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 ...
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 ...
Investment Performance Analyst
Los Angeles, CA · On-site
$80K - $120K/yr
Kayne Anderson Rudnick Investment Management is looking to hire an Investment Performance Analyst based in our Century City office. This position is primarily responsible for the maintenance and ...
Investment Performance Analyst
Los Angeles, CA · On-site
$80K - $120K/yr
Kayne Anderson Rudnick Investment Management is looking to hire an Investment Performance Analyst based in our Century City office. This position is primarily responsible for the maintenance and ...
Investment Performance Analyst
Los Angeles, CA · On-site
$80K - $120K/yr
Kayne Anderson Rudnick Investment Management is looking to hire an Investment Performance Analyst based in our Century City office. This position is primarily responsible for the maintenance and ...
Investment Performance Analyst
Los Angeles, CA · On-site
$80K - $120K/yr
Kayne Anderson Rudnick Investment Management is looking to hire an Investment Performance Analyst based in our Century City office. This position is primarily responsible for the maintenance and ...
Investment Performance Analyst
Farmington, CT · On-site
Investment Performance Analyst Position Description This position is primarily responsible for monitoringand ensuring the accuracy of client performance reporting and the maintenanceand calculation ...
Investment Performance Analyst
Farmington, CT · On-site
Investment Performance Analyst Position Description This position is primarily responsible for monitoringand ensuring the accuracy of client performance reporting and the maintenanceand calculation ...
Investment Performance Analyst - KAR
$80K - $120K/yr
Kayne Anderson Rudnick Investment Management is looking to hire an Investment Performance Analyst based in our Century City office. This position is primarily responsible for the maintenance and ...
Investment Performance Analyst - KAR
$80K - $120K/yr
Kayne Anderson Rudnick Investment Management is looking to hire an Investment Performance Analyst based in our Century City office. This position is primarily responsible for the maintenance and ...
General Overview The Investment Risk & Performance Analyst (Analyst) is responsible for delivering accurate, insightful, and timely investment performance, attribution, and risk analysis across a ...
General Overview The Investment Risk & Performance Analyst (Analyst) is responsible for delivering accurate, insightful, and timely investment performance, attribution, and risk analysis across a ...
As an Analyst on the Investment Performance team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those ...
As an Analyst on the Investment Performance team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those ...
As an Analyst on the Investment Performance team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those ...
As an Analyst on the Investment Performance team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those ...
As an Analyst on the Investment Performance team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those ...
As an Analyst on the Investment Performance team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those ...
As an Analyst on the Investment Performance team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those ...
As an Analyst on the Investment Performance team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those ...
Attributions Performance Analyst
Charlotte, NC · On-site +1
Support various investment team's GIPS claim of compliance in line with CFA's Institute's Global Investment Performance Standards and regulatory requirements. * Measure, calculate, analyze and report ...
Attributions Performance Analyst
Charlotte, NC · On-site +1
Support various investment team's GIPS claim of compliance in line with CFA's Institute's Global Investment Performance Standards and regulatory requirements. * Measure, calculate, analyze and report ...
Attributions Performance Analyst
Chicago, IL · On-site +1
Support various investment team's GIPS claim of compliance in line with CFA's Institute's Global Investment Performance Standards and regulatory requirements. * Measure, calculate, analyze and report ...
Attributions Performance Analyst
Chicago, IL · On-site +1
Support various investment team's GIPS claim of compliance in line with CFA's Institute's Global Investment Performance Standards and regulatory requirements. * Measure, calculate, analyze and report ...
Attributions Performance Analyst
New York, NY · On-site +1
Support various investment team's GIPS claim of compliance in line with CFA's Institute's Global Investment Performance Standards and regulatory requirements. * Measure, calculate, analyze and report ...
Attributions Performance Analyst
New York, NY · On-site +1
Support various investment team's GIPS claim of compliance in line with CFA's Institute's Global Investment Performance Standards and regulatory requirements. * Measure, calculate, analyze and report ...
