Prepare internal and external portfolio models, investment dashboards, and performance reporting. Automate and streamline reporting and data analytics processes across investment services, with a focus on monitoring and reporting on asset classes and underlying managers. Assist with private fund closings, including investor onboarding workflows, documentation tracking, subscription processing coordination, and post-close operational setup (accounts, reporting packages, and administrator/custodian processes). Fulfill prospective investor diligence requests, including investment and performance reporting. Develop and maintain data infrastructure across internal and external platforms to support investment services workflows. Conduct data analysis to identify trends and opportunities for process improvements. Tasked with supporting visualization efforts across the firm. Work M-F, 40+ hours/week with occasional after hours as needed to meet routine and project deadlines.
Education and Experience Requirements
Requires a bachelors degree in business, finance, data analytics, or related field or foreign equivalent. Requires two (2) years of professional experience in finance, investor relations, investment operations, data analysis, or a closely related field to include two (2) years with the following: using MS Excel to build and maintain financial or portfolio models, dashboards, and performance reports; investment data analysis and performance reporting; financial data analytics and dashboarding; data infrastructure and visualization for investment management; one (1) year: process improvement and workflow automation in investment operations; preparing investment or performance reports for internal or external stakeholders; conducting quantitative data analysis on financial or investment datasets to identify trends or process improvements. Must have obtained CFA designation or enrolled in a CFA program (e.g., passed at least Level I or registered for Level 1 within 6 months of hire). All hires must submit to a background check. Requires up to 5% US travel for conferences, trainings, and company off-site meetings.
Telecommuting/Remote Work is Permitted
Hybrid role. Must work in office 3 days per week. May telecommute (work from home) from within commuting distance of Charlotte office location up to 2 days per week. Will occasionally need to attend meetings or work onsite on short notice.
Please copy and paste your resume in the email body (do not send attachments; we cannot open them) and email it to candidates at (link removed) with job reference in the subject line.
Thank you.
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