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Performance Attribution Analyst Jobs (NOW HIRING)

Analyze portfolio returns, cash flows, benchmarks, attribution, and value-added performance metrics * Reconcile investment positions, transactions, market values, and performance data between ...

Analyze portfolio returns, cash flows, benchmarks, attribution, and value-added performance metrics * Reconcile investment positions, transactions, market values, and performance data between ...

The Portfolio Analyst is responsible for analyzing portfolio performance, attribution, and risk metrics for a broad range of fixed income strategies, including ETFs, retail, and institutional ...

The Portfolio Analyst is responsible for analyzing portfolio performance, attribution, and risk metrics for a broad range of fixed income strategies, including ETFs, retail, and institutional ...

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Performance Attribution Analyst information

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$27.5K

$75.2K

$128.5K

How much do performance attribution analyst jobs pay per year?

As of Sep 1, 2026, the average yearly pay for performance attribution analyst in the United States is $75,189.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $89,500.00 per year, depending on experience, location, and employer.

What is a performance attribution analyst?

A Performance Attribution Analyst is a finance professional who analyzes and explains the sources of returns in investment portfolios. They break down portfolio performance to determine how much each investment decision, such as asset allocation or security selection, contributed to overall returns. This helps investment managers and clients understand what is driving performance and identify areas for improvement. The role typically involves working with complex data, financial models, and specialized software to produce detailed reports and insights.

What are the key skills and qualifications needed to thrive as a performance attribution analyst, and why are they important?

To thrive as a Performance Attribution Analyst, you need a solid grounding in finance, investment concepts, quantitative analysis, and a relevant degree such as finance, economics, or mathematics. Familiarity with performance measurement tools, Excel, SQL, and attribution software like FactSet or Bloomberg PORT is often required, along with knowledge of GIPS standards. Strong analytical thinking, attention to detail, and effective communication skills help analysts interpret complex data and present findings clearly. These skills are crucial for accurately assessing investment strategies, supporting portfolio management decisions, and maintaining transparency with stakeholders.

What are some common challenges faced by performance attribution analysts when interpreting portfolio performance data?

Performance Attribution Analysts often encounter challenges such as reconciling data discrepancies between different systems, isolating the impact of market movements versus active management decisions, and dealing with incomplete or inconsistent input data. Additionally, analysts must communicate complex attribution findings to non-technical stakeholders, requiring both strong analytical and clear communication skills. Staying updated with evolving attribution methodologies and regulatory requirements is also essential for accuracy and compliance.

What is the difference between Performance Attribution Analyst vs Investment Analyst?

AspectPerformance Attribution AnalystInvestment Analyst
Primary FocusAnalyzing and explaining the sources of portfolio returns and performance attributionResearching and evaluating investment opportunities to make buy, hold, or sell decisions
Required SkillsQuantitative analysis, performance measurement, financial modelingFinancial analysis, market research, valuation techniques
Work EnvironmentAsset management firms, hedge funds, investment departmentsAsset management firms, investment banks, research institutions
Certifications CFA, FRM often preferred CFA, CPA, or other finance-related certifications

While both roles operate within the investment industry, the Performance Attribution Analyst primarily focuses on analyzing the sources of portfolio returns, whereas the Investment Analyst concentrates on researching and recommending investment opportunities. Understanding these differences helps professionals and employers align job expectations and career paths effectively.

More about Performance Attribution Analyst jobs

What cities are hiring for Performance Attribution Analyst jobs?

Cities with the most Performance Attribution Analyst job openings:

What states have the most Performance Attribution Analyst jobs?

States with the most job openings for Performance Attribution Analyst jobs include:

Infographic showing various Performance Attribution Analyst 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 $75,189 per year, or $36.1 per hour.

Performance Attribution Analyst - Parametric

Morgan Stanley

Seattle, WA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago


Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 157 frontline employees who took The Breakroom Quiz

36th of 152 rated financial services


Job description

ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com

ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs.

We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE ROLE The Analyst, Performance Attribution is primarily responsible for performance analytics for external distribution.

The position will require teamwork and collaboration with multiple departments. The role is focused on providing exceptional client service through timely and accurate analysis and reporting. PRIMARY RESPONSIBILITES Prepare quarterly, monthly, and ad hoc performance attribution analysis for institutional and\or wealth management clients, and marketing materials.

Coordinate commentary with portfolio managers. Perform detailed peer review of deliverables. Manage the timely and accurate delivery of all requests.

Investigate portfolio specific inquiries. Contribute to integration efforts to consolidate and harmonize attribution reporting across various Parametric and MSIM business lines. Play an active role in ensuring and improving data integrity/quality.

Develop a specialized knowledge of all relevant Parametric products and strategies. Uphold department reputation through professionalism, accuracy, responsiveness, and commitment to client service. Develop a full working knowledge of the firm's structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment.

Assume other responsibilities as required. JOB REQUIREMENTS 4-year degree, preferably in Accounting, Finance, Economics or a quantitative field. 2+ years of industry experience.

Demonstrate thorough knowledge of both traditional asset management and alternatives investments (derivatives, fixed income, cash equities, mutual funds, hedge funds, private equity). Understanding of basic accounting principles - ability to interpret performance impact of various transactions and corporate actions. Asset management performance calculation knowledge.

Understanding of attribution theory and practice. Possess excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload. Advanced knowledge of Excel, including designing, creating, and maintaining complex spreadsheets, power queries, reports, and charts.

High attention to detail and strong sense of urgency. Must possess a high level of initiative. Familiarity with FactSet, Bloomberg, Barra, and other analysis tools is a plus.

Python, SQL, data visualization tools (Tableau, Power BI) desired. Ability to think strategically and build on system capabilities. Able to maintain a high level of confidentiality.

Ability to excel independently and in ambiguous situations. Ability to maintain productivity and strong work ethic under minimal supervision. Parametric believes each member of our organization makes a significant contribution to our success.

That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Salary range for the position: $70,000 - 140,000/Yr

The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.


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About Morgan Stanley

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Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US