Top Tech Jobs & Startup Jobs in Charlotte, NC

Support growth and servicing of private markets platform by translating investment expertise into advisor-facing insights. Provide client and sales support, produce fund commentaries and market updates, maintain competitive intelligence, assist with portfolio construction and analytics, deliver educational presentations, and collaborate cross-functionally to support asset growth and client outcomes.

Responsible for daily reconciliation of performance reporting vs third-party administrator cash flows, resolving variance breaks with SPAR/TPAs, recording stock sale transactions, producing quarterly cash flow and NAV reconciliations, setting up new fund commitments in the reporting system, corresponding with General Partners on accounting/reporting issues, and supporting ad hoc projects.

The Vice President oversees fund-level wire activity, ensuring compliance, governance, and internal controls, while leading treasury operations and managing bank relationships.

The Senior Fund Accountant manages accounting for private equity funds, handling cash flow, financial statements, audits, and investor communications.

The Head of Fund Accounting leads investment valuation, financial reporting, and governance for private market products, managing a team while ensuring accurate reporting and compliance.

Drive new institutional investor acquisition and sales operations for SPI by StepStone. Manage full-cycle prospecting, demos, contract coordination, CRM pipeline, reporting, and territory planning while providing product feedback and supporting onboarding and renewals.

Lead and architect end-to-end Salesforce solutions while acting as a hands-on technical product owner. Mentor and manage a Salesforce team, translate business needs into technical specifications, scope and prioritize work, oversee integrations and release management, and drive delivery using Agile/Waterfall methods. Ensure best practices, troubleshoot platform issues, and identify AI and process improvement opportunities.