Investment Analyst Sr (Private Markets)

The Investment Analyst Sr (Analyst Sr) is responsible for monitoring and managing an existing portfolio of private equity, private credit, real estate and real assets fund investments, as well as underwriting and recommending new fund investments for the portfolio. Ultimately, Novant Asset Management Company (NAMCO) requires the Analyst Sr to work collaboratively with internal team members as well as external parties to further the success of the private markets portfolio as well as the broader investment program.

What We Offer:

The Investment Analyst Sr (Private Markets) is an experienced investment professional. The Investment Analyst Sr (Analyst Sr) is responsible for monitoring and managing an existing portfolio of private equity, private credit, real estate and real assets fund investments, as well as underwriting and recommending new fund investments for the portfolio. The Analyst Sr is experienced in private fund diligence, investment reporting, financial modeling, market analysis and research, and fee and expense analysis. The Analyst Sr participates in discussions regarding portfolio composition and construction, potential asset/investment managers, and macro-economic conditions (including potential impact on the portfolio). Ultimately, Novant Asset Management Company (NAMCO) requires the Analyst Sr to work collaboratively with internal team members as well as external parties to further the success of the private markets portfolio as well as the broader investment program.

 

Candidates must have Private Market Investment Experience working with either Private Equity and/or Private Credit.

 

This position is on-site in Charlotte, NC.

What We're Looking For:

• Education: High School Diploma or GED, required. 4 Year / Bachelors Degree in Finance, Business Administration, Economics, Accounting, Math or other related field, required.
• Experience: 4 years of relevant experience in private markets at endowment, foundation, pension, fund-of-funds, investment banking or asset management firm, required.
• Licensure/Certification: Chartered Financial Analyst - possess or actively be in the process of earning CFA designation, preferred. Chartered Alternative Investment Analyst - possess or actively be in the process of earning CAIA designation, preferred.
• Additional Skills (required): Solid communication and presentation skills with a firm understanding of the financial markets and investment environment. Proficiency in Excel, PowerPoint, Word, Bloomberg, MSCI Private i, Custodian system, etc.