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Performance Analyst in San Diego, CA

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 San Diego, CA
71340 - 107318
25th percentile
71340
The candidate is new to the role and building the needed skills, experience and autonomy.
50th percentile
87638
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
107318
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 158670 194648 228473 Manager of Operations – Financial Services 108240 134378 159900 Client Service Representative 68880 100245 127920 Banking Operations Specialist 50123 75030 105780 Loan Processor 47355 56580 71340 Loan Administrator 40898 47355 57195 Mortgage Underwriter 75030 92558 121155 Mortgage Processor 39668 49815 67343 Trader/Sales Assistant 64575 79335 92558

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