charlotte, nc, United States Full Time Posted Today
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 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
This listing is sourced from a third-party job board. Applying will redirect you to the original posting.