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Investment Performance Jobs in Massachusetts (NOW HIRING)

Wilmington Trust

Wealth Investment Associate

Boston, MA · On-site

$34.10 - $56.83/hr

Prepare and review with Investment Advisor as needed, portfolio recommendation letters for advisory and co-trustee accounts, AO coordinations or best fit recommendations, and investment performance ...

M&T Bank

Wealth Investment Associate

Boston, MA · On-site

$34.10 - $56.83/hr

Prepare and review with Investment Advisor as needed, portfolio recommendation letters for advisory and co-trustee accounts, AO coordinations or best fit recommendations, and investment performance ...

M&T Bank

Wealth Investment Associate

Boston, MA · On-site

$34.10 - $56.83/hr

Prepare and review with Investment Advisor as needed, portfolio recommendation letters for advisory and co-trustee accounts, AO coordinations or best fit recommendations, and investment performance ...

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Investment Performance information

What is investment performance?

Investment performance refers to the measurement of how well an investment or a portfolio of investments achieves its financial objectives over a specific period of time. It is typically evaluated by calculating returns, such as total return, annualized return, or risk-adjusted return, and comparing them to relevant benchmarks or goals. Investment performance analysis helps investors and fund managers assess the effectiveness of their investment strategies and make informed decisions about future asset allocation.

What are some common challenges faced by professionals in investment performance roles, and how can they be addressed?

Professionals in Investment Performance often encounter challenges such as ensuring data accuracy, meeting tight reporting deadlines, and interpreting complex investment results for various stakeholders. Addressing these challenges requires strong attention to detail, effective communication with portfolio managers and data teams, and the use of robust performance measurement tools. Staying current with industry standards like GIPS (Global Investment Performance Standards) and fostering a collaborative environment can also help in overcoming these hurdles and delivering high-quality performance analysis.

What are the key skills and qualifications needed to thrive in investment performance, and why are they important?

To thrive in Investment Performance, you need strong analytical skills, attention to detail, and a solid understanding of finance and investment principles, often supported by a degree in finance, economics, or a related field. Proficiency with performance measurement systems such as FactSet, Morningstar, or Bloomberg, along with knowledge of GIPS standards and possibly a CFA designation, is typically required. Excellent communication, problem-solving abilities, and stakeholder management are crucial soft skills that set top performers apart. These skills ensure accurate investment analysis, effective reporting, and the ability to convey complex results to clients and internal teams, driving informed decision-making.

What is the difference between Investment Performance vs Investment Analyst?

AspectInvestment PerformanceInvestment Analyst
Primary FocusMeasuring and analyzing the returns of investmentsResearching and evaluating investment opportunities
Required SkillsData analysis, performance metrics, financial modelingFinancial analysis, market research, valuation techniques
CertificationsNone specifically required, but CFA can be beneficialCFA, CFA Level I or II often preferred
Work EnvironmentPerformance reporting teams, asset management firmsResearch departments, investment firms, banks

Investment Performance focuses on assessing how well investments perform over time, while Investment Analysts evaluate potential investments to inform decision-making. Both roles require financial analysis skills, but their core responsibilities differ: one measures past results, the other predicts future opportunities.

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

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

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

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

Investment Performance jobs near you
Infographic showing various Investment Performance job openings in Massachusetts as of August 2026, with employment types broken down into 93% Full Time, 5% Part Time, and 2% Contract. Highlights an 91% In-person, 3% Hybrid, and 6% Remote job distribution.

Senior Analyst-Investment Performance & Risk

Franklin Templeton

Boston, MA • On-site

$110K - $140K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago

Franklin Templeton rating

9.8

Company rating: 9.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients' success.
This is a HYBRID position which requires 3 days per week in our Boston office.
About the Department
The Performance, Risk, and Attribution team provides critical insights that support investment decisions, enhance risk oversight, and strengthen client confidence. Team members collaborate closely with portfolio managers, investment professionals, and business stakeholders to analyze results, explain performance drivers, and improve data quality. This is a highly visible team offering exposure to senior leaders, meaningful analytical work, and opportunities to deepen investment management and technical expertise.
How You Will Add Value
  • You will create custom analyses and reporting for client, business, and investment requests.
  • You will analyze large datasets across funds, portfolios, and reporting periods.
  • You will execute performance measurement and attribution analysis across asset classes.
  • You will deliver fund-level analytics to stakeholders throughout the organization.
  • You will partner with portfolio managers to explain performance and risk outcomes.
  • You will analyze fund characteristics, holdings, and asset-level information.
  • You will maintain automated templates and reporting solutions.
  • You will produce and review recurring risk and performance reports.
  • You will investigate and resolve data quality and performance issues.
  • You will support process automation and workflow improvements.
  • You will monitor industry developments, regulations, and risk methodologies.
  • You will lead complex analytical initiatives and support key business relationships.

What Will Help You Be Successful in This Role
Experience, Education & Certifications
  • Bachelor's degree in Finance, Economics, or related discipline.
  • Advanced degree preferred.
  • 5+ years of experience in investment risk, performance analytics, or asset management essential.

Technical Skills
  • Knowledge of performance attribution methodologies, including Brinson and factor-based approaches.
  • Knowledge of risk metrics, including tracking error, correlation, beta, and duration.
  • Experience across multiple asset classes and complex financial instruments.
  • Proficiency with Structured Query Language (SQL), Microsoft Excel, and databases.

Soft Skills
  • Strong quantitative and analytical capabilities.
  • High attention to detail and data accuracy.
  • Ability to synthesize complex data into actionable insights.
  • Effective written and verbal communication skills.
  • Proactive mindset focused on continuous improvement.

Applicants for employment must have work authorization that does not now, or in the future, require sponsorship of a visa for employment in the United States.
Franklin Templeton offers employees a competitive and valuable range of total rewards, monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $110,000 - $140,000 depending on location and level of relevant experience.
#MID_SENIOR_LEVEL
At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That's why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.
Highlights of our benefits include:
- Paid Time Off: Three weeks of PTO in your first year
- Health Coverage: Competitive medical, dental, and vision insurance to support your well-being
- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

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