Current jobs related to Performance Analyst - Charlotte - Social Capital Resources

  • Performance Analyst

    2 weeks ago

    Charlotte, NC, United States Social Capital Resources Full time

    Top-Tier Bank Investment Management firm in Charlotte, NC is seeking a Performance Analyst. Responsibilities: Conducts detailed performance and portfolio analytics and generates reports Proficiently use and understand all portfolio and risk analytics tools available. Conduct detailed portfolio analyses including performance contribution and attribution,...

  • Performance Marketing Analyst

    11 hours ago

    Charlotte, North Carolina, United States Mason Interactive Full time

    Job Description Job Description Salary: 45K to 50KMason Interactive is seeking a Performance Marketing Analyst to join our dynamic team in Charlotte, North Carolina. This role, ideal for ambitious individuals early in their marketing career, blends the flexibility of hybrid work with a robust package of benefits, including a competitive salary, comprehensive...

  • Performance Marketing Analyst

    2 days ago

    Charlotte, United States Mason Interactive Full time

    Job DescriptionJob DescriptionSalary: 45K to 50KMason Interactive is seeking a Performance Marketing Analyst to join our dynamic team in Charlotte, North Carolina. This role, ideal for ambitious individuals early in their marketing career, blends the flexibility of hybrid work with a robust package of benefits, including a competitive salary, comprehensive...

  • Strategic Business Performance Analyst

    6 days ago

    Charlotte, North Carolina, United States Workforce Solutions Virens Global Full time

    Job DescriptionWorkforce Solutions Virens Global is seeking a seasoned Senior Business Analyst to join our team. As a key member of our operations team, you will play a critical role in driving business performance and supporting strategic decisions.Key ResponsibilitiesDevelop and maintain complex metrics and reports to inform business strategies and drive...

  • Business Performance Analyst

    4 days ago

    Charlotte, North Carolina, United States Wells Fargo Full time

    Job DescriptionThe Analytics Lead will play a critical role in driving business growth by providing strategic insights and recommendations to the Brand Management & Sponsorships team. This individual will lead analytics efforts across the team, focusing on upper and lower funnel performance measurement for marketing across paid, organic, and owned...

  • Financial Performance Analyst

    5 hours ago

    Charlotte, North Carolina, United States Insight Global Full time

    Job DescriptionThe successful candidate will support the Strategic Liquidity Management team in covering Treasury Products including cash, intercompany and debt. The key responsibilities include:Liquidity Position Analysis: Measure, analyze, monitor, and report on the bank's spot and forecasted liquidity position to provide guidance to business units to...

  • Senior Performance Testing Specialist

    6 days ago

    Charlotte, North Carolina, United States Crescens Full time

    Job OverviewCrescens is seeking a skilled Sr QA Analyst to join our team. As a key member of our software development process, you will be responsible for ensuring the high-quality performance of our applications.

  • Financial Analyst

    4 weeks ago

    Charlotte, United States Calculated Hire Full time

    Lead Rates & Regulatory Strategy AnalystHybrid - Charlotte, NC3-Year Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: 1/27/2025Calculated Hire is in search of a Financial Analyst IV – Lead Rates & Regulatory Strategy Analyst for our Utility Company Partner. This position supports the development of pricing initiatives for their electric...

  • Control Analyst

    5 days ago

    Charlotte, United States Hispanic Technology Executive Council Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to...

  • Global Markets Analyst

    5 days ago

    Charlotte, North Carolina, United States Disability Solutions Full time

    Job OverviewThe Global Markets Analyst will provide research, reporting, and analytical support for the delivery of end-to-end solutions for Global Markets sales, trading, and underwriting business across multiple lines of business.This role is responsible for conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal...

  • Business Growth Analyst

    2 days ago

    Charlotte, United States Mortgage Benefits Full time

    Job DescriptionJob DescriptionJob Title: Business Growth Analyst Job Type: Remote Commission-Only Location: Remote (USA) Compensation: Performance-basedDescription: We are seeking a Business Growth Analyst to evaluate performance metrics and recommend strategies for scaling business operations and sales. This role is ideal for data-driven professionals...

  • Business Growth Analyst

    12 hours ago

    Charlotte, North Carolina, United States Mortgage Benefits Full time

    Job Description Job Description Job Title: Business Growth Analyst Job Type: Remote Commission-Only Location: Remote (USA) Compensation: Performance-basedDescription: We are seeking a Business Growth Analyst to evaluate performance metrics and recommend strategies for scaling business operations and sales. This role is ideal for data-driven professionals...

