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Private Equity Assistant Jobs in Raleigh, NC (NOW HIRING)

BetaNXT Inc

Senior Specialist, Product Management

Cary, NC · On-site

$128K - $170K/yr

  • PTO

... issues. * Assist in product feature definition for sales and marketing, work with the Project ... equity, private credit, hedge funds, non-traded REITs, and interval funds, and the industry ...

HedgeServ

Compliance Associate

Raleigh, NC · On-site +1

... private equity, private credit, endowments, hedge funds and more - to deliver seamless, tech ... Operational * Assist in the preparation, review, and submission of FATCA and CRS filings, ensuring ...

ICBD

High- Acuity Behavior Analyst / BCBA

Raleigh, NC

$71K - $88K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We've achieved this growth without private equity, relying instead on operational discipline, smart ... Provide guidance and support related to advanced functional assessment procedures. * Assist ...

ICBD

High- Acuity Behavior Analyst / BCBA

Raleigh, NC · On-site

$71K - $88K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We've achieved this growth without private equity, relying instead on operational discipline, smart ... Provide guidance and support related to advanced functional assessment procedures. * Assist ...

Ascend Partner Firms

Audit Associate

Chapel Hill, NC · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Who We Are About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is ... * Assist with audit planning, internal control documentation, financial statement preparation, and ...

Ascend Partner Firms

Audit Associate

Chapel Hill, NC · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Who We Are About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is ... * Assist with audit planning, internal control documentation, financial statement preparation, and ...

Vulcan Elements

FP&A Associate

Durham, NC · On-site

Own EBITDA adjustments and assist preparation of lender compliance documents Corporate Finance ... Private Equity, FP&A, or a related financial role * Strong understanding of GAAP and core ...

Vulcan Elements

FP&A Associate

Benson, NC · On-site

Own EBITDA adjustments and assist preparation of lender compliance documents Corporate Finance ... Private Equity, FP&A, or a related financial role * Strong understanding of GAAP and core ...

HedgeServ

Fund Accounting Supervisor

Raleigh, NC · Hybrid

... private equity, private credit, endowments, hedge funds and more - to deliver seamless, tech ... Additionalclient-specific training will be provided by the NAV Assistant Manager. Role ...

ACA Group

Senior Principal Consultant

Durham, NC · On-site +1

  • Medical

  • Dental

  • Retirement

  • PTO

... e. hedge funds, private equity, real estate, private credit, credit, venture capital ... Lead or assist all aspects of mock regulatory examinations and compliance program reviews (e.g ...

Ontic

US Tax Manager

Creedmoor, NC · On-site

$79K - $104K/yr

... private equity firm CVC Capital Partners. We are seeking a strategic and results-driven US Tax ... Support transfer pricing initiatives in collaboration with external advisors. * Assist with UK tax ...

Ontic

US Tax Manager

Creedmoor, NC

$79K - $104K/yr

... private equity firm CVC Capital Partners. We are seeking a strategic and results-driven US Tax ... Support transfer pricing initiatives in collaboration with external advisors. * Assist with UK tax ...

HedgeServ

Investor Services Supervisor

Raleigh, NC · On-site +1

... private equity, private credit, endowments, hedge funds and more - to deliver seamless, tech ... Advise and assist Investor Services Administrator to ensure subscription proceeds are provided ...

Elliott Davis

M&A Tax Advisory, Senior Associate

Raleigh, NC · Hybrid

$79K - $98K/yr

  • Medical

  • Life

... for private equity groups, corporations, partnerships, and privately held businesses. The TSO ... Responsibilities * Assist with buy-side and sell-side tax due diligence for M&A transactions ...

Kimley-Horn

M&A Analyst

Raleigh, NC · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

... outcomes * Assist in drafting and refining LOI financial terms, including purchase price ... private equity, corporate development, or transaction advisory * Strong experience in financial ...

Kimley-Horn

M&A Analyst

Raleigh, NC · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

... outcomes * Assist in drafting and refining LOI financial terms, including purchase price ... private equity, corporate development, or transaction advisory * Strong experience in financial ...

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Private Equity Assistant information

What are the key skills and qualifications needed to thrive as a private equity assistant?

A successful Private Equity Assistant possesses strong organizational skills, attention to detail, and a solid understanding of finance or business administration, often with a relevant degree. Familiarity with tools such as Microsoft Excel, PowerPoint, CRM software, and basic financial modeling are commonly required, with some firms valuing experience using deal-tracking databases. Excellent communication, discretion, and the ability to multitask and prioritize effectively help candidates excel in fast-paced environments. These abilities are crucial for supporting deal teams, maintaining sensitive records, and ensuring efficient workflow in private equity firms.

