BCI - Brokerage Consultants Inc
Senior Product & System Analyst
BCI - Brokerage Consultants Inc, Charlotte, North Carolina, United States, 28245
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