Performance & Attribution: Design and manage complex attribution reporting aligned with investment strategies, including risk-based attribution and ex-ante risk analysis. * Risk Analytics: Enable ...
Performance & Attribution: Design and manage complex attribution reporting aligned with investment strategies, including risk-based attribution and ex-ante risk analysis. * Risk Analytics: Enable ...
Performance & Attribution: Design and manage complex attribution reporting aligned with investment strategies, including risk-based attribution and ex-ante risk analysis. * Risk Analytics: Enable ...
Performance & Attribution: Design and manage complex attribution reporting aligned with investment strategies, including risk-based attribution and ex-ante risk analysis. * Risk Analytics: Enable ...
Performance & Attribution: Design and manage complex attribution reporting aligned with investment strategies, including risk-based attribution and ex-ante risk analysis. * Risk Analytics: Enable ...
Performance & Attribution: Design and manage complex attribution reporting aligned with investment strategies, including risk-based attribution and ex-ante risk analysis. * Risk Analytics: Enable ...
Domain Knowledge in performance attribution system for fix income and equity * Application knowledge in BISON -B1 or SunGard "XAMIM" * Business Analyst capability in performance attribution system ...
Domain Knowledge in performance attribution system for fix income and equity * Application knowledge in BISON -B1 or SunGard "XAMIM" * Business Analyst capability in performance attribution system ...
Senior Performance Analyst
New York, NY · On-site
Attribution Analysis - 10% * Conduct multi-period performance attribution at the account and composite level to explain sources of return relative to benchmarks. * Competency with sector, security ...
Senior Performance Analyst
New York, NY · On-site
Attribution Analysis - 10% * Conduct multi-period performance attribution at the account and composite level to explain sources of return relative to benchmarks. * Competency with sector, security ...
Attribution Analysis - 10% * Conduct multi-period performance attribution at the account and composite level to explain sources of return relative to benchmarks. * Competency with sector, security ...
Attribution Analysis - 10% * Conduct multi-period performance attribution at the account and composite level to explain sources of return relative to benchmarks. * Competency with sector, security ...
GA & Performance department includes 4 major function: • Account and GIPS composite performance • Performance attribution and analytics • Investment risk analytics • Benchmark service What ...
GA & Performance department includes 4 major function: • Account and GIPS composite performance • Performance attribution and analytics • Investment risk analytics • Benchmark service What ...
GA & Performance department includes 4 major function: • Account and GIPS composite performance • Performance attribution and analytics • Investment risk analytics • Benchmark service What ...
GA & Performance department includes 4 major function: • Account and GIPS composite performance • Performance attribution and analytics • Investment risk analytics • Benchmark service What ...
Account and GIPS composite performance Performance attribution and analytics Investment risk analytics Benchmark service What You'll Do: * Support reporting production cycle: * Monitor SLA and ensure ...
Account and GIPS composite performance Performance attribution and analytics Investment risk analytics Benchmark service What You'll Do: * Support reporting production cycle: * Monitor SLA and ensure ...
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 ...
Business Analyst (Performance Measurement & Attribution) Work Location: Quincy, MA (Hybrid) • Investment Performance Measurement domain knowledge; Business Analyst or Product roles, fairly standard ...
Business Analyst (Performance Measurement & Attribution) Work Location: Quincy, MA (Hybrid) • Investment Performance Measurement domain knowledge; Business Analyst or Product roles, fairly standard ...
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 ...
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 ...
Staff Software Engineer, Investment Performance and Analytics
Reno, NV · On-site
$139.60K/yr
If so, we invite you to join our forward-thinking team We are seeking a Performance Measurement & Attribution Engineer with deep expertise in portfolio performance measurement systems, attribution ...
Staff Software Engineer, Investment Performance and Analytics
Reno, NV · On-site
$139.60K/yr
If so, we invite you to join our forward-thinking team We are seeking a Performance Measurement & Attribution Engineer with deep expertise in portfolio performance measurement systems, attribution ...
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 ...
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 ...
Staff Software Engineer, Investment Performance and Analytics
Reno, NV · On-site
$139.60K/yr
If so, we invite you to join our forward-thinking team We are seeking a Performance Measurement & Attribution Engineer with deep expertise in portfolio performance measurement systems, attribution ...
Staff Software Engineer, Investment Performance and Analytics
Reno, NV · On-site
$139.60K/yr
If so, we invite you to join our forward-thinking team We are seeking a Performance Measurement & Attribution Engineer with deep expertise in portfolio performance measurement systems, attribution ...
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 ...
Quick apply
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 ...
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 ...
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 ...
Performance Analyst
$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 ...
Performance Analyst
$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 ...
Performance Analyst
$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 ...
Performance Analyst
$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 ...
Python Developer (Portfolio Analytics) WLK or MMK
$48.25 - $66.50/hr
The Fidelity Fund and Investment Operations (FFIO) Performance Attribution technology team is responsible for the production of daily transaction-based attribution analytics at the holding's level ...
Python Developer (Portfolio Analytics) WLK or MMK
$48.25 - $66.50/hr
The Fidelity Fund and Investment Operations (FFIO) Performance Attribution technology team is responsible for the production of daily transaction-based attribution analytics at the holding's level ...
Performance Attribution information
See salary details
$32.5K - $39.7K
22% of jobs
$39.7K - $47K
0% of jobs
$49K is the 25th percentile. Wages below this are outliers.
$47K - $54.2K
10% of jobs
$54.2K - $61.4K
5% of jobs
The median wage is $66.8K / yr.
$61.4K - $68.6K
17% of jobs
$68.6K - $75.9K
16% of jobs
$79.5K is the 75th percentile. Wages above this are outliers.
$75.9K - $83.1K
10% of jobs
$83.1K - $90.3K
4% of jobs
$90.3K - $97.5K
9% of jobs
$97.5K - $104.8K
6% of jobs
$104.8K - $112K
1% of jobs
$32.5K
$68.2K
$112K
How much do performance attribution jobs pay per year?
What are the key skills and qualifications needed to thrive in Performance Attribution, and why are they important?
How does a Performance Attribution analyst typically collaborate with portfolio managers and investment teams?
What is performance attribution in finance?
What is the difference between Performance Attribution vs Portfolio Analyst?
| Aspect | Performance Attribution | Portfolio Analyst |
|---|---|---|
| Primary Focus | Analyzing the sources of portfolio returns to assess manager effectiveness | Monitoring and analyzing portfolio performance, risk, and holdings |
| Required Skills | Quantitative analysis, financial modeling, understanding of investment strategies | Data analysis, reporting, understanding of investment products |
| Work Environment | Financial institutions, asset management firms, investment banks | Asset 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.

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.
- 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.
- 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