Investment Performance Specialist

Career Launch AI; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A leading investment firm in New York is seeking an Investment Performance Specialist to analyze and report on the performance of funds and portfolios. The role requires a Bachelor's degree in Finance or related fields, along with strong analytical skills and proficiency in Excel. Responsibilities include monitoring performance across asset classes, conducting quantitative analyses, and collaborating with cross-functional teams to enhance investment reporting processes. Competitive compensation package offered.

Qualifications

• Bachelor’s degree in a relevant field preferred.
• Understanding of investment performance metrics required.
• Clear communication skills are necessary.

Responsibilities

• Monitor fund and portfolio performance across multiple asset classes.
• Conduct quantitative analysis and prepare performance dashboards.
• Validate portfolio and fund data for accuracy.

Skills

Analytical skills

Data management

Performance reporting

Excel proficiency

Communication skills

Education

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or related field

Tools

Excel

Python

R

SQL

VBA

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)

About This Posting

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:
https://www.careerlaunch.ai/

Position Overview

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 Responsibilities

Monitor 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

Preferred Qualifications

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

About the Career Launch AI Talent Network

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:
https://www.careerlaunch.ai/