Senior Private Markets Investment Research Lead
TIAA Financial Services
TIAA is seeking a Senior Director Investment Research Analyst to lead private market investment sourcing, underwriting, and strategy development. You will work with wealth management teams on portfolio construction and education for advisors and clients. The role requires strong expertise in private markets, governance processes, and a track record in sourcing and monitoring managers. Hybrid work in Charlotte, NC or Frisco, TX is offered. #J-18808-Ljbffr TIAA
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a... ...responsible for delivering sophisticated investment solutions to High Net Worth and Ultra... ...position may sit in additional major market locations within the Wells Fargo footprint...SeniorPrivateFull timeWork experience placementWork at office
- Novant Asset Management Company (NAMCO) is hiring an experienced Investment Analyst Sr (Private Markets) to oversee an existing portfolio across private equity, private credit, real estate and real assets. You will underwrite new fund investments, perform due diligence...SeniorPrivate
- Alvarez & Marsal is seeking a Manager, Supply Chain: Procurement & Sourcing to lead complex client engagements in private equity, focusing on procurement and supply-chain improvement. You will design and implement creative sourcing strategies, work with PE teams to drive...SeniorPrivate
- AccruePartners is assisting in recruiting for a Senior Accountant role in Charlotte, NC. You will join a newly created team that combines legacy staff with new hires under a Private Equity-owned structure. The position offers exposure to GAAP reporting, variance analysis...SeniorPrivate
$88.9k - $150k
...Consulting Group LLC (PCG) is a leading public sector solutions... ...The Regional Medicaid Lead is a senior leadership role accountable for... ...identifies opportunities for market expansion, and partners with regional... ...set working hourshave a safe, private, and distraction-free...SeniorPrivateFull timeH1bWork at officeLocal areaRemote workShift work$105.4k - $207.8k
...6. Work you'll do As a Senior Consultant on the M&A team... ...for corporate and private equity clientsAnalyzing... ...financial, operational, and market data to inform... ...relationshipsAbility to lead projects or workstreamsAbility... ...as through our own investments, commitments, and actions...SeniorPrivateLocal areaVisa sponsorship$117k - $175k
...clients in partnership with a private bank credit team. Key... ...analysis. Job expectations include leading the process, ensuring timely... ...requirements. The Global Wealth Investment Management-Sr Credit... ...complex, custom loan products (marketable securities, commercial real estate...SeniorPrivateFull timeBank staffWork at officeDay shift$128k - $252.5k
...transactions with corporate and private equity clients, this role... ...deals and capture value. As a Senior Consultant in M&A Finance & Operations... ...relationshipsAbility to lead projects or... ..., as well as through our own investments, commitments, and actions across...SeniorPrivateLocal area- .../ Counsel - Junior / Senior / LeadCharlotte, North... ...JobCatalyst Labs is a leading talent agency with a specialized... ...technology firms, investment entities, financial... ...capital / Private equity / M&AEmployment... ...are also welcome.Strong research, drafting, and advisory...SeniorPrivateContract work
$125k - $175k
...innovative, outcome-oriented investment strategies and portfolios.... ...include a growing range of private markets strategies alongside our multi... ...SMA, and ETF solutions. As Senior Investment Consultant - Private... ...up every day. We believe in:Leading with Heart, in truly making...SeniorPrivateFull timeWork at officeRemote workFlexible hours- ...PlacementSalaryUp to $100,000 / yearJoin a Growing Investment Firm Supporting Complex Private Credit & Investment OperationsWe... ...reporting.Working alongside senior finance and investment... ...investment operations, fund finance, and private markets in a high-growth environment.SeniorPrivateWork at office
$171.6k - $338.3k
...corporate strategic buyers and private equity investors And... ...today’s private equity market takes more than sharp... ...and apply to this Senior Manager role today! Recruiting... ...• Ability to lead projects or workstreams... ...navigating complex growth, investment and divestiture scenarios...SeniorPrivateLocal areaVisa sponsorship- Selby Jennings is seeking a Private Credit Senior Analyst in Charlotte, NC. The role offers exposure to underwriting, portfolio monitoring,... ...emphasizes thorough due diligence and cross-functional interaction within a growing investment team. #J-18808-Ljbffr Selby JenningsSeniorPrivate
$310k
