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
- ...processes, etc. Do heavy data-driven work and analysis.... ...collect, 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
$81.47k - $135.86k
...Senior Analyst, Investment Management - Public & Private Markets Build a career that matches all your initiative with an... ...~ Experience translating complex data into actionable insights. ~ Proven... ...excellence. Familiarity with wealth management, investment products,...PrivateWork from homeShift work- ...Analyst/Associate Product Management - Private Wealth Charlotte | Orlando We are global private markets specialists delivering tailored investment solutions... ..., and impactful, data driven insights to the world... ...should be highly analytical and naturally curious to...PrivateWork experience placementFlexible hours
- ...Friday, 8am-5pm The Data Management Analyst will play an important... ...in data science/analytics, business administration... ...subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management,... ...brokerage, capital markets, fixed income, and...PrivateMonday to Friday
- ...Role: As a Business Data Analyst at First Horizon Bank within... ...skills. ~ Strong analytical and problem-solving... ...subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management,... ...brokerage, capital markets, fixed income, and mortgage...PrivateImmediate startMonday to Friday
- ...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
- ...Apprenticeship Data Analyst ProSidian is a Management and Operations... ...wide variety of engagements for Private Companies, Fortune 1,000... ...opportunities based on labor market trends, researching the most... ...proficient with Adobe Acrobat, data analytic tools, and Visio with the...PrivateApprenticeshipLocal 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...Private- ...This role will be pivotal in enhancing the performance of our marketing campaigns through advanced analytics, predictive modeling, and data science techniques. The ideal candidate will have a strong foundation in marketing analytics, statistical modeling, and campaign...Work experience placement
- A leading organization in financial services is seeking a Data Science Analyst in Charlotte, NC. In this role, you will support critical market data governance programs and collaborate with various teams to ensure compliance and optimize vendor management. The ideal candidate...Weekly pay
- 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...
- ...Principal Reporting Analyst This Reporting Analyst will join the Commercial and Private Banking Platform Support & Release Engineering organization, working alongside the support teams to help use data and organizational planning to drive improved support across all...PrivateWork experience placement
- ...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
- ...Senior Credit Underwriter-Global Wealth and Investment Management... ...clients in partnership with a private bank credit team. Key... ...complex, custom loan products (marketable securities, commercial real estate... ...Written Communications Analytical Thinking Credit Documentation...PrivateBank staffWork at officeShift workDay shift
- ...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
- Client Relationship Analysts provide exceptional service to our clients... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...the Financial Advisor/ team marketing strategy (e.g, website... ...approved systems• Assist with data entry for key client needs...PrivateWork at officeLocal area
- ...Insight Global is looking for a Senior Data & Governance Analyst that will play a foundational role in... ...enterprise data governance and analytics practices at one of our logistics company... ...how we collect, keep, and process your private information, please review Insight...PrivateWork experience placementWork at officeImmediate start
$98k - $162.5k
...clients in partnership with a private bank credit team. Key... ...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$81k - $95k
...focused solutions to the U.S. Government and private sector. Leveraging deep expertise in... ...is seeking a highly skilled Data Analyst to support mission-critical operations... ...Bachelor's degree in a technical field (Data Analytics, Information Technology, Computer Science...Private- ...Insight Global is looking for a Data Analytics Analyst to support the Internal Audit organization at one of our large financial services clients... ...To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce...Private
- ...Responsible for providing analytical and administrative support on... ...expert for various bank and Wealth systems, products, services and... ...organizing meetings, assembling marketing materials, etc. # Assist... ...emphasis on the Brokerage & Private Banking and Wealth client segments...Full timePart timeWork at officeShift workDay shift
$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$195.42k - $370.53k
...growth. In this ever-changing market environment, our... ...number one priority. With a wealth of learning and career development... ...currently seeking a Director, Private Equity IT M&A -Due Diligence... ...modelredesign, and the implementation of data analytics and automation to...PrivateH1bLocal area- ...Capital Markets Data Analyst Charlotte, NC (Hybrid, Onsite 3 days/week) 12 months Contract This person will be supporting... ...L, CCAR, or cva. They are needing someone to bring in data analytics including running queries, writing functions, identifying...Contract work3 days per week
$114k - $160k
...experienced content leader to develop and drive private markets educational content strategy, private... ...content programming for Nuveen’s global wealth business. This role offers the... ...Collaboration, Communication, Content Development, Data-Based Decision Making, Nuveen Products/...PrivateWork experience placementWork at office- ...Client Relationship Analyst Client Relationship Analysts provide... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily... ...Supporting the Financial Advisor/team marketing strategy (e.g, website... ...systems Assist with data entry for key client needs such...PrivateWork at officeLocal area
- 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
- A leading financial services firm in Charlotte, NC is seeking a motivated professional to complete inquiries, assess content accuracy, and manage a central database. This role requires strong writing skills, proficiency in Microsoft Office, and an understanding of financial...PrivateWork at office
$65 - $75 per hour
...Responsibilities This senior contractor serves as the primary business and data lead for the Enterprise Search platform, operating alongside and... ...: Teradata, Oracle, SQL Server, and transitioning to Data Private Cloud (Google/GCP via Dremio interface) Data lineage, sourcing,...PrivateHourly payContract workTemporary workFor contractorsWork experience placementShift work- Rockefeller Capital Management is seeking an experienced Client Associate to support their private wealth team in Charlotte, North Carolina. This role focuses on operations, administration, and delivering exceptional client services while ensuring adherence to best practices...Private
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