Analyst, Investment Services

GEM; Charlotte (NC); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Global Endowment Management, LP in Charlotte, NC seeks an Analyst, Investment Services. Hybrid role with in-office work 3 days/week and possible telecommuting up to 2 days within commuting distance; on-site attendance may be required on short notice.

The role focuses on building portfolio models, dashboards, and performance reporting; automating reporting processes; and assisting with private fund closings, onboarding workflows, and data infrastructure.

Qualifications

• Requires a bachelor’s degree in business, finance, data analytics, or related field.
• Two years of professional experience in finance, investor relations, investment operations, data analysis, or related field.
• CFA designation or enrolled (Level I within 6 months) and background check required.

Responsibilities

• Prepare internal and external portfolio models, investment dashboards, and performance reporting.
• Automate and streamline reporting and data analytics processes for investment services.
• Assist with private fund closings, investor onboarding, documentation tracking, and subscription processing coordination.
• Support data infrastructure across platforms to support investment workflows.
• Conduct data analysis to identify trends and opportunities for process improvements.
• Travel up to 5% for conferences and off-site meetings.

Skills

Excel modeling

Data analysis

Dashboarding

Education

Bachelor's degree in business/finance/data analytics

CFA designation or Level I enrolled

Tools

MS Excel

Job description

Job Overview

• Analyst, Investment Services, Global Endowment Management, LP, Charlotte, NC. 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.

Key Duties & Responsibilities

• 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.

Qualifications

• Requires a bachelor’s 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.