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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