Senior Fund Accountant - Private Wealth

StepStone Group is a global leader in private markets, providing customized investment solutions, expert advisory services, and insightful, data-driven analysis to investors around the globe. Utilizing our extensive platform and unparalleled intelligence across various sectors and strategies, we empower our clients with the insights they need to thrive.Position Overview: StepStone Private Wealth Solutions is in search of an Analyst/Associate possessing strong quantitative, qualitative, and interpersonal skills to bolster our product management initiatives across financial platforms worldwide. This role involves overseeing and managing data associated with five distinct portfolio strategies while ensuring the accuracy of information disseminated externally.The primary responsibility of the Analyst/Associate is to create high-quality, consistent responses, fund materials, and other analyses in reply to inquiries from both current and prospective platforms. Collaborating closely with existing product management team members, the Analyst/Associate will learn the processes and expectations, gaining exposure to all levels within the firm. Candidates should demonstrate a commitment to understanding the underlying products and the competitive product landscape to effectively support these efforts. A foundational knowledge and interest in private market investments—specifically private equity, infrastructure, real estate, and private debt—along with strong interpersonal and project management skills are essential. The ideal candidate will be highly analytical and possess a strong curiosity for data interpretation. Exceptional written communication skills, organization, attention to detail, and relationship-building capabilities are crucial for success in this role.

Permanent Direct Hire - Full TimeWe are excited to announce a fantastic opportunity within our Wealth, Brokerage, and Retirement (WBR) Financial Controls Team. This integral position focuses on enhancing the infrastructure for data integrity that supports SEC and regulatory reporting throughout WBR. The incumbent will play a vital role in upholding internal controls over the financial reporting environment in line with corporate policies. A deep understanding of internal control documentation and evaluation techniques is essential for managing our control monitoring and reporting processes effectively.The primary responsibilities include evaluating, recommending, and communicating best practices and procedures related to financial controls that ensure precise general ledger activity. The role also involves active participation with the WBR Financial Controls Group in compliance activities associated with the Sarbanes-Oxley program. This includes evaluating and updating documentation, monitoring testing efforts, managing remediation plans, and meeting critical timelines. As an internal accounting consultant, you will support business line goals and collaborate closely with various WBR line of business Group Controller teams and finance partners to implement effective financial control practices.(Job ID 13430)

DLR Group is a comprehensive design firm dedicated to enhancing the human experience through innovative design. Our commitment inspires our global efforts to improve the lives of our clients, communities, and the planet. If you share this passion, we invite you to explore this opportunity.We are excited to announce a vacancy for a Proposal Manager, Private Market. This position can be situated in any of the following cities:CharlotteDallasOverland ParkOverview of the Marketing Sector at DLR GroupThe Marketing team at DLR Group plays a pivotal role in seeking new opportunities and creating impactful marketing materials. By understanding market dynamics and client expectations, we showcase our firm’s expertise to resonate with potential clients.Position SummaryThe Proposal Manager will oversee the pursuit process and ensure timely, compliant delivery of brand-standard materials, including statements of qualifications and proposals, from the moment an RFP is received until the interview concludes. This role requires both leadership in managing individual pursuits and coordination of supporting content.Key Responsibilities:Oversee multiple concurrent pursuits, ensuring on-time and compliant delivery with minimal oversight.Motivate a cross-functional pursuit team (designers, project managers, client leaders, and creative services) to leverage business development insights, craft persuasive win themes, and produce content aligned with client requirements.Transform complex information into compelling written responses to address client needs and RFP specifics; revise content from team members to match brand voice and professional standards.Guide project teams on best presentation practices to enhance success in interview scenarios.Contribute to DLR Group’s goals for shortlist and win rates through effective conversion strategies and execution.Support DLR Group’s ROI objectives and business development framework by identifying Random Acts of Marketing (RAM) and adhering to robust process management.

Why Join Modera Wealth Management? At Modera Wealth Management, we pride ourselves on being an independent, fee-only financial advisory firm dedicated to making a meaningful and positive difference in the lives of our clients through thorough financial planning and smart investment management. Our rapidly growing company is committed to fostering career development opportunities from entry-level positions to ownership roles. Since our inception in 1983, we have focused on being a firm of advisors, committed to delivering personalized client service characterized by professional excellence combined with a warm, approachable work style. Our dedication has propelled us to expand to over 200 employees across 19 offices on the East Coast, managing more than $15 billion in assets for over 6,000 individuals, families, and businesses. Position Overview: We are in search of a Planning Associate to support our lead advisors in our Charlotte, NC office. Key Responsibilities: Assist Lead Advisors in delivering exceptional client service across a variety of client engagements, including onboarding new assets. Ensure timely and accurate completion of tasks, managing multiple projects while effectively communicating progress to team members. Help prepare for client meetings and assist in drafting client Investment Policy Statements and asset allocation reports. Engage with clients, accountants, and attorneys both verbally and in writing. Attend client meetings, assisting with documentation and follow-up actions. Support the team with various tasks, including welcoming visitors, answering phones, and scheduling meetings as needed. Long-term Duties and Responsibilities: Conduct detailed client interviews to gather personal financial data and set planning goals. Create comprehensive financial plans that encompass investment strategies, tax considerations, retirement and estate planning, executive compensation, risk management, cash flow, and education funding. Assist clients in executing their financial plans. Participate in client meetings to support the primary relationship manager. Review and interpret investment allocation trading reports. Collaborate with the client service team to ensure efficient monitoring of client service activities.

