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Investment Performance Measurement Jobs (NOW HIRING)

... 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 ...

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 ...

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 ...

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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 Sep 1, 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 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.

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:

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 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $75,189 per year, or $36.1 per hour.

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

Swingtech

Greenbelt, MD • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 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