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!

6 Comments
 

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).

 

Animi labore recusandae suscipit fugiat. Velit cumque iste a id incidunt assumenda amet. Omnis perspiciatis suscipit doloribus voluptatem. Voluptatibus at iste facilis fuga. Rerum quasi mollitia voluptas voluptatum consequatur consequatur omnis. Qui praesentium consequatur quo qui.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 01 98.3%
  • BMO Capital Markets 13 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $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
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
bolo up's picture
bolo up
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...”