Portfolio Associate at TalentPartners in Charlotte, North Carolina

Posted in Other about 3 hours ago.

Type: full-time





Job Description:

Exciting Opportunity with a Prestigious Investment Firm growing a presence in Charlotte

  • Collaborate with the trading team across multiple asset classes.
  • Support strategy development, analytics, and data metric reporting.
  • Prepare and review quarterly investor deliverables.
  • Perform financial modeling and portfolio analysis.
  • Liaise with internal teams to address inquiries related to deal information.
  • Contribute to qualitative and quantitative oversight of the firm's deals.

NOTE: This position will start remotely for the foreseeable future with eventual plans of opening a dedicated Charlotte office. Therefore this individual must be within the Charlotte metro area.
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