Investment Services Analyst — Data, Dashboards & Onboarding

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

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.