Investment Operations Analyst - Private Equity (Charlotte, NC)

Position: Analyst – Investment Operations (Charlotte, North Carolina)

Role Summary

The Analyst will be part of a newly formed investment operations team within a fast-growing private markets platform. The firm manages more than $600 billion in capital commitments, including over $140 billion in assets under management, and serves some of the most sophisticated institutional investors worldwide. This role will be heavily involved in supporting transaction execution, pipeline management, and cross-functional coordination across private equity secondaries, co-investments, venture capital, growth equity, real assets, and infrastructure strategies.

Key Responsibilities

• Support investment operations for ongoing deal flow and pipeline execution.
• Act as a liaison between investment, legal, tax, and treasury teams, tracking updates and ensuring information flow.
• Maintain real-time data in proprietary systems to support firm-wide transparency.
• Manage and organize legal closing documentation and allocation records.
• Contribute to process improvements that harmonize transaction execution across asset classes.
• Assist in structuring transactions, arranging financing, hedging programs, and funding logistics through deal close.
• Ensure consistent documentation and dissemination of finalized transaction packages to internal stakeholders.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• 1–4 years of experience in private markets operations, fund administration, or legal/financial execution roles preferred.
• GP-side experience is a plus but not required.
• Strong attention to accuracy and detail with proven organizational skills.
• Effective communicator with the ability to manage multiple priorities.
• Proactive and motivated to learn in a fast-paced environment.
• Familiarity with tools such as Excel, Power BI, Power Pivot, and SharePoint is desirable.

Key Competencies

• Strong orientation toward deal execution and ownership through close.
• Experience handling legal and transaction-related documentation.
• Demonstrated ability to manage processes and projects effectively.
• Analytical mindset with excellent problem-solving skills.