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Investment Performance Jobs in Washington (NOW HIRING)

United Bank

Retirement Plan Manager

Washington, DC · On-site

$111K - $195K/yr

Ability to discuss investment performance, economic, and financial market trends with clients and prospects. Assist in coordinating retirement plan service provider search, selection and monitoring ...

United Bank

Retirement Plan Manager

Washington, DC

$111K - $195K/yr

... investment performance, economic, and financial market trends with clients and prospects. • Assist in coordinating retirement plan service provider search, selection and monitoring, including ...

United Bank

Retirement Plan Manager

Washington, DC · On-site

$111K - $195K/yr

... investment performance, economic, and financial market trends with clients and prospects. • Assist in coordinating retirement plan service provider search, selection and monitoring, including ...

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All JobsInvestment Performance JobsInvestment Performance Jobs in Washington

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 7, 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.

CPIC / IT Portfolio Management Analyst

E Logic

Washington, DC • Remote

$105K/yr

Full-time

Posted 6 days ago

Job description

E-Logic Inc. is seeking an experienced CPIC / IT Portfolio Management Analyst to support the Office of Elementary and Secondary Education (OESE) at the U.S. Department of Education. This role will serve as a subject matter expert on investment management, providing expert advice and services in all Capital Planning and Investment Control (CPIC) activities. This includes developing and maintaining business cases (OMB 300/53), conducting investment analysis, and ensuring compliance with federal CPIC guidance. This position is contingent upon contract award.

Location: Remote (U.S. Based) with occasional travel to Washington, D.C. (approximately 2-3 times per year


Key Responsibilities
  • Serve as the analytical lead on the engagement and the primary point of contact for OESE's senior leadership on investment performance and governance questions .
  • Support the full lifecycle of CPIC activities, including budget formulation and execution, earned value management (EVM) analysis, and OMB 300/53 development and maintenance.
  • Develop and validate business cases (OMB-300 equivalents), investment charters, operational analyses, and alternatives analyses.
  • Input all monthly and quarterly updates to the Department's Folio system and assist with annual OMB 53 submissions.
  • Conduct in-depth investment analyses (e.g., ROI, Analysis of Alternatives, Fit/Gap Analysis, Business Case) including stakeholder interviews and data validation.
  • Prepare monthly portfolio status reports, quarterly governance board briefings, and annual portfolio management review materials.
  • Respond to ad hoc data requests from the Department's Investment Assistance and Management Team (IAMT).
  • Ensure all portfolio management activities align with HHS and federal capital planning requirements, including FITARA, EPLC, and OMB Circular A-11.
Required Qualifications
  • Bachelor's Degree in Information Technology, Business Administration, Public Administration, or a closely related field .
  • Minimum of 5-7 years of experience managing or advising on IT investment portfolios in a federal government setting .
  • Demonstrated, hands-on experience with federal Capital Planning and Investment Control processes -- including preparing or reviewing OMB Exhibit 53 or Exhibit 300 reporting documents .
  • Experience conducting at least two types of formal investment analysis (e.g., ROI, Analysis of Alternatives, Fit/Gap, Business Case) on federal IT programs.
  • Proficiency with MS Office suite, SharePoint, and federal data management tools (experience with Folio is highly desired).
  • Ability to produce polished, Section 508-accessible deliverables in Microsoft Word, PowerPoint, and Excel .
  • Excellent written and verbal communication skills, including business and technical writing .
  • Must be a U.S. citizen or Lawful Permanent Resident; ability to obtain a favorable federal suitability determination (Moderate Risk) and sign a government Non-Disclosure Agreement before starting work.
Preferred Qualifications
  • Master's Degree in IT, Public Administration, or related field .
  • Prior experience supporting the Department of Education or another federal agency on IT portfolio or capital planning work .
  • Project Management Professional (PMP) or equivalent certification .
  • Familiarity with OMB A-11, FITARA, and federal IT acquisition regulations .

Security Clearance: Must be a U.S. Citizen or Lawful Permanent Resident. Ability to obtain a favorable federal suitability determination (Moderate Risk) and HSPD-12 credentials (PIV card) is required.

E-Logic Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.