Investment Performance Analyst

Scion Staffing; United States; Hybrid; USD 130,000 - 160,000; Full time

Job summary

Scion Technology is seeking an experienced Investment Performance Analyst to act as a key partner across Investment Performance, Operations, Portfolio Management, and Technology teams. The role focuses on performance measurement and attribution, translating business requirements into scalable technical solutions.

The ideal candidate has 5+ years in investment performance analysis within asset management, with strong knowledge of IRR, TWR, variance, and reconciliation.

Qualifications

• 5+ years of experience in business/ data/investment performance analysis within asset management.
• Experience with leading institutional asset managers (e.g., Fidelity, BlackRock, Vanguard, State Street) or similar.
• Strong understanding of investment performance measurement methods (IRR, TWR, variance, reconciliation).
• Experience partnering with software engineers to build/enhance performance calculation engines.
• CFA designation or IPMC preferred; familiarity with investment accounting and portfolio analytics is a plus.

Responsibilities

• Partner with investment, operations, and tech teams to define requirements for investment performance platforms.
• Analyze and validate complex performance calculations (IRR, TWR, variance, reconciliation).
• Serve as SME on performance methodologies and calculation logic.
• Collaborate with developers/QA to validate outputs, troubleshoot discrepancies, and resolve data issues.
• Perform data analysis and reconciliation to identify calculation issues and propose solutions.

Skills

Analytical thinking

Communication

Documentation

Finance knowledge

Education

CFA designation

Tools

SQL

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

This full-time position offers an annual base salary range of $130-160k, commensurate with experience, in addition to bonus and equity. The organization provides a robust benefits package that includes comprehensive medical, dental, and vision coverage in addition to paid time off.