Performance Analyst

Social Capital Resources; Charlotte (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Social Capital Resources in Charlotte, NC is seeking a Performance Analyst to conduct detailed portfolio analytics and generate client-ready reports. The role requires strong Excel/VBA skills and familiarity with key analytics tools to support RFPs and marketing efforts.

You will perform attribution analyses, monitor exposures, and help maintain data sets and reporting processes. Collaboration with sales and equity research teams is essential to deliver timely, accurate insights.

Qualifications

• 2–8 years of experience in performance/portfolio analysis or risk reporting within the asset management industry.
• Experience supporting both US and non-US equity products, with some fixed income exposure.
• Advanced proficiency in MS Excel, VBA, PowerPoint, and Word.

Responsibilities

• Conduct detailed performance and portfolio analytics and generate reports.
• Proficiently use and understand portfolio and risk analytics tools.
• Perform performance attribution, exposures, and risk metric analyses to support RFPs and DDQs.
• Support Sales and Marketing with client meeting prep by running reports and interpreting results.
• Handle ad-hoc portfolio analytics requests and deliver concise analyses timely.
• Prepare data files and populate consultant databases with quarterly analytics.
• Maintain internal data sets and custom reporting settings.
• Review marketing materials for accuracy and timeliness.
• Prepare market commentary for the equity research team.

Skills

MS Excel

VBA

PowerPoint

Word

Communication

Tools

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