Senior Portfolio Analyst (Charlotte, NC (Hybrid) or Remote)

Job title: Senior Portfolio Analyst (Charlotte, NC (Hybrid) or Remote) in Charlotte, NC at reputed company
Company: reputed company
Job description: Where you’ll work:
Our flexible, hybrid work model offers the option to work remotely or in the office.How you’ll contribute:
As a Senior Portfolio Analyst, you’ll be responsible for manager-of-manager due diligence and investment analysis, as well as producing Board reporting and effectively communicating information on a wide range of investment topics. The role will be responsible for monitoring, evaluating, and as the need arises selecting, external investment managers (Subadvisors) who have been delegated the day-to-day investment management responsibilities. Senior Portfolio Analyst will oversee Subadvisors who manage equity and fixed income investment strategies.This is a key position on the Investment Research and Analysis team which has overall responsibility for the investment oversight and monitoring of a ~$100 billion investment platform comprised of SEC registered investment companies which are governed by an independent Board of Trustees.In this role, you’ll get to:

  • Provide investment oversight and evaluation of investment activities in assigned portfolios. Lead/assist in the manager search and selection process as necessary.
  • Conduct quantitative, qualitative and peer group analysis along with timely updates of assigned portfolios which include both equity and fixed income
  • Utilize investment-related software to aid in the evaluation of managers and in the formulation of recommendations and analysis
  • Run and analyze performance attribution analysis for assigned portfolios and document findings in written reports
  • Lead on-site meetings to evaluate and monitor external firms and portfolio management teams, including discussions with CEOs, CIOs, and key investment personnel platform (some travel required)
  • Lead quarterly and ad hoc meetings with assigned managers
  • Lead the coordination, preparation, and timely delivery of Board materials
  • Participate in the annual review of the Funds Registration Statement for assigned portfolios to ensure the principal investment strategies and principal risk disclosures remain appropriate and recommend changes as warranted
  • Participate in the annual review of Tailored Shareholder reports for assigned portfolios
  • Review, comment and follow up as necessary on the Subadviser responses to the Annual Contract Renewal questionnaire; review the peer groups created by an independent party and the associated performance and expense analysis
  • Support Derivatives Risk Management Group in administering the Derivatives Risk Management Program
  • Support and/or be part of committees related to liquidity risk management, and fair valuation as needed/appropriate
  • Support team’s work with investment marketing to ensure prompt and accurate performance and other investment related communications for advisors, consultants and wholesalers requests as the need arises
  • Manage ad hoc requests as necessary
We’re looking for people who have:
  • Bachelor’s degree and 5+ years of relevant investment experience
  • Strong attention to detail and excellent organizational skills are a must in order to manage competing priorities in a dynamic work environment
  • Being a proactive and engaged team player with strong work ethic is imperative for success on the team
  • Natural curiosity; consistent ability to formulate and articulate thoughts and ideas in a team setting as well as in communication with leadership
  • Proficiency with reputed company Office suite required; and experience with reputed company Direct strongly preferred
  • Strong interpersonal skills to collaborate with different stakeholders internally and externally
  • CFA/CAIA or progress towards and/or significant coursework in finance/investments is required
  • Knowledge of various investment managers / fund complexes, products and styles across all asset classes highly preferred
Research shows some people may not apply for a role if they don’t check all the boxes of a job description. If you don’t check every box listed, that’s okay. We would love to hear from you.What you’ll receive:
  • Compensation – Base salary ranging from $105,000 - $135,000 plus competitive performance-based incentives determined by company and individual results.
  • Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life.
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