Job Description
Fund Performance Analyst
Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)
This job description represents a sample Fund Performance Analyst 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 fund analytics, performance measurement, and investment reporting.
Actual openings may vary depending on employer focus, including private capital, hedge funds, mutual funds, or multi-asset portfolios.
For more information on the Career Launch AI Talent Network, visit:
Fund Performance Analysts support investment teams by analyzing portfolio performance, evaluating fund-level metrics, and producing accurate reporting for internal and external stakeholders. This role blends quantitative analysis, financial modeling, and performance attribution to help track fund results and inform investment decisions.
The position requires collaboration with portfolio managers, operations, accounting, and risk teams to ensure timely and accurate measurement of fund performance.
Key ResponsibilitiesCalculate, analyze, and reconcile fund performance and returns across multiple strategies and asset classes
Conduct performance attribution analysis to identify drivers of returns
Prepare and maintain dashboards, reports, and models for portfolio and fund performance tracking
Support monthly, quarterly, and annual fund performance reporting for investors and internal teams
Collaborate with operations, accounting, and portfolio teams to validate data integrity
Assist in P&L tracking, NAV calculations, and reconciliation of investment positions
Identify discrepancies, anomalies, or performance issues and escalate findings
Support ad-hoc performance analysis and special projects as requested by senior management
Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field
Understanding of portfolio management, performance measurement, and investment instruments
Experience or coursework in fund accounting, performance attribution, or financial analysis
Strong analytical skills with 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 fund analytics, performance tracking, and quantitative problem-solving
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 fund managers
Interview preparation for fund analytics, performance measurement, and quantitative assessments
To learn more or express interest in fund performance and analytics roles, visit:
...the largest privately owned dealership groups in the United States. Principal Purpose of Position: The B2B Paid Media & Performance Analyst is responsible for developing, executing, analyzing, and continuously optimizing paid media strategies that drive measurable...
...We are seeking a detail-oriented and proactive Compliance Associate to support the firm's compliance program and help ensure adherence to... ...materials, operational due diligence requests, and investor KYC/AML documentation for compliance with firm policies and applicable...
Job Description Job Description Your job is to create an exceptional dining experience and develop moments for the guest to cherish and take with them! Build a friendship and a bond through the unmatched service! Welcome and Thank every Guest. Know your food, keep ...
...System Administrator We are looking for a talented System Administrator to join IT team, who will work closely with our software developers and core teams to design, scale and maintain our production infrastructure. In this capacity, you will be responsible for the...
...Real Estate Transaction CoordinatorThe Gellman Team St. Louis, Missouri, United StatesAbout this positionReady to be a part of something BIG? At... ...residential lending, brokerage, or a related field (MO RE license preferred but not required)Exceptional attention to...