Performance Analyst in Richmond, VA

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 Richmond, VA
57420 - 86378
25th percentile
57420
The candidate is new to the role and building the needed skills, experience and autonomy.
50th percentile
70538
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
86378
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 127710 156668 183893 Manager of Operations – Financial Services 87120 108158 128700 Client Service Representative 55440 80685 102960 Banking Operations Specialist 40343 60390 85140 Loan Processor 38115 45540 57420 Loan Administrator 32918 38115 46035 Mortgage Underwriter 60390 74498 97515 Mortgage Processor 31928 40095 54203 Trader/Sales Assistant 51975 63855 74498
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