Experience working with IBOR data in an investment, performance, or risk context a plus. * Progress towards, or interest in, professional designations such as CFA, CAIA, and/or CIPM a plus. * An ...
Experience working with IBOR data in an investment, performance, or risk context a plus. * Progress towards, or interest in, professional designations such as CFA, CAIA, and/or CIPM a plus. * An ...
Senior Performance Analyst
Houston, TX · Hybrid
$84K - $111K/yr
About Invesco As one of the world's leading independent global investment firms, Invesco is ... CFA or CIPM designation or progress toward certification preferred. * Minimum 5+ years of ...
Senior Performance Analyst
Houston, TX · Hybrid
$84K - $111K/yr
About Invesco As one of the world's leading independent global investment firms, Invesco is ... CFA or CIPM designation or progress toward certification preferred. * Minimum 5+ years of ...
Senior Performance Analyst
Houston, TX · On-site
$84K - $111K/yr
About Invesco As one of the world's leading independent global investment firms, Invesco is ... CFA or CIPM designation or progress toward certification preferred. * Minimum 5+ years of ...
Senior Performance Analyst
Houston, TX · On-site
$84K - $111K/yr
About Invesco As one of the world's leading independent global investment firms, Invesco is ... CFA or CIPM designation or progress toward certification preferred. * Minimum 5+ years of ...
About the Role We are seeking a Performance Analyst to join our Performance Team. This role will ... CIPM preferred Preferred Qualifications * Intellectual curiosity about investment strategies and ...
About the Role We are seeking a Performance Analyst to join our Performance Team. This role will ... CIPM preferred Preferred Qualifications * Intellectual curiosity about investment strategies and ...
Cooperidge Consulting Firm is seeking a Performance Manager (Investment Data Analyst) for a premier ... CIPM or CFA designation is a significant advantage. Experience * Minimum of five (5) to ten (10) ...
Cooperidge Consulting Firm is seeking a Performance Manager (Investment Data Analyst) for a premier ... CIPM or CFA designation is a significant advantage. Experience * Minimum of five (5) to ten (10) ...
Cooperidge Consulting Firm is seeking a Performance Manager (Investment Data Analyst) for a premier ... CIPM or CFA designation is a significant advantage. Experience * Minimum of five (5) to ten (10) ...
Quick apply
Cooperidge Consulting Firm is seeking a Performance Manager (Investment Data Analyst) for a premier ... CIPM or CFA designation is a significant advantage. Experience * Minimum of five (5) to ten (10) ...
Cooperidge Consulting Firm is seeking a Performance Manager (Investment Data Analyst) for a premier ... CIPM or CFA designation is a significant advantage. Experience * Minimum of five (5) to ten (10) ...
Cooperidge Consulting Firm is seeking a Performance Manager (Investment Data Analyst) for a premier ... CIPM or CFA designation is a significant advantage. Experience * Minimum of five (5) to ten (10) ...
Business Analyst Performance Product, Officer
Quincy, MA · On-site
$65K - $113K/yr
... within the Investment Performance Analytics Product Development Team to work with Product ... Advanced degrees in Finance or related professional certifications (CA/CFA/CIPM/CAIA or equivalent ...
Business Analyst Performance Product, Officer
Quincy, MA · On-site
$65K - $113K/yr
... within the Investment Performance Analytics Product Development Team to work with Product ... Advanced degrees in Finance or related professional certifications (CA/CFA/CIPM/CAIA or equivalent ...
Vice President, Client Service Lead - Investment Performance and Risk Services
Pittsburgh, PA · On-site
$134K - $172K/yr
Strong grounding in industry concepts, performance, attribution, and investment/risk analytics ... Master's degree and professional certifications (e.g., CFA, CIPM, CAIA, FRM, ACCA, CIMA)
Vice President, Client Service Lead - Investment Performance and Risk Services
Pittsburgh, PA · On-site
$134K - $172K/yr
Strong grounding in industry concepts, performance, attribution, and investment/risk analytics ... Master's degree and professional certifications (e.g., CFA, CIPM, CAIA, FRM, ACCA, CIMA)
Senior Business Systems Analyst
$87 - $88/hr
... investment performance calculation & reporting projects * 3-5 years of experience with projects ... Knowledge of FactSet and Eagle Performance * Working knowledge of Jira & Confluence * CFA or CIPM ...
