via ZipRecruiter
$70K - 90K a year
Analyze investment performance data, prepare reports, collaborate with investment teams, improve measurement processes, and respond to client inquiries.
Bachelor's degree in finance or related field, 2+ years in investment performance or financial analysis, knowledge of GIPS and investment metrics, proficiency in analytics software, advanced Excel skills, and strong communication.
AMG & Associates is a leading investment advisory firm dedicated to delivering superior performance and innovative solutions to our clients. With a commitment to excellence and integrity, we empower our team members to drive value and make a meaningful impact on our clients' investments. We are seeking a detail-oriented and analytical Investment Performance Analyst to join our dynamic team, where your evaluations will directly influence client investment strategies and outcomes. Key Responsibilities: Analyze investment performance data across various asset classes and strategies to ensure accuracy, compliance, and meaningful insights for clients. 2- Prepare comprehensive performance reports, including performance attribution, risk metrics, and benchmarks, tailored to the needs of our clients. 3- Collaborate with the investment team to provide insights on asset allocation, performance trends, and market conditions. 4- Identify and implement improvements in performance measurement processes and systems. 5- Respond to client inquiries regarding performance analysis and reporting. 6- Stay updated on the latest developments in performance analytics, investment strategies, and industry regulations. Qualifications: 1- Bachelor's degree in Finance, Economics, Statistics, or a related field. 2- 2+ years of experience in investment performance analysis or a related financial role. 3- Strong knowledge of performance measurement standards (e.g., GIPS) and investment metrics. 4- Proficiency in performance analytics software and tools (e.g., Bloomberg, FactSet, or similar). 5- Advanced skills in Excel; familiarity with programming languages (Python, R) is a plus. 6- Excellent analytical skills and attention to detail. 7- Strong communication skills, both written and verbal, with the ability to present complex information clearly. 8- Ability to work independently and manage multiple projects effectively. What We Offer: 1- Competitive salary and performance-based bonuses. 2- Flexible remote work environment. 3- Comprehensive benefits package, including health, dental, and retirement plans. 4- Opportunities for professional development and continued education. 5- A supportive and collaborative team culture focused on innovation and growth. If you are passionate about investment performance analysis and eager to contribute to a forward-thinking firm, we encourage you to apply!
This job posting was last updated on 11/28/2025