Top Tech Jobs & Startup Jobs in Charlotte, NC

Supports private fund tax reporting by reviewing Big Four workpapers, tax filings, Schedule K-1s, carried interest calculations, and state/local filings. Organizes financial and tax data, reconciles accounting records with tax workpapers, assists with investor tax reporting requests, and responds to ad hoc requests from Investor Relations and Operations. The role requires strong Excel, communication, analytical, collaboration, and attention-to-detail skills.

Supports fund finance activities by analyzing borrowing bases, portfolio and loan tape data, financing facility utilization, and deal compliance. Reviews and summarizes legal transaction documents, maintains internal databases, tracks transactions and capital under management, and contributes to reporting and analytics. The internship requires strong Excel, attention to detail, communication, collaboration, and creative problem-solving skills.

Analyze and underwrite private equity, junior capital, co-investment, and fund investment opportunities. Prepare investment memoranda, monitor portfolio performance, participate in due diligence with sponsors and executives, and support investment recommendations through quantitative and qualitative analysis.

Provide virtual and in-person financial counseling on TIAA products, recommend and facilitate product purchases, execute transactions, advise on tax and investment strategies, and build relationships with plan sponsors and clients to support long-term financial goals.

Partner with external sales to identify, prospect, nurture, and close retirement-plan opportunities. Maintain accurate Salesforce CRM data, prepare client meeting materials, support RFI/RFP and due diligence, deploy sales toolkits and analytics, and collaborate across the NRI team to grow assets and refine territory plans. Stay current on industry trends and competitor positioning.

Lead insurance-focused business development for Nuveen, acquiring and retaining clients with balances of $2 billion or less. Build senior stakeholder relationships, develop pipelines, close new business, present investment capabilities, explain insurance investment structures and capital treatment, and coordinate onboarding and ongoing service. The role requires strong fixed income expertise, collaboration with portfolio managers, FINRA registrations, and approximately 50% travel.

Supports client marketing initiatives focused on acquiring, developing, and retaining clients. Assists with go-to-market planning, campaign execution, audience segmentation, journey mapping, compliance and legal reviews, timeline coordination, and cross-functional handoffs. Collaborates with sales and marketing partners, provides tactical marketing support, and tracks departmental KPIs. This is an 11-month contingent worker engagement with an onsite or hybrid work arrangement.

The Wealth Client Relationship Consultant partners with Wealth Management Advisors to enhance client services and manage high-net-worth client accounts, delivering tailored financial solutions and support.

Wealth Management Client Relationship Managers partner with advisors to enhance client relationships, manage client portfolios, and help high-net worth clients achieve financial goals through effective communication and relationship building.

The Wealth Client Relationship Manager manages relationships with high-net worth clients, supports financial goals, provides client service, and guides in financial planning and asset management.