Investment Performance Analyst

AssetMark Financial Holdings; Phoenix (AZ); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Variable incentive compensation

Competitive benefits

Job summary

AssetMark Financial Holdings is seeking an Investment Performance Analyst to own one platform, backup the other, and drive data integrity across performance reporting. You will lead data quality controls, operational processes, and collaborative projects with Investment Management, Product, and Technology.

The role requires a Bachelor’s degree, 5+ years in investment operations with 3+ in performance measurement or reporting, and CIPM or progress toward designation.

Qualifications

• Bachelor’s degree required.
• At least five years of investment operations experience, including a minimum of three years in investment performance measurement or reporting.
• CIPM or progress toward the designation preferred.
• Experience with investment performance measurement or reporting platforms and data tools is preferred.
• Experience supporting third-party performance, attribution, accounting, or client reporting systems is preferred.
• Experience gathering and documenting business, user, and data requirements; testing system changes; or supporting data quality and reconciliation processes is preferred.

Responsibilities

• Serve as the primary performance owner for one platform and backup for the other.
• Oversee performance data, reporting processes, controls, and service expectations.
• Validate performance across accounts, sleeves, households, strategies, composites, and benchmarks; investigate discrepancies and strengthen controls.
• Support production, validation, and delivery of performance reports including composites and client reporting.
• Develop and enhance performance workflows, procedures, and controls across both platforms; identify automation opportunities.
• Collaborate with Investment Management, Product, Operations, Technology and partners to resolve performance questions and support product launches.

Skills

Advanced Excel

Analytical thinking

Communication

Organization

Documentation

Problem solving

GIPS knowledge

Education

Bachelor’s degree

CIPM or progress toward designation

Tools

SQL

VBA

Snowflake

Job description

Job Description:

The Job/What You’ll Do:

The Investment Performance Analyst plays a key role in ensuring the integrity, accuracy, and evolution of investment performance capabilities across the firm’s two platforms. This position combines platform ownership, analytical problem-solving, cross-functional collaboration, and involvement in strategic initiatives. Each analyst serves as the primary performance owner for one platform and designated backup for the other. Beyond supporting day-to-day performance operations, the analyst helps shape scalable processes, strengthen controls, and contribute to the modernization of performance data and reporting.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ or Charlotte, NC.

Responsibilities:

Platform Ownership & Performance Oversight:

• Serve as the primary performance owner for one of the company’s two investment platforms and designated backup for the other
• Oversee performance data, reporting processes, operational controls, and service expectations to ensure accurate, timely, and reliable results

Data Quality & Risk Management:

• Monitor and validate performance across accounts, sleeves, households, investment strategies, composites, and benchmarks Investigate discrepancies, identify root causes, coordinate resolutions, and strengthen controls that support data integrity and reporting accuracy

Investment Performance & Reporting:

• Support the production, validation, and delivery of investment performance reporting, including composite returns, benchmark performance, and client reporting
• Apply established methodologies and support performance requirements for new investment products and strategies

Process Development & Continuous Improvement:

• Develop, document, and enhance performance workflows, procedures, and controls across both platforms
• Identify opportunities to improve efficiency, reduce manual processes, introduce automation, and establish scalable, sustainable solutions

Cross-Functional Partnership & Problem Solving:

• Collaborate with Investment Management, Product, Operations, Technology, and other business partners to resolve complex performance questions, support product launches, and implement enhancements to performance capabilities and reporting

Strategic Initiatives & Performance Governance:

• Contribute to initiatives that modernize performance data, systems, and reporting capabilities
• Support performance governance, policy development, and oversight activities that strengthen transparency, consistency, and operational effectiveness

• Other duties as assigned

Knowledge, Skills, and Abilities:

• Strong analytical skills and advanced proficiency with Microsoft Excel; able to work with detailed data, investigate discrepancies, and explain findings
• Excellent written and verbal communication skills, including the ability to communicate clearly and confidently with clients, advisors, and colleagues at all levels
• Strong organization and follow-through; able to manage recurring production deadlines, prioritize competing requests, and meet service expectations in a team environment
• Ability to document processes, controls, decisions, and analysis in a clear and supportable manner
• Forward-looking, practical approach to problem solving and continuous improvement
• Working knowledge of GIPS standards or investment performance calculation and presentation practices is preferred
• Exposure to SQL, VBA, Snowflake, or other data analysis, automation, or data platform tools is preferred

Education & Experience:

• Bachelor’s degree required
• At least five years of investment operations experience, including a minimum of three years in investment performance measurement or reporting
• Certificate in Investment Performance Measurement (CIPM) or progress toward the designation
• Experience with investment performance measurement or reporting platforms and related data tools is preferred
• Experience analyzing or supporting third-party performance, attribution, accounting, or client reporting systems that use transaction-level information is preferred
• Experience gathering and documenting business, user, and data requirements; testing system changes; or supporting data quality and reconciliation processes is preferred

Compensation:

The Base Salary range for this position is between $75,000-$85,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.

• This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financ