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Investment Performance Measurement Analyst Jobs (NOW HIRING)

Investment Analyst

New York, NY · On-site +1

$140K - $185K/yr

Career Launch AI promotes advancement and rewards our employees based on individual performance and ... By providing frequent feedback and consistently measuring progress, we've discovered the recipe for ...

... performance measurement, special projects and analyses. The Analyst will assist senior leadership to prudently monitor LU's Investable Pools for Biblically Responsible Investing (BRI) in accordance ...

It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in fund analytics, performance measurement, and investment reporting.

Investment Banking Analyst

New York, NY · On-site +1

$140K - $185K/yr

Career Launch AI promotes advancement and rewards our employees based on individual performance and ... By providing frequent feedback and consistently measuring progress, we've discovered the recipe for ...

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Investment Performance Measurement Analyst information

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$40K

$77.4K

$121K

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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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 80% Physical, 2% Hybrid, and 18% Remote job distribution, with an average salary of $77,382 per year, or $37.2 per hour.

Capital Planning & Investment Control (CPIC) Analyst - w/ Public Trust Clearance

Greenbelt, MD • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago


Job description

About Swingtech
Swingtech delivers innovative Information Technology and Professional Support services to a diverse range of clients across the federal and intelligence communities. With over 15 years of trusted experience as a systems integrator, we apply agile methodologies and deep industry insight to help our customers achieve greater efficiency, compliance, and cost savings. At Swingtech, we're committed to excellence and long-term success for our clients and our team.
Swingtech Consulting is seeking an experienced Capital Planning and Investment Control (CPIC) Analyst / Investment Manager to support investment portfolio governance, strategic planning, performance management, compliance monitoring, and executive reporting activities within a federal environment.
The successful candidate will provide subject matter expertise in investment management processes, portfolio oversight, business operations, risk management, performance measurement, and stakeholder engagement. This role requires the ability to work collaboratively with executives, program managers, project teams, and business stakeholders to support investment lifecycle management and organizational decision-making. The position supports portfolio governance activities throughout the investment management lifecycle, including planning, monitoring, reporting, and continuous improvement initiatives. Based on the draft SOW, the role supports investment governance, portfolio oversight, risk tracking, executive communications, artifact management, and reporting activities.
Key Responsibilities
• Support investment portfolio governance and oversight activities.
• Monitor investment performance, milestones, risks, and compliance requirements.
• Track and analyze portfolio health, investment status, and performance metrics.
• Provide recommendations to improve investment performance and organizational outcomes.
• Assist leadership with portfolio planning and investment decision support activities.
• Support capital planning and investment control (CPIC) processes across the investment lifecycle.
• Coordinate governance reviews, decision meetings, and executive briefings.
• Assist with investment reviews and approval processes.
• Facilitate stakeholder engagement and collaboration activities.
• Support implementation of investment management best practices.
• Develop, review, update, and maintain investment documentation and management artifacts.
• Ensure documentation aligns with organizational policies, standards, and reporting requirements.
• Manage document repositories and maintain version control processes.
• Coordinate reviews, approvals, and publication of finalized materials.
• Maintain records supporting audits, assessments, and compliance reviews.
• Prepare recurring status reports, briefings, presentations, and executive summaries.
• Develop reports and dashboards that communicate investment performance and organizational metrics.
• Support leadership presentations and governance board meetings.
• Gather, analyze, and present data to support strategic decision-making.
• Respond to management reporting requests and data calls.
• Identify, track, and communicate investment risks and mitigation strategies.
• Maintain risk registers and corrective action tracking mechanisms.
• Analyze performance trends and provide actionable recommendations.
• Support continuous process improvement initiatives.
• Assist with performance assessments and operational reviews.
• Collect, validate, and organize investment and operational data.
• Maintain centralized repositories and knowledge management resources.
• Support development of process documentation, standard operating procedures, and lessons learned.
• Promote knowledge sharing and collaboration across teams and stakeholders.
• Collaborate with executives, program managers, project teams, and business stakeholders.
• Facilitate meetings and working sessions.
• Build and maintain positive relationships across multiple organizational levels.
• Communicate complex information effectively to both technical and non-technical audiences.
Qualifications
• Bachelor's degree in Business Administration, Information Systems, Information Technology, Public Administration, Finance, Management, or a related discipline.
• Minimum five (5) years of experience supporting federal programs, portfolio management, investment management, strategic planning, governance, or business operations.
• Experience developing management reports, executive briefings, and presentations.
• Experience supporting governance boards, leadership reviews, or portfolio oversight functions.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office Suite.
• Experience supporting federal investment management, portfolio governance, or capital planning activities.
• Experience with OMB Circular A-11 processes and federal reporting requirements.
• Experience supporting executive governance boards and investment reviews.
• Experience developing dashboards and visual reporting solutions.
• Experience supporting risk management and performance management initiatives.
• Experience working in large, complex federal organizations.
• Project and Portfolio Management (PPM) tools
• Governance, Risk, and Compliance (GRC) platforms
• Collaboration and document management systems
One or more of the following certifications is desirable:
  • Project Management Professional (PMP)
  • FAC-P/PM
  • ITIL Foundation
  • Lean Six Sigma Green Belt or Higher
  • Certified Government Financial Manager (CGFM)
  • Agile or Scrum Certification

Summary of Benefits
  • 15 PTO days
  • 11 paid holidays
  • Medical Insurance with - 3 options (HSA with $600 Employer Contribution).
  • Dental Insurance with no age limit orthodonture.
  • Vision Insurance through EyeMed in and out of network coverage.
  • Short Term and Long-Term Disability coverage with 100% premium support,
  • Life insurance and AD&D with 100% premium support
  • Supplemental Life Insurance
  • Critical Care and Accident Insurance availability
  • Pet Insurance through Nationwide
  • Employee Assistance Program
  • 401k with enrollment from day one. 4% deferral by company.
  • $1500 Annual Training Budget
  • $1500 Referral bonus
  • Eligibility for annual merit and discretionary bonus
  • Flexible work arrangements

Equal Opportunity Employer Minority/Female/Veterans/Disabled