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Performance Analyst in Jacksonville, FL

Performance Analyst Job Description

A performance analyst should have at least two years of experience working in the financial services industry and a bachelor’s degree in finance or business. Proficiency in Microsoft Excel and a general understanding of investment accounting or trade operations is preferred. Firms look for strong communicators who are detail-oriented and organized.

Typical performance analyst duties:

Calculating portfolio returnsResearching, explaining and resolving differences between the firm’s calculated returns and those calculated by banks, clients and consultantsTesting new software to improve the performance processGenerating reports and validating historical performance dataCreating periodic account and composite performance reports

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Salary for Performance Analyst in Jacksonville, FL
57715 - 87543
Low
57715
The candidate is new to the role or has limited experience and is building necessary skills.
Mid
70810
The candidate has moderate experience in the role, meets most requirements or has equivalent transferable skills, and may also have relevant certifications.
High
87543
The candidate has extensive experience and advanced skills for the role, and may also have specialized certifications.
Projected salaries for related positions Job title Low Mid High Director of Operations – Financial Services 127313 156898 184785 Operations Manager - Financial Services 86573 107913 128283 Client Service Representative 54563 79298 101123 Mortgage Underwriter 59413 73963 97728 Mortgage Processor 32010 40255 54563 Loan Processor 38800 45833 57473 Loan Administrator 32980 38315 47530 Trader/Sales Assistant 51168 63050 74933

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Our starting salary projections come from a rigorous, multistep process so that our numbers accurately reflect the marketplace. They are based on actual compensation for professionals Robert Half has matched with employers across the country and third-party job posting data from Textkernel that we use to independently validate the salary levels. Starting compensation—pay for someone new to a role—can vary significantly based on a candidate’s skills, experience and certifications, as well as other factors including industry, company size and revenue, and demand for the role. To reflect this variability, we report our salary data in three levels: low, mid and high.