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Investment Performance Measurement Jobs in Connecticut

Royal Bank of Canada

Analyst, Investment Policy

Stamford, CT · On-site

$70K - $120K/yr

... Performance Measurement, Investment Risk Management, Investments Analysis Additional Job Details Address: 750 WASHINGTON BOULEVARD:STAMFORD City: Stamford Country: United States of America Work hours ...

Royal Bank of Canada

Analyst, Investment Policy

Stamford, CT · On-site

$70K - $120K/yr

... Performance Measurement, Investment Risk Management, Investments Analysis Additional Job Details Address: 750 WASHINGTON BOULEVARD:STAMFORD City: Stamford Country: United States of America Work hours ...

BMG360

Digital Video Performance Analyst

Shelton, CT

$70K/yr

... we measure success across campaigns. The Digital Video Performance Analyst will own campaign ... media investment leadership. Strong candidates will have hands-on experience analyzing digital ...

Synchrony

SVP, Consumer Bank Analytics

Stamford, CT

Lead opportunity sizing, business case development, and performance measurement efforts that support strategic investment decisions and prioritization. Marketing, Customer Experience & Customer ...

Vixxo

Director, Financial Operations

Hartford, CT · On-site

... investments and achieve sustained cost savings. Position Summary * Responsible for the expert ... Performance measurement system (scorecard) design and implementation experience is preferred.

Vixxo

Director, Financial Operations

Hartford, CT

... investments and achieve sustained cost savings. Position Summary * Responsible for the expert ... Performance measurement system (scorecard) design and implementation experience is preferred.

TASi Measurement

Value Stream Operator

Danbury, CT · On-site

$17.75 - $23.50/hr

We are a growing company that invests in our people, our products, and our technology. We offer ... Who We Are: Accutrol, a TASi Measurement company, specializes in the design, manufacturing, and ...

The Hartford

Risk Manager, Investment Risk

Hartford, CT · On-site +1

$121K - $182K/yr

Enhance measurement, aggregation, reporting, and monitoring of Structured Product and real estate ... asset performance, and correlated risks. * Conduct market surveillance and research to identify ...

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Investment Performance Measurement information

What is investment performance measurement?

Investment Performance Measurement refers to the process of evaluating how well an investment portfolio, fund, or manager has performed over a specific period. This involves calculating returns, assessing risk, and comparing results against benchmarks or objectives. The process helps investors and stakeholders understand the effectiveness of their investment strategies and make informed decisions. Accurate performance measurement is essential for transparent reporting and regulatory compliance in the financial industry.

What are the key skills and qualifications needed to thrive in investment performance measurement?

A strong foundation in finance, mathematics, and analytical skills is essential, often supported by a bachelor’s degree in finance or a related field. Familiarity with performance measurement systems like FactSet, Morningstar, or Bloomberg, and certifications such as CIPM (Certificate in Investment Performance Measurement) are highly valued. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for interpreting and presenting complex data. These competencies ensure accurate performance analysis, compliance with industry standards, and clear reporting to stakeholders, which are critical for informed investment decisions.

What are some common challenges faced in an investment performance measurement role, and how can they be addressed?

One of the main challenges in investment performance measurement is ensuring the accuracy and consistency of complex financial data across multiple accounts and asset classes. Professionals in this role must be vigilant about data validation, reconciliation, and adhering to industry standards such as GIPS (Global Investment Performance Standards). Collaboration with portfolio managers, analysts, and IT teams is essential to troubleshoot discrepancies and implement automated solutions. Ongoing education about regulatory requirements and new analytical tools also helps professionals stay effective and support strategic decision-making.

