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Performance Analyst in Charlotte, NC

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 returnsResearching, explaining and resolving differences between the firm’s calculated returns and those calculated by banks, clients and consultantsTesting new software to improve the performance processGenerating reports and validating historical performance dataCreating periodic account and composite performance reports

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Salary for Performance Analyst in Charlotte, NC
58870 - 88559
25th percentile
58870
The candidate is new to the role and building the needed skills, experience and autonomy.
50th percentile
72319
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
88559
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 130935 160624 188536 Manager of Operations – Financial Services 89320 110889 131950 Client Service Representative 56840 82723 105560 Banking Operations Specialist 41361 61915 87290 Loan Processor 39078 46690 58870 Loan Administrator 33749 39078 47198 Mortgage Underwriter 61915 76379 99978 Mortgage Processor 32734 41108 55571 Trader/Sales Assistant 53288 65468 76379

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