Investment Performance Analyst; FactSet

Investment Performance Analyst (Fact Set)

Location: Charlotte, NC

Work Arrangement: Hybrid (3 days onsite, 2 days remote)

Employment Type: Full-Time, Direct Hire

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 Fact Set
, 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.

• 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 Fact Set 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.

• 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 Fact Set.
• Experience with:
• Investment Performance Analysis
• Performance Attribution
• Investment Reporting
• 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.

• 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.

• 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.

Candidates must be able to work onsite in Charlotte, NC, three days per week.