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

AspectInvestment Performance MeasurementInvestment Analyst
Primary FocusEvaluating and reporting the performance of investment portfoliosResearching and analyzing securities to inform investment decisions
Required SkillsData analysis, performance metrics, reporting toolsFinancial modeling, market research, valuation techniques
Work EnvironmentAsset management firms, investment banks, financial institutionsAsset management firms, investment banks, research firms

While Investment Performance Measurement focuses on assessing how investments perform over time, Investment Analysts concentrate on analyzing securities to recommend investment strategies. Both roles require strong analytical skills but serve different functions within the investment process.

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

For Investment Performance Measurement jobs in Connecticut, the most frequently searched job titles are:

What job categories do people searching Investment Performance Measurement jobs in Connecticut look for?

The top searched job categories for Investment Performance Measurement jobs in Connecticut are:

Investment Performance Measurement jobs near you
Infographic showing various Investment Performance Measurement job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution.

Analyst, Investment Policy

Royal Bank of Canada

Stamford, CT • On-site

$70K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

Job Description
What is the opportunity?
RBC Global Asset Management is seeking an Investment Policy Analyst, reporting to the Investment Policy Manager, to join our U.S. team. This role will serve as a critical control function, ensuring investment activities comply with regulatory requirements and internal investment guidelines, focusing on portfolio adherence, front office advisory and trade support.
What will you do?
  • Support Director, Investment Policy and Investment Policy Manager with the design and implementation of RBC BlueBay's investment policy strategy and framework;
  • Provision of practical guidance of global regulatory investment restrictions including but not limited to Luxembourg UCITS, US 1940 Act and Canadian NI 81-102;
  • Management of Charles River Investment Management System "CRIMS" and rules monitored outside "CRIMS.". Including daily portfolio, pre and post trade alert management;
  • Onboard new funds with specific focus on negotiation of clear investment guidelines and subsequent relevant monitoring capabilities;
  • Advising on the resolution of investment guideline breaches and trading issues. The role will be responsible for ensuring that breaches are addressed promptly and followed up on to ensure that controls are reviewed and, where relevant, enhanced to mitigate the risk of recurrence;
  • Advise investment teams on how to strengthen controls that remain outside of CRIMS to minimize the number of breaches and reduce incidents and errors;
  • Advise investment teams on regulatory and client guideline restrictions;
  • Responsible for the management of RBC BlueBay's CRIMS rule library; including Charles River guideline coding and periodic Accuracy and Completeness reviews;
  • Development of management information and KRIs for Director, Investment Policy and Investment Policy Manager to monitor emerging risks within RBC BlueBay's portfolio management and trading activities;
  • Support ongoing business development of CRIMS and advise on practical application of system enhancements and upgrades;
  • Management of communications from administrators and segregated clients in relation to portfolio investment guidelines;
  • Engage in completing annual audit; including providing and ensuring accuracy of all evidence and controls;
  • Best Execution monitoring, performing daily trade analysis and assisting with quarterly reporting of trade data;
  • Periodically assist the business by performing trade rebooking and booking new order flow to ensure accurate and timely trade life cycles.

What do you need to succeed?
Must-have
  • Bachelor's degree preferably in a related field such as finance, economics, or accounting
  • 0-3 years of experience in investment policy/compliance, operations, or related role within asset management
  • Basic understanding of fixed income fundamentals, including bond mathematics, duration, yield curves, and credit spreads

Nice-to-have
  • Understanding of some regulatory frameworks, such as ERISA, SEC, Volcker and Investment Company Act of 1940
  • Proficiency with Charles River Investment Management System
  • On track towards obtaining a CFA designation

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Opportunities to do challenging work.
  • Opportunities to build close relationships with clients.

The expected salary range for this particular position is $70,000-$120,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
  • Drives RBC's high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value

Job Skills
Critical Thinking, Detail-Oriented, Financial Planning and Analysis (FP&A), Financial Services Industry, Fund Analysis, Information Capture, Investment Banking Analysis, Investment Performance Measurement, Investment Risk Management, Investments Analysis
Additional Job Details
Address:
750 WASHINGTON BOULEVARD:STAMFORD
City:
Stamford
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-08-26
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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