Support creation of presentations and structured materials, assist with reporting cadence and data tracking, maintain internal tools/CRM trackers, conduct basic research and analysis, and prepare summaries and dashboards for reviews.
F&A solutions & P&C deal process management
Responsibilities
Support creation of presentations, decks, and structured materials for internal and external use
Assist with ongoing reporting and cadence activities, including data tracking and updates
Help maintain and organize information in internal tools and trackers (e.g., CRM systems)
Conduct basic research and analysis to support business initiatives and decision-making
Prepare summaries, dashboards, and reference documents for reviews and discussions
Higher Education Diploma with 0 - 2 years of relevant experience
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What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus


