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Private equity analyst Jobs in Charlotte, NC

Last updated: 11 hours ago
  • Promoted
Director, Private Equity Investment Management Advisory (OPEN TO ALL US LOCATIONS)

Director, Private Equity Investment Management Advisory (OPEN TO ALL US LOCATIONS)

Alvarez & Marsal EuropeCharlotte, NC
$190,000.00–$225,000.00 yearly
A&M Fund Management Solutions works with private equity managers and provides our clients with solutions to optimize the operations of their businesses. Our goal is to improve efficiency and red...Show moreLast updated: 11 days ago
Strategic Alliance Sales Director (CRE) : Microsoft - Private Equity Focus

Strategic Alliance Sales Director (CRE) : Microsoft - Private Equity Focus

PwC US Group LLPCharlotte,NC
Remote
Full-time
SummaryA career in Sales and Marketing will provide you with the opportunity to focus on positioning a distinctive PwC brand in the marketplace and drive long term revenue growth for the Firm.You’l...Show moreLast updated: 30+ days ago
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Private Basketball Coach

Private Basketball Coach

BalrCharlotte, NC, US
Full-time
Join Balr Basketball : Where Passion for Basketball Meets Expert Training.Balr is rapidly making its mark as a leader in private basketball training across the United States.We're expanding our ...Show moreLast updated: 1 day ago
Private Lacrosse Coach

Private Lacrosse Coach

STXZ LLCWillow Spring, North Carolina, United States
$35.00–$50.00 hourly
Full-time
Join STXZ Lacrosse : Transform Your Passion for Lacrosse Into a Rewarding Career!.STXZ Lacrosse is a leading name in private lacrosse training across the United States. We’re expanding our team and l...Show moreLast updated: 30+ days ago
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Chief Financial Officer – Exponential Growth with Private Equity, 78872

Chief Financial Officer – Exponential Growth with Private Equity, 78872

Truenorth Executive Search, Inc.Charlotte, North Carolina, US
Full-time
Chief Financial Officer – Exponential Growth with Private Equity.Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.Ou...Show moreLast updated: 14 days ago
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Health Equity Director

Health Equity Director

VirtualVocationsCharlotte, North Carolina, United States
Full-time
A company is looking for a Director of Health Equity (Community Engagement / MPH) to develop health promotion activities aimed at improving member outcomes. Key ResponsibilitiesDevelop and implement...Show moreLast updated: 11 days ago
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Private Funds Associate

Private Funds Associate

5 LegalCharlotte, NC, US
Full-time
One of the recognized Global 50 law firm is seeking an associate to join its Private Funds group.The ideal candidate will have 3-5 years of experience in representing established and new fund spons...Show moreLast updated: 5 days ago
Private Equity Midlevel Associate

Private Equity Midlevel Associate

K&L GatesCharlotte
Full-time
At K&L Gates, we are looking for smart, imaginative and hard-working people with diverse backgrounds, experiences and ideas to join us. Perhaps our search for talented visionaries and your search fo...Show moreLast updated: 30+ days ago
  • Promoted
Private Equity Associate

Private Equity Associate

Selby JenningsCharlotte, NC, US
Full-time
A leading Private Equity firm based out of Charlotte, NC is looking to add an Associate to their team this Summer.The firm specializes in business services, technology, and software within the emer...Show moreLast updated: 3 days ago
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  • New!
Private Banking Managing Director

Private Banking Managing Director

U.S. Bank National AssociationCharlotte, North Carolina, US
Full-time
Bank, we’re on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 11 hours ago
Solar Tax Equity Portfolio Manager

Solar Tax Equity Portfolio Manager

Regions Financial CorporationCharlotte, NC, United States
$185,041.50 yearly
Full-time
Thank you for your interest in a career at Regions.At Regions, we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build ...Show moreLast updated: 30+ days ago
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Remote Equity / Option Trader

Remote Equity / Option Trader

Maverick FXCharlotte, North Carolina
Maverick Trading, a 26-year old proprietary trading firm, is looking to hire experienced (5+ years) and entry-level (1+ years) equity and option traders. We are a global team, united by the common g...Show moreLast updated: 30+ days ago
Private Investigator

Private Investigator

Lemieux & Associates LLCCharlotte, NC, USA
$20.00–$30.00 hourly
Full-time +1
Quick Apply
Come grow with us! Lemieux & Associates, a national leader in the investigative industry, is seeking experienced surveillance Field Investigators in the Charlotte or surrounding area.This is a ...Show moreLast updated: 30+ days ago
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Pediatric Private Duty Nurse

Pediatric Private Duty Nurse

Thrive Skilled Pediatric CareCharlotte, NC, US
Full-time
Weekly pay and up to 80 hours of PTO per year!.Many shift combinations to choose from.Full-time, part-time or per diem.Flexible schedules, great pay and benefits. If you are interested in working fo...Show moreLast updated: 30+ days ago
Private Investments - Controller

