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Investment Performance Measurement Jobs (NOW HIRING)

AmeriSave Mortgage Corp.

$150K - $240K/yr

Quantitative Modeling & Investment Optimization * Optimal Allocation Modeling: Design, build, and ... by measuring the lift in funded loan volume and profit. Enterprise Performance Reporting ...

Liberty

Investment Analyst I

Lynchburg, VA

... 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 ...

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Investment Performance Measurement information

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$27.5K

$75.2K

$128.5K

How much do investment performance measurement jobs pay per year?

As of Aug 11, 2026, the average yearly pay for investment performance measurement in the United States is $75,189.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $89,500.00 per year, depending on experience, location, and employer.

Is investment performance measurement a good career?

Investment performance measurement is a specialized finance role focused on analyzing and reporting the returns of investment portfolios. It requires strong analytical skills, knowledge of financial metrics, and proficiency with tools like Excel and performance measurement software. The field offers opportunities for advancement and is valued in asset management, hedge funds, and investment firms.

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 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 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 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.
More about Investment Performance Measurement jobs
What states have the most Investment Performance Measurement jobs? States with the most job openings for Investment Performance Measurement jobs include:
What job categories do people searching Investment Performance Measurement jobs look for? The top searched job categories for Investment Performance Measurement jobs are:
Investment Performance Measurement jobs near you
Infographic showing various Investment Performance Measurement job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $75,189 per year, or $36.1 per hour.

Investment Specialist

Fairfax County Public Schools

Falls Church, VA • On-site

$96K - $166K/yr

Full-time

Re-posted 19 days ago

Fairfax County Public Schools rating

6.8

Company rating: 6.8 out of 10

Based on 46 frontline employees who took The Breakroom Quiz

314th of 628 rated elementary and secondary schools

Job description

Summary
Performs a variety of professional duties required to support ERFC in investment monitoring; assists the ERFC Deputy Executive Director, Investments in overseeing and managing the investment portfolio; monitors financial markets, investment performance, compliance, contracted agreements, and investment-related costs; conducts research and analysis across asset classes; collaborates with investment consultants, fund managers, actuaries, legal counsel, and other stakeholders to support portfolio performance and investment initiatives.
Qualifications
Required
  • Bachelor's degree in finance, accounting, economics, business administration or related field.
  • Four (4) years of experience in investment management, portfolio management, cash management, investment analytics, or related field.
    • Advanced degree(s) beyond the minimum degree requirement in a relevant field may be considered for some experience.
  • Knowledge of the principles, methods, techniques, and systems of investment and risk management.
  • Knowledge of capital markets and portfolio strategy.
  • Knowledge of quantitative, statistical and actuarial methods.
  • Knowledge of regulation and legislation impacting the retirement industry.
  • Proficiency in the use of technology, data compilation, analysis, and reporting.
  • Ability to work on confidential information.
  • Ability to work both collaboratively and autonomously.
  • Ability to work effectively under pressure.
  • Ability to develop and maintain good working relationships.
  • Ability to exercise tact, good judgment, and initiative.
  • Ability to facilitate meetings and/or present information to groups.
  • Ability to communicate effectively, both orally and in writing.
Preferred
  • Certifications in Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certificate in Investment Performance Measurement (CIPM), or Certified Public Finance Officer (CPFO).

Major Duties/Essential Functions
  1. Exercises leadership with the production of key investment deliverables, including financial models, analysis, investment memos and recommendations.
  2. Monitors, reviews, reconciles investment activity, and maintains an evaluation model that ranks assets.
  3. Assists with cash management and asset rebalancing; evaluates the use of transition management services.
  4. Performs forecasting analyses including cash flow forecasts, liquidity modeling, estimated portfolio deviations from target, risk analysis and proforma portfolio exposure modeling.
  5. Contributes to the development and maintenance of analytical portfolio tools.
  6. Research market dynamics, strategies, and trends to better target opportunities and drive the optimal use of fiscal resources.
  7. Develops and documents guidelines and procedures that define and maintain investment best practices.
  8. Provides due diligence effort on current and prospective public investment managers, including investment manager interviews, advisor reviews, quantitative and qualitative assessments, and researching investment source ideas.
  9. Coordinates the contracting process of investment managers on an ongoing basis including the review and preparation of specifications, requirements, terms & conditions for competitive invitation for bid (IFB) solicitations and competitive requests for proposal (RFP) documents.
  10. Monitors, tracks, and audits risk metrics and compliance related to local, state, and federal regulations.
  11. Provides qualitative and quantitative documentation, reporting, and presentations to support investment monitoring and analysis.
  12. Supports trade processing, cash management, and performance reporting workflows, including coordination of reconciliation and data alignment with custodians and administrators across both public and private market managers.
  13. Onboard new investments, including processing documentation, reconciliation, and legal paperwork.
  14. Assists in preparing ERFC board meeting materials including monthly/quarterly/annual performance reports and detailed investment reviews.
  15. Travels occasionally to investment offices, or related conferences as required.
  16. Performs related duties as required or assigned.

Work Environment/Physical Requirements
This job operates in a professional office environment and has a noise level of mostly low to moderate. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

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About Fairfax County Public Schools

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FCPS serves a diverse student population of more than 181,000 students. Fairfax County Public Schools is a Catalyst that transforms our Community's most valuable potential our children and shapes a thriving future. We are the community's gathering place where, together, We foster Creative thinking, a Culture of caring, and Lifelong connections. In our schools, Students share a Diversity of experiences that prepare them for success in a Global society teachers creatively challenge and inspire young minds, and Parents actively engage in their children's future.

Industry

Elementary and secondary schools

Company size

10,000+ Employees

Headquarters location

Falls Church, VA, US

Year founded

1870

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