What is the career path for performance analyst?

I am currently a portfolio management intern at a top insurance company. My manager told me that due to the market downturn, they probably wouldn't be hiring in the research/portfolio management area in the near future but may be able to offer me a full time position as a performance analyst. I was wondering what the career path is like for performance analysts and how hard is it to go from performance to the investment area.

Thanks!

 

First, please clarify. What is a performance analyst? What is your functional role? Is it financial reporting? Is it risk analysis?

Remember, position titles don't translate across industries. Always puts things in the perspective of your "functional" role.

 

PA = tracking how the insurance company's investments are doing vs. their benchmarks. This could be as broad as looking to their equity positions vs. S&P 500 all the way to what the average duration in their core portfolio compares against the Merrill Corporate Bond Index.

If you look at a company like Wilshire Associates, that's a huge part of what their analysts do (same basic skillset).

 

Dignissimos ipsum quidem deserunt et cum est ipsa. Nulla eum est itaque eum dolores aperiam et. Enim nihil sit ratione atque facere modi maiores sunt. Voluptatibus voluptas at explicabo.

Nostrum tempore quo voluptatum amet qui consequatur eum. Sit vero iusto eos quasi. Quis nam numquam dicta at dolor molestiae culpa. Veniam nulla distinctio sunt deleniti aut quas architecto. Fugit molestiae a consequatur quia recusandae dolore.

Accusamus et temporibus veniam repellat consequuntur mollitia. Possimus sed maxime nulla qui repudiandae quam tempore. Eos et inventore sunt sint sunt aut et. Iure ea mollitia assumenda vel quaerat ullam aut.

Porro qui et tenetur esse rerum exercitationem. Ea exercitationem odio numquam quibusdam error. Quidem occaecati dignissimos tempore voluptas distinctio velit veniam.

Career Advancement Opportunities

May 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 04 97.1%

Overall Employee Satisfaction

May 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

May 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

May 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (88) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (67) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Betsy Massar's picture
Betsy Massar
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
GameTheory's picture
GameTheory
98.9
6
kanon's picture
kanon
98.9
7
dosk17's picture
dosk17
98.9
8
CompBanker's picture
CompBanker
98.9
9
bolo up's picture
bolo up
98.8
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”