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Performance Attribution Jobs (NOW HIRING)

Continuously optimize campaign performance using marketing attribution, customer engagement, and pipeline performance. Account-Based Marketing (ABM) * Lead Baylor Genetics' enterprise and strategic ...

NY · On-site

$180 - $250/hr

Coordinate with Contracting and Performance teams to bring new models to market for TCOC, HEDIS ... attribution and market strategies. #J-18808-Ljbffr

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 information

See salary details

$32.5K

$68.2K

$112K

How much do performance attribution jobs pay per year?

As of Aug 6, 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.

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?

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.

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.
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:
Infographic showing various Performance Attribution 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 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $68,249 per year, or $32.8 per hour.

Product Specialist, CLOs & Bank Loans, (Senior Associate)

Guggenheim Investments

Stamford, CT • On-site

Full-time

Re-posted 26 days ago


Job description

Position Summary
The Product Manager sits alongside our Portfolio Management and Structuring Teams helping develop content for investor meetings, respond to investor requests, and drive new product initiatives with a specialization in originated CLOs and bank loan strategies. Further, the Product Strategist serves as an important link between the investment and distribution teams. The strategist functions as a subject matter expert for originated CLOs and loan strategies, providing product commentary and responding to ad-hoc client inquiries, and supporting client-facing conversations. This role is based in our Stamford, CT office, full-time.
Responsibilities
Key Responsibilities:
  • Help create materials across the full suite of investment capabilities for current and prospective clients and internal partners, including marketing teams. This includes client decks, RFPs and Due Diligence Questionnaires, with specialization on originated CLOs and bank loan strategies
  • Responsible for responding to investor questions, including the review and synthesis of data to clearly communicate portfolio positioning, performance attribution, risk attributes, investment structures and views of the team and convey this information effectively to clients
  • Responsible for maintaining a deep understanding of the evolving investment needs, product structures (i.e. jurisdictions, liquidity profiles, fees, vehicle types, etc.) and competitive landscape for both institutional and retail asset managers
  • Coordinate with and support our distribution and client service teams to cultivate and support new business opportunities and to service our existing institutional client base
  • Act as a subject matter expert for originated CLOs and loan strategies, providing product commentary, performance attribution, responding to ad-hoc client requests, and participating in client conversations
  • Assist the distribution team on the engagement of existing clients for re-ups and cross marketing opportunities
  • Work with CLO Structuring to maintain database of investor accounts in deals and funds

Qualifications
Basic Qualifications:
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • 5+ years of experience in product strategy, product management, investment management, CLO structuring, or investment banking within asset management or financial services
  • Strong knowledge of fixed income markets, including leveraged loans, CLOs, and structured credit
  • Demonstrated ability to interpret and communicate portfolio positioning, performance attribution, and risk analytics to both technical and non-technical audiences
  • Experience supporting or collaborating with distribution/sales teams in an institutional asset management or financial services environment
  • Proficiency in creating and contributing to client-facing materials, including pitch books, RFPs, DDQs, market and investment commentaries, and thought leadership content
  • Excellent written and verbal communication skills, with the ability to distill complex investment concepts into clear, compelling narratives
  • Strong organizational skills and the ability to manage multiple priorities and deliverables across global teams simultaneously
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with data/reporting tools

Preferred Qualifications:
  • Direct experience with CLO structuring, origination, primary/secondary CLO markets, or leveraged loan markets
  • Familiarity with CLO analytics platforms (e.g., Intex, Kanerai, Moody's Analytics) and portfolio management systems
  • Demonstrated intellectual curiosity and a proactive approach to staying current on market developments, competitive dynamics, and evolving client needs

We are unable to consider candidates who require current or future visa sponsorship for employment in the United States. Candidates must be authorized to work in the US without current or future visa sponsorship or transfer.
We are not seeking agency assistance for this position.
Salary Range
Annual base salary between
$0.00-$150,000.00
The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.