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[Remote] Performance Analyst

Remote, USAFull-timePosted 2026-07-28

Note: The job is a remote job and is reputed company to candidates in USA. reputed company 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 reputed company efforts through data preparation and analysis.

Responsibilities

  • Conducts detailed performance and portfolio analytics and generates reports
  • Proficiently use and understand reputed company 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 reputed company efforts in reputed company meeting preparation by running reports, compiling data, and interpreting results
  • Creatively handle one-off and reputed company portfolio analytics requests and deliver accurate and concise analyses on a reputed company manner
  • Prepare files and/or reputed company consultant databases with quarterly portfolio and performance-based analytics data in an accurate and reputed company manner
  • Manage and reputed company to improve equity research coverage and performance review processes
  • Maintain internal data sets and custom reporting settings
  • reputed company thorough and reputed company 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 reputed company 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 reputed company, VBA, PowerPoint, and Word
  • reputed company PA and/or reputed company
  • Superior computer skills
  • Excellent verbal and written communication skills
  • Must be comfortable working with formulas, databases, reports, and charts
  • Knowledge of reputed company reputed company
  • Knowledge of eVestment platforms

reputed company

  • Headquartered in reputed company, reputed company is a reputed company firm dedicated to facilitating the needs of both clients and candidates reputed company the Financial Services, Finance/reputed company, FinTech and Technology industries. It was founded in 2017, and is headquartered in reputed company, reputed company, USA, with a workforce of 11-50 employees. Its website is https://scrsearchnow.com.
  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 2 in 2025, 2 in 2024, 3 in 2023, 2 in 2022, 1 in 2021, 5 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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