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Fund Performance Analyst Jobs (NOW HIRING)

LHH US

Fund Accounting

Carrollton, TX · On-site

$70K - $95K/yr

A financial services firm is seeking a Fund Accountant to support NAV calculations, reconciliations, investor reporting, and fund performance analysis. Responsibilities * Prepare NAV and fund ...

LHH US

Fund Accounting

Carrollton, TX · On-site

$70K - $95K/yr

A financial services firm is seeking a Fund Accountant to support NAV calculations, reconciliations, investor reporting, and fund performance analysis. Responsibilities * Prepare NAV and fund ...

Aaa Intergalactic

Fund Director (m/w)

Manhattan, NY · On-site

$150 - $230/hr

Regularly meeting with investment analysts and company managers to discuss financial matters ... Monitor the performance of the portfolio * May focus on one particular fund * Conduct weekly ...

iCapital

Fund Monitoring - Analyst

Boca Raton, FL · On-site

$65K - $80K/yr

Prepare performance analytics and fund-level financial modeling. * Keep track of broader macro developments and trends through regular engagement with iCapital's fund managers. * Attend Annual ...

iCapital

Fund Monitoring - Analyst

Boca Raton, FL · Hybrid

$65K - $80K/yr

Prepare performance analytics and fund-level financial modeling. * Keep track of broader macro developments and trends through regular engagement with iCapital's fund managers. * Attend Annual ...

Man Group

Risk & Performance Analyst

Boston, MA

The successful individual will gain a deep understanding of the hedge fund business and develop their performance and risk skills. We're looking for someone who is capable of challenging current ...

Northbound Search

Hedge Fund Accountant

Manhattan, NY · On-site

$75K - $90K/yr

Analyze fund's performance * Working with auditors to prepare and present year-end financial accounts Job Requirements: * 1-6 years of Fund Accounting experience (buy-side experience is strongly ...

The Third Group

Fund Accounant

Saint Louis, MO

Waterfall Analysis: Support the calculation of distribution waterfalls and carried interest in ... fund performance. Audit & Tax Support * Audit Preparation: Work closely with the Senior Fund ...

Synovus

Fund Administrator (The Family Office)

Atlanta, GA · On-site

$65K - $89K/yr

Supports the investment team by providing performance attribution, portfolio analytics, due ... Analyzes underlying fund performance, portfolio exposures, valuations, liquidity profiles, and ...

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Fund Performance Analyst information

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$27.5K

$75.2K

$128.5K

How much do fund performance analyst jobs pay per year?

As of Sep 3, 2026, the average yearly pay for fund 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 a fund performance analyst?

Fund Performance Analysts are professionals who evaluate and monitor the performance of investment funds, such as mutual funds, pension funds, or hedge funds. They analyze financial data, track investment returns, and compare a fund’s performance against benchmarks or industry peers. Their role often involves preparing reports, identifying trends, and providing insights to portfolio managers or clients to guide investment decisions. Strong analytical skills, attention to detail, and proficiency with financial software are important for this role.

What are the key skills and qualifications needed to thrive as a fund performance analyst?

To thrive as a Fund Performance Analyst, you need strong quantitative analysis skills, attention to detail, and a background in finance or economics, often supported by a bachelor's degree and relevant internships. Familiarity with performance measurement tools like Morningstar Direct, FactSet, and proficiency in Excel or VBA, as well as understanding of GIPS standards, is typically required. Excellent problem-solving abilities, communication skills, and the capacity to work under tight deadlines are standout soft skills in this role. These skills ensure accurate fund evaluation, effective reporting, and support data-driven decision-making for investment teams and stakeholders.

What are some common challenges fund performance analysts face when interpreting investment data, and how can they address them?

Fund Performance Analysts often encounter challenges such as inconsistent data sources, rapidly changing market conditions, and distinguishing between short-term volatility and long-term trends. To address these, analysts use robust data validation methods, collaborate closely with portfolio managers for context, and apply statistical techniques to ensure accurate performance attribution. Maintaining clear documentation and leveraging advanced analytics tools also help in producing reliable insights for stakeholders.

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

AspectFund Performance AnalystInvestment Analyst
Primary FocusAnalyzing fund performance metrics and reportingResearching and evaluating investment opportunities
Required CredentialsFinance certifications (CFA, CPA), degree in finance or related fieldFinance or economics degree, CFA often preferred
Work EnvironmentAsset management firms, mutual funds, hedge fundsInvestment banks, asset management, research firms
Key SkillsPerformance analysis, data interpretation, reportingFinancial modeling, market analysis, valuation

While both roles require finance knowledge and certifications like CFA, a Fund Performance Analyst primarily focuses on evaluating and reporting the performance of investment funds, whereas an Investment Analyst concentrates on researching and recommending investment opportunities. The roles often overlap but differ in their core responsibilities and daily tasks.

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What job categories do people searching Fund Performance Analyst jobs look for?

The top searched job categories for Fund Performance Analyst jobs are:

Fund Performance Analyst jobs near you
Infographic showing various Fund Performance Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $75,189 per year, or $36.1 per hour.

Senior Fund Analyst

TEEMA Solutions Group

San Francisco, CA • On-site

$140 - $185/hr

Other

Posted 2 days ago

New

Job description

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Senior Fund Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with mid-to-senior level roles in fund analysis, investment monitoring, and portfolio management.

Actual openings may vary depending on employer focus, including private equity, hedge funds, venture capital, infrastructure, and other alternative investment funds.

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

Senior Fund Analysts support investment and fund management teams by performing in-depth analysis of fund performance, portfolio allocations, and risk exposures.

The role blends quantitative analysis, financial modeling, and strategic insights to guide investment decisions and fund operations. Analysts collaborate closely with portfolio managers, operations teams, and senior leadership to monitor fund performance, optimize allocations, and provide actionable recommendations.

Key Responsibilities

Analyze fund performance, including returns, fees, and benchmarking against peers and indices

Conduct due diligence on fund investments, portfolio holdings, and underlying managers

Develop financial models, scenario analyses, and performance attribution reports

Monitor liquidity, risk exposures, and compliance metrics across funds

Prepare presentations, reports, and recommendations for senior management and investment committees

Build and maintain dashboards, data visualizations, and analytical tools to track fund performance

Identify areas for operational or strategic improvement within fund portfolios

Collaborate with investment, finance, and operations teams to ensure data integrity and timely reporting

Preferred Qualifications

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field; advanced degree or CFA is a plus

Strong understanding of fund structures, investment products, and portfolio management concepts

Experience or coursework in fund analysis, private capital, or investment operations preferred

Advanced analytical skills and proficiency in Excel, PowerPoint; familiarity with Python, R, SQL, or other analytical tools is a plus

Strong written and verbal communication skills

Ability to manage multiple priorities in a fast-paced, detail-oriented environment

Interest in fund strategy, performance optimization, and investment analysis

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

Skills-based role matching

Resume and profile optimization

Guidance on outreach to investment teams and fund managers

Interview preparation for fund analysis, portfolio management, and quantitative assessments

To learn more or express interest in fund analysis roles, visit:
https://www.careerlaunch.ai/

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