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/
#J-18808-Ljbffr
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/
#J-18808-Ljbffr