Overview
What does it take to build a career in performance measurement?
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 Nataliia Lipikhina, CFA, Head of EMEA Equity Strategy at J.P. Morgan Private Bank; 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.
Timings:
12:00 PM ET | 5:00 PM GMT
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.
Speakers
