Portfolio Performance Analyst
$35 - $40 per hourMission Staffing
This range is provided by Mission Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $35.00/hr - $40.00/hr Direct message the job poster from Mission Staffing Our client, a well-established investment manager in Midtown, NY, is seeking to hire a Performance and Composite Analyst for their Portfolio Reporting Team. Responsibilities of this position include assisting with data retrieval and disclosure review for GIPS verification, calculating monthly GIPS composite dispersions, and reconciling any portfolio performance or accounting issues quickly and efficiently. The ideal candidate will come with 3-5 years' experience in Performance Reporting at an asset management firm, strong understanding of GIPS Composite analysis and reporting, and exceptional capabilities in Microsoft Excel. Previous working experience in Aladdin and/or Bloomberg is preferred. Responsibilities Include : Running consistent GIPS Composite analysis and performance reports, utilizing Microsoft Excel Retrieving data and reviewing disclosure to support the firm's GIPS verification process Calculating monthly GIPS composite dispersions Requirements : 2-5 years of GIPS Composite performance & analysis experience at a large asset management firm Strong capabilities in Microsoft Excel, familiarity with Aladdin and/or Bloomberg is a plus Excellent written and verbal communication skills Seniority level Seniority level Associate Employment type Employment type Contract Job function Job function Finance Industries Venture Capital and Private Equity Principals and Investment Management Referrals increase your chances of interviewing at Mission Staffing by 2x Sign in to set job alerts for “Performance Analyst” roles. Live Sports, Business Analyst , Live Sports New York, NY $66,900.00-$143,100.00 2 weeks ago New York City Metropolitan Area 1 week ago New York, NY $99,200.00-$117,800.00 2 days ago Performance Insights Manager - CVS Media Exchange (CMX) New York, NY $66,330.00-$159,120.00 2 weeks ago AI Strategy Business Analyst (Part-Time) New York, NY $90,000.00-$100,000.00 2 weeks ago New York City Metropolitan Area 2 weeks ago Sr. Manager, Performance Analytics & Insights New York, NY $120,800.00-$201,400.00 1 week ago Stamford, CT $90,000.00-$100,000.00 1 week ago New York City Metropolitan Area $74,000.00-$105,000.00 3 hours ago New York, NY $79,000.00-$99,000.00 2 weeks ago Senior Manager, Performance Analytics and Insights New York, NY $120,800.00-$201,400.00 1 week ago New York, NY $70,000.00-$130,000.00 8 months ago New York, NY $90,000.00-$100,000.00 6 days ago New York, NY $20,000.00-$65,000.00 5 days ago New York, NY $99,000.00-$116,000.00 1 week ago New York, NY $110,000.00-$130,000.00 1 month ago Englewood Cliffs, NJ $65,000.00-$80,000.00 1 week ago New York City Metropolitan Area $85,000.00-$95,000.00 1 week ago Business Analyst – Operations & Settlement Business Analyst with Capital Markets Experience - Hybrid Growth Operations Analyst - Winter 2025 Graduates New York, NY $20,000.00-$65,000.00 2 hours ago New York, NY $120,000.00-$140,000.00 2 days ago Business Analyst with Capital Market Domain Experience - NYC (Hybrid) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Mission Staffing
- A financial services company in New York is seeking a Portfolio Analytics Associate to analyze portfolio performance and support investment teams. The role involves developing dashboards, conducting attribution analysis, and preparing reporting packages for senior management...Suggested
$50 - $60 per hour
A leading AI development company is seeking a Performance Analyst (Investments) to enhance AI models with financial insights. This flexible remote position suits individuals looking for part-time or full-time engagement, allowing you to choose your projects and set your...SuggestedRemote jobHourly payFull timePart timeFlexible hours- A technology company specializing in AI is seeking a Performance Analyst (Investments) to help shape AI understanding of financial principles. The role offers remote flexibility and accommodates full-time or part-time engagement. Candidates should have strong analytical...SuggestedRemote jobHourly payFull timeContract workPart time
$60 - $75 per hour
A staffing and consulting firm in New York is seeking an experienced Investment Performance Analyst (GIPS) to support performance reporting and GIPS compliance. The role involves enhancing composite structures, ensuring data accuracy, and collaborating with investment teams...Suggested$50 - $60 per hour
A tech-focused company is seeking a Performance Analyst (Investments) to enhance AI understanding of financial principles. This remote position allows flexible scheduling and offers competitive hourly pay between $50 and $60. Candidates should have advanced finance expertise...SuggestedRemote jobHourly payFull timePart timeFlexible hours- Cooperidge Consulting Firm is seeking a Performance Manager (Investment Data Analyst) for a premier $20B+ Global Equity Investment Management Firm in New... ...: Develop marketing-ready analytics highlighting portfolio characteristics, risk exposures, and performance drivers...
$100k - $110k
...applicants here. Position Responsibilities We are seeking an Analyst to join our Portfolio Management group for a rapidly growing private credit... ...manager. This individual’s main focus will be monitoring the performance of 15-20 portfolio companies and assisting deal-teams on...Local areaFlexible hours- ...that evolution. Rather than sitting in a purely operational seat, you'll be embedded in the investment process; working alongside portfolio managers and senior investors to help turn ideas into implemented portfolios. You'll gain exposure to how capital is allocated, how...
