Analyst, Investment Services - Charlotte

The Investment Services Analyst will join GEM's Investment Services team with a primary focus on GEM's Private Alternatives asset classes and products, · supporting day-to-day product execution, · client support, · and investment operations. · This position requires strong analyt ...

· WHO WE ARE · TIFIN builds AI-powered financial technology that personalizes and improves financial advice across consumers, advisors, workplaces, and institutions. Our modular platform embeds finance-tuned AI to deliver dynamic, tailored guidance at scale—without added complex ...

We are seeking a hands-on Investment Operations professional to lead and scale the operational infrastructure supporting our philanthropy-tech platform, Give. · This role owns the end-to-end execution of donor-advised fund (DAF) operations, including grants, contributions, tradin ...

Wells Fargo is seeking an Alternative Investments Middle Office Service Manager (Customer Service Manager) to join the Wealth & Investment Management organization. · Lead a team of Alternative Investment Middle Office Support Consultants providing specialized support for Alternat ...

This brokerage service representative provides support via phone to self-directed brokerage clients while adhering to measurable departmental goals. · The role involves providing service support via phone to self-directed brokerage clients as well as Financial Advisor assigned ac ...

We are seeking an Alternative Investments Middle Office Service Manager to join the Wealth & Investment Management organization. This leader will manage a high-touch Middle Office service team supporting complex Alternative Investment inquiries and delivering an exceptional exper ...

We are seeking a Quality Control Manager to ensure all contract performance objectives and standards are met under the Facility Investment Services (Region F) contract. · ...

This is an on-site position as a Brokerage Service Representative with Investment Client Care (ICC) in Tampa, FL; Charlotte, NC; Orlando, FL; Atlanta, GA. · ...

Provides investment advice in a virtual environment with an assigned book of business. · 6-10 years of retail brokerage or securities industry experience. · Strong communications, sales, presentation, and organizational skills with an emphasis on proactive outbound calling. · ...

We are seeking an Investment Analyst to join our team as a full time employee. · Bachelors degree required. · ...

Madison Hunt is partnered with an infrastructure- and services-focused private equity firm with over $6 billion in assets under management. · The firm invests through two core strategies - Infrastructure and Services - partnering with management teams to build market-leading busi ...

This role involves providing comprehensive financial planning services including retirement planning and investment advice to clients. · ...

A Southeast Private Credit firm is looking to add a Vice President to its growing team. With an industry-agnostic mandate, this role offers broad exposure to sectors such as business services and manufacturing. · Lead execution of market and industry research to support investmen ...

A North Carolina-based Private Credit firm is seeking a Vice President to join its growing team. · The firm invests in middle-market companies and manages over a billion in committed capital. · This opportunity offers broad exposure across sectors including business services, con ...

+Job summary · NEPC is looking for Performance Associates to join their team in supporting clients with investment data and performance reports. · +Independently collect, enter, and reconcile client investment data. · Calculate client investment performance data. · Prioritize wor ...

We are seeking a Data Engineer with strong Snowflake and Data Architecture experience to support enterprise data initiatives for a leading investment management client. · ...

A Hedge Fund with about 10 billion in AUM that focuses on credit and special situation investments is looking to hire a Portfolio Associate for their Private Credit team. · ...

Job Title: Data Architect (Snowflake) (Contract to Hire) · Location: Charlotte, NC (Hybrid) · Domain: Investment / Financial Services · Job Summary: · We are seeking a Data Engineer with strong Snowflake and Data Architecture experience to support enterprise data initiatives for ...

We are seeking a Data Engineer with strong Snowflake and Data Architecture experience to support enterprise data initiatives for a leading investment management client in Charlotte NC. · ...

Bourne Partners is a leading investment bank specializing in M&A Advisory within the healthcare and life sciences sectors. · Lead deal teams and drive transaction execution. · Interface directly with clients, private equity firms, and key industry executives. · ...