Performance Analyst

Summary

Social Capital Resources is a top-tier investment management firm located in Charlotte, NC, seeking a Performance Analyst. The role involves conducting detailed performance and portfolio analytics, generating reports, and supporting sales and marketing efforts through data preparation and analysis.

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

• 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
• Superior computer skills
• Excellent verbal and written communication skills
• Must be comfortable working with formulas, databases, reports, and charts
• Knowledge of Morningstar Direct
• Knowledge of eVestment platforms

Qualifications

Must Haves

• 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
• Superior computer skills
• Excellent verbal and written communication skills
• Must be comfortable working with formulas, databases, reports, and charts

Nice to Haves

• Knowledge of Morningstar Direct
• Knowledge of eVestment platforms