Location: Charlotte, North Carolina, 28262, United States of America
Job Summary:
Job Duties:
- Maintain daily time-weighted return calculations.
- Produce recurring and ad hoc reporting.
- Investigate performance calculation inquiries.
- Build relationships with internal stakeholders.
- Escalate risks and participate in resolutions.
- Contribute to procedural documentation upkeep.
- Identify improvement opportunities.
- Participate in cross-functional project teams.
- Support a positive team environment.
Required Skills (Keywords):
- Investment performance analysis
- Communication
- Data analysis
- Detail-oriented
- Organizational skills
- Adaptability
- Business process improvement
Required Experiences (Topics):
- 2+ years in performance calculation, reporting, or analysis.
- Strong knowledge of performance processes.
- Preferred experience with Eagle PACE or FactSet.
Job URLs: