Performance Analyst in Phoenix, AZ

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 Phoenix, AZ
63800 - 95975
25th percentile
63800
The candidate is new to the role and building the needed skills, experience and autonomy.
50th percentile
78375
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
95975
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 141900 174075 204325 Manager of Operations – Financial Services 96800 120175 143000 Client Service Representative 61600 89650 114400 Banking Operations Specialist 44825 67100 94600 Loan Processor 42350 50600 63800 Loan Administrator 36575 42350 51150 Mortgage Underwriter 67100 82775 108350 Mortgage Processor 35475 44550 60225 Trader/Sales Assistant 57750 70950 82775
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