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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

      #FinancialServices #InvestmentAnalysis #CareerOpportunity #RemoteWork #CompetitivePay

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      We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
  • About the company

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