Performance Analyst
social capital resourcesCharlotte (NC)
About the role
Top-Tier 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 DDQsSupport 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 WordFactSet 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
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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