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Investment Performance Jobs in New York (NOW HIRING)

New York

Investment Analyst

New York, NY

Responsibilities: · Manage and analyze stock portfolio to make buy/sell/hold recommendations, diversify, and enhance investment performance · Study economic trends, evaluate historical performance ...

ProShares

Investment Strategy Analyst

New York, NY · On-site

$70K - $105K/yr

Investment performance of the product shelf. * Use of products in investment strategy. * Marketing themes/sales ideas. * Assist with research projects; topics include fund performance analysis, risk ...

ProShares

Investment Strategy Analyst

New York, NY · Hybrid

$70K - $105K/yr

Investment performance of the product shelf. * Use of products in investment strategy. * Marketing themes/sales ideas. * Assist with research projects; topics include fund performance analysis, risk ...

Citizens

Private Wealth, Investment Manager

Tarrytown, NY · On-site

$188K - $246K/yr

Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations ...

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All JobsInvestment Performance JobsInvestment Performance Jobs in New York

Investment Performance information

See New York salary details

$24.1K

$106.2K

$233.6K

How much do investment performance jobs pay per year?

As of Sep 2, 2026, the average yearly pay for investment performance in New York is $106,201.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,100.00 and $128,500.00 per year, depending on experience, location, and employer.

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 New York?

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

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

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

Investment Performance jobs near you
Infographic showing various Investment Performance job openings in New York as of August 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 85% In-person, 5% Hybrid, and 10% Remote job distribution, with an average salary of $106,201 per year, or $51.1 per hour.

Investment Analyst

New York

New York, NY

Full-time

Re-posted 16 days ago

Job description

Responsibilities:

·      Manage and analyze stock portfolio to make buy/sell/hold recommendations, diversify, and enhance investment performance

·      Study economic trends, evaluate historical performance of stocks, and prepare written reports to keep Family Office management informed

·      Collect and interpret external company financial statements, price developments, currency adjustments and yield fluctuations to advise on investment strategy

·      Create financial models utilizing forward-looking capital market expectations to produce portfolio earnings projections

·      Perform due diligence reviews of current and future investments

·      Build and present proposals for new investment opportunities

·      Escalate any portfolio changes within Family Office

·      Develop long-term financial planning options, as needed

 Qualifications:

  • Bachelor’s degree in Finance, Economics or related concentration/Master’s degree preferred

    ·      3-5 years of portfolio or investment management experience

    ·      Proven mathematical skills and financial acumen to evaluate investments

    ·      Superior technical/analytical skills for modeling data and processing information

  • Exceptional verbal and written communication skills along with strong presentation skills
  • Strong attention to detail
  • Well-developed organizational skills, flexible and ability to multi-task
  • Self-starter and able to work independently, while also possessing the ability to collaborate in a team environment
  • CFA, FINRA Series 7 and 66 preferred