What are the best Performance Analyst qualifications and training to get ahead?

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What is the best training for becoming a Performance Analyst? What types of ongoing training or certifications are necessary to be an effective Performance Analyst?

What do non-traditional career paths look like?

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Joshua Norman in Newton, Massachusetts

100 months ago

You need to take the CIPM (Certificate in Investment Performance Measurement) Program, that way if you don't have hands on access to GIPS, performance analytics, attribution, time-weighted methodologies, than you can get it there. Many people also have worked in investment accounting prior to joining a performance group. Also, enrollment in the Chartered Financial Analyst Program is beneficial and sometimes required, depending on the firm.

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