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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 ...

TheStaffed

Performance Specialist

Smithfield, RI · On-site

Our client is seeking a Performance Specialist to support the Performance Measurement & Analytics ... Collaborate with investment professionals and technical teams * Ensure timely delivery of custom ...

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 ...

Fidelity International

... performance measurement and attribution within an asset management, institutional investment or financial services environment. Experience driving change, transformation or system enhancement ...

ANSER

Performance Metrics Analyst

Alexandria, VA · On-site

Responsibilities : • Design and implement performance measurement frameworks and indicators • ... return on investment (ROI) analyses • Prepare executive-level briefings and reports • ...

ANSER

Performance Metrics Analyst

Alexandria, VA · On-site

Responsibilities : • Design and implement performance measurement frameworks and indicators • ... return on investment (ROI) analyses • Prepare executive-level briefings and reports • ...

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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.
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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

Performance & Benchmark Analyst

Wellington Management

Boston, MA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

We are seeking a Performance Analyst to join our Performance Team. This role will focus on supporting the delivery ofaccurate,timelyperformance and attribution analysis across a broad range of investment strategies. The ideal candidate will bring strong analytical capabilities, attention to detail, and a desire to developexpertisein performance measurement, investment analytics, and data-driven insights.

Key Responsibilities

  • Support the production and validation of portfolio performance and attribution results across asset classes

  • Analyze performance drivers andassistin communicating insightstoinvestment, product, and client-facing teams

  • Monitor and investigate data quality and performance discrepancies, working with internal teams to resolve issues

  • Collaborate with investment, operations, and technology teams on performance-related workflows

  • Assistinmaintainingand improving performance reporting processes, controls, and documentation

  • Contribute to automation and efficiency initiatives (e.g., SQL, Python, reporting tools)

  • Support composite and benchmark-related processes

  • Participate in ongoing enhancement of analytics, tools, and reporting infrastructure

Qualifications

  • Bachelor's degree in Finance, Economics, Mathematics, or a related field

  • 1-3 years of experience in investment performance, analytics, or operations

  • Strong analytical and problem-solving skills with attention to detail

  • Basic understanding of investment concepts (equity, fixed income, or multi-asset)

  • Proficiencyin Excel; familiarity with SQL and/or Python is a plus

  • Strong written and verbal communication skills,with the ability to interact effectively with business, operations, and technology stakeholders.

  • Selfmotivatedand able to manage multiple priorities in a fast paced, evolving technical environment.

  • Interest in pursuing CFA orCIPMpreferred

Preferred Qualifications

  • Intellectual curiosity about investment strategies and markets

  • Interest in automation, data platforms, and AI-driven analytics

  • Collaborative mindset with ability to work across teams

  • Exposure toinvestment data domains such as performance measurement, benchmarks, attribution, analytics, holdings, or transactions.

  • Experience validating or reconciling system outputs (e.g., calculations, reports, or data feeds) against business expectations.

Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 90,000 - 180,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salaryis only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence,paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

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