 - $140/hr
Define requirements for investment analytics, data models, and data mapping. * Become a ... Advanced degrees or professional certifications (CA/CFA/CIPM/CAIA) are a plus. * Strong skillset ...
Performance Analytics Product Development, AVP
Quincy, MA · On-site
$80 - $140/hr
Define requirements for investment analytics, data models, and data mapping. * Become a ... Advanced degrees or professional certifications (CA/CFA/CIPM/CAIA) are a plus. * Strong skillset ...
Performance Analytics Product Development, AVP
$80K - $140K/yr
Define requirements for investment analytics, data models, and data mapping * Become a subject ... Advanced degrees in Finance or related professional certifications (CA/CFA/CIPM/CAIA or equivalent ...
Performance Analytics Product Development, AVP
$80K - $140K/yr
Define requirements for investment analytics, data models, and data mapping * Become a subject ... Advanced degrees in Finance or related professional certifications (CA/CFA/CIPM/CAIA or equivalent ...
Performance Analytics Product Development, AVP
Quincy, MA · On-site
$80K - $140K/yr
Define requirements for investment analytics, data models, and data mapping * Become a subject ... Advanced degrees in Finance or related professional certifications (CA/CFA/CIPM/CAIA or equivalent ...
Performance Analytics Product Development, AVP
Quincy, MA · On-site
$80K - $140K/yr
Define requirements for investment analytics, data models, and data mapping * Become a subject ... Advanced degrees in Finance or related professional certifications (CA/CFA/CIPM/CAIA or equivalent ...
Performance Analytics Product Development, AVP
Boston, MA · On-site
$80K - $140K/yr
Define requirements for investment analytics, data models, and data mapping * Become a subject ... Advanced degrees in Finance or related professional certifications (CA/CFA/CIPM/CAIA or equivalent ...
Performance Analytics Product Development, AVP
Boston, MA · On-site
$80K - $140K/yr
Define requirements for investment analytics, data models, and data mapping * Become a subject ... Advanced degrees in Finance or related professional certifications (CA/CFA/CIPM/CAIA or equivalent ...
Performance Analytics Product Development, AVP
$80K - $140K/yr
Define requirements for investment analytics, data models, and data mapping * Become a subject ... Advanced degrees in Finance or related professional certifications (CA/CFA/CIPM/CAIA or equivalent ...
Performance Analytics Product Development, AVP
$80K - $140K/yr
Define requirements for investment analytics, data models, and data mapping * Become a subject ... Advanced degrees in Finance or related professional certifications (CA/CFA/CIPM/CAIA or equivalent ...
AVP, Performance Analytics Product Lead
Quincy, MA · On-site
$80K - $140K/yr
Define requirements for investment analytics, data models, and data mapping * Become a subject ... Advanced degrees in Finance or related professional certifications (CA/CFA/CIPM/CAIA or equivalent ...
AVP, Performance Analytics Product Lead
Quincy, MA · On-site
$80K - $140K/yr
Define requirements for investment analytics, data models, and data mapping * Become a subject ... Advanced degrees in Finance or related professional certifications (CA/CFA/CIPM/CAIA or equivalent ...
Performance Analytics Product Development, AVP
Quincy, MA · On-site
$80 - $140/hr
Define requirements for investment analytics, data models, and data mapping * Become a subject ... Advanced degrees in Finance or related professional certifications (CA/CFA/CIPM/CAIA or equivalent ...
Performance Analytics Product Development, AVP
Quincy, MA · On-site
$80 - $140/hr
Define requirements for investment analytics, data models, and data mapping * Become a subject ... Advanced degrees in Finance or related professional certifications (CA/CFA/CIPM/CAIA or equivalent ...
Performance Analytics Product Development, AVP
$80K - $140K/yr
Define requirements for investment analytics, data models, and data mapping * Become a subject ... Advanced degrees in Finance or related professional certifications (CA/CFA/CIPM/CAIA or equivalent ...
Performance Analytics Product Development, AVP
$80K - $140K/yr
Define requirements for investment analytics, data models, and data mapping * Become a subject ... Advanced degrees in Finance or related professional certifications (CA/CFA/CIPM/CAIA or equivalent ...
Performance/Investment certification preferred - CFA/CIPM * Experience in Investment Performance * Experience in accounting within financial services, strategic management, resource/expense ...
Performance/Investment certification preferred - CFA/CIPM * Experience in Investment Performance * Experience in accounting within financial services, strategic management, resource/expense ...
Investment Analyst
$108K - $133K/yr
Monitoring and evaluating investment manager performance and activity to determine that it is ... Advanced credentials (CFA, CAIA, CFP, CIPM or MBA) are preferred but not required * Understanding ...
Investment Analyst
$108K - $133K/yr
Monitoring and evaluating investment manager performance and activity to determine that it is ... Advanced credentials (CFA, CAIA, CFP, CIPM or MBA) are preferred but not required * Understanding ...
Performance Specialist
New York, NY · Hybrid
$100K - $130K/yr
Work closely with various investment teams, marketing and senior leadership on performance ... CIPM, CPA and/or CFA a plus, but not required * Technical understanding of aforementioned metrics
Performance Specialist
New York, NY · Hybrid
$100K - $130K/yr
Work closely with various investment teams, marketing and senior leadership on performance ... CIPM, CPA and/or CFA a plus, but not required * Technical understanding of aforementioned metrics
Investment Analyst
San Rafael, CA · On-site
$108K - $133K/yr
Monitoring and evaluating investment manager performance and activity to determine that it is ... Advanced credentials (CFA, CAIA, CFP, CIPM or MBA) are preferred but not required * Understanding ...
