Investment Operations - Senior Analyst (PE)
$82k - $123kPetra Funds Group
Our Client is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $640B of total capital allocations, including $143 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve for the objectives of any investment program. With a culture built on entrepreneurialism, partnership and being a team within teams, our client offers joiners the opportunity to think out loud, collaboratively. Our Client is seeking a self-motivated and highly organized professional to join their Investment Operations team supporting Private Equity transaction execution. The role is hands-on and entrepreneurial, on a close-knit team that operates in a fast-moving environment with evolving processes.The successful candidate will manage many concurrent deals and workstreams, reprioritize as deal timelines shift, and keep stakeholders informed throughout. Responsibilities: Prepare client allocations across the platform for each PE investment transaction Support transaction funding logistics, including capital calls and tracking of recallable/recycled capital Provide hands-on support on complex operational matters including FX, deal syndications, and bridge financing Monitor each deal end-to-end through Power BI reporting, ensuring alignment with internal close protocols Coordinate the Investment, Legal, Tax, Accounting, and Treasury teams to keep transactions on track Own the latest deal-process updates and ensure the right stakeholders are informed at the right time Manage information flow into and out of the deal team Qualifications: 2-5 years of relevant experience in Middle office or other investment fund related role is preferred but not necessary Experience in fund-of-fund trading or Private Equity is a plus Familiarity With LP Interest secondaries and co-investments is strongly preferred, not required Demonstrates commitment, accuracy and attention to detail, even in a high-volume, fast-paced environment Takes initiative and ownership of responsibilities assigned Ability to prioritize activities while working on multiple projects and achieve target deadlines Highly motivated with a willingness to learn Passion for fast-paced learning, especially in a technology-enabled environment Good analytical skills with a flair for processes as well as good IT skills Strong interpersonal and customer service skills Salary Range At Petra Funds Group, we are committed to transparency and equity in our hiring practices. The compensation range for this position is $82,000 - $123,000 per year. This range represents the base salary only. Actual pay will depend on factors such as qualifications, experience, and skills. How We Care We believe people do their best work when they feel supported — personally and professionally. That’s why we offer a comprehensive benefits package that reflects our commitment to your well-being. Our perks include: 90% covered medical, dental, and vision insurance premiums to help you stay healthy without financial strain. Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum — available to employees enrolled in our high-deductible health plan. * 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long-term savings right away. Flexible paid time off to recharge, travel, or take care of what matters most. Generous holiday calendar to ensure you have time to rest, reflect, and celebrate throughout the year. Hybrid work environment that offers flexibility and supports work-life balance. *Funded amount is prorated for new hires. What We’re Proud Of We’re proud of many milestones, but we’re especially honored by the recognition we’ve received for our workplace experience: Certified Great Place to Work®, based on direct feedback from our employees about trust and overall culture. Fortune Best Medium Workplaces™ and Best Financial Services & Insurance Workplaces™, highlighting our commitment to building an environment where people thrive.
- A global professional services firm is seeking a Senior Associate to join its Private Equity Performance Improvement team in Charlotte, North Carolina. This role focuses on delivering complex technology and business solutions for private equity clients, including IT diligence...Senior
- ...privately held commercial services company in North America. ~ PE-backed and growing fast both through organic growth and... ...15 new companies annually ~200 locations across the USA which operate under a co-branded strategy, where the local name is dominant....SeniorDaily paidLocal area
$140k - $160k
Aon is seeking an Assistant Vice President / Senior Consultant to lead actuarial and financial work primarily for private equity and mid-market clients in Charlotte, NC. The ideal candidate will have 6-12 years of experience in the health care industry along with strong...Senior$140k - $160k
Aon is seeking an Assistant Vice President / Senior Consultant with a focus on Health and Benefits in Charlotte, NC. The successful candidate will lead actuarial and financial work for private equity and mid-market clients. Responsibilities include preparing financial...Senior- ...What We Offer Novant Health is seeking an Senior Investment Analyst to join us! The Investment Analyst Senior position is a part of the Novant Asset Management Company’s Public Markets Team and supports efforts related to the Public Markets portfolios (e.g., Global...Senior
$45.05 - $55.06 per hour
..., and resources to make a positive impact on the future - including your own. We're actively seeking a talented Senior Investment Operations Analyst to join our Fixed Income Investment Operations team in Charlotte, NC . As a Senior Investment Operations Analyst...SeniorFlexible hours$47.5 - $71.25 per hour
...Enterprise Corporate - Enterprise Investments Status: Full time... ...: Collaborate with Investment Operations team to review accuracy and completeness... ...or finance for investment analyst and ~5+ years of related experience for senior investment analyst...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hoursShift work$120k - $130k
...Sr. FA/Manager - Rapidly Growing PE Backed Service Firm Location: Charlotte... ...Security solutions, PE-backed platform operating across the U.S. under 8 distinct... ...are looking for you, an experienced Senior Financial Analyst who can build sophisticated financial...SeniorWork at officeFlexible hours- ...at Wayflyer At Wayflyer, we value being sound people, excellent operators, and ambitious overachievers, working together with integrity,... ...Develop and maintain the monthly portfolio reporting pack for senior leadership, bringing clarity on trends, concentrations, early signals...SeniorStart working todayWork at officeRemote workWorldwideFlexible hours3 days per week
