Portfolio Performance Analyst — Analytics & Insights

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

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