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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 Jul 2, 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 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.

What are the key skills and qualifications needed to thrive as a Fund Performance Analyst, and why are they important?

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 Fund Performance Analysts?

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.
More about Fund Performance Analyst jobs
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
Manager, Fund Asset Allocation and Analysis

Manager, Fund Asset Allocation and Analysis

Point72

Stamford, CT • On-site

$73K - $100K/yr

Full-time

Retirement

Posted 6 days ago

Job description

A Career with Point72's Finance Team
The Finance team provides a broad range of timely, accurate, relevant, and objective financial information, advice, and services to its business partners, with commitment to the highest professional and ethical standards. Our team offers a dynamic and collaborative environment where our colleagues can learn at a fast pace and are rewarded with advanced opportunities both within Finance and across the firm.
What you'll do
  • Own the monthly capital planning and asset allocation models across the firm's multi-strategy hedge fund complex.
  • Ensure integrity of income allocations, management and incentive fee calculations, and investor capital balances; proactively identify and resolve discrepancies before they reach downstream stakeholders.
  • Develop financial models to support strategic initiatives, new fund launches, and fund performance analysis. Partner cross-functionally with Tax, Treasury, Finance, and Operations to assess structural changes and their downstream impact on fund economics, leading cross-departmental initiatives as needed.
  • Maintain intimate knowledge of the end-to-end monthly close process, including information flows, booking methodologies, and interdependencies across Fund Accounting, Valuations, Treasury, and Operations. Step in to execute close tasks as needed and proactively identify and escalate issues arising from any stage of the close cycle.
  • Synthesize and interpret data from multiple sources to produce consolidated views of fund economics and strategy- and investor-level returns, delivering clear, well-contextualized reporting to stakeholders.
  • Contribute to regulatory reporting requirements, including investor-level disclosures and filings under FATCA/CRS, Form PF, CPO-PQR, and other applicable obligations.
  • Establish and maintain a robust control environment across income allocation, fee calculations, capital activity, and wire processing in alignment with SSAE 18 standards; serve as a key point of contact for external auditors.
  • Proactively identify risks, inconsistencies, and inefficiencies-applying critical thinking to surface issues and design scalable solutions. Lead cross-departmental projects as needed.

What's required
  • 10+ years of experience in hedge fund accounting, fund administration, or fund finance with deep exposure to multi-strategy, multi-series, and multi-class fund structures
  • Bachelor's degree in accounting, finance, or business
  • Expert-level knowledge of fund accounting principles, including partnership allocations, waterfall calculations, equalization methods, and fee crystallization mechanics
  • Strong understanding of the month-end close process and related procedures for investment funds
  • General understanding of FATCA and CRS compliance requirements
  • Advanced Excel skills and demonstrated experience building financial models
  • Proficiency with data tools such as SQL and Python for data extraction, reconciliation, and automation
  • Demonstrated experience managing or mentoring team members
  • Strong critical thinking, intellectual curiosity, and clear verbal and written communication skills with the ability to present financial data to executive stakeholders
  • Commitment to the highest ethical standards

We take care of our people
We invest in our people, their careers, their health, and their well-being. When you work here, we provide:
  • Fully-paid health care benefits
  • Generous parental and family leave policies
  • Volunteer opportunities
  • Support for employee-led affinity groups representing women, people of color and the LGBT+ community
  • Mental and physical wellness programs
  • Tuition assistance
  • A 401(k) savings program with an employer match and more

About Point72
Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry's brightest talent by cultivating an investor-led culture and committing to our people's long-term growth. For more information, visit https://point72.com/.

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