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Investment Performance Jobs in Chicago, IL (NOW HIRING)

VC Stack

VC Investor @ TRS in Chicago, IL

Chicago, IL · On-site

$120.25 - $187.60/hr

Research the investment performance and portfolio characteristics of existing and prospective investment management relationships and asset class structures. * Prepare detailed reports and ...

Advyzon

Senior Director, Head of Investments

Lisle, IL · On-site

Drive continuous process improvement initiatives and service standards that enhance operational efficiency, investment performance, and the advisor experience. * Assist with portfolio management of ...

Advyzon

Senior Director, Head of Investments

Lisle, IL · On-site

Drive continuous process improvement initiatives and service standards that enhance operational efficiency, investment performance, and the advisor experience. * Assist with portfolio management of ...

Advyzon

Senior Director, Head of Investments

Lisle, IL · On-site

$103.50 - $126.50/hr

Drive continuous process improvement initiatives and service standards that enhance operational efficiency, investment performance, and the advisor experience. * Assist with portfolio management of ...

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All JobsInvestment Performance JobsInvestment Performance Jobs in Chicago, IL

Investment Performance information

See Chicago, IL salary details

$22.7K

$100K

$219.9K

How much do investment performance jobs pay per year?

As of Aug 27, 2026, the average yearly pay for investment performance in Chicago, IL is $99,999.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,000.00 and $121,000.00 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 Chicago, IL?

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

What job categories do people searching Investment Performance jobs in Chicago, IL look for?

The top searched job categories for Investment Performance jobs in Chicago, IL are:

Investment Performance jobs near you
Infographic showing various Investment Performance job openings in Chicago, IL as of August 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 85% In-person, 5% Hybrid, and 10% Remote job distribution, with an average salary of $99,999 per year, or $48.1 per hour.

Investment Officer - Quantitative Analytics

Chicago, IL • On-site

Jobtailor
See more jobs at Jobtailorexternal

$70 - $120/hr

Other

Posted 8 days ago

Job description

  • Help source, evaluate, and prepare analyses and proposals for investments in new potential investment managers and structures.
  • Evaluate the qualifications of prospective investment management relationships in accordance with investment policy, asset allocation directives and mix, diversification strategies and guidelines controlling risk/return characteristics for Global Income Strategy portfolio.
  • Research the investment performance and portfolio characteristics of existing and prospective investment management relationships and asset class structures.
  • Evaluate performance and portfolio characteristics to ensure compliance with the directives of the TRS Board of Trustees regarding investment objectives and constraints.
  • Prepare statistical and narrative reports regarding the investment portfolios within the Global Income Strategy asset class, market factors, alternative investment prospects, and investment industry practices.
  • Proactively research investment approaches, asset mixes, and portfolio management techniques to provide potential incremental return to TRS's individual assets and at the total fund level.
  • Interact at the highest level with outside managers in direct management of the relationship to help facilitate co-investments.
  • Represent TRS on partnership advisory panels and within the industry.
  • Manage internal review of documentation and provide logistical leadership for the relevant oversight committee within the Global Income asset class.
  • Assist Emerging Manager program staff, as necessary, in preparing analyses, due diligence, evaluations and proposals for administering emerging manager investment activity
  • Assist with developing the skillsets of investment analysts within the investment program.
  • Perform other duties as assigned or required.
Requirements
  • A bachelor's degree in finance, accounting, economics, business administration or related field is required
  • A Chartered Financial Analyst (CFA) designation or credible progress toward earning the CFA charter is preferred
  • Requires a minimum of two years of investment experience, ideally focused within the particular asset class
  • A background in due diligence and sourcing is preferred.
Core Competencies

Demonstrates expertise in investment analysis, portfolio management, and due diligence, with a strong focus on compliance and performance evaluation within the Global Income Strategy asset class. Proficient in preparing detailed reports and managing relationships with external investment managers.

Highest-signal resume keywords
  • Investment Analysis
  • Portfolio Management
  • Due Diligence
  • CFA Designation
  • Performance Evaluation
ATS Optimization Keywords Hard Skills
  • Investment Evaluation
  • Statistical Reporting
  • Risk/Return Analysis
  • Asset Allocation
  • Market Research
Soft Skills
  • Interpersonal Communication
  • Logistical Leadership
Certifications & Qualifications
  • Chartered Financial Analyst (CFA)
Industry Keywords
  • Investment Management
  • Global Income Strategy
  • Asset Class Structures
  • Co-Investments
  • Emerging Manager Program
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