Performance Analyst

Performance Analyst Job Description

A performance analyst should have at least two years of experience working in the financial services industry and a bachelor’s degree in finance or business. Proficiency in Microsoft Excel and a general understanding of investment accounting or trade operations is preferred. Firms look for strong communicators who are detail-oriented and organized.

Typical performance analyst duties:

Calculating portfolio returns

Researching, explaining and resolving differences between the firm’s calculated returns and those calculated by banks, clients and consultants

Testing new software to improve the performance process

Generating reports and validating historical performance data

Creating periodic account and composite performance reports

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Salary for Performance Analyst

58000 - 87250

25th percentile

58000

The candidate is new to the role and building the needed skills, experience and autonomy.

50th percentile

71250

The candidate has the experience to perform core responsibilities without direct supervision and is comfortable with the role’s processes and subject matter.

75th percentile

87250

The candidate delivers value beyond the stated job duties, has advanced qualifications and experience, and is ready for the next career level.

Projected salaries for related positions

Position title

25th percentile

50th percentile

75th percentile

Director of Operations – Financial Services

129000

158250

185750