Senior Product & System Analyst
Apply NowCompany: BCI - Brokerage Consultants Inc.
Location: Charlotte, NC 28269
Description:
Established institutional investment management firm offering mutual funds, separately managed accounts, model portfolios, and other commingled vehicles through intermediary and managed account platforms. Their investment teams provide a suite of fixed income, concentrated active equity, and multi-asset solutions.
Responsibilities:
Produce data for various investment strategies, including separate accounts and fund-related strategies
Support marketing/RFP production, portfolio managers, and management by generating reports
Manage reporting needs, ensuring compliance with company standards while addressing complex client requests
Produce scheduled and ad-hoc reports on portfolio and benchmark holdings, attribution, manager performance, and peer rankings
Respond to client and prospect inquiries with in-depth product analysis
Automate deliverables and standardize processes for data delivery to management, investment teams, marketing, and client services while ensuring data integrity
Utilize third-party tools such as FactSet PA, FactSet SPAR, Bloomberg, eVestment, Morningstar Direct, and Sustainalytics
Provide technical assistance in evaluating and developing systems and processes to meet business needs
Collaborate with marketing on Seismic (content management system): Map data sources, write queries, and implement process improvements
Lead product data and industry trend initiatives, analyzing processes and recommending improvements to enhance efficiency
Requirements:
Bachelor's degree in finance, accounting, or a related field
5+ years of experience in performance measurement and/or analytics within the financial services industry
Preferred: CIPM, CFA, or other relevant professional designations
Strong technical knowledge of markets, securities (especially fixed income), portfolio construction, investment systems, performance, composites, and product analysis
Proficient in Microsoft Excel (advanced functions such as VLOOKUP, pivot tables, and macros)
Familiarity with investment systems, data providers, and analytics tools (experience with Seismic, Advent APX, Archer, Orion, Charles River, FactSet, Bloomberg, CAPS, Snowflake, etc. is a plus)
Combine domain knowledge in performance measurement with technical skills in investment systems (SQL, VBA), data manipulation, and the ability to manage both routine and unexpected business demands in a fast-paced environment
Responsibilities:
Produce data for various investment strategies, including separate accounts and fund-related strategies
Support marketing/RFP production, portfolio managers, and management by generating reports
Manage reporting needs, ensuring compliance with company standards while addressing complex client requests
Produce scheduled and ad-hoc reports on portfolio and benchmark holdings, attribution, manager performance, and peer rankings
Respond to client and prospect inquiries with in-depth product analysis
Automate deliverables and standardize processes for data delivery to management, investment teams, marketing, and client services while ensuring data integrity
Utilize third-party tools such as FactSet PA, FactSet SPAR, Bloomberg, eVestment, Morningstar Direct, and Sustainalytics
Provide technical assistance in evaluating and developing systems and processes to meet business needs
Collaborate with marketing on Seismic (content management system): Map data sources, write queries, and implement process improvements
Lead product data and industry trend initiatives, analyzing processes and recommending improvements to enhance efficiency
Requirements:
Bachelor's degree in finance, accounting, or a related field
5+ years of experience in performance measurement and/or analytics within the financial services industry
Preferred: CIPM, CFA, or other relevant professional designations
Strong technical knowledge of markets, securities (especially fixed income), portfolio construction, investment systems, performance, composites, and product analysis
Proficient in Microsoft Excel (advanced functions such as VLOOKUP, pivot tables, and macros)
Familiarity with investment systems, data providers, and analytics tools (experience with Seismic, Advent APX, Archer, Orion, Charles River, FactSet, Bloomberg, CAPS, Snowflake, etc. is a plus)
Combine domain knowledge in performance measurement with technical skills in investment systems (SQL, VBA), data manipulation, and the ability to manage both routine and unexpected business demands in a fast-paced environment