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Horizon · 1 day ago

Analyst - Custom Portfolios (Investment Management)

Charlotte, NC

Full-time

Onsite

New Grad, Entry Level

Horizon is an investment management firm seeking an Analyst to support their Custom Portfolio Offering. The role involves managing client account onboarding, executing trades, producing performance analytics, and contributing to product enhancements within a collaborative team environment.

Asset ManagementFinanceFinancial ServicesInformation Technology

Responsibilities

Account review and onboarding processes, including proposal generation, portfolio analysis, and documentation

Drive workflow and process enhancements across onboarding, trading, and portfolio management

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

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

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

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

Qualification

Investment analysisPortfolio managementPerformance reportingMicrosoft ExcelPortfolio management systemsAnalytical skillsCFA designationCommunication skillsOrganizational skills

Required

Bachelor's degree in finance, economics, mathematics, statistics, or a related field

Strong analytical skills with advanced Microsoft Excel proficiency

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

Desire to pursue or currently pursuing the CFA designation

Preferred

Familiarity with portfolio management systems and performance reporting tools (e.g., Bloomberg, FactSet, Morningstar)

Professional experience in investment management

Company

Horizon

Horizon is an industry-recognized firm that provides modern goals-based solutions to empower financial advisors to help their clients reach their financial goals.

Founded in 1995