Quick apply
Senior Business Systems Analyst
$87 - $88/hr
... investment performance calculation & reporting projects * 3-5 years of experience with projects ... Knowledge of FactSet and Eagle Performance * Working knowledge of Jira & Confluence * CFA or CIPM ...
Vice President, Client Service Lead - Investment Performance and Risk Services
Boston, MA · On-site
$68K/yr
Strong grounding in industry concepts, performance, attribution, and investment/risk analytics ... Master's degree and professional certifications (e.g., CFA, CIPM, CAIA, FRM, ACCA, CIMA). At BNY ...
Vice President, Client Service Lead - Investment Performance and Risk Services
Boston, MA · On-site
$68K/yr
Strong grounding in industry concepts, performance, attribution, and investment/risk analytics ... Master's degree and professional certifications (e.g., CFA, CIPM, CAIA, FRM, ACCA, CIMA). At BNY ...
Required : • Minimum 7 years of experience in financial services, preferably in investment ... CIPM/CAIA or equivalent) a plus Company : State Street offers a range of financial services ...
Required : • Minimum 7 years of experience in financial services, preferably in investment ... CIPM/CAIA or equivalent) a plus Company : State Street offers a range of financial services ...
Vice President, Client Service Lead - Investment Performance and Risk Services
Boston, MA · On-site
$68K/yr
Strong grounding in industry concepts, performance, attribution, and investment/risk analytics ... Master's degree and professional certifications (e.g., CFA, CIPM, CAIA, FRM, ACCA, CIMA). At BNY ...
Vice President, Client Service Lead - Investment Performance and Risk Services
Boston, MA · On-site
$68K/yr
Strong grounding in industry concepts, performance, attribution, and investment/risk analytics ... Master's degree and professional certifications (e.g., CFA, CIPM, CAIA, FRM, ACCA, CIMA). At BNY ...
Vice President, Client Service Lead - Investment Performance and Risk Services
Los Angeles, CA · On-site
$68K/yr
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Vice President, Client Service Lead - Investment Performance and Risk Services
Los Angeles, CA · On-site
$68K/yr
Strong grounding in industry concepts, performance, attribution, and investment/risk analytics ... Master's degree and professional certifications (e.g., CFA, CIPM, CAIA, FRM, ACCA, CIMA). At BNY ...
Senior Aladdin Performance Analyst
Boston, MA · On-site
$123K - $185K/yr
Performance/Investment certification preferred - CFA/CIPM * Experience in Investment Performance * Experience in accounting within financial services, strategic management, resource/expense ...
Senior Aladdin Performance Analyst
Boston, MA · On-site
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Performance/Investment certification preferred - CFA/CIPM * Experience in Investment Performance * Experience in accounting within financial services, strategic management, resource/expense ...
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
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
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 ...
Senior Product Manager (Asset Management)
Boston, MA · On-site
$134K - $201K/yr
CIPM, CAIA, or equivalent certifications also valued * Understanding of investment performance measurement (TWR, MWR, attribution analysis, benchmark construction) and risk measures (VaR, tracking ...
Senior Product Manager (Asset Management)
Boston, MA · On-site
$134K - $201K/yr
CIPM, CAIA, or equivalent certifications also valued * Understanding of investment performance measurement (TWR, MWR, attribution analysis, benchmark construction) and risk measures (VaR, tracking ...
Senior Product Manager (Asset Management)
Boston, MA · On-site
$134K - $201K/yr
CIPM, CAIA, or equivalent certifications also valued * Understanding of investment performance measurement (TWR, MWR, attribution analysis, benchmark construction) and risk measures (VaR, tracking ...
Senior Product Manager (Asset Management)
Boston, MA · On-site
$134K - $201K/yr
CIPM, CAIA, or equivalent certifications also valued * Understanding of investment performance measurement (TWR, MWR, attribution analysis, benchmark construction) and risk measures (VaR, tracking ...
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 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.
Analyst, Risk and Performance (Private Markets)
The Board of Pensions of the Presbyterian ChurchPhiladelphia, PA • On-site
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 21 days ago
Job description
The role:
The Analyst, Investments, provides risk, performance and analytical insight into the Board's portfolio, primarily focusing the alternative investments allocation. The role focuses on transforming private markets data into actionable risk and portfolio insights, supporting investment data management, performance analysis, and risk oversight needs of the fund's private markets portfolio. The Analyst works closely with investment team members to ensure private investment performance, exposures, and cash flows are accurately validated and translated into actionable insights for investment decision making and reporting purposes.
