Performance Analyst

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: 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 Social Capital Resources