Talent.com
Analyst - Custom Portfolios (Investment Management)
Analyst - Custom Portfolios (Investment Management)Horizon Investments • Charlotte, NC, United States
Analyst - Custom Portfolios (Investment Management)

Analyst - Custom Portfolios (Investment Management)

Horizon Investments • Charlotte, NC, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

The Analyst will support the daily oversight and operations of Horizon's Custom Portfolio Offering within the Investment Management team. This role combines investment analysis, portfolio management, trading, and performance reporting, with an emphasis on precision, process improvement, and collaboration across teams.

The Analyst will manage client account onboarding, support portfolio management processes, execute trades, produce performance analytics, and contribute to the development of product enhancements and operational workflows. The position provides exposure to the full investment process from research and trading to performance measurement, and offers opportunities for professional growth within a growing platform of customized investment solutions.

Essential Functions

Account Management & Onboarding

  • Account review and onboarding processes, including proposal generation, portfolio analysis, and documentation.
  • Drive workflow and process enhancements across onboarding, trading, and portfolio management.

Trading & Investment Research

  • Assist in the preparation and execution of separately managed account (SMA) trades.
  • Support portfolio managers in base model construction, replacement screening, and selection, including single-stock and factor-based analysis.

    • Performance Measurement & Reporting

  • Produce quarterly and ad-hoc portfolio reports for base portfolios and client-specific requests.
  • Conduct performance attribution analyses comparing products, benchmarks, and competitors.
  • Manage the production and distribution of performance reporting via external databases, quarterly factsheets, and GIPS composites.

    • Communication & Collaboration

  • Become a subject matter expert on the initiative's strategies and methodologies, presenting to internal sales teams and external advisors.
  • Coordinate communication across departments to address product and service needs.
  • Assist with due diligence questionnaires, requests for proposals, and vendor management.

    • Process Improvement

  • Identify operational challenges and propose solutions to improve efficiency, data integrity, and scalability.

    • Competencies

  • Strong analytical skills with advanced Microsoft Excel proficiency.
  • Familiarity with portfolio management systems and performance reporting tools (e.g., Bloomberg, FactSet, Morningstar) preferred.
  • Strong organizational skills with the ability to prioritize multiple time-sensitive tasks.
  • Excellent written and verbal communication skills, with the ability to explain complex investment concepts clearly.
  • Passion for financial markets and investing.

    • Required Education and Experience

  • Bachelor's degree in finance, economics, mathematics, statistics, or a related field.
  • This is an entry-level position on the Investment Management team; professional experience is preferred but not required.
  • Desire to pursue or currently pursuing the CFA designation.

    • Performance Evaluation Standards

  • Accuracy, quality, and timeliness of assigned tasks.
  • Technical knowledge and execution of essential functions.
  • Quality of written and verbal communication.

    • Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

    serp_jobs.job_alerts.create_a_job

    Analyst Portfolio Management • Charlotte, NC, United States

    Job_description.internal_linking.related_jobs
    Portfolio Analyst

    Portfolio Analyst

    Allspring Global Investments • Charlotte, NC, United States
    serp_jobs.job_card.full_time
    Work where your ideas have impact.Allspring is a leading asset management firm with close to $600 billion of assets under management, 24 offices globally, and specialized investment teams supported...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Asset Management Applications Business Analyst

    Senior Asset Management Applications Business Analyst

    Axelon Services Corporation • Charlotte, NC, US
    serp_jobs.job_card.full_time
    Position Summary : Lead Business Systems Analyst (Distribution Intelligence Platform Evaluation).Hybrid Charlotte, Chicago, or Iselin. This Lead Business Systems Analyst will drive the evaluation and...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Collections analyst

    Collections analyst

    Randstad • Charlotte, NC, United States
    serp_jobs.job_card.permanent
    Randstad Strategic Accounts is looking for a business professional with a knowledge and proficiency working in the banking industry. We have a role that we are looking to fill for a contract positio...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Planview & Portfolio Manager

    Planview & Portfolio Manager

    Diverse Lynx • Charlotte, NC, United States
    serp_jobs.job_card.full_time
    Strong understanding of data governance concepts, principles, and practices.Knowledge of cloud technologies, data warehousing, and data integration tools. Ability to lead and manage data governance ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Analyst, Portfolio Management