About Palmetto Clean Tech Palmetto Clean Tech builds technology and financial solutions that help homeowners, businesses, and entrepreneurs adopt renewable energy. The company’s platform supports home electrification and renewable energy adoption by connecting B2B and D2C markets. Palmetto’s software, financial products, and services aim to make clean energy accessible and valuable, with a focus on environmental impact and customer experience. The company values its employees and fosters a culture of growth, talent development, and meaningful work. Benefits include unlimited PTO, medical, dental, and vision insurance, paid parental leave, retirement plans, and more. Palmetto emphasizes work-life balance and a collaborative environment, reflecting its commitment to people, planet, and profit. Location This role is based at 1616 Camden Rd, Charlotte, NC 28203. Reporting Structure The Capital Markets Analyst / Associate reports to the Senior Manager of Capital Markets. About the Palmetto Capital Department Palmetto Capital works to expand access to renewable energy by offering financial products for solar, home efficiency, and energy storage. The team supports solar sales professionals and installation companies through a proprietary platform, financing options, customer management, and milestone tracking. The department’s focus is on delivering a strong experience for both customers and partners, supporting Palmetto Finance’s rapid growth. Role Overview The Capital Markets Analyst / Associate supports capital markets activities, including capital raising, execution, and financial modeling. This is an individual contributor position. Main Responsibilities Develop and execute Excel financial models to support tax equity...

We are seeking a dynamic and detail-oriented Application and Production Support Analyst to join our growing team in Charlotte, North Carolina. In this role, you will be responsible for providing technical support, troubleshooting issues, and ensuring the smooth operation of our applications in a production environment.

Join our dynamic team at Mindlance as a Senior Business Systems Analyst, where you will leverage your expertise in production support and data analysis to drive impactful business outcomes. In this role, you will be responsible for analyzing complex systems, providing technical support, and collaborating with cross-functional teams to optimize processes and enhance data-driven decision-making.

Join Our Team as a Dedicated Adult Private Duty Caregiver Are you ready to embark on a fulfilling career where your contributions create a positive impact in the lives of others? At BAYADA, we are looking for passionate individuals who are committed to enhancing the quality of life for our clients in their own homes. As a vital member of our Assistive Care team, you will engage in meaningful work, supported by ongoing training, flexible scheduling, and a dedicated team that values your contributions. Your role will involve providing personalized care and companionship to clients, ensuring they can maintain their independence and dignity. We are actively seeking a Certified Nursing Assistant (CNA) to provide per-visit care to clients in the following counties: Mecklenburg, Union, and Anson. Your Responsibilities Include: Assisting with activities of daily living such as bathing, grooming, toileting, and nail care. Providing household support including light housekeeping, laundry, and bed making. Preparing meals and assisting with feeding. Facilitating range of motion exercises and physical activities. Supporting clients with mobility and transfers using mechanical lifting devices. Offering medication reminders and monitoring vital signs.

Join our dynamic team at Lewis Associates as a Finance Associate, where you will play a crucial role in supporting our financial operations. In this position, you will assist in financial reporting, budgeting, and analysis, helping to drive our financial strategy.

CPI Security, located in Charlotte, NC, is seeking a dynamic Product Delivery Manager to spearhead cross-departmental projects that introduce cutting-edge security, fire, and automation products and services to the market. This pivotal role will connect product evaluation, testing, marketing, training, sales, and operations, ensuring seamless coordination from ideation through to production, certification, and customer delivery.You will play a crucial role in ensuring our diverse range of products, including smart cameras, sensors, and integrated alarm systems, are launched punctually while adhering to the highest standards of quality and security.

LaBella Associates is seeking an experienced Architectural Project Manager specializing in Healthcare to join our dynamic team in Charlotte, North Carolina. In this pivotal role, you will guide high-profile projects from the initial concept and schematic design stages through to the construction document phase, with a strong focus on healthcare architecture.Key Responsibilities:Lead project teams in planning and developing innovative solutions to technical and design challenges.Oversee the preparation of technical drawings by the design team, ensuring quality and accuracy.Craft and deliver engaging client presentations, showcasing design concepts and drawings.Guarantee that all construction detail documentation adheres to Quality Assurance/Quality Control standards and LaBella’s rigorous guidelines.Integrate sustainable design practices into project workflows.Mentor and guide project team members, fostering a collaborative and productive work environment.Engage with client representatives to clarify design requirements and specifications.Manage technical resolutions and coordination for designated project areas.Develop effective solutions to design-related issues.Conduct on-site visits, field reviews, and project meetings, meticulously documenting findings. Coordinate schedules and manage the submission of shop drawings and samples.Facilitate communication with various disciplines, vendors, and contractors to ensure all project requirements are met.Participate in team meetings to address project issues, promote coordination, and maintain adherence to schedules and technical standards.