What are the typical daily responsibilities of a private equity assistant?

As a Private Equity Assistant, your typical day involves coordinating meetings and travel for investment professionals, managing confidential documents, and ensuring timely communication between internal teams and external contacts. You'll assist with preparing presentations, tracking deal progress, and updating databases with important transaction details. The role often requires responding quickly to shifting priorities and supporting multiple team members at once. This fast-paced environment offers excellent exposure to private equity operations and the opportunity to learn about investments, which can open doors to more advanced positions within the firm over time.

How to get a job in private equity with no experience?

Entering private equity as an assistant typically requires relevant skills such as financial analysis, Excel proficiency, and understanding of investment processes. Gaining experience through internships, entry-level finance roles, or related fields like investment banking or consulting can improve your chances. Building a strong network and obtaining certifications like the CFA can also be beneficial.

What is a private equity assistant?

A Private Equity Assistant supports investment professionals by managing administrative tasks, coordinating meetings, handling correspondence, and preparing financial documents. They help streamline operations by organizing data, maintaining records, and assisting with due diligence. Strong attention to detail, communication skills, and proficiency in financial software are essential for success in this role.

What are the most commonly searched types of Private Equity jobs in Raleigh, NC?

The most popular types of Private Equity jobs in Raleigh, NC are:

What are popular job titles related to Private Equity Assistant jobs in Raleigh, NC?

For Private Equity Assistant jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Private Equity Assistant jobs in Raleigh, NC look for?

The top searched job categories for Private Equity Assistant jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Private Equity Assistant jobs?

Cities near Raleigh, NC with the most Private Equity Assistant job openings:

Private Equity Assistant jobs near you
Infographic showing various Private Equity Assistant job openings in Raleigh, NC as of July 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Senior Specialist, Product Management

BetaNXT Inc

Cary, NC • On-site

$128K - $170K/yr

Full-time

PTO

Posted 8 days ago

Job description

Job Description – Product Manager, Alternative Investments

Level/Function: Senior Specialist, Product Management

Title: Product Manager, Alternative Investments


About BetaNXT

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

Overview of the Product Manager, Alternative Investments

The Product Manager, Alternative Investments serves as the product and subject matter expert for the firm's retail alternative investment solutions within the Pooled Asset Solutions team. This role is responsible for defining product capabilities, performing detailed business and technical analysis, and delivering clear functional requirements that support scalable back-office solutions for broker-dealers, retirement recordkeepers, and asset managers. The ideal candidate is comfortable working hands-on in an Agile environment, partnering closely with engineering and clients to translate complex operational workflows into high-quality software solutions while advancing the firm's product and partnership strategy.

Duties and Responsibilities of the Product Manager, Alternative Investments

  • Monitor and assess evolving needs in the alternative investment space to identify new and evolving opportunities for current and future products.
  • Define product vision and contribute to the BetaNXT Alternative Investments roadmap, support system development and remediation initiatives to ensure process improvement.
  • Design and document product solutions, including BRDs, use cases, workflows, and gap analyses.
  • Develop and maintain deep expertise in retail alternative investments, including an understanding of the various industry partners (InvestCloud Private Markets Network, Corastone, SS&C AltServ, CAIS, DTCC AIP) with which BetaNXT integrates.
  • Work closely with development teams in an agile environment to drive high-quality, iterative delivery of features to production.
  • Drive business testing and validation of use cases; support the QA process through to product releases.
  • Build and maintain positive client relationships, manage client-specific change requests, and support Client Services on complex alternative investment issues.
  • Assist in product feature definition for sales and marketing, work with the Project Management Office to track milestones, and manage delivery expectations.

Skills and Experience of the Product Manager, Alternative Investments

  • Minimum of 8 to 12 years of relevant experience
  • Bachelor’s degree or equivalent required
  • Prior experience at or supporting firms providing alternative investments to broker-dealers, custodians, or wealth managers. Candidates with experience in mutual funds are also encouraged to apply.
  • Extensive knowledge of retail alternative investment products, operations, and distribution workflows, including private equity, private credit, hedge funds, non-traded REITs, and interval funds, and the industry ecosystem for these products (e.g., DTCC AIP, InvestCloud Private Markets Network, CAIS, SS&C AltServ).
  • Solid understanding of product lifecycle management and agile methodologies
  • Strong analytical, communication, and stakeholder management skills; ability to work independently and structure complex problems clearly.
  • Proficient with Microsoft Office suite (Excel, Word, Visio, PowerPoint), Jira, Confluence

Compensation:

  • We offer a competitive compensation package commensurate with experience and market location including full benefits offering and PTO. Minimum salary of $125,000 plus bonus opportunities and other incentives.


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