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Investment Performance Measurement Jobs (NOW HIRING)

Principles of investment performance measurement and reporting. Skill to: * Apply SBCERA's core values of Integrity, Accountability & Transparency, Commitment, Effectiveness, Professional Excellence ...

Senior Performance Analyst

Houston, TX · Hybrid

$84K - $111K/yr

About Invesco As one of the world's leading independent global investment firms, Invesco is ... The Senior Analyst will possess deep expertise in performance measurement, GIPS compliance, and ...

Senior Performance Analyst

Houston, TX · On-site

$84K - $111K/yr

About Invesco As one of the world's leading independent global investment firms, Invesco is ... The Senior Analyst will possess deep expertise in performance measurement, GIPS compliance, and ...

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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 Jun 6, 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.

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, and why are they important?

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:

Attributions Performance Analyst

Principal Financial Group

Des Moines, IA • On-site, Remote

Full-time

Posted 22 days ago


Job description

What You'll Do

Principal Financial Group has an opportunity for an Attributions Performance Analyst to join our Investment Operations team. In this role, you'll support performance measurement and portfolio management process and tools, by providing calculations, analysis, research and report preparation.

Here are a few examples of what you'll do as a member of the team:

  • Develop / build out additional capabilities in support of new business and operational objectives
  • Ensure accurate and timely distribution of GIPS composite performance along with total return investment performance and risk measures for portfolios and benchmarks, attribution, characteristics/analytics, risk measures, and analytics for portfolio and benchmark. Provide support to marketing area by responding to clients and consultants routine ad-hoc performance inquires and/or RFP/consultant questionnaires.
  • Support various investment team’s GIPS claim of compliance in line with CFA’s Institute’s Global Investment Performance Standards and regulatory requirements.
  • Measure, calculate, analyze and report on daily and periodic composite, index and portfolio performance, security level data and performance related statistics for assigned asset class portfolios, performance attribution, security/portfolio characteristics/analytics, asset modeling, investment analytics and performance related statistics for assigned asset class portfolios; ensure accuracy and reasonableness of output.
  • Research, and resolve complex investment performance, performance attribution data anomalies, system issues and/or client inquires. Prepare investment performance and analytical reports and maintain controls in alignment with internal policies and clients’ needs.
  • Collaborate with internal and external partners including senior operations, client services, and compliance to share information and resolve problems.
  • Support global investment initiatives through participation in projects, process reviews and/or system enhancements.
  • Evaluate the firm's investment performance and attribution relative to consultant, peer and client benchmarks.
  • Provide training to junior staff and global team members as needed.

This position is also a phenomenal way to advance your career! As a growing company with more than 18,500 employees around the world, Principal offers a lot of ways for you to learn more, earn more, and achieve more!


Who You Are

We are looking for someone with:

  • Bachelor's degree, or equivalent, in accounting, finance, economics or business
  • 2+ years professional experience in investment/mutual fund operations or related field at minimum.
  • Understanding of financial markets, investment strategies, security types, risk statistics, investment performance, Global Investment Performance Standards, characteristics/analytics, and attribution methodologies. Preferred experience with CLOs, Private Placement, Bank Loans, SMF data and generally researching security level detail.
  • Proven analytical, problem solving, interpersonal, time management, planning, decision making, relationship building and communication skills
  • Proficiency with Microsoft Office specifically Excel – VLOOKUP, pivot tables, macros and SQL.
Skills and Experience That Will Help You Stand out:
  • Familiarity with Bloomberg Port or Aladdin for attribution, Eagle Investment Performance System and Power BI for reporting.  
  • Strong desire for continued education, CFA, CIPM, Master's and Data Analytic skills.
  • Detailed orientation
  • Ability to prioritize and balance multiple, increasingly sophisticated, tasks and be flexible as business needs change
  • Ability to take initiative, be a self-starter and work independently; includes project work.

Location: This role offers the ability for in-office (locations include Des Moines IA, Charlotte NC, New York NY, Chicago IL and Portland, OR), hybrid (blending both office and remote work in a typical workweek), and will consider fully remote work arrangements based on candidate’s experience. Candidates that live within 30 miles of Des Moines IA will have in-office days to support team cohesion and collaboration. 

What you'll get from us:

  • Competitive pay, benefits, perks and more. We’ll reward you for the skills and experience you have.
  • Respect for your unique perspective. Diversity, inclusion and empowerment are at the core of our culture.
  • A career, not just a job. Principal is a place where you can learn and innovate. Do important work. Make an impact. And achieve your professional goals.
  • The ability to have a great job and a great life. Sure, work is important. But so is your family. And your friends. And your community. That’s why we provide the flexibility needed to find the right balance between your job and the rest of your life.

Salary Range Information
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$69300 - $126000 / year
Salary Details

The following locations are examples of market-specific salary ranges across different geographies. 

  • Grand Island, NE / Wichita, KS: $69,300 – $94,500 / year
  • Des Moines, IA / Tampa, FL: $73,150 – $99,750 / year
  • Charlotte, NC / Dallas, TX: $77,000 – $105,000 / year
  • Chicago, IL / Denver, CO / Minneapolis, MN: $84,700 – $115,500 / year
  • Los Angeles, CA / New York City, NY: $92,400 – $126,000 / year

Time Off Program
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible
No Work Authorization/Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.


Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date
5/13/2026
Most Recently Posted Date
5/13/2026
 

Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.

Qualifications:

We are looking for someone with:

  • Bachelor's degree, or equivalent, in accounting, finance, economics or business
  • 2+ years professional experience in investment/mutual fund operations or related field at minimum.
  • Understanding of financial markets, investment strategies, security types, risk statistics, investment performance, Global Investment Performance Standards, characteristics/analytics, and attribution methodologies. Preferred experience with CLOs, Private Placement, Bank Loans, SMF data and generally researching security level detail.
  • Proven analytical, problem solving, interpersonal, time management, planning, decision making, relationship building and communication skills
  • Proficiency with Microsoft Office specifically Excel – VLOOKUP, pivot tables, macros and SQL.
Skills and Experience That Will Help You Stand out:
  • Familiarity with Bloomberg Port or Aladdin for attribution, Eagle Investment Performance System and Power BI for reporting.  
  • Strong desire for continued education, CFA, CIPM, Master's and Data Analytic skills.
  • Detailed orientation
  • Ability to prioritize and balance multiple, increasingly sophisticated, tasks and be flexible as business needs change
  • Ability to take initiative, be a self-starter and work independently; includes project work.

Location: This role offers the ability for in-office (locations include Des Moines IA, Charlotte NC, New York NY, Chicago IL and Portland, OR), hybrid (blending both office and remote work in a typical workweek), and will consider fully remote work arrangements based on candidate’s experience. Candidates that live within 30 miles of Des Moines IA will have in-office days to support team cohesion and collaboration. 

What you'll get from us:

  • Competitive pay, benefits, perks and more. We’ll reward you for the skills and experience you have.
  • Respect for your unique perspective. Diversity, inclusion and empowerment are at the core of our culture.
  • A career, not just a job. Principal is a place where you can learn and innovate. Do important work. Make an impact. And achieve your professional goals.
  • The ability to have a great job and a great life. Sure, work is important. But so is your family. And your friends. And your community. That’s why we provide the flexibility needed to find the right balance between your job and the rest of your life.
Education:UNAVAILABLEEmployment Type: FULL_TIME