Analyst, Investment Services

GEM • Charlotte, NC

4d • Hybrid

About The Position

Global Endowment Management, LP is hiring an Analyst, Investment Services in Charlotte, North Carolina. This is a hybrid role requiring three days per week in the office. The employee may work from home up to two days per week from within commuting distance of the Charlotte office and may occasionally need to attend meetings or work onsite on short notice.

The Analyst prepares portfolio models, investment dashboards, and performance reports for internal and external audiences; automates and streamlines reporting and data analytics across investment services; and monitors asset classes and underlying managers. The role also supports private fund closings and investor diligence, develops and maintains data infrastructure across platforms, analyzes data for trends and process improvements, and supports visualization efforts across the firm.

The schedule is Monday through Friday, 40 or more hours per week, with occasional after-hours work as needed to meet routine and project deadlines. The role requires up to 5% U.S. travel for conferences, trainings, and company off-site meetings. All hires must submit to a background check.

Requirements

• Bachelor’s degree in business, finance, data analytics, or a related field, or foreign equivalent.
• Two years of professional experience in finance, investor relations, investment operations, data analysis, or a closely related field.
• Two years of experience using MS Excel to build and maintain financial or portfolio models, dashboards, and performance reports.
• Two years of experience in investment data analysis and performance reporting.
• Two years of experience in financial data analytics and dashboarding.
• Two years of experience with data infrastructure and visualization for investment management.
• One year of experience in process improvement and workflow automation in investment operations.
• One year of experience preparing investment or performance reports for internal or external stakeholders.
• One year of experience conducting quantitative data analysis on financial or investment datasets to identify trends or process improvements.
• Must have obtained the CFA designation or be enrolled in a CFA program, such as having passed at least Level I or being registered for Level I within six months of hire.
• Must submit to a background check.
• Able to travel within the U.S. up to 5% for conferences, trainings, and company 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, focusing 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 such as 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.
• Support visualization efforts across the firm.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level