Investment Analyst Sr; Private Markets

Overview

The Investment Analyst Sr (Private Markets) is an experienced investment professional responsible for monitoring and managing an existing portfolio of private equity, private credit, real estate and real assets fund investments, as well as underwriting and recommending new fund investments for the portfolio. The Analyst Sr is experienced in private fund diligence, investment reporting, financial modeling, market analysis and research, and fee and expense analysis.

The Analyst Sr participates in discussions regarding portfolio composition and construction, potential asset/investment managers, and macro-economic conditions (including potential impact on the portfolio). The Analyst Sr works collaboratively with internal team members as well as external parties to further the success of the private markets portfolio and the broader investment program for Novant Asset Management Company (NAMCO).

What We’re Looking For

• Education:
  
  High School Diploma or GED required. 4 Year / Bachelor’s Degree in Finance, Business Administration, Economics, Accounting, Math or other related field required.
• Experience:
  
  4 years of relevant experience in private markets at endowment, foundation, pension, fund-of-funds, investment banking or asset management firm required.
• Licensure/Certification:
  Chartered Financial Analyst (CFA) designation preferred or actively in process;
  Chartered Alternative Investment Analyst (CAIA) designation preferred or actively in process.
• Additional Skills (required):
  Solid communication and presentation skills with a firm understanding of the financial markets and investment environment. Proficiency in Excel, PowerPoint, Word, Bloomberg, MSCI Private i, Custodian system, etc.

Other Details

This position is on-site in Charlotte, NC.

Company Information

Why Choose Novant Health?

At Novant Health, we believe remarkable care starts with compassion for our patients, our communities, and each other. We value belonging, courage, personal growth, and teamwork, creating a space where everyone is respected, supported, and safe to show up as their full selves.

Job Opening

140632