- ...organizational skills to support the internal and external Client Portfolio Management (CPM) team. Candidate should be a self-starter who... ...practices, and adherence to company processes and procedures Performs other duties as required Qualifications Ability to handle...Work experience placement
$55k - $76k
...seeking a detail-oriented and proactive Analyst to join our growing investment team. This... ...instructions and system-recommended portfolio rebalances Review proposed trades for accuracy... ...: placing trades at a large custodian performing investment research, with an asset-class...Full timeLive inImmediate startRemote work$157k - $213k
...What You’ll Do The Senior Portfolio Analyst role within Principal Asset Allocation’s (PAA) Portfolio Management team ($250 billion in assets... ...optimization, signal generation, scenario analysis, and performance attribution Monitor portfolio risk exposures, including sector...Hourly payPermanent employmentTemporary workH1bWork at officeRemote workFlexible hours$125k - $175k
...Investment Advisors (RIAs) in the country. Position Overview: Quantinno is seeking a highly motivated and detail-oriented Portfolio Management Analyst to join our fast-growing firm. The Portfolio Management team is responsible for executing investment decisions and...Work at office- ...Summary:The Portfolio Analyst is responsible for supporting the Asset Manager by identifying and mitigating the credit, financial, operational... ..., managers, and other industry groups.Major Responsibilities:Perform ongoing asset management and surveillance activities to...Work at officeLocal areaImmediate startFlexible hours
- ...Responsibilities The Portfolio Analyst is a new and critically important role at The Tepper Foundation. The Portfolio Analyst is responsible for conducting landscape research and analysis on topics that align with the foundation’s strategic goals, supporting the due diligence...
$50 - $60 per hour
...We are looking for a Portfolio Analyst to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate... ...Evaluate the quality produced by AI models for correctness and performance Qualifications Fluency in English (native or bilingual level...Hourly payFull timeContract workPart timeRemote work$145k - $185k
...Job Overview Job Title: Portfolio Management Analyst Company: Initio Capital Location: Hybrid | New York, NY, United States Employment Type: Full-time, Part-time, Contract, Temporary, Internship, Casual Details Location: New York, NY Employment Type: Full-Time Estimated...Full timeContract workTemporary workPart timeCasual workInternship$140k - $185k
...About This Posting This job description represents a sample Portfolio Operations Analyst position commonly found through the Career Launch AI... ...and reporting to ensure accurate tracking of positions, performance, and risk metrics. These roles often involve close collaboration...Full time$95k - $110k
Sr. NAM GTM Planning & Portfolio Analyst The Sr. NAM GTM Planning & Portfolio Analyst role is critical for supporting the strategic oversight... ...insights to optimize our GTM strategy and drive revenue performance. The focus is on ensuring that all projects and initiatives...Relocation$140k - $185k
...A finance career platform is seeking an Entry-Level Investment Monitoring Analyst based in New York, NY (Hybrid) to track portfolio performance and analyze financial metrics. With a salary range of $140,000 to $185,000 total compensation, the role requires a bachelor's...$70k - $75k
...emerging markets, and distressed issues. Role Description The Performance Analyst works within NCRAM’s Operations team. This position... ...reports, reviewing & validating daily performance for all the portfolios & composites under management. Perform month-end activities...Relocation package- A leading investment firm is looking for a Portfolio Acquisition Officer in New York, NY (Hybrid). This role focuses on identifying, evaluating... ...in financial modeling and communication. Competitive salary with performance bonuses offered. #J-18808-Ljbffr TEEMA Solutions Group
$50 - $60 per hour
...Overview DataAnnotation is committed to creating high-quality AI. We are looking for a Performance Analyst (Investments) to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours- ...The Role Lord Abbett is seeking a Performance Analyst to join the Product Data & Information team within Client Services. This team delivers investment performance insights and product data to portfolio management, executive leadership, clients, prospects, and external...
- ...Initio Capital is seeking a Portfolio Evaluation Analyst in New York, NY. This entry-level role focuses on evaluating portfolio company performance and supporting valuation processes while providing insights for value-creation strategies. Ideal candidates will have a Bachelor...Full time
$38 - $42 per hour
...poster from Mission Staffing Our client, a well-known investment manager in Midtown, NY, is looking to add a Performance and Composite Analyst to their Portfolio Reporting Team! Responsibilities of this position include assisting with data retrieval and disclosure...Full timeWork experience placementWork at office- ...Disabled Veteran-Owned Small Business and a Woman-Owned Small Business, headquartered in Gaithersburg, MD. Position Overview The Performance Analyst supports the analysis of user performance needs and translates those needs into actionable, testable IT system requirements...Temporary workLocal area
$50 - $60 per hour
A leading AI company is seeking a Performance Analyst (Investments) to enhance AI capabilities in financial contexts. This remote role allows for flexible scheduling and project selection. Ideal candidates are experienced finance professionals with advanced degrees, ready...Remote jobHourly payFlexible hours$140k - $185k
Financial Performance Analyst - Private Equity Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 - $185,000+ total compensation... ...analysts to support ongoing monitoring and optimization of portfolio company performance. Individuals in roles like this focus...Full timeInternship$150k - $200k
...A Career With Point72's Portfolio Construction & Analytics Team Point72 is seeking an entry-level Quantitative Portfolio Analyst to join its Portfolio Construction & Analytics Team... ...portfolio construction, and trading Forecast performance of investment strategies to drive...Work experience placementInternshipWork at office- Trade Middle Office Performance Analyst We are seeking a highly motivated and analytical Trade Middle Office Performance Analyst to join our newly established Control Tower team within Trade Working Capital Solutions. This role will be pivotal in driving performance excellence...Work at officeFlexible hours
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