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Investment Performance Jobs (NOW HIRING)

Lord Abbett.com

Performance Analyst

Jersey City, NJ · On-site

$120K - $140K/yr

This team delivers investment performance insights and product data to portfolio management, executive leadership, clients, prospects, and external data providers. Key objectives include ensuring ...

Lord Abbett.com

Performance Analyst

Jersey City, NJ

$120K - $140K/yr

This team delivers investment performance insights and product data to portfolio management, executive leadership, clients, prospects, and external data providers. Key objectives include ensuring ...

New York

Investment Analyst

New York, NY · On-site

Responsibilities: · Manage and analyze stock portfolio to make buy/sell/hold recommendations, diversify, and enhance investment performance · Study economic trends, evaluate historical performance ...

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.

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Investment Performance information

See salary details

$22K

$97.1K

$213.5K

How much do investment performance jobs pay per year?

As of Aug 6, 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 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 $97,073 per year, or $46.7 per hour.

Performance Reporting Manager

Meeder Investment Management

Dublin, OH • On-site, Remote

Full-time

Re-posted 3 days ago

Job description

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 120 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.
Meeder’s advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are energetic, team-oriented, resourceful, and want to make an impact on a thriving firm.
The Performance Reporting Manager will build and lead a team to manage all performance reporting responsibilities across Meeder’s core business lines: Meeder Wealth Management, Meeder Public Funds, and Advisor Consulting. This includes internal reporting, external reporting, managing annual GIPS verification, and ensuring ongoing GIPS compliance. The ideal candidate will be located in the Columbus, Ohio area, but we are open to candidates from across the United States who are interested in working remotely.
Primary Responsibilities
  • Manage and develop a dedicated performance reporting team.
  • Oversee monthly review and validation of performance figures for all investment strategies.
  • Provide monthly, quarterly, and annual performance data to Meeder’s Marketing Department for all marketing collateral.
  • Lead annual GIPS verification process, conduct monthly composite reviews, and ensure ongoing compliance with GIPS 2020 Standards.
  • Liaise among Meeder business leaders, internal compliance, and third-party GIPS verification team.
  • Act as subject matter expert for performance measurement and GIPS compliance on strategic projects.

Critical Success Factors
  • Demonstrate ownership of responsibilities of the team.
  • Deep understanding of performance and risk calculations.
  • Ability to manage multiple deadlines while communicating progress and status.
  • Strong written and verbal communication skills.
  • Team player who is committed, dedicated, and confident.
  • Professional and accountable with a high degree of ethics and integrity.
  • Willingness to learn and expand knowledge base through continuing education.
Skills Required
  • Bachelor’s degree required.
  • Certificate in Investment Performance Measurement (CIPM) preferred.
  • Experience with Morningstar Direct and Bloomberg preferred.
  • At least 3-5 years of experience in investment performance reporting.
  • At least 1-3 years of experience with GIPS compliance and annual verification.
  • At least 1-3 years of leadership experience.

Apply