Investment Performance Analyst (FactSet)

Summit Tech Partners; Charlotte (NC); Hybrid; USD 85,000 - 105,000; Full time

Job summary

Summit Tech Partners in Charlotte, NC is seeking an Investment Performance Analyst to join our Asset Management team. This role will analyze portfolio performance, conduct attribution analysis, and deliver investment reporting to portfolio managers, leadership, and clients.

The ideal candidate has hands-on experience with FactSet, knowledge of investment performance measurement, attribution, and portfolio analytics, and can translate complex results into actionable insights for data-driven

Qualifications

• Bachelor’s degree required in Finance, Economics, Accounting, Mathematics, Business, or related field.
• 3+ years in Asset Management, Investment Management, Wealth Management, or related environment.
• Hands-on experience with FactSet.
• Knowledge of Investment Performance Analysis, Attribution, and Reporting.

Responsibilities

• Analyze and report portfolio performance across multiple investment strategies and asset classes.
• Perform performance attribution analysis to explain drivers of portfolio returns versus benchmarks.
• Use 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 portfolio managers, leadership, and clients.
• Investigate performance variances and provide explanations of investment results.
• Collaborate with portfolio managers, research teams, and investment operations to ensure data accuracy and reporting integrity.
• Maintain and enhance performance measurement processes and reporting methodologies.
• Support month-end, quarter-end, and year-end reporting activities.
• Ensure compliance with firm standards and investment guidelines.

Skills

Asset Management

Investment Performance Analysis

Performance Attribution

Investment Reporting

Excel

FactSet

Communication

Education

Bachelor's degree in Finance, Economics, Accounting, Mathematics, Business, or related field

Tools

FactSet

Excel (Advanced)

Job description

Investment Performance Analyst (FactSet)

Location: Charlotte, NC

Work Arrangement: Hybrid (3 days onsite, 2 days remote)

Employment Type: Full-Time, Direct Hire

Position Overview

We are seeking an experienced Investment Performance Analyst to join a growing Asset Management team in Charlotte, NC. This individual will play a key role in analyzing portfolio performance, performing attribution analysis, and delivering investment reporting to portfolio managers, leadership, and clients.

The ideal candidate will have a strong background in Asset Management, hands-on experience with FactSet, and expertise in investment performance measurement, attribution, and portfolio analytics. This position requires a detail-oriented professional who can translate complex investment results into meaningful insights and support data-driven investment decisions.

Key Responsibilities

• Analyze and report portfolio performance across multiple investment strategies and asset classes.
• Perform performance attribution analysis to identify and explain drivers of portfolio returns versus 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 portfolio managers, executive leadership, and clients.
• Investigate performance variances and provide detailed explanations of investment results.
• Partner with portfolio managers, research teams, and investment operations to ensure data accuracy and reporting integrity.
• Maintain and enhance performance measurement processes and reporting methodologies.
• Support month-end, quarter-end, and year-end performance reporting activities.
• Ensure compliance with firm standards, investment guidelines, and reporting requirements.

Required 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.
• Experience with:
• Investment Performance Analysis
• Performance Attribution
• Investment Reporting
• Strong understanding of investment products, portfolio construction, and performance measurement methodologies.
• Advanced analytical and problem-solving skills.
• Strong communication skills with the ability to explain complex investment concepts to both technical and non-technical audiences.
• Proficiency in Excel and investment reporting tools.

Preferred Qualifications

• CFA designation or progress toward CFA certification.
• Experience supporting institutional investment portfolios.
• Knowledge of equity, fixed income, and multi-asset investment strategies.
• Familiarity with performance reporting best practices and investment data management.

What We're Looking For

• Strong attention to detail and commitment to accuracy.
• Ability to work independently and manage multiple priorities.
• Collaborative team player who thrives in a fast-paced investment environment.
• Passion for investment analysis and delivering actionable insights through data.

Location Requirement: Candidates must be able to work onsite in Charlotte, NC, three days per week.