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Role deep-dive· Advisor-facing operations

📑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

Salary Lab · live estimate

What this role pays — by city, years & skill stack

New York · Wall Street + wirehouses + a fintech bench
$71k
$59k – $87k median band

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.

How the work gets done

The same four lenses applied to every capability and skill page.

Performance & billing

3 operations

  • Position, cash, and accrual reconciliation

    daily

    Breaks surfaced to an exception queue with the suggested fix and the same-day SLA to clear before NAV.

  • TWR/MWR + attribution calc

    monthly

    Time- and money-weighted returns at sleeve, account, and household; attribution by allocation and selection.

  • Statements, invoices & dashboards

    quarterly

    Branded statements + advisor and client dashboards land on schedule with the same numbers everywhere.

Day-in-the-life

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%
Features you'd touch in this role
Recommended path

How to land — and survive — as a Performance & Reporting Analyst

  1. Step 1 · Free · play now
    Run the Skill DNA drill — see where you stand on TWR vs MWR performance
    Hands-on drill

    A fast, scenario-based self-assessment. Replayable, no signup, 5–10 minutes. Different from the multiple-choice quizzes further down the page.

    Start the drill
  2. Step 2 · Premium · full playbook
    Performance & Reporting Analyst playbook (preview)

    Hand-curated checklists, real templates, and the failure modes nobody documents — see the first 30% free.

    Preview the playbook
    Preview
  3. Step 3 · 1:1 · operator session
    Mock interview with an operator

    30-minute 1:1: role-specific case prompts, portfolio review, and offer-negotiation talk-track.

    Book a slot
    Live
Practice & explore

Drills, quizzes, vendor matrix, industry map, and reads — all in one place.

Related Fintech Maps

All maps →

Zoom out from the role: see where the work is being rewritten, who's hiring, and how the vendor stack shifts.

Fintech MapJobs MapWhere wealth-tech is hiring right nowOpen map Fintech MapAI ImpactWhich capabilities AI is rewriting firstOpen map Fintech MapVendor DensityWhere wealth-tech is most crowdedOpen map Fintech MapFollow the MoneyFunding rounds & M&A across the stackOpen map
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