8 fund analyst jobs at 7 companies in Charlotte, NC

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Investment Operations - Analyst
San Diego or Charlotte
$82k-$123k/yr OnsiteFull Time
Petra Funds Group
Petra Funds Group: Provides fund administration services for private equity and debt.
1+ YOE1-4 years in middle office or fund-related role; VC/fund-of-fund trading or LP secondary/co-investments a plus; strong accuracy, initiative, multitasking, analytical and IT skills.
1mo
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Compliance Analyst
Radnor or Charlotte or Fort Wayne or Greensboro or Hartford or Omaha
$73k-$132k/yr HybridFull Time
Lincoln Financial
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
3+ YOEBachelor's degree or equivalent experience,3-5+ years compliance experience relevant to funds management,ability to perform testing,service provider oversight,AML support,and prepare compliance reports.
1w
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Core Operations Valuation Analyst
Charlotte or Irvine
$88k-$164k/yr HybridFull Time
Capital Group
Capital Group: Providing active investment management and research-driven financial strategies
Knowledge of securities, financial markets, valuation, mutual funds, pricing methodologies, vendor management, liquidity testing, financial analysis, and communicating complex ideas to senior stakeholders.
2w
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Sr Investment Analyst
Charlotte, North Carolina, United States
$126k-$180k/yr OnsiteFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
5+ YOE5+ years retirement plan industry investment analysis experience, knowledge of asset allocation, portfolio construction, performance attribution, risk analysis; experience evaluating fund managers; strong presentation and communication skills; proficiency with Microsoft Office and virtual meeting tools.
Microsoft Office Suite, MS Teams, Zoom
1w
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Director, Senior Investment Research Analyst
Frisco or Charlotte
$138k-$223k/yr HybridFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
7+ YOERequires 7+ years of experience, with strong private market fund sourcing and underwriting expertise, knowledge of evergreen and semi-liquid structures, and quantitative and qualitative investment manager analysis.
iCapital
2w
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Director, Senior Investment Research Analyst
Dallas or Charlotte or Frisco
$138k-$223k/yr HybridFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
7+ YOERequires 7+ years of experience, with expertise sourcing and underwriting private market funds, investment manager research, due diligence, quantitative and qualitative analysis, and private-market vehicle structures.
iCapital
2w
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2027 Thurgood Marshall Fund Leadership Institute Conference (Pipeline Requisition for Full-Time Opportunities)
Atlanta or Charlotte
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
TMCF participant attending Leadership Institute; currently pursuing a Bachelors or Masters in business/finance/analytics/CS or related; strong academics, communication, teamwork, and Microsoft Office proficiency; graduating Spring 2026-2027.
Microsoft Office
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Senior Liquidity Funding Management Analyst
Charlotte, North Carolina, United States
OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
4+ YOE4+ years treasury experience; subject matter expertise in deposits and investment portfolio liquidity reporting; strong control and documentation skills; proficiency with SQL and Excel; experience with regulatory liquidity frameworks.
SQL, Microsoft Excel