Performance Analyst

1 day ago


Charlotte, North Carolina, United States Social Capital Resources Full time
{"title": "Performance Analyst", "description": "Job Summary

We are seeking a highly skilled Performance Analyst to join our team at Social Capital Resources. As a key member of our investment management team, you will be responsible for conducting detailed performance and portfolio analytics, generating reports, and providing insights to support our investment decisions.

Key Responsibilities
  • Conduct thorough performance and portfolio analyses, including attribution, exposures, and risk metrics.
  • Develop and maintain advanced analytics tools and models to support our investment strategies.
  • Support the sales and marketing efforts by preparing reports, compiling data, and interpreting results.
  • Collaborate with the equity research team to prepare market commentary and maintain internal data sets.
  • Stay up-to-date with industry trends and best practices in performance and portfolio analysis.
Requirements
  • Bachelor's degree in a relevant field, such as finance, economics, or mathematics.
  • 2-8 years of experience in performance and portfolio analysis, preferably in the asset management industry.
  • Advanced knowledge of MS Excel, VBA, and other data analysis tools.
  • Experience with FactSet PA, Bloomberg, and other financial data platforms.
  • Excellent communication and interpersonal skills.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for performance and portfolio analysis, we encourage you to apply for this exciting opportunity.

", "lang_code": "en"}
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