Investment Performance Analyst

Scion Technology has been engaged to conduct a search for an experienced Investment Performance Analyst for our client, an innovative Wealth Tech company transforming portfolio management and financial technology solutions!

This is a full-time, direct hire position offering a hybrid schedule in Charlotte, NC OR Darien, CT.

Serve as a key partner between Investment Performance, Investment Operations, Portfolio Management, and Technology teams. Bring deep expertise in performance measurement and attribution while translating complex business requirements into scalable technical solutions.

• Partner with investment, operations, and engineering stakeholders to define, document, and implement requirements for investment performance platforms.
• Analyze and validate complex performance calculations, including IRR, time-weighted returns, variance analysis, and performance reconciliation.
• Serve as a subject matter expert on investment performance methodologies and calculation logic.
• Collaborate with developers and QA teams to validate calculation outputs, troubleshoot discrepancies, and resolve data issues. Perform data analysis and reconciliation to identify calculation issues and recommend solutions.

• 5+ years of experience as a Business Analyst, Data Analyst, or Investment Performance Analyst within an asset management organization.
• Experience with a leading institutional asset manager (Fidelity, BNY, Vanguard, Black Rock, State Street, T. Rowe Price, Capital Group, or a similar firm).
• Strong understanding of investment performance measurement methodologies, including IRR, TWR, performance variance, reconciliation, and validation.
• Proven experience partnering with software engineering teams to build or enhance investment performance calculation engines.
• Strong analytical, problem-solving, documentation, and communication skills, with the ability to translate business concepts into technical requirements.
• CFA designation/progress toward CFA certification or an Investment Performance Measurement Certificate (IPMC) is preferred.
• Familiarity with investment accounting, portfolio analytics, performance reporting platforms, SQL, data analysis tools, and Agile development environments is a plus.

• Annual base salary range of $130-160k, commensurate with experience.
• Bonus and equity.
• A robust benefits package that includes comprehensive medical, dental, and vision coverage in addition to paid time off.

Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class.

We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent.

For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records.

We engage in socially conscious business practices and believe that diverse, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.