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

Analyst - Custom Portfolios (Investment Management)

Horizon Investments • Charlotte, NC, United States

12 days ago

Job type

Full-time

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.

Create a job alert for this search

Analyst Portfolio Management • Charlotte, NC, United States

Related jobs

Portfolio Analyst

Allspring Global Investments • Charlotte, NC, United States

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...Show more

Last updated: 21 days ago • Promoted

Credit Analyst II - TMT

Fifth Third Bank, N.A. • Charlotte, NC, United States

Full-time

Make banking a Fifth Third better® We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Credit Analyst II is prim...Show more

Last updated: 26 days ago • Promoted

Senior Asset Management Applications Business Analyst

Pyramid Consulting, Inc • Charlotte, NC, United States

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...Show more

Last updated: 6 days ago • Promoted

Portfolio Manager - Infection Prevention

Solenis LLC • Fort Mill, SC, United States

Full-time

Solenis is a leading global producer of specialty chemicals focused on delivering sustainable solutions for water-intensive industries, including consumer, industrial, institutional, food and bever...Show more

Last updated: 30+ days ago • Promoted

Application Portfolio Management

Regions Bank • Charlotte, NC, United States

Full-time

Thank you for your interest in a career at Regions.At Regions, we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build ...Show more

Last updated: 30+ days ago • Promoted

Operations Services Supervisor (Teller Manager)

First Citizens Bank • Denver, NC, US

Full-time

Are you a people person? Be a First Citizens person.Join our branch team and make a difference.As an Operations Services Supervisor at First Citizens Bank, you will be responsible for the operation...Show more

Last updated: 30+ days ago • Promoted

Sr. Financial Analyst

Shutterfly Inc • Fort Mill, SC, United States

Full-time

This role is hybrid based out of our Fort Mill, SC facility.At Shutterfly, we make life's experiences unforgettable.We believe there is extraordinary power in the self-expression.That's why our fam...Show more

Last updated: 13 days ago • Promoted

Sr. Financial Analyst

Shutterfly Career Site • Fort Mill, SC, United States

Full-time

Last updated: 14 days ago • Promoted

Management and Sales Intern - Charlotte

Sherwin Williams • Statesville, NC, US

Full-time

Sherwin-Williams Management & Sales Internship.The Sherwin-Williams Management & Sales Internship is a paid, 10-12-week summer program offering hands-on experience in our retail stores, providing i...Show more

Last updated: 30+ days ago • Promoted

Cash Application Specialist / Analyst

Mood Media • Fort Mill, SC, United States

Full-time

Mood Media is the world's leading experiential media company, optimizing on-premise retail customer experience and driving significant value for businesses and brands worldwide.With the most compre...Show more

Last updated: 26 days ago • Promoted

VP, Technology Portfolio Management

LPL Financial • Fort Mill, SC, US

Full-time

VP Of Technology Portfolio Management.At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.The VP of Technology Portf...Show more

Last updated: 2 days ago • Promoted

Assistant Portfolio Manager

Invitation Homes • Charlotte, NC, United States

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...Show more

Last updated: 18 days ago • Promoted

Analyst, Space Management (POGs)

Acosta Group • Charlotte, NC, United States

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...Show more

Last updated: 26 days ago • Promoted

Product Management Analyst III

Daimler Truck North America • Fort Mill, SC, United States

Full-time

This position is responsible for the strategy and positioning of the product segment.You will be responsible for analyzing the market for your products. determining any product gaps; advising Prici...Show more

Last updated: 10 days ago • Promoted

Credit Analyst

Atlas Copco • Rock Hill, SC, United States

Full-time

Typical work activities may include but are not limited to : .Responsibility to maintain stability and turnover of assigned Accounts Receivable portfolio via collection efforts and other appropriate ...Show more

Last updated: 7 days ago • Promoted

Manager, Investment Performance & Analytics

Ameriprise Financial • Charlotte, NC, US

Full-time

Investment Performance & Analytics Team Manager.As a Manager on the Investment Performance & Analytics team, you will serve a critical function in advancing initiatives within the broker dealer's A...Show more

Last updated: 20 days ago • Promoted

Credit Analyst II - Metals, Materials, and Construction

Fifth Third Bancorp • Charlotte, NC, US

Full-time

Credit Analyst II - Metals, Materials, and Construction.Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in ba...Show more

Last updated: 30+ days ago • Promoted

Cost Value Analysis Specialist

Schaeffler • Fort Mill, SC, United States

Full-time

Cost Value Analysis Specialist.Schaeffler is a dynamic global technology company and its success has been a result of its entrepreneurial spirit and long history of private ownership.As a partner t...Show more

Last updated: 25 days ago • Promoted