Investment Performance Specialist

Job Description

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:

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: