{"id":3843555,"url":"https://alion.io/job/assetmark-investment-performance-analyst","title":"Investment Performance Analyst","company":{"id":5445,"name":"AssetMark","domain":"assetmark.com","url":"https://alion.io/company/assetmark","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":79,"open_postings":7,"ghost_share":0,"stale_share":0.857,"repost_share":0,"time_to_fill_p50_days":34,"computed_at":"2026-11-08T05:47:12Z"}},"role":"Analytics","role_family":"Analytics","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Phoenix, United States","Charlotte, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":75000,"max":85000,"currency":"USD","period":"year","gross":null,"usd_annual":85000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Snowflake","optional":false},{"name":"SQL","optional":false}],"status":"live","first_seen_at":"2026-11-05T23:56:09Z","employer_posted_date":"2026-11-05","last_verified_at":"2026-11-08T18:39:01Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"Job Description:\nThe Job/What You’ll Do:\nThe Investment Performance Analyst plays a key role in ensuring the integrity, accuracy, and evolution of investment performance capabilities across the firm’s two platforms. This position combines platform ownership, analytical problem-solving, cross-functional collaboration, and involvement in strategic initiatives. Each analyst serves as the primary performance owner for one platform and designated backup for the other. Beyond supporting day-to-day performance operations, the analyst helps shape scalable processes, strengthen controls, and contribute to the modernization of performance data and reporting.\nWe can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ or Charlotte, NC.\nResponsibilities:\nPlatform Ownership & Performance Oversight:\nServe as the primary performance owner for one of the company’s two investment platforms and designated backup for the other\nOversee performance data, reporting processes, operational controls, and service expectations to ensure accurate, timely, and reliable results\nData Quality & Risk Management:\nMonitor and validate performance across accounts, sleeves, households, investment strategies, composites, and benchmarks\nInvestigate discrepancies, identify root causes, coordinate resolutions, and strengthen controls that support data integrity and reporting accuracy\nInvestment Performance & Reporting:\nSupport the production, validation, and delivery of investment performance reporting, including composite returns, benchmark performance, and client reporting\nApply established methodologies and support performance requirements for new investment products and strategies\nProcess Development & Continuous Improvement:\nDevelop, document, and enhance performance workflows, procedures, and controls across both platforms\nIdentify opportunities to improve efficiency, reduce manual processes, introduce automation, and establish scalable, sustainable solutions\nCross-Functional Partnership & Problem Solving:\nCollaborate with Investment Management, Product, Operations, Technology, and other business partners to resolve complex performance questions, support product launches, and implement enhancements to performance capabilities and reporting\nStrategic Initiatives & Performance Governance:\nContribute to initiatives that modernize performance data, systems, and reporting capabilities\nSupport performance governance, policy development, and oversight activities that strengthen transparency, consistency, and operational effectiveness\nOther duties as assigned\nKnowledge, Skills, and Abilities:\nStrong analytical skills and advanced proficiency with Microsoft Excel; able to work with detailed data, investigate discrepancies, and explain findings\nExcellent written and verbal communication skills, including the ability to communicate clearly and confidently with clients, advisors, and colleagues at all levels\nStrong organization and follow-through; able to manage recurring production deadlines, prioritize competing requests, and meet service expectations in a team environment\nAbility to document processes, controls, decisions, and analysis in a clear and supportable manner\nForward-looking, practical approach to problem solving and continuous improvement\nWorking knowledge of GIPS standards or investment performance calculation and presentation practices is preferred\nExposure to SQL, VBA, Snowflake, or other data analysis, automation, or data platform tools is preferred\nEducation & Experience:\nBachelor’s degree required\nAt least five years of investment operations experience, including a minimum of three years in investment performance measurement or reporting\nCertificate in Investment Performance Measurement (CIPM) or progress toward the designation\nExperience with investment performance measurement or reporting platforms and related data tools is preferred\nExperience analyzing or supporting third-party performance, attribution, accounting, or client reporting systems that use transaction-level information is preferred\nExperience gathering and documenting business, user, and data requirements; testing system changes; or supporting data quality and reconciliation processes is preferred \nCompensation: The Base Salary range for this position is between $75,000-$85,000.\nThis information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.\nCandidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.\nWho We Are & What We Offer:\nWe are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.\nOur Mission\nOur mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.\nOur Values\nHeart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.\nWe believe in:\nLeading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.\n\nObsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.\n\nUnyielding Integrity, doing what’s right, always. Even when it’s hard.\n\nCollective Respect, in being authentic, inclusive and valuing all voices while winning together.\n\nOperating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.\n\nThese values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.\nOur Culture & Benefits\nOur culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life.\nFlex Time or Paid Time Off and Sick Time Off\n\n401K - 6% Employer Match\n\nMedical, Dental, Vision - HDHP or PPO\n\nHSA - Employer contribution (HDHP only)\n\nVolunteer Time Off\n\nCareer Development / Recognition\n\nFitness Reimbursement\n\nHybrid Work Schedule\n\nAs an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.","description_format":"text","description_chars":7249,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Hybrid work"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Asset Management & Funds","Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-11-05T23:56:09Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":2,"expected_fill_days":34,"reasons":["conf:9","velocity","win:early"],"computed_at":"2026-11-08T05:47:12Z"},"pay":{"stated_usd_annual":85000,"is_top_pay":false},"html_url":"https://alion.io/job/assetmark-investment-performance-analyst","json_url":"https://alion.io/job/assetmark-investment-performance-analyst.json","meta":{"generated_at":"2026-11-09T04:07:28Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":3032,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-10T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":5445},"rest":"https://alion.io/mcp/rest/get_company?id=5445"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fassetmark-investment-performance-analyst"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fassetmark-investment-performance-analyst"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fassetmark-investment-performance-analyst"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/assetmark-investment-performance-analyst\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fassetmark-investment-performance-analyst"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3843555}},{"tool":"search_jobs","arguments":{"company":"assetmark.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3843555},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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