  • Senior Financial Analyst

    3 weeks ago

    Charlotte, United States AccruePartners Full time

    WHO OUR CLIENT IS: PE Backed services company supporting skilled trades that has seen tremendous growth through acquisitions. Multi state presence with more than 10 companies within their portfolio. Culture is an employee-oriented, high performance, innovating organization, emphasizing empowerment, quality, productivity, and high integrity standards WHY...

  • Senior Protection Analyst

    3 days ago

    Charlotte, North Carolina, United States Hispanic Technology Executive Council Full time

    At the Hispanic Technology Executive Council, we foster a culture of collaboration and innovation to make financial lives better through every connection.Our team is guided by a common purpose to drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. We strive to be a diverse and inclusive workplace,...

  • Business Analyst

    10 hours ago

    Charlotte, North Carolina, United States Pantar Solutions inc Full time

    Job Description Job Description We are an Information Technology and Business Consulting firm specializing in Project-based Solutions and Professional Staffing Services. Please have a look at below position which is with our Client and let me know your interest ASAP. I would really appreciate if you could send me your MOST RECENT UPDATED RESUME: Role:...

  • Finance Operation Analyst

    14 hours ago

    Charlotte, United States Stericycle Full time

    Stericycle is a U.S. based business-to-business services company and leading provider of compliance-based solutions that protects people and brands, promotes health and well-being, and safeguards the environment. Since our founding over 30 years ago, we have grown from a small start-up in medical waste management into a leader across a range of increasingly...

  • Data Recon Analyst

    6 days ago

    Charlotte, United States Meduit Full time

    Job Summary: We are seeking a skilled Data Analyst to join our team. In this role, you will be responsible for interpreting data, analyzing results, and providing actionable insights to drive decision-making. You will work closely with Data Development and Operations to understand their data needs relative to client inventory reconciliation between Meduit...

  • Executive Compensation Analyst

    2 days ago

    Charlotte, United States CAROLINA PRG Full time

    Carolina PRG is partnering with a large organization to add a Senior Executive Compensation Analyst to their team.Job Responsibilities:Calculate and communicate executive compensation, including bonuses, RSUs, options, dividends, and dividend equivalents.Prepare and deliver accurate financial reports and materials for Board of Directors meetings.Perform...

  • Executive Compensation Analyst

    5 days ago

    Charlotte, United States CAROLINA PRG Full time

    Carolina PRG is partnering with a large organization to add a Senior Executive Compensation Analyst to their team.Job Responsibilities:Calculate and communicate executive compensation, including bonuses, RSUs, options, dividends, and dividend equivalents.Prepare and deliver accurate financial reports and materials for Board of Directors meetings.Perform...

  • Financial Analyst

    11 hours ago

    Charlotte, North Carolina, United States ProSearch Recruiting Partners Inc Full time

    Job Description Job Description Financial AnalystSnelling ProSearch is hiring for a world-leading OEM of turnkey robotic machinery solutions is looking for a Financial Analyst to join their growing team The Financial Analyst will provide accounting and operations support in order for the company to optimize strategic planning and forecasting initiatives.The...

Performance Analyst

1 month ago

Charlotte, United States Social Capital Resources Full time

Top-Tier Bank Investment Management firm in Charlotte, NC is seeking a Performance Analyst.


Responsibilities:


  • Conducts detailed performance and portfolio analytics and generates reports
  • Proficiently use and understand all portfolio and risk analytics tools available.
  • Conduct detailed portfolio analyses including performance contribution and attribution, exposures, portfolio and performance characteristics, and various risk metrics to assist in the completion of RFPs and DDQs
  • Support Sales and Marketing efforts in client meeting preparation by running reports, compiling data, and interpreting results
  • Creatively handle one-off and ad-hoc portfolio analytics requests and deliver accurate and concise analyses on a timely manner
  • Prepare files and/or populate consultant databases with quarterly portfolio and performance-based analytics data in an accurate and timely manner
  • Manage and seek to improve equity research coverage and performance review processes
  • Maintain internal data sets and custom reporting settings
  • Perform thorough and timely review of vital marketing materials
  • Prepare market commentary for the equity research team


Qualifications:


  • Bachelor’s degree
  • 2-8 years of relevant experience in performance/portfolio analysis or risk reporting within the asset management industry, especially in support of both US and non-US equity products, and to a lesser degree, fixed income products
  • Advanced knowledge of MS Excel, VBA, PowerPoint, and Word
  • FactSet PA and/or Bloomberg. Knowledge of Morningstar Direct, and eVestment platforms desirable
  • Superior computer skills
  • Excellent verbal and written communication skills
  • Must be comfortable working with formulas, databases, reports, and charts