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Head Performance Measurement Client Reporting Jobs

TheStaffed

Performance Specialist

Smithfield, RI · On-site

Our client is seeking a Performance Specialist to support the Performance Measurement & Analytics team , focusing on custom SMA reporting and analytics. This role is critical to ensure continuity of ...

Partners Capital

Client Reporting Associate

Boston, MA · Hybrid

The candidate will be responsible for all areas of performance reporting across a range of client accounts, including investment data input, validation, troubleshooting, and process management. As ...

Partners Capital

Client Reporting Associate

Boston, MA · On-site

The candidate will be responsible for all areas of performance reporting across a range of client accounts, including investment data input, validation, troubleshooting, and process management. As ...

Fidelity International

The team partners closely with portfolio management, risk, product, client reporting and technology ... measurement and attribution within an asset management, institutional investment or financial ...

PIMCO

Head of Client Reporting Platform

Manhattan, NY

$153K/yr

Continuously invest in a high-performance and inclusive culture, in which a diversity of ... As the Head of Product for Client Reporting , your role will be to work with Account Managers, Fund ...

PIMCO

Head of Client Reporting Platform

Austin, TX · On-site

$137K/yr

Continuously invest in a high-performance and inclusive culture, in which a diversity of ... As the Head of Product for Client Reporting , your role will be to work with Account Managers, Fund ...

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Head Performance Measurement Client Reporting information

What are the main challenges faced by a Head of Performance Measurement Client Reporting, and how can they be addressed?

A Head of Performance Measurement Client Reporting often faces challenges such as ensuring data accuracy, meeting tight reporting deadlines, and adapting to changing client requirements. Balancing the demands of regulatory compliance with the need for clear, insightful reporting can also be complex. Successful professionals in this role typically implement robust quality control processes, foster close collaboration between performance analysts and client managers, and stay up-to-date with industry best practices to deliver high-quality, customized reports. Building strong relationships across investment, operations, and IT teams is key to overcoming these challenges efficiently.

What does a Head of Performance Measurement Client Reporting do?

A Head of Performance Measurement Client Reporting oversees the team responsible for measuring and analyzing investment performance, as well as preparing and delivering detailed reports to clients. This role involves ensuring the accuracy and timeliness of performance data, interpreting investment results, and communicating insights to clients and internal stakeholders. Additionally, they may implement best practices, manage process improvements, and ensure compliance with regulatory standards. Their goal is to provide transparent, informative reports that help clients understand how their investments are performing.

What is the difference between Head Performance Measurement Client Reporting vs Performance Analyst?

AspectHead Performance Measurement Client ReportingPerformance Analyst
CredentialsTypically requires advanced degrees in finance, economics, or related fields; certifications like CFA or CPA are commonUsually holds a bachelor's or master's degree in finance, economics, or related areas; certifications like CFA may be preferred
Work EnvironmentLeads teams, manages reporting strategies, and interacts with senior management and clientsPerforms data analysis, prepares reports, and supports reporting processes under supervision
Industry UsageUsed in financial services, asset management, and investment firms for high-level reporting and strategyCommonly employed in similar settings for detailed performance analysis and reporting tasks

The main difference is that the Head Performance Measurement Client Reporting oversees reporting strategies and manages teams, while the Performance Analyst focuses on data analysis and report preparation. The head role involves leadership and strategic planning, whereas the analyst role is more execution-focused.

What are the key skills and qualifications needed to thrive as a Head of Performance Measurement Client Reporting, and why are they important?

To thrive as a Head of Performance Measurement Client Reporting, you need expertise in investment performance analysis, financial reporting, and a strong background in finance or economics, often supported by a CFA or CIPM certification. Familiarity with portfolio analytics platforms, performance measurement tools (such as FactSet or Morningstar), and advanced Excel skills is typically required. Exceptional leadership, strategic thinking, and client communication skills set top candidates apart in this role. These capabilities ensure accurate reporting, regulatory compliance, and high-quality client service in a competitive financial environment.
Infographic showing various Head Performance Measurement Client Reporting job openings in the United States as of May 2026, with employment types broken down into 5% Internship, 90% Full Time, and 5% Contract. Highlights an 85% In-person, 10% Hybrid, and 5% Remote job distribution.

Performance Specialist

TheStaffed

Smithfield, RI • On-site

Contractor

Posted 22 days ago

Job description

Our client is seeking a Performance Specialist to support the Performance Measurement & Analytics team, focusing on custom SMA reporting and analytics. This role is critical to ensure continuity of client reporting and deliverables during a key transition period.
Responsibilities & Qualifications
  • Support performance measurement and analytics for custom SMA portfolios
  • Prepare and deliver client reporting and marketing performance materials
  • Perform performance calculations and validation of financial data
  • Manage and analyze large datasets to ensure accuracy and consistency
  • Collaborate with investment professionals and technical teams
  • Ensure timely delivery of custom reporting and analytics outputs
  • Maintain and improve reporting processes and data workflows
  • Communicate insights clearly to both technical and non-technical stakeholders

Requirements
  • Strong experience in performance measurement within asset management or financial services
  • Expertise in performance calculations and financial data analysis
  • Advanced proficiency in Excel (data manipulation, analysis, reporting)
  • Experience working with portfolio performance systems and datasets
  • Strong attention to detail and ability to manage high-volume reporting
  • Excellent communication skills across investment and technical teams
  • Ability to work independently and support time-sensitive deliverables

Apply