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Performance Analyst in Philadelphia, PA

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 Philadelphia, PA
67570 - 101646
25th percentile
67570
The candidate is new to the role and building the needed skills, experience and autonomy.
50th percentile
83006
The candidate has the experience to perform core responsibilities without direct supervision and is comfortable with the role’s processes and subject matter.
75th percentile
101646
The candidate delivers value beyond the stated job duties, has advanced qualifications and experience, and is ready for the next career level.
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