Performance Analyst

Social Capital Resources; Charlotte (NC); On-site; USD 85,000 - 120,000; Full time

Job summary

Social Capital Resources seeks a Performance Analyst in Charlotte to conduct performance and portfolio analytics, generate reports, and support client-focused marketing efforts. The role leverages advanced analytics tools and market data platforms to deliver accurate insights for equity and fixed income products.

You will contribute to RFPs/DDQs, prepare market commentary, and help maintain datasets and reporting processes to ensure timely and precise analyses for internal and external

Qualifications

• 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
• Excellent verbal and written communication skills
• Must be comfortable working with formulas, databases, reports, and charts

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

Skills

Analytical thinking

Excellent communication

Tools

MS Excel

VBA

PowerPoint

Word

FactSet PA

Bloomberg

Morningstar Direct

eVestment

Job description

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:

• 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
• Excellent verbal and written communication skills
• Must be comfortable working with formulas, databases, reports, and charts