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Investment Performance Measurement Analyst Jobs (NOW HIRING)

The Bronx

Investment Performance Analyst

Charlotte, NC · On-site

$160K/yr

... Investment Performance Analyst for our client, an innovative WealthTech company transforming ... Bring deep expertise in performance measurement and attribution while translating complex business ...

Nextech

Marketing Measurement Analyst

Memphis, TN

Memphis, Tennessee Onsite Overview The Marketing Measurement Analyst will serve as a strategic analytics partner, helping evaluate marketing performance and guide future investment decisions. This ...

University of Texas Investment Management Co

Understanding of investment concepts, portfolio performance measurement, and financial markets * General knowledge of accounting principles and investment accounting * Experience analyzing investment ...

UTIMCO

Investment Performance Professional

Austin, TX · On-site

Understanding of investment concepts, portfolio performance measurement, and financial markets * General knowledge of accounting principles and investment accounting * Experience analyzing investment ...

Nextech

Marketing Measurement Analyst

Memphis, TN · On-site

Memphis, Tennessee - Onsite Overview The Marketing Measurement Analyst will serve as a strategic analytics partner, helping evaluate marketing performance and guide future investment decisions. This ...

Career Launch AI

Investment Returns Analyst

Manhattan, NY · Hybrid

$100K - $150K/yr

Strong interest in investment performance, portfolio analysis, and returns measurement * Solid foundation in financial modeling and quantitative analysis * Familiarity with return metrics such as IRR ...

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Investment Performance Measurement Analyst information

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How much do investment performance measurement analyst jobs pay per year?

As of Sep 12, 2026, the average yearly pay for investment performance measurement analyst in the United States is $77,382.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $83,000.00 per year, depending on experience, location, and employer.

What is an investment performance measurement analyst?

An Investment Performance Measurement Analyst is a finance professional who evaluates and reports on the performance of investment portfolios. They analyze returns, assess risk, and ensure that performance data is accurate and aligns with industry standards like the Global Investment Performance Standards (GIPS). Their work supports portfolio managers and clients in understanding how investments are performing relative to benchmarks and objectives. This role often involves preparing detailed reports, conducting attribution analysis, and collaborating with other finance teams to enhance investment strategies.

How does an investment performance measurement analyst typically collaborate with portfolio managers and other teams?

Investment Performance Measurement Analysts frequently work closely with portfolio managers, investment analysts, and operations teams to ensure accurate and timely reporting of portfolio performance. They provide detailed analysis and insights that help portfolio managers assess the effectiveness of investment strategies and make informed decisions. Collaboration often involves regular meetings to discuss performance results, address data discrepancies, and support client reporting needs. Strong communication skills and an understanding of investment products are essential for effectively translating performance data into actionable information for various stakeholders.

What are the key skills and qualifications needed to thrive as an investment performance measurement analyst, and why are they important?

To thrive as an Investment Performance Measurement Analyst, you need a solid understanding of finance, investment principles, and quantitative analysis, usually backed by a degree in finance or a related field. Familiarity with performance measurement software (such as FactSet, Morningstar, or Bloomberg), proficiency in Excel, and knowledge of GIPS standards or CFA certification are highly valuable. Attention to detail, analytical thinking, and strong communication skills help analysts interpret complex data and convey results clearly. These skills and qualifications are crucial for ensuring accurate investment reporting, supporting strategic decisions, and maintaining client trust in a competitive financial environment.

What is the difference between Investment Performance Measurement Analyst vs Investment Risk Analyst?

AspectInvestment Performance Measurement AnalystInvestment Risk Analyst
Primary FocusAnalyzing and reporting investment performance metricsAssessing and managing investment risks
Required SkillsData analysis, performance metrics, financial reportingRisk assessment, quantitative analysis, stress testing
CertificationsChartered Financial Analyst (CFA), Financial Risk Manager (FRM) often preferredFRM, CFA often preferred
Work EnvironmentAsset management firms, investment banks, financial servicesAsset management, hedge funds, investment firms

The Investment Performance Measurement Analyst primarily focuses on evaluating and reporting investment returns, while the Investment Risk Analyst concentrates on identifying and mitigating potential risks. Both roles require similar certifications and often work within the same financial institutions, but their core responsibilities differ in scope and focus.

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What are popular job titles related to Investment Performance Measurement Analyst jobs?

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Investment Performance Measurement Analyst jobs near you
Infographic showing various Investment Performance Measurement Analyst job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 1% As Needed, 86% Full Time, 10% Part Time, and 2% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $77,382 per year, or $37.2 per hour.

Investment Performance Analyst

Charlotte, NC • On-site

The Bronx
See more jobs at The Bronxexternal

$160K/yr

Other

Medical, Dental, Vision, PTO

Posted 11 days ago

Key responsibilities

  • Partner with investment, operations, and engineering stakeholders to define, document, and implement requirements for investment performance platforms.

  • Analyze and validate complex performance calculations, including IRR, time-weighted returns, variance analysis, and performance reconciliation.

  • Collaborate with developers and QA teams to validate calculation outputs, troubleshoot discrepancies, and resolve data issues.

Job description

Scion Technology has been engaged to conduct a search for an experienced Investment Performance Analyst for our client, an innovative WealthTech company transforming portfolio management and financial technology solutions!

This is a full-time, direct hire position offering a hybrid schedule in Charlotte, NC OR Darien, CT.

POSITION OVERVIEW

Serve as a key partner between Investment Performance, Investment Operations, Portfolio Management, and Technology teams. Bring deep expertise in performance measurement and attribution while translating complex business requirements into scalable technical solutions.

RESPONSIBILITIES
  • Partner with investment, operations, and engineering stakeholders to define, document, and implement requirements for investment performance platforms.
  • Analyze and validate complex performance calculations, including IRR, time-weighted returns, variance analysis, and performance reconciliation.
  • Serve as a subject matter expert on investment performance methodologies and calculation logic.
  • Collaborate with developers and QA teams to validate calculation outputs, troubleshoot discrepancies, and resolve data issues. Perform data analysis and reconciliation to identify calculation issues and recommend solutions.
QUALIFICATIONS
  • 5+ years of experience as a Business Analyst, Data Analyst, or Investment Performance Analyst within an asset management organization.
  • Experience with a leading institutional asset manager (Fidelity, BNY, Vanguard, BlackRock, State Street, T. Rowe Price, Capital Group, or a similar firm).
  • Strong understanding of investment performance measurement methodologies, including IRR, TWR, performance variance, reconciliation, and validation.
  • Proven experience partnering with software engineering teams to build or enhance investment performance calculation engines.
  • Strong analytical, problem-solving, documentation, and communication skills, with the ability to translate business concepts into technical requirements.
  • CFA designation/progress toward CFA certification or an Investment Performance Measurement Certificate (IPMC) is preferred.
  • Familiarity with investment accounting, portfolio analytics, performance reporting platforms, SQL, data analysis tools, and Agile development environments is a plus.
COMPENSATION & BENEFITS
  • Annual base salary range of $130-160k, commensurate with experience.
  • Bonus and equity.
  • A robust benefits package that includes comprehensive medical, dental, and vision coverage in addition to paid time off.
EEO AND INCLUSION STATEMENTS

Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class.

We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent.

For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records.

We engage in socially conscious business practices and believe that diverse, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.

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