ZipRecruiter

Log In

1

Investment Performance Jobs (NOW HIRING)

USI Insurance Services

$90 - $140/hr

Analyze and monitor investment performance for non-proprietary funds using technology, due diligence, and industry publications. * Provide timely, accurate investment analysis and reporting to ...

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 ...

Swingtech Consulting Inc.

$90 - $130/hr

Monitor investment performance, milestones, risks, and compliance requirements. * Track and analyze portfolio health, investment status, and performance metrics. * Provide recommendations to improve ...

Prosperity

Investment Analyst

Miami, FL · On-site

Monitors and assesses performance of investment managers. * Communicates asset allocation strategies. * Build credit surveillance processes. * Identify and track key performance indicators.

prosperity

Investment Analyst

Miami, FL

Monitors and assesses performance of investment managers. * Communicates asset allocation strategies. * Build credit surveillance processes. * Identify and track key performance indicators.

Prosperity Life Group

Investment Analyst

Miami, FL · On-site

$70 - $90/hr

Monitors and assesses performance of investment managers. * Communicates asset allocation strategies. * Identify and track key performance indicators. * Contributes perspectives on the investment ...

previous pagenext page

Showing results 21-40

All JobsFinance and Insurance JobsInvestment Performance Jobs

Investment Performance information

See salary details

$22K

$97.1K

$213.5K

How much do investment performance jobs pay per year?

As of Sep 2, 2026, the average yearly pay for investment performance in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 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.

More about Investment Performance jobs

What cities are hiring for Investment Performance jobs?

Cities with the most Investment Performance job openings:

What states have the most Investment Performance jobs?

States with the most job openings for Investment Performance jobs include:

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

The top searched job categories for Investment Performance jobs are:

Investment Performance jobs near you
Infographic showing various Investment Performance job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Investment Consultant

USI Holdings Corporation

Knoxville, TN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Job description

Description and Requirements
About the Role:
The IAS Investment Consultant plays a key role in supporting client investment reporting and recommendations by compiling and analyzing statistical financial, economic, and plan-specific data. In this position, you will evaluate capital market trends, assess investment performance against benchmarks, and ensure client portfolios align with investment policy objectives. You'll also participate in fund manager due diligence, collaborate with sales and marketing teams, and help drive successful client outcomes.
What You'll Do:
  • Develop, analyze, communicate, teach, present, and prepare investment strategies to support pension and retirement plan sales efforts and help close new business.
  • Analyze and monitor investment performance for non-proprietary funds using technology, due diligence, and industry publications.
  • Provide timely, accurate investment analysis and reporting to clients and internal partners, including comprehensive written investment reviews to support client retention.
  • Review investment options and participant utilization; recommend enhancements, additions, or removals as needed.
  • Maintain the due diligence database for funds not currently offered and recommend new investment options to senior management.
  • Monitor portfolios for style drift, capitalization trends, and performance concerns; draft communications and train investment analysts as needed.
  • Assess economic conditions and financial markets, communicating relevant insights and impacts on client investments.
  • Provide proactive asset allocation guidance to Defined Benefit clients, including participation in asset/liability studies and quarterly portfolio rebalancing.
  • Support client relationship management by meeting with clients and identifying opportunities to cross-sell additional services.
  • Enact investment policy statements for assigned clients, including executing trades and investing new deposits.
  • Comply with company policies, procedures, and regulatory requirements.

What We're Looking For:
  • 6+ years of investment performance measurement experience, with significant exposure to mutual and institutional funds.
  • Bachelor's degree or higher in Mathematics, Business, Finance, or Accounting.
  • Series 65 license required.
  • Proficiency in Excel, Morningstar, and investment-related databases; familiarity with additional industry tools and programs for monitoring funds.
  • Comprehensive knowledge of retirement plans, pension programs, and funding structures.
  • Strong financial and business acumen with a client-focused mindset.
  • Excellent organizational skills and ability to manage multiple priorities.
  • Clear, effective verbal and written communication skills; comfortable presenting to small groups.
  • Ability to work independently or collaboratively based on assignment needs.

#LI-EN1
Why USI?
USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG's integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services ("USI"). To learn more, visit usicg.com or follow us on LinkedIn.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace
Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025).
  • Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
  • Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
  • Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential for compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

Apply