Hybrid Investment Performance Analyst (FactSet)

Summit Tech Partners; Charlotte (NC); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Summit Tech Partners in Charlotte, NC is seeking an Investment Performance Analyst to join our Asset Management team, focusing on analyzing portfolio performance, attribution, and client reporting.

The ideal candidate has hands-on FactSet experience and deep knowledge of investment performance measurement, able to translate complex results into actionable insights for portfolio managers, leadership, and clients. This hybrid role requires three days onsite and two days remote.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Mathematics, Business, or a related field.
• 3+ years of experience in Asset Management, Investment Management, Wealth Management, or a related investment environment.
• Hands-on experience with FactSet and investment performance measurement, attribution, and reporting.
• Strong communication and analytical skills; proficient in Excel.

Responsibilities

• Analyze portfolio performance across strategies and asset classes.
• Perform attribution analysis to explain drivers of returns vs benchmarks.
• Utilize FactSet to generate investment reports, performance calculations, and portfolio analytics.
• Evaluate portfolio characteristics, exposures, risk metrics, and benchmark comparisons.
• Produce recurring and ad hoc investment reporting for managers, leadership, and clients.
• Investigate performance variances and provide explanations of results.
• Collaborate with portfolio managers, research teams and operations to ensure data accuracy.
• Maintain and enhance performance measurement processes and reporting methodologies.
• Support month-end, quarter-end, and year-end reporting activities.

Skills

Investment analysis

Performance attribution

Investment reporting

Analytical thinking

Education

Bachelor's degree

Tools

FactSet

Excel

Job description

Summit Tech Partners in Charlotte, NC is seeking an Investment Performance Analyst to join our Asset Management team, focusing on analyzing portfolio performance, attribution, and client reporting.

The ideal candidate has hands-on FactSet experience and deep knowledge of investment performance measurement, able to translate complex results into actionable insights for portfolio managers, leadership, and clients. This hybrid role requires three days onsite and two days remote.