Private Investments - Controller

BaringsCharlotte, NC, United States
Full-time
At Barings, we are as invested in our associates as we are in our clients.We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills...Show moreLast updated: 30+ days ago
Senior Fund Accountant - Private Equity

Senior Fund Accountant - Private Equity

StepStone GroupCharlotte
$80,000.00–$95,000.00 yearly
Full-time
Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $675 billion of total capital allocations, includ...Show moreLast updated: 30+ days ago
AVP, Account Executive – SE Private Equity

AVP, Account Executive – SE Private Equity

Lockton CompaniesCharlotte, United States of America
Full-time
Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiatives. Proactively understands the requirements and needs of a Clien...Show moreLast updated: 30+ days ago
Assurance Senior Associate - Independence - Private Equity

Assurance Senior Associate - Independence - Private Equity

BDOCharlotte, NC, United States
$80,000.00–$90,000.00 yearly
Full-time
The National Independence Senior Associate – Premier Private Equity (PE) Support joins a Manager and Director who together support the firm’s independence with respect to its Premier Private Equity...Show moreLast updated: 30+ days ago
  • Promoted
PRIVATE BANK WEALTH ADVISOR IV

PRIVATE BANK WEALTH ADVISOR IV

Huntington Bancshares, Inc.Charlotte, NC, United States
Full-time
The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth clients Wealth Plan....Show moreLast updated: 1 day ago
Director, Private Equity Investment Management Advisory (OPEN TO ALL US LOCATIONS)

Director, Private Equity Investment Management Advisory (OPEN TO ALL US LOCATIONS)

Alvarez & Marsal EuropeCharlotte, NC
11 days ago
Salary
$190,000.00–$225,000.00 yearly
Job description

Description

Private Equity - Director

Fund Management Advisory

OVERVIEW

A&M Fund Management Solutions works with private equity managers and provides our clients with solutions to optimize the operations of their businesses. Our goal is to improve efficiency and reduce risk around the non-investing aspects of business performance, and to provide benefits through hands-on involvement in our clients' operations. Our job is to support PE firms to enhance and optimize how their operations function.

Fund Management Solutions, a service line of CFO Services, provides the following pillar of services :

  • Strategic Analytics & Planning
  • Performance Measurement & Management (Funds & Management Company)
  • Business Transformation
  • Interim Management
  • Investor Reporting
  • Valuation
  • Treasury Functions
  • Operational Review and Improvement (e.g., HR, Administration, Technology & Insurance)

PROFESSIONAL EXPECTATIONS :

Data Collection, Validation and Analysis

  • Guide team members in information gathering approach and ensure all relevant sources of information are pursued
  • Guide and lead client interviews, ask inquisitive questions and understand different stakeholders' perspective
  • Identify knowledge gaps, guide the team to challenge status quo, validate, disprove and / or develop better assumptions
  • Identify key business challenges, pinpoint financial / accounting / operations process inefficiencies, and assess the organization's design, roles and team
  • Ensure issues and opportunities are clearly and concisely presented
  • Understanding accounting and finance process flows and how information is consolidated into the general ledger to ensure improvement and value creation
  • Project Management and Implementation

  • Ability to lead components of projects with multiple service lines and ability to lead smaller projects independently
  • Proactively manage client's expectations and minimize risks and negative impacts on project
  • Develop straightforward actionable plans and lead individual workstreams independently
  • Ability to own and complete a workstream based on the pillars of services Fund Management Solutions provides
  • Ensure that project approach, timeline and deliverables are logical, reasonable, and accurate
  • Anticipate risks and obstacles early on, create contingency plans and communicating timely with client
  • Engage and work collaboratively with senior management; ability to obtain buy-in from senior management / board members on actionable plans
  • Set and communicate client's expectation consistently
  • Lead actionable plans (e.g., create initiatives to optimize processing new investment & realizations, instill a process-oriented culture, improve transparency in processes and organizations)
  • Identify risks and obstacles early on, create contingency plans and communicating timely with client
  • Ability to identify and advise where the pillars of services Fund Management Solutions provides are not functioning
  • Leadership

  • Leverage previous experience to guide and promote team to think innovatively
  • Take accountability for both client and team identified issues
  • Build complimentary teams using individuals' talents and capabilities
  • Financial Acumen

  • Ability to build and review various financial models, provide valuable financial analysis and evaluate accounting treatments
  • Ability to provide valuable insight and improvement initiatives to senior management and board members
  • ACCREDITION / EXPERIENCE :

  • 10-15 years of experience related to : Accounting / Finance, Financial Due Diligence, Investment Banking or Private Equity with experience at a fund / asset manager or equivalent business strongly preferred
  • Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
  • CPA, CFA, or Master's Degree Preferred but not Required
  • LI-LS1

    The salary range is $190,000-$225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

    Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.

    Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.