Top-Tier Bank 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:
- Bachelor’s degree
- 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
- Superior computer skills
- Excellent verbal and written communication skills
- Must be comfortable working with formulas, databases, reports, and charts
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