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Director Investment Performance Analyst Jobs (NOW HIRING)

The Bronx

Investment Performance Analyst

Charlotte, NC · On-site

$160K/yr

... Investment Performance Analyst for our client, an innovative WealthTech company transforming ... This is a full-time, direct hire position offering a hybrid schedule in Charlotte, NC OR Darien, CT.

UTIMCO

Investment Performance Professional

Austin, TX · On-site

Analyze portfolio returns, cash flows, benchmarks, attribution, and value-added performance metrics * Reconcile investment positions, transactions, market values, and performance data between ...

San Manuel Casino

Investment Analyst

Highland, CA

Under the direction of the Director, Investment Strategies, the Investment Analyst performs ... Assists in monitoring external public and private asset managers for investment performance ...

Career Launch AI

Investment Returns Analyst

Manhattan, NY · Hybrid

$100K - $150K/yr

Competitive base salary + performance bonus (varies by employer) About This Opportunity This ... It is not a direct job opening with a specific employer. Members of the Career Launch AI platform ...

AON PLC

Sr. Performance Analyst

Windsor, CT · On-site

Help Investment Consultants and Client Analysts develop insight into client portfolio and investment performance * Serve as an expert resource regarding performance calculations and other performance ...

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Director Investment Performance Analyst information

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$27.5K

$75.2K

$128.5K

How much do director investment performance analyst jobs pay per year?

As of Sep 12, 2026, the average yearly pay for director investment performance analyst in the United States is $75,189.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $89,500.00 per year, depending on experience, location, and employer.

What is the difference between Director Investment Performance Analyst vs Investment Performance Analyst?

AspectDirector Investment Performance AnalystInvestment Performance Analyst
ResponsibilitiesOversees investment performance reporting, manages teams, develops strategiesAnalyzes investment data, prepares reports, supports performance evaluation
Required CredentialsBachelor's/Master's in Finance, CFA often preferredBachelor's in Finance, CFA beneficial
Work EnvironmentSenior-level, strategic, leadership-focusedAnalytical, data-driven, support role
Industry UsageUsed in asset management, investment firms, financial institutionsCommon in similar financial sectors

The main difference is that the Director Investment Performance Analyst holds a leadership role with strategic responsibilities, overseeing teams and performance strategies, while the Investment Performance Analyst focuses on data analysis and reporting support. Both roles require similar credentials but differ in scope and seniority.

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The most popular types of Investment Performance Analyst jobs are:

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Director Investment Performance Analyst jobs near you

Investment Performance Analyst

Charlotte, NC • On-site

The Bronx
See more jobs at The Bronxexternal

$160K/yr

Other

Medical, Dental, Vision, PTO

Posted 11 days ago

Key responsibilities

  • Partner with investment, operations, and engineering stakeholders to define, document, and implement requirements for investment performance platforms.

  • Analyze and validate complex performance calculations, including IRR, time-weighted returns, variance analysis, and performance reconciliation.

  • Collaborate with developers and QA teams to validate calculation outputs, troubleshoot discrepancies, and resolve data issues.

Job description

Scion Technology has been engaged to conduct a search for an experienced Investment Performance Analyst for our client, an innovative WealthTech company transforming portfolio management and financial technology solutions!

This is a full-time, direct hire position offering a hybrid schedule in Charlotte, NC OR Darien, CT.

POSITION OVERVIEW

Serve as a key partner between Investment Performance, Investment Operations, Portfolio Management, and Technology teams. Bring deep expertise in performance measurement and attribution while translating complex business requirements into scalable technical solutions.

RESPONSIBILITIES
  • Partner with investment, operations, and engineering stakeholders to define, document, and implement requirements for investment performance platforms.
  • Analyze and validate complex performance calculations, including IRR, time-weighted returns, variance analysis, and performance reconciliation.
  • Serve as a subject matter expert on investment performance methodologies and calculation logic.
  • Collaborate with developers and QA teams to validate calculation outputs, troubleshoot discrepancies, and resolve data issues. Perform data analysis and reconciliation to identify calculation issues and recommend solutions.
QUALIFICATIONS
  • 5+ years of experience as a Business Analyst, Data Analyst, or Investment Performance Analyst within an asset management organization.
  • Experience with a leading institutional asset manager (Fidelity, BNY, Vanguard, BlackRock, State Street, T. Rowe Price, Capital Group, or a similar firm).
  • Strong understanding of investment performance measurement methodologies, including IRR, TWR, performance variance, reconciliation, and validation.
  • Proven experience partnering with software engineering teams to build or enhance investment performance calculation engines.
  • Strong analytical, problem-solving, documentation, and communication skills, with the ability to translate business concepts into technical requirements.
  • CFA designation/progress toward CFA certification or an Investment Performance Measurement Certificate (IPMC) is preferred.
  • Familiarity with investment accounting, portfolio analytics, performance reporting platforms, SQL, data analysis tools, and Agile development environments is a plus.
COMPENSATION & BENEFITS
  • Annual base salary range of $130-160k, commensurate with experience.
  • Bonus and equity.
  • A robust benefits package that includes comprehensive medical, dental, and vision coverage in addition to paid time off.
EEO AND INCLUSION STATEMENTS

Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class.

We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent.

For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records.

We engage in socially conscious business practices and believe that diverse, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.

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