Private Markets Data & Wealth Analytics Analyst
StepStone Group
StepStone Group is seeking a Private Wealth Analyst in Charlotte, NC to support the data processing and operational workflows for our private markets platform. The Analyst will ensure accurate and timely private markets data by collaborating closely with team leadership and client service partners. The ideal candidate will hold a Bachelor’s degree in finance or a related field, with strong analytical skills and proficiency in Excel and Power BI. We offer an inclusive environment and value diverse perspectives. #J-18808-Ljbffr StepStone Group
- ...automate processes, etc. Do heavy data-driven work and analysis.... ..., keep, and process your private information, please review Insight... ...+ years of financial/capital markets products experience in the... ...industry, specifically data analytics experience. JIRA or SQL experience...Private
- Stepstone.fr, located in Charlotte, North Carolina, seeks a Private Wealth Analyst to support data processing and operational workflows in private markets. The ideal candidate possesses strong analytical skills and expertise in Excel, contributing to data integrity and...Private
- Abracadabra+ is seeking an Analyst for its SPAR Business Partner team... ...position focuses on supporting data processing and operational workflows in the Private Wealth sector, ideal for individuals starting... ...ensure the accuracy of private markets data and have the opportunity...Private
- ...Capital, LLC is a national, direct, private lender providing real estate investors... .... RCN Capital is seeking an Analyst, Treasury & Capital Markets to join the Treasury team in our Charlotte... ...limited to, producing and reviewing data tapes, solving diligence exceptions,...PrivateFull timeTemporary workCasual workInternshipRemote workMonday to Friday3 days per week
- ...role. At Vanguard Personal Investor Marketing, we’re on a mission to help individuals... ...Vanguard’s trusted brand to life through data-driven, personalized marketing. This... ...our marketing campaigns through advanced analytics, predictive modeling, and data science techniques...SuggestedWork experience placement
$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...Private- ...Description Description: About Net Conversion: We're a data-obsessed marketing and analytics agency in downtown Orlando, driven by a relentless... ...and hopefully, you’ll learn why! JOB TITLE: Senior Analyst, Marketing DEPARTMENT: Marketing REPORTS TO: Manager...Summer work
- Job Description Insight Global is looking for a Capital Markets Business Analyst for one of our top financial services clients. This individual... ...To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce...Private
- A leading wealth management firm in Fort Mill is seeking a Consultant, Digital Marketing Data Analyst to analyze performance across web, email, and social media channels. You will build dashboards for stakeholder reporting and validate data quality from multiple sources...
$98k - $162.5k
...clients in partnership with a private bank credit team. Key... ...credit requirements. The Global Wealth Investment Management‑Sr Credit... ...complex, custom loan products (marketable securities, commercial real estate... ...Written Communications Analytical Thinking Credit Documentation...PrivateBank staffWork at officeShift workDay shift- ...as a Family Office Analyst**Brown Brothers... ...preferred advisor for private businesses, their... ...to organize marketing events and by developing... ...client reference data, RM client data requests... ...interest in the Wealth Management field*... ...organizational, analytical, and written/oral...PrivateWork at officeLocal area
- ...exams/audits by assisting in gathering of data for federal regulators, state examiners... ...and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking...PrivateWork at office
- ...Client Relationship Analysts provide exceptional service to our... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...the Financial Advisor/ team marketing strategy (e.g, website maintenance... ...systems • Assist with data entry for key client needs such...PrivateWork at officeLocal area
- ...Access databases and Excel models to track performance metrics and data quality. • Create SharePoint dashboards and PowerPoint decks... ....com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy...Private
$34.32k - $90k
...Registered Client Relationship Analysts provide exceptional service... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...the Financial Advisor/team marketing strategy (e.g., website maintenance... ...systems. Assist with data entry for key client needs such...PrivateTemporary workWork at officeLocal area- ...Job Description Insight Global is looking for a Data Analytics Analyst to support the Internal Audit organization at one of our large financial... ...To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce...Private
- ...financial institutions in Greater Cincinnati has an opening for a Private Wealth Advisor (PWA). This is an exclusive opportunity with a top-... ...and investment portfolios, making key adjustments based on market trends and client needs. Collaborate with internal teams, including...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- ...Analyst - SPAR Business Partner - Private Wealth Charlotte We are global private markets specialists delivering tailored investment solutions... ...services, and impactful, data driven insights to the world... ...of StepStone's Portfolio Analytics and Reporting (SPAR) organization...PrivateWork experience placementInternship
- ...strategies to streamline risk evaluation, data analytics and continuous monitoring... ...and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services...Private
- Wealth Business Analyst I This is an in-office position. Locations are Charlotte... ...Responsible for providing analytical and administrative support... ...degree in accounting, business, marketing, or equivalent education... ...especially in Brokerage & Private Banking and Wealth client...Work at officeShift workDay shift
- ...various clients – including governmental agencies and private companies – throughout the United States and India.... ...more major healthcare IT systems Experience with analytics for at least two or more of the following data domains – Clinical, Financial, Labor, Supply chain,...Private
- ...DEMAND.com is searching for a Marketing Analyst to join their team remotely. The role emphasizes analytical skills and attention to detail, assisting the sales team by analyzing data, identifying market trends, and suggesting campaign strategies. The ideal candidate possesses...Remote work
- ...International is seeking a Research Analyst based in Charlotte, NC. The... ...play a key role in analyzing market trends and maintaining... ...Responsibilities include aggregating data, preparing market reports,... ...in ArcGIS, and strong analytical skills. A bachelor's degree in...
- CGR Creative specializes in the creation, marketing, and analysis of digital assets. We’re changing the way our clients... ..., we are looking for a full‑time Digital Marketing Analyst with strong analytical skills and data‑driven thinking to join our passionate and...Full time
- Senior Accountant Private Equity-Backed | Middle Market Consumer Services | High-Growth Environment We are partnering with a private equity-backed, middle market consumer services company to identify a Senior Accountant who will play a critical role in supporting a high...Private
$144.5k - $230k
...better way to work in finance. As private equity's value creation... ...financial consulting rooted in data, technology, and AI, we help clients... ...mark. Accordion's Data & Analytics (D&A) team offers cutting-edge... ...-AI solutions ahead of the market. Our group builds and operationalizes...PrivateWork at officeLocal areaRemote work2 days per week- ...Research Analyst I ProSidian Consulting is looking for a Research... ...in survey administration and data collection to evaluate... ...regional differences in crop yield, marketing, and risk factors. To... ...agriculutral insurance field for private companies and/or governments....PrivateContract workWork at office
- ...Research and analyze trends within private equity and sub‑sectors of the... ...industrial products. Review work of analysts/associates and coordinate across other... ...manual processes involving large data sets and analyzing data to provide market observations and identify other...PrivateWork at officeRemote workFlexible hoursShift workDay shift
- ...The HyperPersonalization Analytics team is at the center of the... ...measurement, advanced analytics, and data storytelling to deliver on... ...Role Summary The Data Analyst, Senior Specialist role analyzes... ...management and modelling. Proven Marketing & Distribution Analytics...Work experience placement
- Senior Data Analyst, Asset-Based Finance Corporate Title: Director Department: Global Private Structured Finance Group, Global Private Finance Location: Charlotte, NC Responsibilities... ...assets, leveraging Power BI or similar analytics platforms. Constantly improve and update...PrivateTemporary workFlexible hours
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