    Senior Analyst, Portfolio Management

    Chubb • Charlotte, NC, US
    serp_jobs.job_card.full_time
    As an integral member of the Small & Lower Mid-Market Portfolio Management team, the Sr Portfolio Analyst will be responsible for driving the Division's commercial P&C underwriting profitability, g...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Treasury Capital Markets - Funding and Liability Management Sr Analyst - VP / C13

    Treasury Capital Markets - Funding and Liability Management Sr Analyst - VP / C13

    Citigroup Inc • Charlotte, NC, United States
    serp_jobs.job_card.full_time
    Citi Treasury Investments (CTI) operates within Corporate Treasury to lead the investment of Citi's major liquidity portfolios and raise long and short-term debt and capital as well as the return o...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Portfolio Manager I - Middle Market

    Portfolio Manager I - Middle Market

    City National Bank • Charlotte, NC, United States
    serp_jobs.job_card.full_time
    Portfolio Manager I - Middle Market.The Portfolio Manager is part of the.Middle Market Credit Management Team.This individual manages a sub-set of existing credits and is a key partner in the origi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Analyst Program - Portfolio Solutions & Analytics

    Analyst Program - Portfolio Solutions & Analytics

    Barings • Charlotte, NC, United States
    serp_jobs.job_card.full_time
    At Barings, we are as invested in our associates as we are in our clients.We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Assistant Portfolio Manager

    Assistant Portfolio Manager

    Invitation Homes • Charlotte, NC, United States
    serp_jobs.job_card.full_time
    Invitation Homes is a fast-paced evolving company, offering high-quality homes for lease in desirable neighborhoods across America. As the nation's premiere home leasing company, we own, lease and o...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Transaction Management Analyst

    Transaction Management Analyst

    Citigroup • Charlotte, NC, US
    serp_jobs.job_card.full_time
    Transaction Management Analyst.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll have the...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Multi-Family RE Portfolio Manager (Charlotte, NC))

    Multi-Family RE Portfolio Manager (Charlotte, NC))

    Royal Bank of Canada • Charlotte, NC, United States
    serp_jobs.job_card.full_time
    Multi-Family RE Portfolio Manager - Charlotte, NC.RBC Capital Markets - RBC Community Investments (www.Royal Bank of Canada (RBC) firm, is a leading national syndicator of State and Federal Low Inc...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Portfolio Risk Analyst

    Portfolio Risk Analyst

    Kforce • Charlotte, NC, United States
    serp_jobs.job_card.full_time
    Kforce has a client in Charlotte, NC that is seeking a Portfolio Risk Analyst.Serve as the primary loan servicing contact for internal and external clients regarding deal execution, issue resolutio...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Asset Management Applications Business Analyst

    Senior Asset Management Applications Business Analyst

    Pyramid Consulting, Inc • Charlotte, NC, US
    serp_jobs.job_card.temporary
    Senior Asset Management Applications Business Analyst.Please review the job description below and contact me ASAP if you are interested. Employee benefits include, but are not limited to, health ins...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Analyst, Space Management (POGs)

    Analyst, Space Management (POGs)

    Acosta Group • Charlotte, NC, United States
    serp_jobs.job_card.full_time
    National Shelving Study projects.CPG and Retailer data sources and tools.Responsible for quality control of data sources and. BI associates and data / tool vendors.Participate in developing space-to-s...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate ETF Portfolio Manager

    Associate ETF Portfolio Manager

    Dimensional Fund Advisors, L.P. • Charlotte, NC, United States
    serp_jobs.job_card.full_time
    Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility.Most roles fit our office-first hybrid approach : We are together on our campuses Tuesdays,...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Portfolio Management Consultant

    Portfolio Management Consultant

    AccruePartners • Charlotte, NC, United States
    serp_jobs.job_card.full_time
    Join AccruePartners Consulting Solutions.Supporting a healthcare organization undergoing a large-scale Salesforce Health Cloud re-architecture focused on workflow modernization, automation, and imp...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    AI Portfolio Management Leader

    AI Portfolio Management Leader

    First Citizens Bank • Charlotte, NC, United States
    serp_jobs.job_card.full_time
    This leader will manage the end-to-end process framework for delivering and overseeing AI use cases and capabilities across the company, from discovery and ideation, to elaboration and design, to e...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Treasury Analyst

    Treasury Analyst

    Coca-Cola Bottling Co • Charlotte, NC, United States
    serp_jobs.job_card.full_time
    Day in the Life of our Teammates.Uncap Your Potential at America's Largest Coca-Cola Bottler - Pour Your Passion into Purpose!. We're more than beverages-we're building meaningful careers and vibran...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted