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 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 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

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25th percentile

50th percentile

75th percentile

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130935

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