.../SUBSCRIPTION LINES – SENIOR ASSOCIATE/COUNSEL ATTORNEYGlobal... ...recognized by leading industry publications.... ..., funds, and other investment vehicles in asset-backed... ...within the private debt spaceDemonstrated... ...the chance to join a market-leading Fund Finance practice...SeniorPrivateRelocation package- A leading financial institution in Charlotte is seeking an experienced Private Banker to provide exceptional advice to wealthy families on managing their wealth. The ideal... .... You will leverage your expertise in investments, credit, and banking to deliver tailored solutions...SeniorPrivate
$260k - $365k
...Fund Finance Associate Attorney (Mid to Senior Level) Location: Charlotte (Remote Consideration... ...lending, leveraged finance, and private credit. Key Responsibilities... ...and private credit , advising clients on investment structures and financing solutions. Draft...SeniorPrivateRemote work- ...optimal wealth management solutions. Candidates should possess extensive experience, strong leadership skills, and an understanding of investment strategies. Join a forward-thinking team leveraging technology to enhance client experiences. #J-18808-Ljbffr Coda Search│...SeniorPrivateFull time
$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy... ...on Private Equity (PE), leading fast-paced diligences... ..., and other forms of market eminenceDevelop "point-... ...strategy, validate the investment thesis, and improve odds...SeniorPrivateOdd jobWork experience placementLocal area- TwinThread is seeking a Private Banker to manage and grow client relationships in Charlotte, North Carolina. In this role, you will... ...their financial goals to ensure optimal asset allocation and investment management. The ideal candidate will have over six years of experience...SeniorPrivate
- AssetMark is seeking a Client Portfolio Manager to help build the Private Wealth business in Charlotte, NC. You will work with senior teams to shape portfolio strategy, deliver personalized investment guidance, and produce advisor and client communications. In this role...SeniorPrivate
- ...Senior Level Call Center Team Lead ProSidian is a Management and Operations Consulting Services Firm focusing... ...to complete engagements for public/private companies, defense and civilian... ...ProSidian Consulting. At ProSidian, we invest in our employees to help them stay...SeniorPrivateFull timeContract workTemporary workWork at office
- J.P. Morgan in Charlotte, NC is seeking a Private Banker, responsible for advising families on wealth management. The role requires... ...client relationship management and show a deep understanding of investments, wealth planning, and banking. A comprehensive benefits...SeniorPrivate
- AccruePartners is seeking a detail-oriented finance professional to own the financial reporting for a diverse investment portfolio, including private funds and real estate entities. This role focuses on accuracy, timelines, and insightful analysis for leadership and investors...SeniorPrivate
- ...is seeking a Vice President or Executive Director for their U.S. Private Bank in Charlotte, NC. The Private Banker role involves managing client relationships and advising on wealth management, investments, and financial planning. Candidates must have a Bachelor’s...SeniorPrivate
- ...Investor Accounting practice in Charlotte, NC. The role focuses on private equity fund accounting, audits, and regulatory reporting, with... ...and partner allocations, while supporting tax compliance and investment reporting. A solid private equity background and strong...SeniorPrivate
- A leading financial services firm in Charlotte is looking for an experienced Senior Vice President / Managing Director to join their advisory team. The role involves acting... ...to high net worth families, managing investments, estate planning, and philanthropy. Candidates...SeniorPrivate
- Job Overview A law firm seeks a senior associate or counsel with expertise in fund finance and subscription line matters... ...finance or subscription line matters. Experience in the private debt space with investment vehicles. Proven track record of managing key aspects of...SeniorPrivate
- ...role:Wells Fargo is seeking a Lead Wealth Underwriter in the... ...of excellence within Wealth & Investment Management (WIM). As part of... ...verbally and in writing. Drive private banking credit execution to deliver... ...facilitiesExperienced in Marketable-Secured lending...PrivateFull timeWork experience placementWork at office
- ...Senior Accounting ManagerWe are seeking a highly skilled and detail-oriented... ...distributions, funding, and investment oversight.Audit and Reconciliation: Lead reconciliation efforts for trust... ...Background in public accounting, private wealth management, or a family office...SeniorPrivateWork at office
- American International Group (AIG) is seeking a senior Investments Compliance professional to support regulatory asset management for U.S.-domiciledInsurance... ...restrictions, code controls in Aladdin/Bloomberg AIM, and lead due diligence of external managers. Strong technical and...Senior
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