Attributions Performance Analyst
Des Moines, IA · On-site +1
$69K - $126K/yr
Support various investment team's GIPS claim of compliance in line with CFA's Institute's Global Investment Performance Standards and regulatory requirements. * Measure, calculate, analyze and report ...
Attributions Performance Analyst
Des Moines, IA · On-site +1
$69K - $126K/yr
Support various investment team's GIPS claim of compliance in line with CFA's Institute's Global Investment Performance Standards and regulatory requirements. * Measure, calculate, analyze and report ...
Attributions Performance Analyst
Des Moines, IA · On-site +1
Support various investment team's GIPS claim of compliance in line with CFA's Institute's Global Investment Performance Standards and regulatory requirements. * Measure, calculate, analyze and report ...
Attributions Performance Analyst
Des Moines, IA · On-site +1
Support various investment team's GIPS claim of compliance in line with CFA's Institute's Global Investment Performance Standards and regulatory requirements. * Measure, calculate, analyze and report ...
Attributions Performance Analyst
Seattle, WA · On-site +1
Support various investment team's GIPS claim of compliance in line with CFA's Institute's Global Investment Performance Standards and regulatory requirements. * Measure, calculate, analyze and report ...
Attributions Performance Analyst
Seattle, WA · On-site +1
Support various investment team's GIPS claim of compliance in line with CFA's Institute's Global Investment Performance Standards and regulatory requirements. * Measure, calculate, analyze and report ...
Private Markets Performance Analyst
Westwood, MA · On-site
$70K - $72K/yr
They collect and synthesize Private Market data to calculate client investment performance, risk ... Work with Investment Analysts and Consultants with special projects as needed * Fulfill any and all ...
Private Markets Performance Analyst
Westwood, MA · On-site
$70K - $72K/yr
They collect and synthesize Private Market data to calculate client investment performance, risk ... Work with Investment Analysts and Consultants with special projects as needed * Fulfill any and all ...
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
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 ...
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 ...
Private Markets Performance Analyst
Westwood, MA · On-site
$70K - $72K/yr
They collect and synthesize Private Market data to calculate client investment performance, risk ... Work with Investment Analysts and Consultants with special projects as needed * Fulfill any and all ...
Private Markets Performance Analyst
Westwood, MA · On-site
$70K - $72K/yr
They collect and synthesize Private Market data to calculate client investment performance, risk ... Work with Investment Analysts and Consultants with special projects as needed * Fulfill any and all ...
Investment Performance Analyst information
See salary details
$35K - $43.9K
2% of jobs
$43.9K - $52.8K
6% of jobs
$52.8K - $61.7K
9% of jobs
$67.4K is the 25th percentile. Wages below this are outliers.
$61.7K - $70.6K
11% of jobs
$70.6K - $79.5K
11% of jobs
The median wage is $84K / yr.
$79.5K - $88.5K
19% of jobs
$97.4K is the 75th percentile. Wages above this are outliers.
$88.5K - $97.4K
16% of jobs
$97.4K - $106.3K
10% of jobs
$106.3K - $115.2K
6% of jobs
$115.2K - $124.1K
5% of jobs
$124.1K - $133K
3% of jobs
$35K
$85.8K
$133K
How much do investment performance analyst jobs pay per year?
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.
- Investment Performance Measurement
- Performance Attribution Analyst
- Lead Investment Analyst
- Portfolio Performance Analyst
- Investment Management Operations Analyst
- First Year Investment Banking Analyst
- Investments Limited
- Hedge Fund Analyst Internship
- Investment Banking Analyst
- Incoming Investment Banking Summer Analyst

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).Â
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.
About New England Asset Management
Sourced by ZipRecruiter
Industry
Investment management and consulting services
Company size
51 - 200 Employees
Headquarters location
Farmington, CT, US
Year founded
1984