Michelle Swartzentruber
Senior Product and Systems Analyst at Sterling Capital Management LLC
About
Michelle Swartzentruber is a Senior Product and Systems Analyst at Sterling Capital Management LLC in Charlotte, North Carolina, where she leads market research efforts to inform product strategy and tracks the performance of incubator investment products. Her role centers on data analytics, investment performance measurement, and product management, working closely with analytics and data management teams to deliver actionable insights for the firm’s decision-making processes.
Michelle has extensive industry experience, including previous roles as a Senior Investment Performance Analyst at Sterling, a Senior Research Analyst at Morningstar Inc. (serving major media outlets and contributing to methodology development), Senior Auditor at Cole Taylor Bank, and Financial Analyst at Kemper Technology Services. Her expertise spans investment performance analysis, product strategy, and the enhancement of data systems for financial services firms, with notable contributions to the development of robust data methodologies.
She holds a Bachelor of Science in Policy and Management from Carnegie Mellon University and an MBA in Finance from DePaul University. Michelle has contributed to investment strategies across various asset classes and has a track record of advancing analytics in investment performance, data management, and ESG research, particularly focusing on enhancing data accuracy and integrating sustainability factors into research and reporting.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sterling Capital Management LLC | Senior Product and Systems Analyst | Mar 2021 to Present | Product Analyst • Performs market research and identifies trends to assist in product strategy launches. • Tracks incubator product performance, runs attribution, peer analysis and monitors style drif... |
| Sterling Capital Management LLC | Senior Investment Performance Analyst | Mar 2018 to Mar 2021 | • Responsible for generating holdings-based characteristics, returns-based risk statistics and attribution for equity, fixed income and balanced products using FactSet and Bloomberg Portfolio Analytic... |
| Morningstar Inc | Senior Research Analyst, Corporate Communications | Sep 2012 to Jan 2017 | • Responsible for the timely completion of data and research requests from the media and Morningstar Editorial staff. In 2016 completed approximately 3,000 data request for such news outlets as th... |
| Morningstar Inc | Research Analyst, Methodology | Aug 2006 to Sep 2012 | • Responsible for the development, testing, documentation, and implementation of new methodologies. Examples include Morningstar Investor Returns, Momentum Score, Morningstar Global Categories and ... |
| Morningstar Inc | Quality Auditor | Aug 2004 to Jul 2006 | • Generated project plans for improving completeness, timeliness and accuracy of Morningstar data. • Created process flow and methodology documents for the handling of data quality issues. • Performed... |
| Cole Taylor Bank | Senior Auditor | Jun 2002 to Jul 2004 | • Assisted in the planning and design of audits including the preparation of audit programs, time budgets and risk assessments. • Documented the system of internal controls through narratives and eval... |
| Kemper Technology Services | Financial Analyst II | Apr 2001 to May 2002 | • Utilized Oracle Projects for creating budgets, performing monthly closing procedures and generating invoices. • Prepared reports on budgets, productivity, staffing, profitability and allocations usi... |
Education
Carnegie Mellon University
DePaul University
Others at Sterling Capital Management LLC (13)
| Name | Role | Location |
|---|---|---|
 | Director, Portfolio Manager | Charlotte, NC , United States |
J Jeremy Paul Lopez | Director, Senior Equity Research Analyst | Virginia Beach, VA , United States |
P Patrick Rau | Managing Director | Charlotte, NC , United States |
 | Director, Portfolio Manager | Conshohocken, PA , United States |
| Director and Research Analyst | Charlotte, NC , United States | |
 | Fixed Income Analyst | Charlotte, NC , United States |
 | Senior Managing Director, Chief Investment Officer-Head of Equity | Charlotte, NC , United States |
B Brent Barton | Director and Senior Analyst | Charlotte, NC , United States |
 | Investment Analyst | Raleigh, NC , United States |
E Edward Mak | Global Managing Director | San Francisco, CA , United States |