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Performance Analyst in San Jose, CA

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 San Jose, CA
76560 - 115170
25th percentile
76560
The candidate is new to the role and building the needed skills, experience and autonomy.
50th percentile
94050
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
115170
The candidate delivers value beyond the stated job duties, has advanced qualifications and experience, and is ready for the next career level.
Projected salaries for related positions Position title 25th percentile 50th percentile 75th percentile Director of Operations – Financial Services 170280 208890 245190 Manager of Operations – Financial Services 116160 144210 171600 Client Service Representative 73920 107580 137280 Banking Operations Specialist 53790 80520 113520 Loan Processor 50820 60720 76560 Loan Administrator 43890 50820 61380 Mortgage Underwriter 80520 99330 130020 Mortgage Processor 42570 53460 72270 Trader/Sales Assistant 69300 85140 99330 Explore More Salaries

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