Investment Associate

1 month ago

Charlotte, United States New Republic Partners Full time

Company Description

New Republic Partners (“NRP” or the “Firm”) is a multi-family office headquartered in Charlotte, NC. The firm provides institutional quality investment services to a wide range of clients through a scaled multi-family office platform.


Investment Associate Role

NRP is seeking a talented, motivated, and experienced professional to join the investment team as an Associate. This position requires attention to detail and the intellectual curiosity to develop knowledge in the private capital sector. NRP offers a unique opportunity to assist with the construction of the private equity and credit portfolios for the firm’s clients, which include fund allocations and direct / co-investments.

As a member of the investment team, this role will assist in every stage of our investment process, from idea generation to maintenance and reporting on NRP’s investment portfolios. This role will have exposure to unique investment opportunities and have the ability to directly impact portfolio management decisions. As an investment team member, this role will benefit from the diverse expertise of NRP’s employees, many of whom have held senior positions at private equity, endowment, investment management, and investment banking firms.


Specific Functions

• Work directly with senior investment team members to assist with manager diligence, monitor existing relationships,

source new ideas, and research investment theses.

• Evaluate the risks and merits of potential opportunities by conducting both quantitative and qualitative analysis.

• Build financial models, return analyses, and presentation materials.

• Attend meetings and conference calls with external investment partners on a recurring basis.

• Manage internal portfolio reporting, which includes weekly, monthly, and quarterly deliverables.

• Coordinate the reporting process with the Investment Committee.

• Research special initiatives and strategic corporate development ideas as directed.


Job Competencies

• Analysis: Ability to analyze, model, and capture a business or financial process.

• Teamwork: Reaches out to others and effectively collaborates.

• Self-Starter: Ability to excel in a self-managed work environment.


Qualifications

• 1-3 years of experience in investment banking, private equity/private credit, investment management, or related fields.

• Outstanding academic track record.

• Strong written and verbal communication skills.

• Highly proficient in Excel and PowerPoint.


Compensation and Benefits

• Competitive compensation commensurate with experience.

• Health, Dental, Life and Disability Insurance.

• 401(k) eligible.

  • Investment Associate

    1 month ago

    charlotte, United States New Republic Partners Full time

    Company DescriptionNew Republic Partners (“NRP” or the “Firm”) is a multi-family office headquartered in Charlotte, NC. The firm provides institutional quality investment services to a wide range of clients through a scaled multi-family office platform.Investment Associate RoleNRP is seeking a talented, motivated, and experienced professional to join...

  • Investment Associate

    1 month ago

    charlotte, United States New Republic Partners Full time

    Company DescriptionNew Republic Partners (“NRP” or the “Firm”) is a multi-family office headquartered in Charlotte, NC. The firm provides institutional quality investment services to a wide range of clients through a scaled multi-family office platform.Investment Associate RoleNRP is seeking a talented, motivated, and experienced professional to join...

  • Investment Banking Associate

    7 days ago

    Charlotte, United States Selby Jennings Full time

    Job Title: Investment Banking Associate 2 or 3Salary: $200,000 + BonusCompany Summary: We are currently partnered with a leading Middle Market Investment Bank looking to add an Investment Banking Associate II to their team in Charlotte, NC. This opportunity would allow you to join an active team and gain extensive sell-side M&A experience. This is a growth...

  • Investment Banking Associate

    4 weeks ago

    Charlotte, United States Selby Jennings Full time

    Title: Investment Banking AssociateCompany Summary: We are working with a top tier firm in the Charlotte, NC area looking to add a Investment Banking Associate to their growing Industrials M&A team. You will have the opportunity to support end-to-end deal execution process, continue to gain extensive M&A experience as well as gain direct client facing...

  • Investment Banking Associate

    3 weeks ago

    charlotte, United States Selby Jennings Full time

    Title: Investment Banking AssociateCompany Summary: We are working with a top tier firm in the Charlotte, NC area looking to add a Investment Banking Associate to their growing Industrials M&A team. You will have the opportunity to support end-to-end deal execution process, continue to gain extensive M&A experience as well as gain direct client facing...

  • Investment Banking Associate

    3 weeks ago

    Charlotte, United States Selby Jennings Full time

    Title: Investment Banking AssociateCompany Summary: We are working with a top tier firm in the Charlotte, NC area looking to add a Investment Banking Associate to their growing Industrials M&A team. You will have the opportunity to support end-to-end deal execution process, continue to gain extensive M&A experience as well as gain direct client facing...

  • Investment Banking Associate

    3 weeks ago

    charlotte, United States Selby Jennings Full time

    Title: Investment Banking AssociateCompany Summary: We are working with a top tier firm in the Charlotte, NC area looking to add a Investment Banking Associate to their growing Industrials M&A team. You will have the opportunity to support end-to-end deal execution process, continue to gain extensive M&A experience as well as gain direct client facing...

