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Performance Attribution Analyst Jobs (NOW HIRING)

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Financial Analyst

Coral Gables, FL · On-site

Performance Attribution: Conduct performance attribution analysis to understand the sources of portfolio performance (asset allocation, security selection, stock selection) and explain results to ...

UTIMCO

Investment Performance Professional

Austin, TX · On-site

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

Nomura International

Performance Analyst

Manhattan, NY · On-site

$70K - $75K/yr

Corporate Title : Analyst Department : Nomura Corporate Research and Asset Management, Inc ... Perform month-end activities to facilitate finalization of monthly performance and attribution ...

Nomura International

Performance Analyst

Manhattan, NY · On-site

$70K - $75K/yr

Corporate Title : Analyst Department : Nomura Corporate Research and Asset Management, Inc ... Perform month-end activities to facilitate finalization of monthly performance and attribution ...

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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 Jun 29, 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 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 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 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:
What job categories do people searching Performance Attribution Analyst jobs look for? The top searched job categories for Performance Attribution Analyst jobs are:
Performance Attribution Analyst jobs near you
Infographic showing various Performance Attribution Analyst job openings in the United States as of June 2026, with employment types broken down into 94% Full Time, and 6% Temporary. Highlights an 81% Physical, 7% Hybrid, and 12% Remote job distribution, with an average salary of $75,189 per year, or $36.1 per hour.

Investment Risk & Performance Analyst

Waycrosse

Wayzata, MN • On-site

$130K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 6 days ago

Job description

About Waycrosse
Established over 60 years ago, Waycrosse, Inc. is a single-family office based in Wayzata, MN. Waycrosse provides comprehensive wealth management services including: facilitating legal services, tax, insurance, and investments. We are passionate about being a most trusted partner to our clients and we look to hire individuals who can deliver outstanding service with the utmost confidentiality. We are proud to foster an inclusive workplace culture. We strive to attract, develop, and retain top caliber talent through competitive rewards, while ensuring alignment with our values and the achievement of our mission.
General Overview
The Investment Risk & Performance Analyst (Analyst) is responsible for delivering accurate, insightful, and timely investment performance, attribution, and risk analysis across a diversified, multi-asset portfolio. This role sits at the intersection of investment analytics, risk oversight, and data integrity, supporting investment decision-making, governance, and external reporting.
The Analyst partners closely with investment directors, portfolio managers, operations, and external service providers to ensure performance and risk information is reliable, well-understood, and actionable. The role requires both strong technical expertise and the ability to translate complex analyses into clear insights for senior leaders and stakeholders.
Key Responsibilities
Investment Performance & Attribution
  • Produce and review periodic investment performance reports (monthly, quarterly, and ad hoc) across public and private asset classes, ensuring accuracy and consistency.
  • Conduct performance attribution and peer/benchmark comparisons to identify drivers of return and sources of relative performance.
  • Evaluate risk-adjusted performance and attribution and communicate results to investment teams and senior leadership.

Risk Analysis & Monitoring
  • Monitor individual manager, portfolio-level, and strategy-level risk exposures, including market, liquidity, concentration, and idiosyncratic risks.
  • Perform scenario analysis and stress testing to assess portfolio sensitivity under varying market conditions.
  • Support enterprise and investment risk governance by preparing risk summaries, dashboards, and supporting documentation.

Data Management & Reporting Infrastructure
  • Oversee the collection, validation, and reconciliation of performance and risk data across internal systems and external providers.
  • Maintain and enhance performance and risk reporting tools and workflows, ensuring data integrity across systems.
  • Serve as an internal subject-matter resource for performance methodologies, analytics, and related investment systems.

Collaboration & Communication
  • Partner with investment, operations, tax, and external partners to resolve data issues and interpret results.
  • Translate complex statistical and financial analyses into clear, concise insights for non-technical audiences.
  • Contribute to special projects, governance initiatives, and continuous improvement of investment analytics and reporting practices.
  • Support client service initiatives including presentation preparation.

Qualifications
Education & Credentials
  • Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field required.
  • Advanced degree (MBA, MS, or equivalent) required.
  • Professional certifications such as CFA or CIPM, or FRM required.

Professional Experience
  • 15+ years of experience in investment performance, risk analysis, asset management, or a related analytical role.
  • Experience working with multi-asset portfolios, including public markets and alternative investments, is highly desirable.

Technical & Analytical Skills
  • Strong quantitative, analytical, and problem-solving skills with attention to detail.
  • Proficiency in Excel and experience with investment analytics and performance systems (e.g., performance attribution, risk tools, portfolio analytics platforms) such as MSCI Total Plan, Clearwater, Eton Atlas, Addepar, or BlackDiamond.
  • Familiarity with statistical analysis, financial modeling, and risk measurement concepts.

Communication & Professional Attributes
  • Ability to clearly communicate complex investment concepts to diverse audiences.
  • Highly organized, collaborative, and comfortable working across teams in a fast-paced environment.
  • Strong sense of ownership, intellectual curiosity, and commitment to continuous improvement.

Working Conditions
The physical working conditions of this position include an office environment where sitting and working on a computer for extended periods of time are common.
Hybrid Work Environment
We operate a hybrid work environment. Employees are required to be in the office Wednesdays and a minimum of two other days per week, for a total of three days in office and two days remote. During the first 30 days of employment, in-office work is expected to ensure effective onboarding, collaboration, and relationship building. This work arrangement is subject to change at the discretion of Waycrosse.
Benefits Overview
Waycrosse, Inc. provides employees with a comprehensive benefit program including but not limited to medical, dental, life, vision, retirement (401K), and disability plans.

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