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Fund Portfolio Performance Analytics Manager Jobs

TIAA

RE Analyst, Portfolio Management

Manhattan, NY · On-site

$80K - $100K/yr

Collaborate with asset management, finance, and performance measurement teams to obtain portfolio/ asset information and prepare Fund performance analyses and reports * Assist in drafting and ...

InforCapital

$150K - $200K/yr

... analysis ... Monitor fund developments via GP relationships and track fund/portfolio exposures and performance ...

New

Career Launch AI

Fund Strategy Manager

Manhattan, NY

$140K - $185K/yr

Fund Strategy Manager Location: New York, NY Employment Type: Full-Time Estimated Compensation ... portfolio performance and capital allocation * Conduct research, market analysis, and fund ...

McGough

Senior Construction Performance Analyst

Raleigh, NC · On-site

$85K - $113K/yr

Analytics & Reporting Solutions: * Develop dashboards, scorecards, and reporting solutions that support project and portfolio performance management. * Partner with Business Intelligence Analysts and ...

Initio Capital

Fund Analytics Associate

New York, NY

$50 - $200/hr

Support fund managers, investors, and operators in portfolio monitoring and transaction analysis ... Fund performance monitoring and reporting * 3-statement fund financial models * Fund-level DCF, IRR ...

Semiserve

Portfolio Analyst

Brentwood, TN

This role will be responsible for managing a comprehensive suite of KPIs, developing and maintaining budgets, analyzing portfolio performance, and helping establish the processes, reporting, and ...

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Fund Portfolio Performance Analytics Manager information

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$60K

$89.8K

$161.5K

How much do fund portfolio performance analytics manager jobs pay per year?

As of Sep 13, 2026, the average yearly pay for fund portfolio performance analytics manager in the United States is $89,770.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,000.00 and $94,500.00 per year, depending on experience, location, and employer.

What does a fund portfolio performance analytics manager do?

A Fund Portfolio Performance Analytics Manager is responsible for analyzing and reporting on the performance of investment portfolios, typically for mutual funds, pension funds, or institutional clients. They evaluate portfolio returns, risk metrics, and benchmarks to provide insights to portfolio managers and stakeholders. Their work supports decision-making, helps ensure regulatory compliance, and identifies areas for improvement in investment strategies. They also prepare performance reports and may present findings to senior management or clients.

How does a fund portfolio performance analytics manager typically collaborate with portfolio managers and other stakeholders?

Fund Portfolio Performance Analytics Managers work closely with portfolio managers, analysts, and risk teams to provide actionable insights into fund performance. They analyze large sets of financial data, generate performance reports, and present findings in regular meetings to help inform investment decisions. Effective communication is crucial in this role, as they must translate complex analytics into clear recommendations. Collaboration often extends to IT teams for data integration and to compliance teams to ensure reporting accuracy.

What are the key skills and qualifications needed to thrive as a fund portfolio performance analytics manager, and why are they important?

To thrive as a Fund Portfolio Performance Analytics Manager, you need strong analytical skills, a deep understanding of investment principles, and typically a degree in finance, economics, or a related field. Proficiency with financial modeling tools, portfolio management systems, and data analytics platforms like Excel, Bloomberg, or FactSet is essential, and CFA certification is often preferred. Exceptional attention to detail, communication, and problem-solving abilities help you interpret complex data and present insights to stakeholders. These skills ensure accurate evaluation of fund performance, support strategic decision-making, and drive overall portfolio success.

What is the difference between Fund Portfolio Performance Analytics Manager vs Fund Performance Analyst?

AspectFund Portfolio Performance Analytics ManagerFund Performance Analyst
ResponsibilitiesOversees performance analytics, develops reporting strategies, manages analytics teamsAnalyzes fund performance data, prepares reports, supports performance measurement
Required SkillsAdvanced analytics, leadership, financial modeling, data managementData analysis, Excel, financial metrics, reporting skills
CertificationsCFA, FRM often preferredCFA, CPA may be beneficial
Work EnvironmentFinancial institutions, asset management firms, investment firmsInvestment firms, asset managers, financial services companies

The Fund Portfolio Performance Analytics Manager typically has broader responsibilities, including team leadership and strategic analytics development, while the Fund Performance Analyst focuses on data analysis and reporting. Both roles require strong analytical skills and relevant certifications like CFA, but the manager position involves more oversight and strategic planning.

What are popular job titles related to Fund Portfolio Performance Analytics Manager jobs?

For Fund Portfolio Performance Analytics Manager jobs, the most frequently searched job titles are:

Infographic showing various Fund Portfolio Performance Analytics Manager job openings in the United States as of July 2026, with employment types broken down into 87% Full Time, 9% Part Time, and 4% Contract. Highlights an 80% Physical, 2% Hybrid, and 18% Remote job distribution, with an average salary of $89,770 per year, or $43.2 per hour.

Portfolio Performance Specialist

Manhattan, NY

Career Launch AI
See more jobs at Career Launch AIexternal

$140K - $185K/yr

Other

Posted 6 days ago

Job description

Portfolio Performance Specialist

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 Portfolio Performance Specialist 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 early- to mid-career roles focused on portfolio performance monitoring, analytics, and optimization across private capital, alternative investments, and multi-asset portfolios.

Actual openings may vary based on employer type, asset class mix, portfolio strategy, and reporting requirements.

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

Position Overview

Portfolio Performance Specialists support investment and portfolio teams by analyzing portfolio results, monitoring performance metrics, and ensuring alignment with investment objectives. The role emphasizes performance attribution, benchmarking, and actionable insights to drive portfolio strategy and reporting improvements.

These professionals work closely with portfolio managers, strategy teams, operations, and analytics groups to maintain accurate, timely, and insightful performance data across investments and portfolios.

Key Responsibilities

  • Monitor portfolio performance across asset classes, strategies, and individual investments

  • Conduct performance attribution and variance analysis relative to benchmarks and targets

  • Track risk-adjusted returns, contribution analysis, and other key performance metrics

  • Support performance reporting for internal stakeholders, committees, and external investors

  • Develop dashboards, models, and analytical tools for ongoing performance insights

  • Identify performance trends, anomalies, and opportunities for optimization

  • Collaborate with investment operations, accounting, and portfolio teams to ensure data accuracy

  • Prepare detailed reports and presentations summarizing portfolio results and insights

  • Support reviews of portfolio performance and facilitate discussions with leadership

  • Assist in aligning portfolio outcomes with investment strategy and objectives

Preferred Qualifications

  • Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field

  • Strong interest in portfolio performance, analytics, and investment management

  • Understanding of portfolio theory, risk-adjusted returns, and performance attribution

  • Experience or coursework in investment analytics, portfolio reporting, or financial modeling (preferred but not required)

  • Advanced analytical and quantitative skills with attention to detail

  • Proficiency in Excel and PowerPoint; familiarity with Python, R, SQL, or portfolio software is a plus

  • Ability to manage multiple performance reporting timelines

  • Clear written and verbal communication skills

  • Collaborative mindset with strong organizational skills

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 for portfolio performance, analytics, and reporting roles

  • Resume and profile optimization for investment and portfolio teams

  • Guidance on outreach to portfolio management, operations, and analytics groups

  • Interview preparation for portfolio performance, reporting, and analytical assessments

To learn more or express interest in portfolio performance opportunities, visit:
https://www.careerlaunch.ai/