Investment Performance Platform Lead (Hybrid)

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

Benefits offered by this job

Flex Time / PTO

401K Match

Medical/Dental/Vision

Volunteer Time Off

Career Development

Fitness Reimbursement

Hybrid Work Schedule

Job summary

AssetMark seeks an Investment Performance Analyst to own and support performance for one platform and back up the other. The role focuses on data quality, reporting accuracy, and scalable processes across two platforms.

Candidates should have a bachelor’s degree and at least five years in investment operations, with CIPM or progress toward designation preferred. Hybrid schedule near Phoenix, AZ or Charlotte, NC is available.

Qualifications

• Bachelor’s degree required.
• Minimum five years in investment operations, with at least three years in performance measurement/reporting.
• CIPM or progress toward designation preferred.
• Experience with performance measurement or reporting platforms and related data tools preferred.

Responsibilities

• Act as primary performance owner for one platform and backup for the other.
• Oversee performance data, reporting processes, controls, and service expectations.
• Support production, validation, and delivery of investment performance reporting.

Skills

Analytical skills

Excel proficiency

Written & verbal communication

Organization & follow-through

Process documentation

Problem solving

SQL/VBA/Snowflake knowledge

Education

Bachelor’s degree

CIPM certification or progress toward

Tools

SQL

VBA

Snowflake

Job description

AssetMark seeks an Investment Performance Analyst to own and support performance for one platform and back up the other. The role focuses on data quality, reporting accuracy, and scalable processes across two platforms.

Candidates should have a bachelor’s degree and at least five years in investment operations, with CIPM or progress toward designation preferred. Hybrid schedule near Phoenix, AZ or Charlotte, NC is available.