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Investment Performance Analyst Jobs (NOW HIRING)

Performance Analyst

Jersey City, NJ · On-site

$120K - $140K/yr

The Role Lord Abbett is seeking a Performance Analyst to join the Product Data & Information team ... This team delivers investment performance insights and product data to portfolio management ...

Performance Analyst

Jersey City, NJ · On-site

$120K - $140K/yr

Lord Abbett is seeking a Performance Analyst to join the Product Data & Information team within ... This team delivers investment performance insights and product data to portfolio management ...

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Investment Performance Analyst information

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$35K

$85.8K

$133K

How much do investment performance analyst jobs pay per year?

As of Jul 13, 2026, the average yearly pay for investment performance analyst in the United States is $85,807.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $99,500.00 per year, depending on experience, location, and employer.

What are the typical daily responsibilities of an Investment Performance Analyst?

As an Investment Performance Analyst, your typical day involves collecting, analyzing, and validating investment performance data from various sources to produce accurate reports for internal teams or clients. You'll use specialized software to calculate returns, evaluate benchmarks, and ensure compliance with industry standards like GIPS. The role often includes preparing presentations or dashboards, working closely with portfolio managers, and supporting periodic audits or reviews. Attention to detail and the ability to communicate findings clearly are key, as your analysis directly supports investment decisions and client satisfaction.

What are the key skills and qualifications needed to thrive in the Investment Performance Analyst position, and why are they important?

To thrive as an Investment Performance Analyst, you need a solid foundation in finance, statistics, and data analysis, typically supported by a relevant bachelor's degree such as finance, economics, or mathematics. Proficiency with performance measurement tools like Morningstar Direct, FactSet, or Bloomberg, as well as knowledge of investment management systems and certifications like CIPM (Certificate in Investment Performance Measurement), is often required. Attention to detail, analytical thinking, effective communication, and problem-solving abilities are crucial soft skills for excelling in this role. These competencies ensure accurate reporting and insightful analysis, enabling informed decision-making and enhancement of portfolio performance for clients or stakeholders.

What does an Investment Performance Analyst do?

An Investment Performance Analyst evaluates and reports on the financial performance of investment portfolios. They analyze returns, assess risk metrics, and ensure accuracy in performance calculations. These professionals work with portfolio managers and stakeholders to interpret data and optimize investment strategies. They also monitor benchmarks, reconcile discrepancies, and support regulatory reporting. Strong analytical skills and knowledge of financial markets are essential for this role.

More about Investment Performance Analyst jobs
What cities are hiring for Investment Performance Analyst jobs? Cities with the most Investment Performance Analyst job openings:
What are the most commonly searched types of Investment Performance Analyst jobs? The most popular types of Investment Performance Analyst jobs are:
Who are the top companies hiring for Investment Performance Analyst jobs? The top employers for Investment Performance Analyst jobs are:
What states have the most Investment Performance Analyst jobs? States with the most job openings for Investment Performance Analyst jobs include:
Infographic showing various Investment Performance Analyst job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 86% Full Time, 6% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $85,807 per year, or $41.3 per hour.
Investment Performance Analyst

Other

Re-posted 15 days ago


Job description

This position is primarily responsible for monitoringand ensuring the accuracy of client performance reporting and the maintenanceand calculation of GIPS Composites, including coordinating and supporting theGIPS Verification efforts.

In addition, this role will be responsible forfulfilling periodic and ad-hoc reporting needs, which may include performanceand risk statistics, portfolio analytics requests, fundamental characteristics,and attribution.

This role would also be required to help with fulfilling RFP/Questionnairesrequests for performance data.

The Investment Performance Analyst coordinatesand chairs the Quarterly Performance Composite Committee Meeting and DiscretionReview Group (DRG). 

Lastly, this rolewould be expected to cross-train and help across other functional areas andassist on other related projects as needed.

Join a fixed income-focused asset managementorganization serving insurance industry clients, delivering investmentsolutions alongside specialized services aligned to regulatory and reportingneeds.