Investment Performance Analyst

AssetMark•Charlotte, NC

4d•$75,000 - $85,000•Hybrid

About The Position

The Investment Performance Analyst ensures the integrity, accuracy, and continued development of investment performance capabilities across AssetMark’s two platforms. The analyst is the primary performance owner for one platform and the designated backup for the other, supporting day-to-day operations while contributing to scalable processes, stronger controls, and modernization of performance data and reporting. The role covers performance data oversight, quality validation, discrepancy investigation, reporting production and delivery, workflow and control development, cross-functional problem solving, and strategic performance initiatives. Candidates must be able to accommodate a hybrid work schedule and be close to the Phoenix, Arizona, or Charlotte, North Carolina, office. A bachelor’s degree and at least five years of investment operations experience, including at least three years in investment performance measurement or reporting, are required. The position offers a base salary range of $75,000–$85,000, with eligibility for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the United States; visa sponsorship is unavailable.

Requirements

Bachelor’s degree.
At least five years of investment operations experience, including a minimum of three years in investment performance measurement or reporting.
Certificate in Investment Performance Measurement (CIPM) or progress toward the designation.
Strong analytical skills and advanced proficiency with Microsoft Excel, including the ability to work with detailed data, investigate discrepancies, and explain findings.
Excellent written and verbal communication skills, including the ability to communicate clearly and confidently with clients, advisors, and colleagues at all levels.
Strong organization and follow-through, with the ability to manage recurring production deadlines, prioritize competing requests, and meet service expectations in a team environment.
Ability to document processes, controls, decisions, and analysis clearly and supportably.
Forward-looking, practical approach to problem solving and continuous improvement.
Ability to accommodate a hybrid work schedule and be close to the Phoenix, Arizona, or Charlotte, North Carolina, office.
Legally authorized to work in the United States; visa sponsorship is not available.

Nice To Haves

Working knowledge of GIPS standards or investment performance calculation and presentation practices.
Exposure to SQL, VBA, Snowflake, or other data analysis, automation, or data platform tools.
Experience with investment performance measurement or reporting platforms and related data tools.
Experience analyzing or supporting third-party performance, attribution, accounting, or client reporting systems that use transaction-level information.
Experience gathering and documenting business, user, and data requirements; testing system changes; or supporting data quality and reconciliation processes.

Responsibilities

Serve as the primary performance owner for one of the company’s two investment platforms and as designated backup for the other.
Oversee performance data, reporting processes, operational controls, and service expectations to ensure accurate, timely, and reliable results.
Monitor and validate performance across accounts, sleeves, households, investment strategies, composites, and benchmarks.
Investigate discrepancies, identify root causes, coordinate resolutions, and strengthen controls supporting data integrity and reporting accuracy.
Support production, validation, and delivery of investment performance reporting, including composite returns, benchmark performance, and client reporting.
Apply established methodologies and support performance requirements for new investment products and strategies.
Develop, document, and enhance performance workflows, procedures, and controls across both platforms.
Identify opportunities to improve efficiency, reduce manual processes, introduce automation, and establish scalable, sustainable solutions.
Collaborate with Investment Management, Product, Operations, Technology, and other business partners to resolve complex performance questions, support product launches, and implement enhancements.
Contribute to initiatives that modernize performance data, systems, and reporting capabilities.
Support performance governance, policy development, and oversight activities that strengthen transparency, consistency, and operational effectiveness.
Perform other duties as assigned.