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Performance Attribution 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 ...

Experience supporting one or more front office activity, data platform. .i.e. trading, compliance, Performance & Attribution, risk, etc. * Clear understanding of different investment data components ...

DNP

Boston, MA · On-site

Experience supporting one or more front office activity, data platform. .i.e. trading, compliance, Performance & Attribution, risk, etc. * Clear understanding of different investment data components ...

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

Performance Analyst

Manhattan, NY · On-site

$70K - $75K/yr

Perform month-end activities to facilitate finalization of monthly performance and attribution, including the production of standard and customized client reports. * Review and understand the various ...

Perform month-end activities to facilitate finalization of monthly performance and attribution, including the production of standard and customized client reports. * Review and understand the various ...

Perform month-end activities to facilitate finalization of monthly performance and attribution, including the production of standard and customized client reports. * Review and understand the various ...

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Performance Attribution information

See salary details

$32.5K

$68.2K

$112K

How much do performance attribution jobs pay per year?

As of Jun 4, 2026, the average yearly pay for performance attribution in the United States is $68,249.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,000.00 and $83,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in Performance Attribution, and why are they important?

To thrive in Performance Attribution, you need a solid understanding of financial markets, investment concepts, and quantitative analysis, often supported by a finance-related degree or CFA certification. Familiarity with performance measurement systems like FactSet, Morningstar, or Bloomberg, and proficiency in Excel or Python for data analysis, are typically required. Strong attention to detail, problem-solving skills, and the ability to communicate complex findings clearly make professionals stand out in this role. These competencies are crucial for accurately analyzing investment performance and effectively supporting portfolio management decisions.

How does a Performance Attribution analyst typically collaborate with portfolio managers and investment teams?

Performance Attribution analysts work closely with portfolio managers and investment teams to provide detailed insights into the sources of portfolio returns. They regularly analyze data to break down performance by asset class, sector, or security, and present findings through reports and presentations. This collaboration helps investment teams understand the impact of their decisions, identify areas for improvement, and refine investment strategies. Strong communication skills and a deep understanding of portfolio construction are essential for effective collaboration in this role.

What is performance attribution in finance?

Performance attribution is a process used in finance to analyze and explain the sources of a portfolio’s returns relative to a benchmark. It breaks down the excess return into components such as asset allocation, security selection, and other factors, helping investors and managers understand which decisions contributed positively or negatively to performance. This analysis is crucial for evaluating investment strategies and refining future decision-making. Performance attribution can be conducted at various levels, such as by sector, region, or individual security, depending on the needs of the portfolio manager.

What is the difference between Performance Attribution vs Portfolio Analyst?

AspectPerformance AttributionPortfolio Analyst
Primary FocusAnalyzing the sources of portfolio returns to assess manager effectivenessMonitoring and analyzing portfolio performance, risk, and holdings
Required SkillsQuantitative analysis, financial modeling, understanding of investment strategiesData analysis, reporting, understanding of investment products
Work EnvironmentFinancial institutions, asset management firms, investment banksAsset management firms, investment firms, financial services

While both roles involve analyzing investment portfolios, Performance Attribution focuses specifically on breaking down and explaining the sources of returns, whereas a Portfolio Analyst provides broader support in monitoring and managing overall portfolio performance. Performance Attribution specialists often have advanced quantitative skills, whereas Portfolio Analysts may focus more on data reporting and operational tasks.

More about Performance Attribution jobs
What cities are hiring for Performance Attribution jobs? Cities with the most Performance Attribution job openings:
What states have the most Performance Attribution jobs? States with the most job openings for Performance Attribution jobs include:
What job categories do people searching Performance Attribution jobs look for? The top searched job categories for Performance Attribution jobs are:
Infographic showing various Performance Attribution job openings in the United States as of May 2026, with employment types broken down into 100% As Needed. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $68,249 per year, or $32.8 per hour.

Performance Manager (Investment Data Analyst)

Cooperidge Consulting Firm

Manhattan, NY

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago


Job description

Cooperidge Consulting Firm is seeking a Performance Manager (Investment Data Analyst) for a premier $20B+ Global Equity Investment Management Firm in New York, NY.

Reporting directly to the COO, this key role is responsible for the integrity and evolution of the firm’s performance reporting, risk analytics, and attribution frameworks. The Manager will act as a strategic bridge between the investment team and client services, providing sophisticated data simulations and ensuring global compliance standards (GIPS). This is a rare opportunity to join a stable, prestigious firm known for its high professionalism, intellectual curiosity, and elite employee perks.
Job Responsibilities

  • Performance & Attribution: Design and manage complex attribution reporting aligned with investment strategies, including risk-based attribution and ex-ante risk analysis.
  • Risk Analytics: Enable broader risk reporting for investment strategies, including liquidity analysis, country-specific risk, and volatility reporting.
  • Compliance & GIPS: Assist in the development and standardization of GIPS composites and lead the coordination with external verification examiners to ensure regulatory compliance.
  • Investment Support: Maintain and optimize screening tools to identify the investable universe based on parameters defined by the investment team.
  • Client Service Analytics: Develop marketing-ready analytics highlighting portfolio characteristics, risk exposures, and performance drivers/detractors.
  • System Optimization: Evaluate and optimize research and data systems (FactSet), including the integration of AI-driven tools to automate and streamline workflows.
  • Statistical Simulation: Manage model portfolio simulations and detailed statistical analysis to support long-term investment outlooks.

Requirements

Education & Certifications
  • Bachelor’s degree in Finance, Business, or Computer Science is required.
  • Technical or programming background (Python/SQL) is highly preferred.
  • CIPM or CFA designation is a significant advantage.
Experience
  • Minimum of five (5) to ten (10) years of relevant experience in Investment Management.
  • Extensive experience with Global Equities and long-term investment strategies.
  • Deep expertise in GIPS and SEC reporting standards.
Technical Skills
  • FactSet & Excel: Advanced proficiency is REQUIRED; must be expert in extracting data and presenting it via complex charts and tables.
  • Quantitative Mastery: Deep understanding of how returns are calculated, evaluated, and modeled.
  • Process Design: Proven ability to use programming or AI tools to automate legacy workflows.

Benefits

  • Comprehensive health, vision, and dental insurance plans
  • Life insurance coverage
  • 401(k) retirement plan with company matching contributions
  • Paid time off including vacation, sick leave, and holidays
  • Opportunities for career growth and advancement