📑Performance & Reporting Analyst
You rebuild a wirehouse's GIPS-compliant composite structure in Orion, reconciling five years of historical returns agai
Sourced from 8 recent JDs · snapshot taken 2026-06-20
What this role pays — by city, years & skill stack
Illustrative ranges — calibrated from Levels.fyi, Glassdoor and Robert Half wealth-tech guides. Real offers vary widely by firm, equity, and team. Use this to compare cities & skill stacks, not as a quote.
Same name, different job
Same tool, different weightHow Performance & Reporting Analyst reads across sectors — depth, orientation and the tools each side actually runs.
Client reporting packs.
GIPS composites, attribution, institutional reporting.
The same four lenses applied to every capability and skill page.
Performance & billing
3 operationsPosition, cash, and accrual reconciliation
dailyBreaks surfaced to an exception queue with the suggested fix and the same-day SLA to clear before NAV.
TWR/MWR + attribution calc
monthlyTime- and money-weighted returns at sleeve, account, and household; attribution by allocation and selection.
Statements, invoices & dashboards
quarterlyBranded statements + advisor and client dashboards land on schedule with the same numbers everywhere.
Day-in-the-life (sourced from 8 recent JDs)
You rebuild a wirehouse's GIPS-compliant composite structure in Orion, reconciling five years of historical returns against custodial records ahead of a prospective institutional client due-diligence review.
Top skills for this role
- Job demand42%
- Job demand44%
- Job demand52%
- Job demand35%
- Job demand30%
How to land — and survive — as a Performance & Reporting Analyst
- Step 1 · Free · play nowRun the Skill DNA drill — see where you stand on TWR vs MWR performanceHands-on drill
A fast, scenario-based self-assessment. Replayable, no signup, 5–10 minutes. Different from the multiple-choice quizzes further down the page.
- Step 2 · Premium · full playbookPerformance & Reporting Analyst playbook (preview)
Hand-curated checklists, real templates, and the failure modes nobody documents — see the first 30% free.
Preview - Step 3 · 1:1 · operator sessionMock interview with an operator
30-minute 1:1: role-specific case prompts, portfolio review, and offer-negotiation talk-track.
Live
Drills, quizzes, vendor matrix, industry map, and reads — all in one place.
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