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Financial Analyst

Investment Services Analyst - Data, Reporting & Fund Ops

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Global Endowment Management, LP
Full Time position
Listed on 2026-02-23
Job specializations:
  • Finance & Banking
    Financial Analyst
Job Description & How to Apply Below
A leading investment management firm in Charlotte is seeking an Investment Services Analyst to support its Private Alternatives asset classes. This role involves preparing portfolio models, automating reporting processes, and assisting with fund closings. The ideal candidate should have a Bachelor's degree in a related field, a minimum of 2 years' experience, and CFA designation (or willingness to pursue it).

Proficiency in Excel, SQL, and data visualization tools like Tableau or Power BI is preferred. The firm offers competitive compensation and comprehensive benefits.
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