Portfolio Performance Manager

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

Job summary

A leading financial services firm located in New York is seeking a Portfolio Performance Manager to analyze and communicate portfolio performance across various investment strategies. The role emphasizes quantitative analysis and collaboration with portfolio managers to deliver insights that support investment decisions. Ideal candidates possess a degree in finance or related fields, strong analytical skills, and proficiency in financial analysis tools. The estimated compensation ranges from $140,000 to $185,000 annually.

Qualifications

• Bachelor’s degree required.
• Strong understanding of portfolio performance measurement and attribution methodologies.
• Experience or coursework in performance analysis or investment reporting preferred.

Responsibilities

• Monitor and analyze portfolio performance across strategies.
• Conduct performance attribution and contribution analysis.
• Develop and maintain performance dashboards and reporting tools.

Skills

Strong understanding of portfolio performance measurement

Advanced analytical skills

Proficiency in Excel

Strong written and verbal communication skills

Education

Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field

Tools

Python

R

SQL

FactSet

Bloomberg

Aladdin

Job description

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 Portfolio Performance Manager 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 roles focused on performance measurement, attribution, reporting, and investment insight generation.

Actual openings may vary based on employer needs, asset class focus (e.g., equities, fixed income, multi-asset, alternatives, private markets), investment strategy, and portfolio complexity.

For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/

Position Overview

Portfolio Performance Managers are responsible for analyzing, monitoring, and communicating portfolio performance across investment strategies. The role blends quantitative analysis, financial reporting, and investment insight to support portfolio managers, senior leadership, and investor-facing teams.

These roles often involve close collaboration with portfolio managers, investment research, risk, operations, and client-facing teams.

Key Responsibilities

• Monitor and analyze portfolio performance across strategies, mandates, and benchmarks
• Conduct performance attribution, contribution analysis, and return decomposition
• Track portfolio P&L, exposures, and risk‑adjusted performance metrics
• Develop and maintain performance dashboards, analytics, and reporting tools
• Identify performance drivers, trends, and deviations from expectations
• Partner with portfolio managers to explain results and support investment decisions
• Support monthly, quarterly, and ad‑hoc performance reporting for internal and external stakeholders
• Ensure accuracy and consistency of performance data in coordination with operations and fund accounting
• Assist with investor reporting, presentations, and performance narratives

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field
• Strong understanding of portfolio performance measurement, attribution methodologies, and benchmarks
• Experience or coursework in performance analysis, portfolio analytics, or investment reporting (preferred but not required)
• Advanced analytical skills with strong attention to detail
• Proficiency in Excel; familiarity with Python, R, SQL, or performance systems (e.g., FactSet, Bloomberg, Aladdin) is a plus
• Ability to synthesize complex performance data into clear insights
• Strong written and verbal communication skills
• Ability to work effectively in fast‑paced, deadline‑driven environments
• Strong interest in portfolio management, investment analytics, and capital markets

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 portfolio management and performance teams
• Interview preparation for performance analysis, portfolio analytics, and investment reporting roles

To learn more or express interest in portfolio performance and investment analytics roles, visit: https://www.careerlaunch.ai/