Investment Performance Analyst

AssetMark Financial Holdings•Phoenix, AZ

2d•Hybrid

About The Position

The Investment Performance Analyst supports the integrity, accuracy, and 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, overseeing performance data, reporting processes, operational controls, and service expectations. The role also contributes to scalable workflows, stronger controls, and modernization of performance data and reporting. The position includes monitoring and validating performance across accounts, sleeves, households, investment strategies, composites, and benchmarks; investigating discrepancies and coordinating resolutions; supporting performance reporting and new investment products; and improving processes through documentation, automation, and other sustainable solutions. The analyst works with Investment Management, Product, Operations, Technology, and other partners on complex performance matters, product launches, system and reporting enhancements, and governance initiatives. Candidates must be able to accommodate a hybrid schedule and be located near 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 base salary range is $75,000–$85,000, with eligibility for additional variable incentive compensation and benefits. Candidates must be legally authorized to work in the United States; visa sponsorship is not available.

Requirements

Bachelor’s degree.
At least five years of investment operations experience, including a minimum of three years in investment performance measurement or reporting.
Strong analytical skills and advanced proficiency with Microsoft Excel.
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; 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.
CIPM certificate or progress toward the designation.
Ability to accommodate a hybrid work schedule and be close to the Phoenix, AZ, or Charlotte, NC, office.
Legally authorized to work in the United States; visa sponsorship is unavailable.

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 investment platform and 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 the production, validation, and delivery of 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.
Perform other duties as assigned.