Investment Performance Officer

Investment Performance Officer

Career Launch AI Talent Network

Location: New York, NY (Hybrid)
Employment Type: Full-Time
Industry: Investment Banking / Financial Services
Experience Level: Analyst / Early Career
Compensation: Competitive base salary + performance bonus (varies by employer)

About This Opportunity

This posting represents the type of Investment Performance Officer roles featured within the Career Launch AI Private Job Board.
It is not a direct job opening with a specific employer.

Members of the Career Launch AI platform gain access to exclusive finance, asset management, and performance analytics opportunities that may not appear on public job boards. This description reflects a typical early-career investment performance and analytics role accessible through our network.

More information is available at careerlaunch.ai.

Representative Role Overview

A leading investment bank, asset manager, private equity firm, or institutional investment platform may seek an Investment Performance Officer to support the measurement, analysis, and reporting of investment performance across portfolios, strategies, and transactions. These roles are ideal for candidates interested in performance attribution, risk-adjusted returns, and investment decision support.

Key Responsibilities

• Measure and analyze investment performance across portfolios, funds, and individual investments

• Build and maintain performance tracking and attribution models (IRR, MOIC, TWR, risk-adjusted returns)

• Conduct benchmarking and peer comparisons across asset classes and strategies

• Support portfolio monitoring and reporting for senior investment professionals and clients

• Analyze drivers of performance, including sector exposure, deal structure, timing, and capital deployment

• Assist with valuation updates and performance forecasting for live investments

• Prepare performance reports, dashboards, and client-ready materials

• Support due diligence, transaction reviews, and post-investment performance assessments

• Collaborate with investment, risk, and operations teams to ensure data accuracy and consistency

Desired Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Statistics, or a related discipline

• Strong understanding of investment performance metrics and portfolio analytics

• Solid financial modeling and quantitative analysis skills

• Familiarity with public and private market performance measurement frameworks

• Strong attention to detail and data integrity

• Excellent analytical, communication, and presentation abilities

• Ability to manage multiple analytical workstreams in a deadline-driven environment

• Prior internship or full-time experience in investment banking, asset management, private equity, portfolio analytics, risk, or consulting is beneficial

• Proficiency in Excel, PowerPoint, and financial data platforms

Why This Posting Matters

This Investment Performance Officer description reflects the types of opportunities available exclusively to Career Launch AI members, including:

• Roles shared directly with Career Launch AI by employers

• Opportunities not posted publicly

• Warm introductions to hiring managers and recruiters

• AI-supported job targeting and application support

• Interview coaching and preparation

Career Launch AI members gain access to over 1,000+ curated roles across:

• Investment Banking

• Asset Management & Hedge Funds

• Private Equity & Venture Capital

• Portfolio Analytics & Risk

• Corporate Finance

• Strategy Consulting

• Technology (FAANG-level and startups)

• Product Management

• Data, Operations, and more

How Career Launch AI Helps Candidates

Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive:

• AI-powered job application automation

• Personalized recruiter outreach

• Warm introductions to decision-makers

• Sector-specific resume optimization

• Interview preparation and ongoing support

This posting is an example of the types of positions members may pursue through the platform.

How to Access Opportunities Like This

To be considered for roles of this type, candidates must enroll in the Career Launch AI platform.

Career Launch Assessment Link:
https://careerlaunch.ai/assessment

Once enrolled, members receive:

• Access to the exclusive job board

• Personalized recruiter outreach

• Automated job applications

• Coaching and interview preparation

• Ongoing support until placement