Investment Analyst
San Rafael, CA · On-site
$108K - $133K/yr
Monitoring and evaluating investment manager performance and activity to determine that it is ... Advanced credentials (CFA, CAIA, CFP, CIPM or MBA) are preferred but not required * Understanding ...
Investment Analyst
San Rafael, CA · On-site
$108K - $133K/yr
Monitoring and evaluating investment manager performance and activity to determine that it is ... Advanced credentials (CFA, CAIA, CFP, CIPM or MBA) are preferred but not required * Understanding ...
Investment Analyst
San Rafael, CA · On-site
$108K - $133K/yr
Monitoring and evaluating investment manager performance and activity to determine that it is ... Advanced credentials (CFA, CAIA, CFP, CIPM or MBA) are preferred but not required * Understanding ...
Investment Analyst
San Rafael, CA · On-site
$108K - $133K/yr
Monitoring and evaluating investment manager performance and activity to determine that it is ... Advanced credentials (CFA, CAIA, CFP, CIPM or MBA) are preferred but not required * Understanding ...
Investment Analyst
San Rafael, CA · On-site
$108K - $133K/yr
Monitoring and evaluating investment manager performance and activity to determine that it is ... Advanced credentials (CFA, CAIA, CFP, CIPM or MBA) are preferred but not required * Understanding ...
Senior Operations Analyst
Baltimore, MD · On-site
$88K - $132K/yr
Certificate in Investment Performance Measurement (CIPM) designation, or prior experience with GIPS composite performance Systems & Technology Proficient in Microsoft Word, PowerPoint ...
Senior Operations Analyst
Baltimore, MD · On-site
$88K - $132K/yr
Certificate in Investment Performance Measurement (CIPM) designation, or prior experience with GIPS composite performance Systems & Technology Proficient in Microsoft Word, PowerPoint ...
Cipm Investment Performance information
See salary details
$32.5K - $39.7K
22% of jobs
$39.7K - $47K
0% of jobs
$49K is the 25th percentile. Wages below this are outliers.
$47K - $54.2K
10% of jobs
$54.2K - $61.4K
5% of jobs
The median wage is $66.8K / yr.
$61.4K - $68.6K
17% of jobs
$68.6K - $75.9K
16% of jobs
$79.5K is the 75th percentile. Wages above this are outliers.
$75.9K - $83.1K
10% of jobs
$83.1K - $90.3K
4% of jobs
$90.3K - $97.5K
9% of jobs
$97.5K - $104.8K
6% of jobs
$104.8K - $112K
1% of jobs
$32.5K
$68.2K
$112K
How much do cipm investment performance jobs pay per year?
What does a CIPM Investment Performance do?
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?
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?
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.

Full-time
Medical, Retirement
Re-posted 16 days ago
JPMorgan Chase & Co. rating
8.0
Based on 493 frontline employees who took The Breakroom Quiz
72nd of 171 rated banks
Job description
Shape the future of Investment Performance while crafting solutions that enhance and optimize customer experiences. Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation.
As a Performance, Analytics and Transformation Vice President within the IIS Operations Team, you work to enhance and optimize the way performance solutions and products are delivered to customers. As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way. You will take charge of the swift onboarding of asset owner and asset manager clients from an internal legacy platform to a vendor solution. Collaborating closely with internal stakeholders in client operations, product technology, and product management across global operating sites will be a significant part of your role.
Job responsibilities
- Lead end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination
- Lead the completion of change management activities across functional partners and ensure adherence to the firm's risk, controls, compliance, and regulatory requirements
- Effectively manage timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
- Assess platform readiness for client migration to new operating model, including functional requirements, quality control and reporting, plus operational readiness.
- Collaborating with development teams on the execution of the product roadmap. Requirement gathering, functional testing and training users.
- Partner with the Performance Operations team and the Product team to understand client behavior and needs to execute and deliver business requirements.
- Assists senior department leadership with project staffing and governance decisions. Leads/influences less experienced members of the team in matrix reporting environment.
- Establishes and maintains relationships with vendor and internal management
- Possesses business-level understanding of platform functions (legacy and external)
- Identifies, documents, and resolves production issues pre and post migration. Work independently and as a team to verify performance/risk analytics at multiple levels across platforms using available tooling.
- Provides concise client migration status updates and assists with prioritization. Presents findings, outcomes, and solutions at stakeholder meetings
Required qualifications, capabilities, and skills
- 5+ years of experience or equivalent expertise in product delivery or a relevant domain area
- Demonstrated ability to execute operational management and change readiness activities
- Strong understanding of delivery and a proven track record of implementing continuous improvement processes
- Experience in product or platform-wide release management, in addition to deployment processes and strategies
- Previous industry experience with institutional clients (working with market leading performance, attribution, and analytics software platforms e.g. FactSet)
- Deep understanding of systems/software development lifecycle
- Proficiency with office productivity software
- Positive attitude with a willingness to work hard and be on a steep learning curve
- Attention to detail with demonstrated problem-solving ability
Preferred qualifications, capabilities, and skills
- Proficient knowledge of the product development life cycle, design, and data analytics
- Deep understanding of investment performance and attribution calculations and methodologies
- Industry recognized professional certifications such as CFA, CAIA and CIPM are encouraged
- Degree in business, finance, or math is preferred
- BA/BS/MBA or equivalent
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US