Analyst, Investment Services

GEM; Charlotte (NC); Hybrid; USD 85,000 - 125,000; Full time

Job summary

GEM in Charlotte, NC seeks an Analyst, Investment Services, to build portfolio models, dashboards and performance reports, automating analytics across the team. This hybrid role requires in-office presence three days a week, with some telecommuting within commuting distance.

You will support investor due diligence, manage onboarding workflows, and help maintain data infrastructure and visualization for investment management.

Qualifications

• Bachelor's degree in business, finance, data analytics, or related field.
• 2 years of professional experience in finance, investor relations, investment operations, data analysis, or a closely related field.
• Must have CFA designation or enrolled in CFA program (e.g., Level I passed or registered for Level I within 6 months of hire).
• Willingness to travel up to 5% US for conferences, trainings, and off-site meetings.

Responsibilities

• Prepare internal and external portfolio models, investment dashboards, and performance reporting.
• Automate and streamline reporting and data analytics processes across investment services.
• Assist with private fund closings, investor onboarding workflows, and subscription processing coordination.
• 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.

Skills

Portfolio modeling

Data analysis

Reporting

Visualization

Financial analytics

Education

Bachelor's degree in business/finance/data analytics

Tools

MS Excel

Dashboarding tools

Job description

About GEM

GEM is an independent investment management firm that provides customized solutions for

GEM is an independent investment management firm that provides customized solutions for long-term investors worldwide. Since 2007, we have sought to deliver superior risk-adjusted returns to our clients by combining disciplined investment research and active portfolio management with exceptional service and enduring partnership. With a global platform, broad institutional investment capabilities, and an experienced team, we design portfolios to meet the unique needs of each investor we serve.

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.