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Investment Performance Jobs in Washington (NOW HIRING)

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Investment Specialist

Mclean, VA · On-site

Investments, taxes, retirement, estate planning, all in one platform instead of scattered across ... Generate and distribute client performance reports on a regular basis * Rapidly digest important ...

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Investment Performance information

See Washington salary details

$24.9K

$109.9K

$241.8K

How much do investment performance jobs pay per year?

As of Aug 6, 2026, the average yearly pay for investment performance in Washington is $109,944.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,600.00 and $133,100.00 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 Washington? For Investment Performance jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Investment Performance jobs in Washington look for? The top searched job categories for Investment Performance jobs in Washington are:
What cities in Washington are hiring for Investment Performance jobs? Cities in Washington with the most Investment Performance job openings:
Investment Performance jobs near you
Infographic showing various Investment Performance job openings in Washington as of July 2026, with employment types broken down into 89% Full Time, 8% Part Time, and 3% Contract. Highlights an 85% In-person, 5% Hybrid, and 10% Remote job distribution, with an average salary of $109,944 per year, or $52.9 per hour.

Investment Specialist

Fairfax County Public Schools

Falls Church, VA • On-site

$96K - $166K/yr

Full-time

Re-posted 13 days ago

Fairfax County Public Schools rating

6.8

Company rating: 6.8 out of 10

Based on 46 frontline employees who took The Breakroom Quiz

311th of 622 rated elementary and secondary schools

Job description

Summary
Performs a variety of professional duties required to support ERFC in investment monitoring; assists the ERFC Deputy Executive Director, Investments in overseeing and managing the investment portfolio; monitors financial markets, investment performance, compliance, contracted agreements, and investment-related costs; conducts research and analysis across asset classes; collaborates with investment consultants, fund managers, actuaries, legal counsel, and other stakeholders to support portfolio performance and investment initiatives.
Qualifications
Required
  • Bachelor's degree in finance, accounting, economics, business administration or related field.
  • Four (4) years of experience in investment management, portfolio management, cash management, investment analytics, or related field.
    • Advanced degree(s) beyond the minimum degree requirement in a relevant field may be considered for some experience.
  • Knowledge of the principles, methods, techniques, and systems of investment and risk management.
  • Knowledge of capital markets and portfolio strategy.
  • Knowledge of quantitative, statistical and actuarial methods.
  • Knowledge of regulation and legislation impacting the retirement industry.
  • Proficiency in the use of technology, data compilation, analysis, and reporting.
  • Ability to work on confidential information.
  • Ability to work both collaboratively and autonomously.
  • Ability to work effectively under pressure.
  • Ability to develop and maintain good working relationships.
  • Ability to exercise tact, good judgment, and initiative.
  • Ability to facilitate meetings and/or present information to groups.
  • Ability to communicate effectively, both orally and in writing.
Preferred
  • Certifications in Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certificate in Investment Performance Measurement (CIPM), or Certified Public Finance Officer (CPFO).

Major Duties/Essential Functions
  1. Exercises leadership with the production of key investment deliverables, including financial models, analysis, investment memos and recommendations.
  2. Monitors, reviews, reconciles investment activity, and maintains an evaluation model that ranks assets.
  3. Assists with cash management and asset rebalancing; evaluates the use of transition management services.
  4. Performs forecasting analyses including cash flow forecasts, liquidity modeling, estimated portfolio deviations from target, risk analysis and proforma portfolio exposure modeling.
  5. Contributes to the development and maintenance of analytical portfolio tools.
  6. Research market dynamics, strategies, and trends to better target opportunities and drive the optimal use of fiscal resources.
  7. Develops and documents guidelines and procedures that define and maintain investment best practices.
  8. Provides due diligence effort on current and prospective public investment managers, including investment manager interviews, advisor reviews, quantitative and qualitative assessments, and researching investment source ideas.
  9. Coordinates the contracting process of investment managers on an ongoing basis including the review and preparation of specifications, requirements, terms & conditions for competitive invitation for bid (IFB) solicitations and competitive requests for proposal (RFP) documents.
  10. Monitors, tracks, and audits risk metrics and compliance related to local, state, and federal regulations.
  11. Provides qualitative and quantitative documentation, reporting, and presentations to support investment monitoring and analysis.
  12. Supports trade processing, cash management, and performance reporting workflows, including coordination of reconciliation and data alignment with custodians and administrators across both public and private market managers.
  13. Onboard new investments, including processing documentation, reconciliation, and legal paperwork.
  14. Assists in preparing ERFC board meeting materials including monthly/quarterly/annual performance reports and detailed investment reviews.
  15. Travels occasionally to investment offices, or related conferences as required.
  16. Performs related duties as required or assigned.

Work Environment/Physical Requirements
This job operates in a professional office environment and has a noise level of mostly low to moderate. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

What Fairfax County Public Schools employees say

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About Fairfax County Public Schools

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FCPS serves a diverse student population of more than 181,000 students. Fairfax County Public Schools is a Catalyst that transforms our Community's most valuable potential our children and shapes a thriving future. We are the community's gathering place where, together, We foster Creative thinking, a Culture of caring, and Lifelong connections. In our schools, Students share a Diversity of experiences that prepare them for success in a Global society teachers creatively challenge and inspire young minds, and Parents actively engage in their children's future.

Industry

Elementary and secondary schools

Company size

10,000+ Employees

Headquarters location

Falls Church, VA, US

Year founded

1870

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