Portfolio Implementation Analyst

Location
Charlotte, North Carolina
Salary
Up to $90,000 base + benefits and bonus
Posted
Oct 14, 2021
Closes
Nov 13, 2021
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

The Portfolio Implementation Analyst will contribute to the daily oversight and operations of the Investment Management team. You will take on a broad range of assignments including trading, performance measurement and investment analysis. You will be well versed in portfolio management and investing.

Key Responsibilities

  • Produce daily performance reporting to inform team members and the broader organization on portfolio returns and risk.
  • Assist in trading duties for Horizon’s mutual funds, separate accounts and model portfolios.
  • Procure performance attribution to identify sources of dispersion between benchmarks, products and competitors.
  • Answer due diligence questionnaires and request for proposals.
  • Maintain portfolio management, trading and reporting tools.
  • Participate in process improvement initiatives by identifying challenges and proposing and implementing solutions.

Requirements

  • BA/BS degree in Finance, Accounting, Computer Science, Operations Research or related disciplines.
  • Insight into trading, performance measurement and capital market dynamics.
  • 2+ years experience in a related field.
  • Technical in nature.
  • Knowledge of Morningstar, FactSet, Bloomberg, Bloomberg AIM OMS.
  • Strong analytical skills with the ability to communicate research insights effectively.
  • Entrepreneurial mindset supported by a strong business acumen and work ethic.
  • Ability to handle multiple assignments simultaneously while maintaining attention to detail.
  • Experience with python, SQL, cloud infrastructure, VBA a plus.
  • Must be authorized to work in the United States. This position is not eligible for sponsorship.

ABOUT THE FIRM

Horizon Investments is a registered investment adviser that offers goals-based investment strategies in the form of SMAs, model accounts, mutual funds, and wrap strategies to financial intermediaries. Horizon has approximately 70 employees and manages $7 billion as of August 2021.

Horizon is fun, challenging, fast-paced and exciting. Our office environment is emblematic of a growing business. We believe that earnest face-to-face collaboration is often required to solve hard team challenges. We have a great office full of talented people!

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