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Temporary Investment Performance Analyst Jobs (NOW HIRING)

The Bronx

Investment Performance Analyst

Charlotte, NC · On-site

$160K/yr

Scion Technology has been engaged to conduct a search for an experienced Investment Performance Analyst for our client, an innovative WealthTech company transforming portfolio management and ...

Initio Capital

Fund Performance Analyst

Manhattan, NY · Hybrid

$145K - $185K/yr

Job Summary Fund Performance Analyst Initio Capital Full-time, Part-time, Contract, Temporary ... investment performance roles. Actual openings vary depending on employer needs. For more ...

University of Texas Investment Management Co

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

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 ...

Harris Associates

Senior Performance Analyst

Chicago, IL · Hybrid

$90K - $120K/yr

Ensure firm adheres to Global Investment Performance Standards (GIPS); coordinate work with ... Calculate, analyze, and report portfolio, security, and benchmark performance in ways best serving ...

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Temporary Investment Performance Analyst information

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$35K

$85.8K

$133K

How much do temporary investment performance analyst jobs pay per year?

As of Sep 12, 2026, the average yearly pay for temporary investment performance analyst in the United States is $85,807.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $99,500.00 per year, depending on experience, location, and employer.

What does a temporary investment performance analyst do?

A Temporary Investment Performance Analyst is responsible for evaluating and reporting on the performance of investment portfolios over a specified contract period. Their tasks typically include collecting and analyzing financial data, preparing performance reports, and assisting in the interpretation of portfolio results for clients or management. They may also contribute to process improvements and support the investment team with research. This role is typically filled on a short-term basis to cover workload peaks, special projects, or staff absences.

What are the key skills and qualifications needed to thrive as a temporary investment performance analyst?

To thrive as a Temporary Investment Performance Analyst, you need strong analytical skills, quantitative aptitude, and a background in finance, economics, or a related field, often supported by a bachelor's degree. Familiarity with performance measurement software (such as FactSet or Bloomberg), advanced Excel skills, and knowledge of industry standards like GIPS are typically required. Attention to detail, effective communication, and the ability to quickly adapt to new environments distinguish top performers in this role. These skills ensure accurate analysis and reporting, supporting informed investment decisions and maintaining the integrity of performance data in a dynamic setting.

What are some common challenges faced by temporary investment performance analysts, and how can they be addressed?

Temporary Investment Performance Analysts often face the challenge of quickly adapting to new systems and workflows, as they may join teams on short notice to support critical reporting periods. They must efficiently analyze large sets of financial data, validate performance metrics, and ensure accuracy under tight deadlines. Building effective communication with permanent team members and proactively seeking clarification on processes can help overcome these challenges. Familiarizing oneself with the firm's portfolio management software early on and leveraging any available training resources also aids a smooth transition.

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

AspectTemporary Investment Performance AnalystInvestment Analyst
CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA preferredBachelor's or master's degree in finance, economics, or related; CFA often preferred
Work EnvironmentTemporary or contract basis within asset management firms, banks, or investment firmsFull-time role in similar financial institutions, often with more responsibilities
Employer & Industry UsageUsed for short-term projects or coverage in investment firms and asset managersCommonly employed for ongoing investment analysis and portfolio management

The Temporary Investment Performance Analyst typically focuses on short-term performance reporting and data analysis, often on a contract basis, while an Investment Analyst usually handles broader investment research and decision-making responsibilities on a permanent basis. Both roles require similar educational backgrounds and certifications, but differ mainly in duration and scope of work.

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Temporary Investment Performance Analyst jobs near you
Infographic showing various Temporary Investment Performance Analyst job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 1% As Needed, 86% Full Time, 10% Part Time, and 2% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $85,807 per year, or $41.3 per hour.

Investment Performance Analyst

Charlotte, NC • On-site

The Bronx
See more jobs at The Bronxexternal

$160K/yr

Other

Medical, Dental, Vision, PTO

Posted 11 days ago

Key responsibilities

  • Partner with investment, operations, and engineering stakeholders to define, document, and implement requirements for investment performance platforms.

  • Analyze and validate complex performance calculations, including IRR, time-weighted returns, variance analysis, and performance reconciliation.

  • Collaborate with developers and QA teams to validate calculation outputs, troubleshoot discrepancies, and resolve data issues.

Job description

Scion Technology has been engaged to conduct a search for an experienced Investment Performance Analyst for our client, an innovative WealthTech company transforming portfolio management and financial technology solutions!

This is a full-time, direct hire position offering a hybrid schedule in Charlotte, NC OR Darien, CT.

POSITION OVERVIEW

Serve as a key partner between Investment Performance, Investment Operations, Portfolio Management, and Technology teams. Bring deep expertise in performance measurement and attribution while translating complex business requirements into scalable technical solutions.

RESPONSIBILITIES
  • Partner with investment, operations, and engineering stakeholders to define, document, and implement requirements for investment performance platforms.
  • Analyze and validate complex performance calculations, including IRR, time-weighted returns, variance analysis, and performance reconciliation.
  • Serve as a subject matter expert on investment performance methodologies and calculation logic.
  • Collaborate with developers and QA teams to validate calculation outputs, troubleshoot discrepancies, and resolve data issues. Perform data analysis and reconciliation to identify calculation issues and recommend solutions.
QUALIFICATIONS
  • 5+ years of experience as a Business Analyst, Data Analyst, or Investment Performance Analyst within an asset management organization.
  • Experience with a leading institutional asset manager (Fidelity, BNY, Vanguard, BlackRock, State Street, T. Rowe Price, Capital Group, or a similar firm).
  • Strong understanding of investment performance measurement methodologies, including IRR, TWR, performance variance, reconciliation, and validation.
  • Proven experience partnering with software engineering teams to build or enhance investment performance calculation engines.
  • Strong analytical, problem-solving, documentation, and communication skills, with the ability to translate business concepts into technical requirements.
  • CFA designation/progress toward CFA certification or an Investment Performance Measurement Certificate (IPMC) is preferred.
  • Familiarity with investment accounting, portfolio analytics, performance reporting platforms, SQL, data analysis tools, and Agile development environments is a plus.
COMPENSATION & BENEFITS
  • Annual base salary range of $130-160k, commensurate with experience.
  • Bonus and equity.
  • A robust benefits package that includes comprehensive medical, dental, and vision coverage in addition to paid time off.
EEO AND INCLUSION STATEMENTS

Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class.

We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent.

For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records.

We engage in socially conscious business practices and believe that diverse, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.

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