Portfolio Analytics & Performance Specialist

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

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.