Investment Performance Associate

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 Associate 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 analytics, performance measurement, and reporting.

Actual openings may vary depending on employer focus, including private capital, mutual funds, hedge funds, or multi-asset portfolios.

Position Overview

Investment Performance Associates support portfolio and investment teams by analyzing fund and portfolio performance, calculating returns, and producing timely reporting for internal stakeholders and investors. This role combines quantitative analysis, performance attribution, and portfolio oversight to help monitor investment results and drive informed decision‑making.

The position involves close collaboration with portfolio managers, operations, accounting, and risk management teams to ensure accurate measurement and reporting of investment performance.

Key Responsibilities

Calculate, analyze, and reconcile investment and fund performance across multiple strategies and asset classes

Conduct performance attribution to identify key drivers of portfolio returns

Prepare and maintain dashboards, reports, and models for tracking investment performance

Support monthly, quarterly, and annual investment performance reporting for internal and external stakeholders

Collaborate with operations, accounting, and portfolio teams to ensure data integrity and timely reporting

Assist in P&L tracking, NAV calculation, and reconciliation of investment positions

Identify and elevate anomalies, discrepancies, or performance issues

Support ad‑hoc analysis and special projects as requested by senior management

Preferred Qualifications

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

Knowledge of portfolio management, performance measurement, and investment instruments

Experience or coursework in investment accounting, performance attribution, or fund analytics

Strong analytical skills and meticulous attention to detail

Proficiency in Excel; familiarity with Python, R, SQL, or VBA is a plus

Ability to work effectively in fast‑paced, collaborative environments

Strong written and verbal communication skills

Interest in investment performance analysis, portfolio metrics, and quantitative problem‑solving

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 teams and portfolio managers

Interview preparation for performance analytics, investment reporting, and quantitative assessments