Investment Performance Analyst

The Bronx; Charlotte (NC); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Bonus

Equity

Comprehensive benefits

Paid time off

Job summary

Scion Staffing, Inc. is seeking an Investment Performance Analyst for a WealthTech client. The role is hybrid, based in Charlotte, NC, or Darien, CT, serving as a bridge between Investment Performance, Operations, Portfolio Management, and Technology teams.

You will bring deep expertise in performance measurement, validate complex calculations (IRR, TWR), and partner with software engineers to build scalable engines. CFA/IPMC preferred; 5+ years in asset management required.

Qualifications

• 5+ years in Business/Data/Investment Performance analysis within asset management.
• Experience with leading institutional asset managers (Fidelity, BNY, Vanguard, BlackRock, et al.).
• Strong knowledge of performance measurement methodologies, including IRR, TWR, and reconciliation.
• Experience partnering with software engineers to build investment performance engines.
• CFA designation or IPMC certification preferred; familiarity with investment accounting is a plus.
• Proficient in SQL, data analysis tools, and Agile development environments.

Responsibilities

• Partner with stakeholders to define and implement requirements for investment performance platforms.
• Analyze and validate performance calculations and reconciliation outputs.
• Serve as SME on performance methodologies and calculation logic.
• Collaborate with developers/QA to troubleshoot discrepancies and data issues.

Skills

Investment performance methodologies

IRR / TWR

Analytical problem solving

Documentation & communication

Education

CFA designation preferred

IPMC certification preferred

Tools

SQL

Data analysis tools

Agile

Job description

Scion Technology has been engaged to conduct a search for an experienced Investment Performance Analyst for our client, an innovative WealthTech company transforming portfolio management and financial technology solutions!

This is a full-time, direct hire position offering a hybrid schedule in Charlotte, NC OR Darien, CT.

POSITION OVERVIEW

Serve as a key partner between Investment Performance, Investment Operations, Portfolio Management, and Technology teams. Bring deep expertise in performance measurement and attribution while translating complex business requirements into scalable technical solutions.

RESPONSIBILITIES

• Partner with investment, operations, and engineering stakeholders to define, document, and implement requirements for investment performance platforms.
• Analyze and validate complex performance calculations, including IRR, time-weighted returns, variance analysis, and performance reconciliation.
• Serve as a subject matter expert on investment performance methodologies and calculation logic.
• Collaborate with developers and QA teams to validate calculation outputs, troubleshoot discrepancies, and resolve data issues. Perform data analysis and reconciliation to identify calculation issues and recommend solutions.

QUALIFICATIONS

• 5+ years of experience as a Business Analyst, Data Analyst, or Investment Performance Analyst within an asset management organization.
• Experience with a leading institutional asset manager (Fidelity, BNY, Vanguard, BlackRock, State Street, T. Rowe Price, Capital Group, or a similar firm).
• Strong understanding of investment performance measurement methodologies, including IRR, TWR, performance variance, reconciliation, and validation.
• Proven experience partnering with software engineering teams to build or enhance investment performance calculation engines.
• Strong analytical, problem-solving, documentation, and communication skills, with the ability to translate business concepts into technical requirements.
• CFA designation/progress toward CFA certification or an Investment Performance Measurement Certificate (IPMC) is preferred.
• Familiarity with investment accounting, portfolio analytics, performance reporting platforms, SQL, data analysis tools, and Agile development environments is a plus.

COMPENSATION & BENEFITS

• Annual base salary range of $130-160k, commensurate with experience.
• Bonus and equity.
• A robust benefits package that includes comprehensive medical, dental, and vision coverage in addition to paid time off.

EEO AND INCLUSION STATEMENTS

Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class.

We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent.

For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records.

We engage in socially conscious business practices and believe that diverse, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.