Investment Analyst Sr (Private Markets)

Novant Health; Charlotte (NC); On-site; USD 110,000 - 180,000; Full time

Job summary

Novant Asset Management Company (NAMCO) is hiring an experienced Investment Analyst Sr (Private Markets) to oversee an existing portfolio across private equity, private credit, real estate and real assets. You will underwrite new fund investments, perform due diligence, and deliver investment reporting and market analyses.

The role requires 4+ years in private markets, strong Excel/PowerPoint/Word skills, and CFA/CAIA preferred.

Qualifications

• 4+ years of private markets investment experience in private equity, private credit, or real estate.
• CFA designation preferred; CAIA designation preferred.
• Solid communication and presentation skills; strong financial markets knowledge.
• Proficiency in Excel, PowerPoint, Word, Bloomberg, MSCI Private i, and custodian systems.

Responsibilities

• Monitor and manage existing private markets portfolio (private equity, private credit, real estate, real assets).
• Underwrite and recommend new fund investments; perform due diligence and investment reporting.
• Build financial models; conduct market analysis and research; analyze fees and expenses.
• Contribute to portfolio construction discussions and evaluation of asset managers and macro conditions.

Skills

Excel

PowerPoint

Word

Bloomberg

MSCI Private i

Custodian system

Education

High School Diploma or GED

Bachelor's degree in Finance/Business/Economics/Accounting/Math

Tools

Bloomberg Terminal

Custodian systems

MSCI Private i

Job description

What We Offer

The Investment Analyst Sr (Private Markets) is an experienced investment professional. The Analyst is responsible for monitoring and managing an existing portfolio of private equity, private credit, real estate, and real assets fund investments, as well as underwriting and recommending new fund investments for the portfolio. The Analyst is experienced in private fund diligence, investment reporting, financial modeling, market analysis and research, and fee and expense analysis. The Analyst participates in discussions regarding portfolio composition and construction, potential asset/investment managers, and macro‑economic conditions (including potential impact on the portfolio). Ultimately, Novant Asset Management Company (NAMCO) requires the Analyst to work collaboratively with internal team members and external parties to further the success of the private markets portfolio and the broader investment program.

Candidates must have at least 4 years of Private Market Investment Experience working with either Private Equity, Private Credit, and/or Real Estate.

This position is on-site in Charlotte, NC.

What We're Looking For

• Education: High School Diploma or GED, required. 4‑Year/Bachelors Degree in Finance, Business Administration, Economics, Accounting, Math or other related field, required.
• Experience: 4 years of relevant experience in private markets at endowment, foundation, pension, fund‑of‑funds, investment banking or asset management firm, required.
• Licensure/Certification: Chartered Financial Analyst – possess or actively be in the process of earning CFA designation, preferred. Chartered Alternative Investment Analyst – possess or actively be in the process of earning CAIA designation, preferred.
• Additional skills (required): Solid communication and presentation skills with a firm understanding of the financial markets and investment environment. Proficiency in Excel, PowerPoint, Word, Bloomberg, MSCI Private i, Custodian system, etc.

Why Choose Novant Health?

At Novant Health, we believe remarkable care starts with compassion for our patients, our communities, and each other. We value belonging, courage, personal growth, and teamwork, creating a space where everyone is respected, supported, and safe to show up as their full selves.