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Investment Performance Measurement Analyst Jobs (NOW HIRING)

Conch Technologies Inc

Marketing Analyst

Memphis, TN · On-site

... investments and inform future decision-making. Required Skills * Bachelor's degree in Data ... Experience in analytics, marketing analytics, performance measurement, business intelligence, or ...

Airswift

Measurement Analyst I

Oklahoma City, OK · On-site

Measurement Analyst I Duration: 1 year Schedule: 5/40 Location: Oklahoma City Office This ... operational performance in a technically driven office-based setting. Required Education:

Swingtech Consulting Inc.

... performance measurement, and stakeholder engagement. This role requires the ability to work ... Track and analyze portfolio health, investment status, and performance metrics. * Provide ...

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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 13, 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.

Performance Analyst (entry level)

Portsmouth, NH • Hybrid

Prime Buchholz LLC
Investment Management and Consulting Services • 51 - 200 employees
Learn more about Prime Buchholz LLCexternal

$56K - $69K/yr

Full-time

Retirement

Posted 9 days ago

Job description

Description

The Job


The Performance Analyst position introduces you to the investment industry that offers multiple career paths and long-term growth. As a Performance Analyst, you will learn about the sector, global capital markets, and portfolio investments and then apply that knowledge to support team members in various departments across the firm. The primary responsibility of the Performance Analyst is to calculate and reconcile investment performance efficiently and accurately for our investment teams and clients. This role is based in Portsmouth, NH, with the expectation that the individual is currently located within commuting distance to the office.


What You'll Do

  • Learn, then apply investment knowledge and sound judgment to select appropriate benchmarks and peer universe comparison for all investments and plans
  • Utilize various custodian bank downloads and data files for proprietary performance measurement system input
  • Utilize a proprietary database of client statements on a monthly basis to complete performance measurement calculations for all client investments
  • Maintain monthly cash flows for 25-30 assigned client accounts by calculating and reconciling monthly investment valuations, transactions, fees, and investment returns for marketable and nonmarketable investments
  • Calculate portfolio characteristics for client reports that include, but are not limited to, equity, fixed income, hedge funds, and real assets
  • Analyze client meeting reports in a timely manner and ensure all job-specific action items are handled through completion
  • Deliver accurate and timely monthly executive summaries and quarterly reports for client relationships
What You'll Bring
  • Bachelor's degree required, Finance or business-related field strongly preferred
  • Prior certification, progress towards or willingness to pursue CFA, CAIA preferred
  • Excellent attention to detail, strict adherence to deadlines, and advanced problem-solving skills on a consistent basis
  • Must be a team player with effective time management skills and the ability to multitask
  • Intermediate to advanced experience in PowerPoint and Excel, specifically with respect to financial functions and chart generation

What We Offer

At Prime Buchholz, a proud B-Corp organization, we believe in aligning our success with a positive impact on the world. We also believe that great work deserves meaningful rewards.


Benefits & Perks:

  • Flexibility & Balance: Enjoy the flexibility of working from home up to two days a week, with a weekly anchor day in the office to foster team collaboration and connection.
  • Savings: Plan for your future with our 401(k) match and profit-sharing program, designed to help you build long-term financial security.
  • Community: We support your commitment to giving back with matching charitable contributions and paid volunteer time for causes that matter to you.
  • Time: Take time to recharge with our flexible time-off policy and 11 paid holidays. Plus, we offer additional time off to support you through life's major milestones, including family growth.

Compensation:

  • This role is classified at grade level 4, with a starting base salary range of $56,900 - $69,700.
  • Where you fall within this range will be based on your skills, experience, qualifications, and internal equity. We typically aim to welcome a new employee on the lower end of the given salary range to ensure room to grow as performance measures are met.
  • In addition to base pay, all positions are bonus-eligible - because we believe your contributions should be recognized and rewarded.

At Prime Buchholz, we're committed to building and preserving a culture where individuals from different personal and professional backgrounds can thrive, contribute, and grow. The collective sum of our individual differences, knowledge, life experiences, and unique talents is the foundation for our accomplishments and impact.


We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity or expression, age, physical or mental disability, veteran status, marital status, genetic information, or any other characteristic protected by state, federal, or local law. We strive to create a supportive community where everyone feels comfortable and confident to be authentic, open, and curious.

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