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Investment Performance Jobs (NOW HIRING)

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.

Elevance Health

Investment Analyst

Indianapolis, IN · Hybrid

Creates investment analysis, including monthly investment performance analysis and attribution for fixed income, equity, and alternative investment strategies. * Assists in private equity and real ...

Elevance Health

Investment Analyst

Indianapolis, IN · Hybrid

Creates investment analysis, including monthly investment performance analysis and attribution for fixed income, equity, and alternative investment strategies. * Assists in private equity and real ...

Whittier Trust

Investment Associate

Pasadena, CA

$65K - $85K/yr

Our corporate culture is one of client-focus, collaboration, performance and accountability, family ... The Investment Analyst will provide relevant portfolio analysis to Portfolio Managers, research ...

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Investment Performance information

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$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.

Sr. Analyst, Investment Performance Analysis

T Rowe Price

Owings Mills, MD • Hybrid

$83K - $111K/yr

Other

Re-posted 4 days ago

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Role Summary

Provides in-depth technical and broad subject matter expertise over critical and complex performance and statistical functions. Responsible for ensuring the accuracy in performance data generated by the function.

Responsibilities

  • Responsible for analyzing and defining business issues, opportunities, and enhancements and implementing solutions to improve reporting processes and technology. Leads complex projects to improve existing processes within the organization.
  • Utilizes knowledge and broad expertise to recommend and design solutions to complex business problems. Assists with the development and testing of performance systems.
  • Analyzes and reviews business requirements for complex projects. Leads work to determine feasibility of work and develops and manages project documentation, proposals, and business requirements and makes recommendation to managers and business partners based on findings.
  • Serves as an escalation point for any issues or questions that arise from a systems or business process perspective. Responsible for managing relationships with affected parties on progress or issues to ensure deadlines and expectations are met.
  • Responsible for using sound business judgment, technical knowledge, and project management experience in order to navigate institutional business lines, exercising influence and persuasion where appropriate.

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND
  • 5+ years of total relevant work experience

Preferred:

  • CIPM, CFA or other relatable professional designation
  • Experience with a core Performance system (ex: Anova, FactSet) and Peer Universe Data Providers (Lipper & Morningstar)
  • Experience with vended market data procurement across major index providers, including familiarity with customization.
  • Advanced technical skills with Excel
  • Intermediate+ skill with SQL

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home.

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