What you will do:
Performs investment risk and performance analysis for private market assets, including fund-, strategy-, and total portfolio level performance metrics, exposure analysis, liquidity and cash flow risk.
Supports the use of investment systems and analytical platforms to ensure data integrity, reliability, and consistency between calculation methodology, underlying cash flows and investment exposures for performance and analytics.
Investigates and resolves data issues impacting investment performance, exposures, and reporting outputs, partnering across investment, operations, risk, and technology teams to identify root causes and remediation solutions.
Supports exposure aggregation, commitment tracking, and liquidity analysis across the private markets portfolio to assist with portfolio oversight and investment decision support
Provides quantitative support for total portfolio risk analysis, including private market contributions to overall portfolio risk, diversification, and scenario risk using enterprise risk systems.
Assists in the preparation of reporting for private investment performance and risk insights for stakeholders such as asset owners, CIO, executive vice presidents and board of directors.
Identifies opportunities to enhance, automate and scale investment analytics, validation controls, and recurring reporting processes to improve operational efficiency and analytical capabilities.
What you need to succeed:
Bachelor's degree in finance, economics, accounting, business, mathematics, data analytics, or a related field.
3-7 years of experience in investment analytics, risk management, or investment data roles within institutional asset management.
Demonstrated, hands-on experience with private markets (e.g., private equity, private credit, real assets).
Strong working knowledge of private markets performance metrics, cash flow structures, and portfolio exposure concepts
An ability to analyze complex investment datasets with a high degree of accuracy, reconcile data across multiple systems and investigate performance, exposure, and cash flow discrepancies. Experience working with large datasets and/or querying data (e.g., Snowflake, SQL)
Advanced Excel required and/or Power BI skills strongly preferred.
Strong communication skills and an ability to clearly explain performance results and data issues to stakeholders.
Strong quantitative skills and problem-solving skills.
Experience with private markets or alternative investment platforms (e.g. LP Analyst, eFront, Burgiss, or equivalent systems) and/or analytical risk systems (e.g. BlackRock Aladdin, MSCI Barra or similar) a plus.
Experience working with IBOR data in an investment, performance, or risk context a plus.
Progress towards, or interest in, professional designations such as CFA, CAIA, and/or CIPM a plus.
An ability, interest and desire to stay current via seminars, industry literature, and formal training and development.
Ability to work on-site at our 2000 Market Street office.
We offer a generous benefits package for eligible employees.
- Medical, dental, and vision coverage.
- Defined benefit pension plan.
- 403(b)(9) retirement savings plan.
- Generous paid time off, including sick time, holidays, and 22 days of personal leave.
- Tuition assistance.
- Employee Assistance Plan and other health and well-being resources.
- Employer-paid death benefits with opportunities to purchase additional coverage.
- Employer-paid Short-Term and Long-Term disability coverage.
- Access to the Board's education and grant assistance programs.
- Discount programs on entertainment, travel, and more.
- Satisfaction gained from working for a service-oriented employer.
- Volunteer and other service opportunities in the community at large.
Our recruiting process is simple.
If you're interested in a role at the Board of Pensions, apply online at pensions.org. If your skills match an open position, one of our recruiters will set up a phone or Microsoft Teams interview to discuss your interests, background, and skills. They'll also answer any questions you might have. If you are selected to continue with the recruitment process, you will meet the hiring manager and other relevant team members.
To protect the health of our staff, we encourage everyone to receive FDA-approved vaccinations that may reduce the spread of certain infectious diseases, such as the flu and COVID-19.
We are an Equal Opportunity Employer.
The Board of Pensions of the Presbyterian Church (U.S.A.) is proud to be an equal opportunity employer We value diversity, equity, and inclusion and do not discriminate based on race; color; sex; national origin; age; pregnancy, childbirth, or a related medical condition; military/veteran status; marital/domestic partner status; physical or mental disability; medical condition; religion or religious affiliation, except where determined to be a bona fide occupational qualification; sexual orientation; gender; gender identity or expression; genetic information; ancestry; or any other category protected by applicable federal, state, or local law.
About Board Of Pensions of the Presbyterian Church
Sourced by ZipRecruiter
Industry
Religious organizations
Company size
51 - 200 Employees
Headquarters location
Philadelphia, PA, US
Year founded
1717