Job Description
Investment Performance Specialist
Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)
This job description represents a sample Investment Performance Specialist 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 performance, portfolio analytics, and fund reporting.
Actual openings may vary based on employer needs, asset class focus (e.g., private equity, hedge funds, fixed income, real estate, alternatives), and investment strategy.
For more information on the Career Launch AI Talent Network, visit:
Investment Performance Specialists support investment and portfolio teams by analyzing, monitoring, and reporting on the performance of funds and portfolios. The role combines quantitative analysis, data management, and performance reporting to provide actionable insights that inform investment decisions and optimize portfolio outcomes.
These roles often involve close collaboration with portfolio managers, risk teams, operations, and finance to ensure accurate performance tracking, attribution, and reporting to internal and external stakeholders.
Key ResponsibilitiesMonitor fund and portfolio performance across multiple asset classes and strategies
Conduct quantitative analysis of returns, performance attribution, and risk metrics
Prepare performance dashboards, reports, and presentations for portfolio managers, investment committees, and investors
Validate portfolio and fund data, ensuring accuracy and integrity of performance reporting
Assist with P&L tracking, benchmark comparisons, and risk exposure reporting
Identify trends, anomalies, and opportunities to enhance investment performance or reporting processes
Collaborate with operations and technology teams to improve data flows and analytics systems
Support ad-hoc analysis and requests for senior management or investors
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field
Strong understanding of investment performance metrics, portfolio analytics, and fund reporting
Experience or coursework in investment analysis, portfolio management, or performance attribution (preferred but not required)
Advanced analytical skills and proficiency in Excel; familiarity with Python, R, SQL, or VBA is a plus
Ability to work effectively in fast-paced, detail-oriented environments
Clear written and verbal communication skills for internal and external reporting
Strong interest in investment performance, portfolio analytics, and data-driven decision support
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, portfolio, and fund teams
Interview preparation for investment performance, portfolio analytics, and quantitative assessments
To learn more or express interest in investment performance roles, visit:
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