Investment Analyst

3Core Systems, Inc; Charlotte, Northern (NC, KY); Hybrid; USD 120,000 - 145,000; Full time

Job summary

3Core Systems, Inc is seeking an Investment Analyst in Charlotte, NC. The role combines hands-on analytics with portfolio and benchmark reporting, leveraging tools like Morningstar Direct, Bloomberg, and FactSet to support investment decisions.

The ideal candidate will have 2–10+ years of experience, a finance-related degree, and strong skills in SQL, Python, and Excel. The position offers a mix of onsite and remote work and a performance-based bonus structure.

Qualifications

• Bachelor's degree in finance, accounting or related field.
• CIPM, CFA or similar designations desirable.
• 2+ to 10+ years of performance measurement/analytical experience.

Responsibilities

• Produce and maintain reports on portfolio and benchmark holdings.
• Respond to client and prospect requests with complex product analysis.
• Automate deliverables and ensure data integrity.
• Leverage third-party tools and QA data for management and client service.
• Lead projects related to product data and industry.

Skills

SQL

Python

VBA

Excel

Portfolio analytics

Performance measurement

Data manipulation

Financial systems

Education

Bachelor's degree

CIPM/CFA desirable

Tools

Morningstar Direct

eVestment

Bloomberg Port

FactSet

Seismic

Archer

Orion

Charles River

Snowflake

CAPS

Job description

• Salary $120,000 - $145,000, Bonus: 15% target; up to 20% maximum
• City Charlotte
• State/Province North Carolina
• Country United States
• Work Experience 5 - 10 Years

Job Description

Job Title: InvestmentAnalyst

Location: Charlotte,NC 28209 (3days onsite & 2 days remote in a week)

EmploymentType: Full-Time

InterviewProcess: 1 st round: MS Teams Video interview & 2 nd round: Onsite interview.

The Product & System Analyst is a productspecialist for the firm's key strategies producing analytics includingperformance-based metrics, holdings based analysis and peer comparisons.Primary owner of key systems – Morningstar Direct, Evestment, Bloomberg Port,and Factset Analytics.

We are looking to expand our talent bench byadding another professional; someone possessing a great attitude, strong workethic, and desire to help support and evolve our team. The existing 4-personteam has significant experience, as such; we are willing to consider a range ofexperience for this next hire (2 – 10+ years).

Our ideal candidate has a blend of domainknowledge in investment strategies, technical savviness with investmentsystems, excel, and data manipulation (SQL, Python, VBA, etc.), along with theright work ethic and mindset to operate in a demanding environment whereroutine work must be balanced with unexpected business demands.

Produce and maintain a variety of scheduled andad hoc reports related to portfolio and benchmark holdings, attribution, managerperformance and peer rank and characteristics. Respond to client, prospectrequests and conducts complex product analysis.

Automation of deliverables & data integrity– standardization of processes for delivering required data to management,investment teams, marketing and client service. Leverage various third-partytools such as FactSet PA, FactSet SPAR, Bloomberg, eVestment, and MorningstarDirect. Provide technical assistance in identifying, evaluating and developingsystems and procedures that meet business requirements.

Partner with marketing on Seismic, firm'scontent management system. Production and mapping of existing data sources,creation of new data sources, write queries and implement process improvementsincluding best practice structure.

In addition to ongoing responsibilities will beexpected to lead projects and initiatives related to product data and industry.Analyze current process and makes process improvements, leverage existingprocess if working but will also rebuild to create efficiency.

Skills andCompetencies:

Bachelor's degree. Preferably in finance,accounting or relevant field. CIPM, CFA or other industry professionaldesignations desirable.

2 or more years of performance measurement andor analytical experience within the financial services industry.

Technical understanding of markets, securities(with fixed income a priority), portfolio construction, investment systems,performance, composites, and product analysis.

Excellent overall computer skills withdemonstrated proficiency in several software packages. Strong ability inMicrosoft Excel, including Vlookups, Pivot Tables and Macros.

Competency with investment systems, dataproviders, and analytics tools. Client utilizes Seismic, Advent APX, Archer,Orion, Charles River, Factset, Bloomberg, CAPS, Snowflake and more.

Accurate – Highly precise and accurate, trulydetail oriented. High degree of personal accountability and standards. Workaccurately under pressure.

Timely – Deliver work on time while jugglingmultiple competing demands. High degree of organization, prioritization, andfocus. Ability to stay calm under pressure and meet deadlines.

Productive – Efficiently handling the routinetasks and seamlessly juggling unplanned, urgent issues. Committed to ensuringthe job gets done, going above and beyond where needed.

Service oriented – Strong communicator (writtenand verbal) with helping, service-oriented mindset. Quickly respond to requestswith useful, accurate information.

Critical thinker – Ability to both follow processand standards while also thinking critically and creatively to actively problemsolve, trouble shoot, and create solutions to one-off issues.