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Senior Portfolio Analyst (Charlotte, NC (Hybrid) or Remote)
Pay$105000.00 - $135000.00 / year
LocationCharlotte/North Carolina
Employment typeFull-Time
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Job Description
- Req#: 5508
Employer Industry: Financial Services
Why consider this job opportunity:
- Base salary ranging from $105,000 - $135,000 plus competitive performance-based incentives
- Flexible work environment with the option to work remotely or in the office
- Minimum of 20 days of paid time off and 16 paid company holidays per year
- 401(k) savings plan with company match (up to 6%) and annual company contribution (3%)
- Competitive medical, vision, and dental plans with potential company contributions to health savings accounts
- Up to 16 weeks of paid leave for new parents and support for adoption or infertility journeys
What to Expect (Job Responsibilities):
- Provide investment oversight and evaluation of investment activities in assigned portfolios
- Conduct quantitative, qualitative, and peer group analysis along with timely updates of assigned portfolios
- Run and analyze performance attribution analysis for assigned portfolios and document findings
- Lead quarterly and ad hoc meetings with assigned managers and prepare Board materials
- Support Derivatives Risk Management Group and participate in liquidity risk management committees
What is Required (Qualifications):
- Bachelor's degree and 5+ years of relevant investment experience
- Strong attention to detail and excellent organizational skills
- Proficient in Microsoft Office suite; experience with Morningstar Direct preferred
- Strong interpersonal skills to collaborate with various stakeholders
- CFA/CAIA or progress towards it and/or significant coursework in finance/investments required
How to Stand Out (Preferred Qualifications):
- Knowledge of various investment managers, fund complexes, products, and styles across all asset classes
- Natural curiosity and ability to articulate thoughts in a team setting
- Being a proactive and engaged team player with a strong work ethic
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