  • Investment Banking Associate

    4 weeks ago

    Charlotte, United States Selby Jennings Full time

    Job DescriptionJob DescriptionTitle: Investment Banking AssociateCompany Summary: We are working with a top tier firm in the Charlotte, NC area looking to add a Investment Banking Associate to their growing Industrials M&A team. You will have the opportunity to support end-to-end deal execution process, continue to gain extensive M&A experience as well as...

  • Investment Banking Associate

    4 weeks ago

    Charlotte, United States M&A Advisory Firm Full time

    CompanyA New York, NY & Charlotte, NC based M&A Advisory Firm - focused on the investment management sector, particularly with private market firms: private equity; private credit; real estate; infrastructure and related firms.  Experience2 - 7 years investment banking or accounting experience, with a plus for valuation work in the investment management...

  • Investment Banking Associate

    4 weeks ago

    Charlotte, United States M&A Advisory Firm Full time

    CompanyA New York, NY & Charlotte, NC based M&A Advisory Firm - focused on the investment management sector, particularly with private market firms: private equity; private credit; real estate; infrastructure and related firms.  Experience2 - 7 years investment banking or accounting experience, with a plus for valuation work in the investment management...

  • Investment Banking Associate

    4 weeks ago

    charlotte, United States M&A Advisory Firm Full time

    CompanyA New York, NY & Charlotte, NC based M&A Advisory Firm - focused on the investment management sector, particularly with private market firms: private equity; private credit; real estate; infrastructure and related firms.  Experience2 - 7 years investment banking or accounting experience, with a plus for valuation work in the investment management...

  • Real Estate Investments Associate

    1 month ago

    Charlotte, United States Selby Jennings Full time

    Job Summary: We are seeking a motivated and detail-oriented Real Estate Investments Associate to join our dynamic team in Charlotte, NC. In this role, you will support the acquisition, analysis, and management of real estate investments, contributing to our growth and success in the market. The ideal candidate will have a strong understanding of real estate...

  • Real Estate Investments Associate

    1 month ago

    charlotte, United States Selby Jennings Full time

    Job Summary: We are seeking a motivated and detail-oriented Real Estate Investments Associate to join our dynamic team in Charlotte, NC. In this role, you will support the acquisition, analysis, and management of real estate investments, contributing to our growth and success in the market. The ideal candidate will have a strong understanding of real estate...

  • Real Estate Investments Associate

    1 month ago

    Charlotte, United States Selby Jennings Full time

    Job Summary: We are seeking a motivated and detail-oriented Real Estate Investments Associate to join our dynamic team in Charlotte, NC. In this role, you will support the acquisition, analysis, and management of real estate investments, contributing to our growth and success in the market. The ideal candidate will have a strong understanding of real estate...

  • Associate, Investment Analytics and Data

    6 months ago

    Charlotte, United States Dimensional Fund Advisors Full time

    Job Description: The Research group at Dimensional is integral both in the successful day-to-day functioning of the firm and in helping develop Dimensional’s long-term strategy. The team produces high-quality, thought-leadership research on investments and financial markets that is of interest to and helps educate clients. Research is also involved...

  • Customer Service Associate

    4 months ago

    Charlotte, United States Wells Fargo Full time

    Assist the field with questions on the Alternative Investment products through phone, email, and other inquiries. Assist the business with project work and education to the field on Alternatives. Provide support to internal and external customers in Customer Service, Investment, Associate, Service, Technical Support, Customer, Retail, Banking

  • Selby Jennings | Investment Banking Associate | charlotte, nc

    7 days ago

    charlotte, United States Selby Jennings Full time

    Job Title: Investment Banking Associate 2 or 3Salary: $200,000 + BonusCompany Summary: We are currently partnered with a leading Middle Market Investment Bank looking to add an Investment Banking Associate II to their team in Charlotte, NC. This opportunity would allow you to join an active team and gain extensive sell-side M&A experience. This is a growth...

  • Senior Associate, Real Estate Investment Accounting

    4 weeks ago

    Charlotte, United States Barings Full time

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We...

  • Investment Banking Banking Associate 2/3

    4 weeks ago

    Charlotte, United States OAKLANDS GLOBAL Full time

    Investment Banking Associate 2/3 - TMT Key Information Charlotte, NC Compensation Base + Bonus: top end market rates Permanent

  • Investment Management Attorney

    2 months ago

    Charlotte, United States JURISolutions Legal (JSL) Full time

    JURISolutions Legal is seeking an experienced investment management or broker dealer attorney for an opportunity with our corporate client on a part-time (20-25 hour per week), fully remote contract position. In this role, you will update Form ADVs and support the business team on investment advisory issues. Candidates must have experience with Form ADV and...