Investment Analytics Specialist - Portfolio Insights

Jobtailor; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

Jobtailor is seeking an Investment Analytics Specialist to produce and maintain reports on portfolio and benchmark holdings, attribution, and manager performance. You will respond to client requests and conduct complex product analysis using third-party tools.

This role emphasizes data integrity, automation, and collaboration with marketing and investment teams to deliver insights and lead data-driven projects across the organization.

Qualifications

• 2+ years of performance measurement and/or analytical experience within the financial services industry.
• Strong Excel skills including VLOOKUP, Pivot Tables, and Macros.
• Competency with investment systems, data providers, and analytics tools.
• Familiarity with Seismic, Advent APX, Archer, Orion, Charles River, FactSet, Bloomberg, Morningstar Direct, eVestment, and related analytics tools.

Responsibilities

• Produce and maintain scheduled and ad hoc reports related to portfolio and benchmark holdings, attribution, manager performance, peer rank, and characteristics.
• Respond to client and prospect requests and conduct complex product analysis.
• Automate deliverables and maintain data integrity through standardized processes for management, investment teams, marketing, and client service.
• Lead projects and initiatives related to product data and the industry.
• Analyze current processes, improve efficiency, and rebuild processes where needed.

Skills

Performance Measurement

Product Analysis

Data Analysis

Portfolio Construction

VLOOKUP

Pivot Tables

Macros

Process Improvement

Query Writing

Data Mapping

Education

Bachelor's degree in finance, accounting, or relevant field

Tools

FactSet

Bloomberg

eVestment

Morningstar Direct

Seismic

Advent APX

Archer

Orion

Charles River

Snowflake

CAPS

FactSet Analytics

Job description

Jobtailor is seeking an Investment Analytics Specialist to produce and maintain reports on portfolio and benchmark holdings, attribution, and manager performance. You will respond to client requests and conduct complex product analysis using third-party tools.

This role emphasizes data integrity, automation, and collaboration with marketing and investment teams to deliver insights and lead data-driven projects across the organization.