Asset Management Associate
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-02-28
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
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
- 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
Position Requirements
10+ Years
work experience
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