Investment Performance Associate

Investment Performance Associate

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Investment Performance Associate position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in investment analytics, performance measurement, and reporting.

Actual openings may vary depending on employer focus, including private capital, mutual funds, hedge funds, or multi-asset portfolios.

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

Investment Performance Associates support portfolio and investment teams by analyzing fund and portfolio performance, calculating returns, and producing timely reporting for internal stakeholders and investors. This role combines quantitative analysis, performance attribution, and portfolio oversight to help monitor investment results and drive informed decision-making.

The position involves close collaboration with portfolio managers, operations, accounting, and risk management teams to ensure accurate measurement and reporting of investment performance.

Key Responsibilities

• Calculate, analyze, and reconcile investment and fund performance across multiple strategies and asset classes

• Conduct performance attribution to identify key drivers of portfolio returns

• Prepare and maintain dashboards, reports, and models for tracking investment performance

• Support monthly, quarterly, and annual investment performance reporting for internal and external stakeholders

• Collaborate with operations, accounting, and portfolio teams to ensure data integrity and timely reporting

• Assist in P&L tracking, NAV calculation, and reconciliation of investment positions

• Identify and escalate anomalies, discrepancies, or performance issues

• Support ad-hoc analysis and special projects as requested by senior management

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field

• Knowledge of portfolio management, performance measurement, and investment instruments

• Experience or coursework in investment accounting, performance attribution, or fund analytics

• Strong analytical skills and meticulous attention to detail

• Proficiency in Excel; familiarity with Python, R, SQL, or VBA is a plus

• Ability to work effectively in fast-paced, collaborative environments

• Strong written and verbal communication skills

• Interest in investment performance analysis, portfolio metrics, and quantitative problem-solving

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

• Skills-based role matching

• Resume and profile optimization

• Guidance on outreach to investment teams and portfolio managers

• Interview preparation for performance analytics, investment reporting, and quantitative assessments

To learn more or express interest in investment performance and analytics roles, visit:
https://www.careerlaunch.ai/