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Investment Performance Jobs in Seattle, WA (NOW HIRING)

Investment Impact Manager (PPM IV)

Seattle, WA ยท On-site

$123K - $157K/yr

Evaluate investment performance and recommend adjustments to ensure efficient, equitable resource deployment across the continuum. Align King County Behavioral Health Sales Tax Fund investments with ...

Track investment performance against strategy and evaluating return on investment. Understand actual performance against forecast. Look for efficiencies and synergies in the financial management ...

Controller

Seattle, WA ยท On-site

$130K - $200K/yr

Deliver consolidated reporting and financial analysis for ownership review, including project modeling, cash projections, and investment performance updates. * Oversee payroll administration and ...

We believe in investing in our people, and value candidates who can bring their own diversified ... These include qualifications, experience, interview performance, and location. In addition to a ...

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Investment Performance information

See Seattle, WA salary details

$25K

$110.5K

$243K

How much do investment performance jobs pay per year?

As of Aug 7, 2026, the average yearly pay for investment performance in Seattle, WA is $110,472.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $133,700.00 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 job categories do people searching Investment Performance jobs in Seattle, WA look for? The top searched job categories for Investment Performance jobs in Seattle, WA are:
Infographic showing various Investment Performance job openings in Seattle, WA as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 88% In-person, 4% Hybrid, and 8% Remote job distribution, with an average salary of $110,472 per year, or $53.1 per hour.

Institutional Investment Consulting Associate

Marsh & McLennan Companies, Inc.

Seattle, WA โ€ข On-site

$67K - $134K/yr

Full-time

Medical, Retirement

Posted 20 days ago


Job description

Company:
Mercer
Description:
We are seeking a talented individual to join our Wealth team at Mercer, a Marsh business. This role can be based in Chicago, Columbus, Dallas, Denver, Irvine, Los Angeles, Minneapolis, Phoenix, Pittsburgh, San Francisco, Seattle, Southfield, or St. Louis and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.
As an Institutional Investment Consulting Associate, you will play a key role in supporting investment advice for a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. You'll ensure clear communication of critical updates and assist in managing consulting relationships through meeting coordination, project management, and timely delivery of reports. This is a dynamic opportunity to develop deep industry knowledge while contributing to impactful client outcomes!
We will count on you to:
  • Examine and monitor developments at investment management firms and communicate relevant updates to clients
  • Manage projects by ensuring timely, high quality client deliverables, delegating work to analysts, providing guidance, and ensuring peer review
  • Thrive and be motivated by an environment that embraces AI and technology-enabled tools
  • Produce accurate and detailed client reports through analysis of client-specific investment data, ongoing investment performance, and manager monitoring
  • Liaise with investment managers and custodians to gather and clarify client-specific data for reporting or any other client-related matters
  • Support investment manager searches, investment structure reviews, mutual fund selection, asset allocation studies, new business presentations, and other investment-related activities
  • Participate in quarterly or ad-hoc client meetings
  • Analyze and edit investment policy statements and conduct strategic portfolio structure and asset allocation analysis

What you need to have:
  • Bachelor's degree from an accredited institution with coursework in business or investment-related courses
  • 2-5 years of relevant investment experience
  • Actively pursuing or willing to obtain the CFA, CAIA, CIMA, or CIPM designation
  • Knowledge of performance calculations, risk metrics, and portfolio construction
  • Self-motivated and effective in a highly collaborative team environment
  • Ability to multitask and manage multiple priorities in a rapidly changing, dynamic setting
  • Strong analytical, project management, and communication skills
  • High-level attention to detail and an understanding of its impact on the bigger picture
  • Commitment to continuous learning and staying current with industry trends and market conditions
  • Adaptability and decisiveness
  • Proficient in Microsoft Excel, Word, and PowerPoint

What makes you stand out?
  • Familiarity with a variety of institutional clients and plan types

Why join our team:
  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

The applicable base salary range for this role is $67,000 to $134,000.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.
Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@marsh.com.
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.