Overview

The CFA Program Career Paths series turns its focus to performance measurement analysts, buy-side professionals who produce routine reports and ad hoc analysis for clients and internal stakeholders across asset managers, pension funds, asset owners, insurance companies, and treasury departments.

Rob Langrick, CFA, CIPM, Chief Product Advocate at CFA Institute, leads a panel that includes Jane Atmodjojo, CFA, CIPM, Chief Executive Officer at EquiForce; John Simpson, CIPM; and Amy Jones, CIPM.

Together, they explore the day-to-day realities of the role, how performance measurement teams serve portfolio managers, CIOs, fund marketing teams, risk departments, and end clients, and how professionals can enter the field and advance.

Key discussion points

• Day-to-day responsibilities: The panel breaks down what performance measurement analysts do, from producing routine fund reports to responding to ad hoc requests across the organization.
• Stakeholders and internal partnerships: Learn how performance measurement professionals serve a wide range of internal and external audiences, including portfolio managers, CIOs, fund marketing teams, risk departments, and end clients.
• Skills and attributes that matter: The panelists identify the technical and interpersonal skills that help performance measurement professionals succeed.
• Entering the field: The discussion covers common paths candidates can take to enter performance measurement.
• Credentials and professional development: The panel explores how relevant qualifications may support entry and advancement in performance measurement.

Date and Time

• Investment Consultant
• Economist
• Trader
• Performance Measurement Analyst
• Credit Rating Analyst
• Investment Strategist
• Performance Measurement Analyst
• Investment Strategist part 2
• Investor Relations
• Equity Research Analyst
• Chief Investment Officer (CIO) 
• Portfolio Manager 
• Performance Measurement Analyst
• Corporate Finance
• Investment Strategist

Upcoming Events:

• Performance Measurement Analyst - 18 November 2026 - 12:00 PM EST | 5:00 PM GMT
• Equity Research Analyst - 04 December 2026
• Chief Investment Officer - 11 December 2026

If you would like to access the recordings for previous sessions, please register to the 'recording only' option and you will get them in your inbox.

Explore the new Career paths playlist on YouTube, for 15-min summary videos of the best tips from previous webinars.

Speakers