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Asset Management Associate

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Spencer Ogden
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Analyst, Corporate Finance, Financial Consultant, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Our client is seeking an Asset Management Associate to support a diversified portfolio of large-scale infrastructure and operating assets across North America. The team focuses on asset performance, financial optimization, and portfolio value creation.

This role provides exposure to asset-level financial analysis, performance monitoring, and strategic initiatives while working closely with senior leadership and cross-functional stakeholders. The position is highly analytical and execution-focused, with meaningful responsibility and growth opportunities.

Key Responsibilities
  • Support ongoing management and performance monitoring of a portfolio of operating assets
  • Maintain and update financial models for forecasting, valuation, and scenario analysis
  • Perform financial and operational analysis to support strategic initiatives and business decisions
  • Assist with financing‑related activities, restructuring initiatives, and asset transactions
  • Review financial statements, operating reports, and annual budgets
  • Support quarterly and annual reporting processes
  • Provide inputs for valuation and audit processes
  • Assist in preparing materials for internal investment and strategy discussions
  • Coordinate with internal teams, operating partners, and external advisors
Qualifications
  • Bachelor’s degree in Finance, Economics, Business, Engineering, or a related field
  • 3-5 years of relevant experience in asset management, infrastructure, private equity, investment banking, project finance, or related fields
  • Strong financial modeling and advanced Excel skills
  • Ability to prepare professional, investment‑quality presentations
  • Strong communication and organizational skills
  • Detail‑oriented with ability to manage multiple work streams in a fast‑paced environment
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Position Requirements
10+ Years work experience
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