Investment Operations - Senior Analyst (PE)

Petrafundsgroup; Charlotte (NC); Hybrid; USD 82,000 - 123,000; Full time

Benefits offered by this job

90% covered medical, dental, and vision insurance

Fully funded Health Savings Account contributions

401(k) employer match

Flexible paid time off

Generous holiday calendar

Hybrid work environment

Job summary

Petrafundsgroup in Charlotte, North Carolina, seeks a highly organized professional for their Investment Operations team. The successful candidate will manage multiple deals in a fast-paced environment, ensuring timely information flow among teams.

The role requires 2-5 years in investment operations and a detail-oriented approach. The compensation ranges from $82,000 to $123,000 annually, with numerous benefits including comprehensive health insurance and a hybrid work model.

Qualifications

• 2-5 years of relevant experience in Middle office or investment fund roles.
• Experience in fund-of-fund trading or Private Equity is a plus.
• Familiarity with LP Interest secondaries and co-investments preferred.
• Demonstrates commitment and accuracy even in fast-paced environments.

Responsibilities

• Prepare client allocations for PE investment transactions.
• Support transaction funding logistics including capital calls.
• Provide support on operations including FX and deal syndications.
• Monitor deals end-to-end through Power BI reporting.

Skills

Attention to detail

Analytical skills

Interpersonal skills

Ability to prioritize

Good IT skills

Job description

Our Client is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $640B of total capital allocations, including $143 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve for the objectives of any investment program. With a culture built on entrepreneurialism, partnership and being a team within teams, our client offers joiners the opportunity to think out loud, collaboratively.

Our Client is seeking a self‑motivated and highly organized professional to join their Investment Operations team supporting Private Equity transaction execution. The role is hands‑on and entrepreneurial, on a close‑knit team that operates in a fast‑moving environment with evolving processes. The successful candidate will manage many concurrent deals and workstreams, reprioritize as deal timelines shift, and keep stakeholders informed throughout.

Responsibilities

• Prepare client allocations across the platform for each PE investment transaction
• Support transaction funding logistics, including capital calls and tracking of recallable/recycled capital
• Provide hands‑on support on complex operational matters including FX, deal syndications, and bridge financing
• Monitor each deal end‑to‑end through Power BI reporting, ensuring alignment with internal close protocols
• Coordinate the Investment, Legal, Tax, Accounting, and Treasury teams to keep transactions on track
• Own the latest deal‑process updates and ensure the right stakeholders are informed at the right time
• Manage information flow into and out of the deal team

Qualifications

• 2‑5 years of relevant experience in Middle office or other investment fund related role is preferred but not necessary
• Experience in fund‑of‑fund trading or Private Equity is a plus
• Familiarity With LP Interest secondaries and co‑investments is strongly preferred, not required
• Demonstrates commitment, accuracy and attention to detail, even in a high‑volume, fast‑paced environment
• Takes initiative and ownership of responsibilities assigned
• Ability to prioritize activities while working on multiple projects and achieve target deadlines
• Highly motivated with a willingness to learn
• Passion for fast‑paced learning, especially in a technology‑enabled environment
• Good analytical skills with a flair for processes as well as good IT skills
• Strong interpersonal and customer service skills

Salary Range

At Petra Funds Group, we are committed to transparency and equity in our hiring practices. The compensation range for this position is $82,000 - $123,000 per year. This range represents the base salary only. Actual pay will depend on factors such as qualifications, experience, and skills.

How We Care

We believe people do their best work when they feel supported — personally and professionally. That’s why we offer a comprehensive benefits package that reflects our commitment to your well‑being. Our perks include:

• 90% covered medical, dental, and vision insurance premiums to help you stay healthy without financial strain.
• Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum — available to employees enrolled in our high‑deductible health plan. *
• 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long‑term savings right away.
• Flexible paid time off to recharge, travel, or take care of what matters most.
• Generous holiday calendar to ensure you have time to rest, reflect, and celebrate throughout the year.
• Hybrid work environment that offers flexibility and supports work‑life balance.

*Funded amount is prorated for new hires.

What We’re Proud Of

We’re proud of many milestones, but we’re especially honored by the recognition we’ve received for our workplace experience:

• Certified Great Place to Work®, based on direct feedback from our employees about trust and overall culture.
• Fortune Best Medium Workplaces™ and Best Financial Services & Insurance Workplaces™, highlighting our commitment to building an environment where people thrive.