Top Tech Jobs & Startup Jobs in Charlotte, NC

Supports sales operations by maintaining client, asset, cash flow, and CRM data accuracy. Processes vendor data, identifies discrepancies, supports data governance, documents processes, communicates analyses, and helps define requirements for business systems and projects. Collaborates with sales, operations, technology, and global stakeholders to improve data-informed decision-making and reporting.

Nine-week summer internship supporting Dimensional’s Global Client Group. Interns will assist with day-to-day client support, complete presentation and analytical projects, apply academically backed investment principles, and present project results to the team. The role involves collaborating with asset management professionals and supporting relationships with financial advisors, institutions, consultants, and other global clients.

Nine-week, in-person summer internship exposing undergraduate and masterlevel students to daily Portfolio Management analyst work. Interns complete data-driven projects to improve investment implementation, support daily strategy desk tasks, collaborate with PMs and cross-functional teams, and present findings to senior management.

Manage ETFs and equity portfolios through systematic, process-driven daily oversight: trade execution, create/redeem baskets, currency trades, corporate actions, and portfolio monitoring. Collaborate with Trading, Capital Markets, Sales, and client teams; present fund strategy and performance to clients; and lead projects to improve investment processes.

Lead a cross-functional team for CRM and reporting platforms, focusing on managing priorities, enhancing Microsoft Dynamics 365, and driving business outcomes through technology.

Design, build, and optimize internal data platforms, automated pipelines, semantic layers, and scalable data models. Develop production-grade Python and SQL code, ensure CI/CD and uptime, perform code reviews and debugging, partner with stakeholders to translate requirements, and own the end-to-end technical product lifecycle for analytics and BI tools.

Lead regional business development and relationship management for assigned territory and distribution channels. Drive new client acquisition, grow AUM and revenues, present investment capabilities, coordinate client service teams, act as company ambassador, and support sales and marketing efforts.

Build and maintain portfolio analytics tools and internal frameworks, partner with product and user teams to onboard use cases, analyze investment data from ingestion to distribution, and execute projects to improve client-facing analytics platforms.

As an Associate Portfolio Manager, manage portfolios, trade assets, interact with clients, and enhance investment processes aligning with Dimensional's strategy.

As a Back-End Software Engineer, you will develop scalable data platform solutions, optimize data systems, and collaborate with teams to enhance data pipelines. Responsibilities include building APIs, writing tests, and supporting production systems.