Investment Performance Analyst

$130k - $160k

Full-time

Scion Staffing

Scion Technology has been engaged to conduct a search for an experienced Investment Performance Analyst for our client, an innovative WealthTech company transforming portfolio management and financial technology solutions! This is a full-time, direct hire position offering a hybrid schedule in Charlotte, NC OR Darien, CT.
Position Overview
Serve as a key partner between Investment Performance, Investment Operations, Portfolio Management, and Technology teams. Bring deep expertise in performance measurement and attribution while translating complex business requirements into scalable technical solutions.
Responsibilities
Partner with investment, operations, and engineering stakeholders to define, document, and implement requirements for investment performance platforms.
Analyze and validate complex performance calculations, including IRR, time-weighted returns, variance analysis, and performance reconciliation.
Serve as a subject matter expert on investment performance methodologies and calculation logic.
Collaborate with developers and QA teams to validate calculation outputs, troubleshoot discrepancies, and resolve data issues.
Perform data analysis and reconciliation to identify calculation issues and recommend solutions.
Qualifications
5+ years of experience as a Business Analyst, Data Analyst, or Investment Performance Analyst within an asset management organization.
Experience with a leading institutional asset manager (Fidelity, BNY, Vanguard, BlackRock, State Street, T. Rowe Price, Capital Group, or a similar firm).
Strong understanding of investment performance measurement methodologies, including IRR, TWR, performance variance, reconciliation, and validation.
Proven experience partnering with software engineering teams to build or enhance investment performance calculation engines.
Strong analytical, problem-solving, documentation, and communication skills, with the ability to translate business concepts into technical requirements.
CFA designation/progress toward CFA certification or an Investment Performance Measurement Certificate (IPMC) is preferred.
Familiarity with investment accounting, portfolio analytics, performance reporting platforms, SQL, data analysis tools, and Agile development environments is a plus.
Compensation & Benefits
This full-time position offers an annual base salary range of $130-160k, commensurate with experience, in addition to bonus and equity. The organization provides a robust benefits package that includes comprehensive medical, dental, and vision coverage in addition to paid time off.
About Our Firm
Scion Staffing is a national award-winning staffing firm! Since 2006, we have had the pleasure of successfully placing thousands of talented professionals with amazing career opportunities. Through our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire recruiting, interim leadership placement, and temporary professional staffing. We are proud to be part of the Forbes lists of the Best Recruitment Firms and the Best Executive Search Firms in America . Additionally, Scion has been recognized as a ClearlyRated Best of Staffing firm as well as a top recruitment firm by The Business Times . Additional information about our firm can also be found online.
Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent. For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records. We engage in socially conscious business practices and believe that diverse, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.

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Vacancy posted 6 hours ago

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