Investment Performance Analyst (FactSet)
Location: Charlotte, NC
Work Arrangement: Hybrid (3 days onsite, 2 days remote)
Employment Type: Full-Time, Direct Hire
Position Overview
We are seeking an experienced Investment Performance Analyst to join a growing Asset Management team in Charlotte, NC. This individual will play a key role in analyzing portfolio performance, performing attribution analysis, and delivering investment reporting to portfolio managers, leadership, and clients.
The ideal candidate will have a strong background in Asset Management, hands-on experience with FactSet, and expertise in investment performance measurement, attribution, and portfolio analytics. This position requires a detail-oriented professional who can translate complex investment results into meaningful insights and support data-driven investment decisions.
Key Responsibilities
- Analyze and report portfolio performance across multiple investment strategies and asset classes.
- Perform performance attribution analysis to identify and explain drivers of portfolio returns versus benchmarks.
- Utilize FactSet to generate investment reports, performance calculations, and portfolio analytics.
- Evaluate portfolio characteristics, exposures, risk metrics, and benchmark comparisons.
- Produce recurring and ad hoc investment reporting for portfolio managers, executive leadership, and clients.
- Investigate performance variances and provide detailed explanations of investment results.
- Partner with portfolio managers, research teams, and investment operations to ensure data accuracy and reporting integrity.
- Maintain and enhance performance measurement processes and reporting methodologies.
- Support month-end, quarter-end, and year-end performance reporting activities.
- Ensure compliance with firm standards, investment guidelines, and reporting requirements.
Required Qualifications
- Bachelor's degree in Finance, Economics, Accounting, Mathematics, Business, or a related field.
- 3+ years of experience in Asset Management, Investment Management, Wealth Management, or a related investment environment.
- Hands-on experience with FactSet.
- Experience with:
- Investment Performance Analysis
- Performance Attribution
- Portfolio Characteristics Analysis
- Investment Reporting
- Benchmark Analysis
- Portfolio Analytics
- Strong understanding of investment products, portfolio construction, and performance measurement methodologies.
- Advanced analytical and problem-solving skills.
- Strong communication skills with the ability to explain complex investment concepts to both technical and non-technical audiences.
- Proficiency in Excel and investment reporting tools.
Preferred Qualifications
- CFA designation or progress toward CFA certification.
- Experience supporting institutional investment portfolios.
- Knowledge of equity, fixed income, and multi-asset investment strategies.
- Familiarity with performance reporting best practices and investment data management.
What We're Looking For
- Strong attention to detail and commitment to accuracy.
- Ability to work independently and manage multiple priorities.
- Collaborative team player who thrives in a fast-paced investment environment.
- Passion for investment analysis and delivering actionable insights through data.
Location Requirement: Candidates must be able to work onsite in Charlotte, NC, three days per week.