$175k - $200k
Senior Investment Specialist, AssetMark Investment Solutions page is loaded## Senior Investment Specialist, AssetMark Investment Solutionsremote type: Hybridlocations: Charlotte, NC: Remote: Concord, CAtime type: Full timeposted on: Posted Todayjob requisition id: Req-0...SeniorRemote workFlexible hours- ...adequate controls over the financial and regulatory reporting processes. Responsible for running complex business performance, risk and operational analytics. May include the development of analytical methods/models to assess market, credit and/or operational risk of new and...SeniorFull timeTemporary workPart timeWork experience placementLocal area
- ...About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst to join the Global Manager Research (GMR) Team as part of Wealth... ...wellsfargojobs.com. In this role, you will: * Conduct Operational Due Diligence research on new and existing investment...SeniorWork experience placementWork at officeRemote work
$205k - $340k
K&L Gates is seeking an experienced midlevel associate to join our Corporate M&A team in Charlotte, NC. Candidates should have 3-5 years of M&A experience, particularly with private equity transactions. Responsibilities include drafting and negotiating various agreements...- ...About the Role: As a CBRE Investment Sales Senior Analyst, you will develop business and negotiate the selling, leasing, and marketing of large... ...origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management...SeniorContract workWork at officeVisa sponsorshipFlexible hours
- A private equity-backed consumer services company is seeking a Senior Accountant in Charlotte, NC. This role involves supporting the financial close process, financial reporting, and enhancing internal controls within a high-growth environment. Ideal candidates should...Senior
- A private equity-backed consumer services company in Charlotte, NC, is seeking a Senior Accountant to support financial operations in a dynamic environment. This role requires 2-5 years of public accounting experience and a CPA certification. The position involves leading...Senior
- Allspring Global Investments is looking for an experienced Accounting System Data Administrator in Charlotte, NC. The role involves managing... .... Applicants should have a minimum of 12 years in investment operations, with strong analytical and communication skills. The...SeniorWork at office
$93.69k - $114.51k
Pacific Asset Management, LLC is seeking a talented Sr. Financial Reporting Analyst I to join their team in Charlotte, NC. This role requires strong investment accounting skills and offers the opportunity to support various financial reporting processes. The ideal candidate...Senior$77k - $121k
...About this role: Wells Fargo is seeking a Senior Institutional Investment Operations Specialist within our Tax Operations team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com ....SeniorWork experience placement- Barings is looking for an experienced Investment Grade Credit Analyst in Charlotte, NC, to join its Investment Grade Corporate team. You will be responsible for managing a diverse corporate credit portfolio and conducting in-depth analysis within the Financials sector....Senior
$85k - $100k
...We empower small to mid-market firms with PE-backed capital, strategic technology... ...00 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting... ...seeking a detail-oriented and experienced Senior Tax Associate to join our firm. This role...SeniorTemporary workWork at officeLocal area- EisnerAmper LLP in Charlotte, North Carolina, is seeking a Senior Fund Accountant to join the Real Estate Systems Implementation Group. The ideal candidate will possess strong technical accounting skills and a proven track record in Fund Accounting. This role offers the...Senior
- A leading engineering service provider in Charlotte, North Carolina, seeks a Civil Engineer (PE Required) with 8-15 years of experience in civil design. The successful candidate will lead design projects, collaborate with various stakeholders, and oversee the delivery...Senior
- A transportation engineering firm in Charlotte, NC, seeks a Senior Structures Engineer to lead bridge design projects and mentor junior engineers... ...'s degree in Civil or Structural Engineering, possess a valid PE license, and have over 10 years of experience in structural...Senior
- A leading engineering firm in Pineville, NC is seeking a Senior Project Manager to oversee construction materials testing projects. This... ...will have at least 7 years of experience in project management, a PE license, and strong leadership skills. Responsibilities include leading...Senior
- Britt, Peters And Associates is searching for an experienced Engineer (PE) to join our dynamic team in Charlotte, NC. This full-time position focuses on structural engineering tasks, including the analysis and evaluation of building structures. The ideal candidate should...SeniorFull time
- ...Summary The Senior Site Acquisition Specialist MUST be located in/or around Atlanta, Georiga. They are responsible for overseeing the site acquisition process for wireless communication facilities and related wireless equipment. This includes preparing candidate information...SeniorWork experience placementLocal areaRemote work
- Aprio is looking for a Senior Tax Manager to join theirTax team in Charlotte, North Carolina. This role requires 8-12 years of public accounting... ...and partnership compliance. The ideal candidate will manage PE-backed clients and mentor staff while collaborating with tax...SeniorFlexible hours
$95k - $130k
Australia-Employment is seeking a Sr. Electrical Engineer in Charlotte, NC, offering a salary range of $95,000 to $130,000 per year. The role requires 6+ years in electrical systems design, proficiency in AutoCAD and Revit, and a P.E. license. Benefits include flexible ...SeniorFlexible hours- Grant Thornton (US) in Charlotte, NC is hiring a Product Technology Senior Associate to evaluate software platforms and provide analytical and technical support in private equity contexts. You will conduct architecture reviews, perform cloud infrastructure analysis, and...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Operations - Senior Analyst (PE). Be the first to apply!
- investment analyst Charlotte, NC
- investment banking analyst Charlotte, NC
- senior investment analyst Charlotte, NC
- portfolio analyst Charlotte, NC
- investment officer Charlotte, NC
- investment specialist Charlotte, NC
- aviation operations Charlotte, NC
- investment operations Charlotte, NC
- creative operations Charlotte, NC
- business operations intern Charlotte, NC