As a Senior Data Product Manager at LendingTree, you will play a pivotal role in shaping our data-driven strategy. You will lead the development and execution of innovative data products, ensuring they align with our overarching business goals. Your expertise in data analysis and product management will be crucial in driving insights that enhance customer experience and operational efficiency.Join a dynamic team that thrives on collaboration and innovation. You will collaborate closely with cross-functional teams, including engineering, marketing, and data science, to deliver high-quality products that meet the evolving needs of our customers.

Join LaBella Associates as a Structural Engineer in our Charlotte, NC office, part of our dynamic Building Engineering Division.At LaBella, we offer comprehensive building engineering services, encompassing mechanical, electrical, plumbing, and structural engineering. Our projects span feasibility studies, analysis, project design, and construction. Our team is experienced in new construction, renovations, additions, and design/build projects for diverse clients.The Structural Engineering team focuses on new design, repair, rehabilitation of existing structures, as well as performance evaluations. This role involves close collaboration with a Senior Structural Engineer to develop innovative concepts, strategies, designs, drawings, specifications, and reports. The ideal candidate should thrive both independently and within multidisciplinary teams.You will engage in a mix of exciting projects, including K-12 and higher education facilities, municipal buildings, healthcare projects, large commercial developments, and unique residential designs.This position offers a pathway for career advancement through opportunities to take on leadership roles, along with a competitive starting salary, incentive compensation, comprehensive benefits, and potential to become a LaBella shareholder.

At Scout Motors, we are proud to carry forward the legacy of one of the most iconic American vehicles, established in 1960. Our mission is to pave the way for future generations of robust SUVs and trucks while redefining them for the modern era.Scout is more than just a name; it embodies a culture of exploration, stewardship, and dedication. We honor our past while innovating for the future, electrifying our iconic brand, and integrating cutting-edge technology.We believe in respect—respect for our heritage, our communities, and our customers. Our vehicles are designed to thrive in diverse environments, whether at a campsite, a job site, or during the daily commute. We are committed to providing our customers with options, including an all-electric powertrain and our Harvester™ range extender powertrain, featuring a built-in gas-powered generator with an estimated combined range of 500 miles.At Scout Motors, we empower a diverse and entrepreneurial workforce to think creatively. Our ideal employee is a visionary leader, eager to explore new avenues and share valuable insights. We are looking for passionate individuals who thrive in a collaborative environment to help us build a better future.Join us at Scout Motors and be part of the future of transportation. If you are ready to drive change and make history, we encourage you to apply!OverviewBecome a crucial part of an iconic brand set to revolutionize the electric pickup truck and rugged SUV market. As a Staff Technical Product Manager, you will be instrumental in shaping the digital commerce and transaction platform for our vehicle sales experience. This role focuses on integrating a third-party financial services provider into the overall customer journey and internal tools.You will lead the product strategy and execution for digital financing, payments, and transaction orchestration, ensuring a seamless, compliant, and conversion-optimized experience. Collaborating with product, engineering, finance, legal, and external partners, you will deliver secure, scalable, and customer-centric financial capabilities.This highly strategic and technical individual contributor role requires comfort in navigating ambiguity, influencing cross-functional teams, and making impactful decisions that directly influence revenue and enhance employee and customer experiences.

At Scout Motors, we are excited to revive the legacy of one of the most iconic American vehicles from 1960. This vehicle has paved the way for future generations of rugged SUVs and trucks, and we're committed to doing it again.Scout represents more than just a brand; it embodies a legacy grounded in exploration, caretaking, and hard work.The Scout brand signifies respect: for our past and future as we electrify and digitize a storied American brand, for communities by prioritizing people and customers, and for work and play with vehicles that excel in various environments. Our innovative approach includes two powertrains that cater to our customers' needs: an all-electric powertrain and the Harvester™ range extender, featuring a built-in gas-powered generator that offers an impressive estimated 500 miles of combined range.At Scout Motors, we empower our diverse and entrepreneurial teams to innovate. A Scout employee is a visionary leader who charts new paths, eager to share knowledge and collaborate across the organization to enhance our offerings. We seek passionate go-getters who are ready to drive change.Join us at Scout Motors and be a part of shaping the future of transportation. If you're prepared to make history, apply now!What You’ll DoBecome integral to an iconic brand poised to disrupt the electric pickup truck and rugged SUV markets by:Defining and Leading StrategyOwning the product vision, strategy, and roadmap for Scout’s warranty platform and claims ecosystem, ensuring alignment with business goals and the needs of Aftersales Business, Quality Assurance, Warranty Operations, and Volkswagen Group partners.Championing a modern, data-driven approach to warranty, balancing compliance, customer satisfaction, and operational efficiency.Warranty-Centric Problem SolvingTackling operational challenges related to claim submission, validation, authorization, and approval workflows.Implementing intelligent digital tools that eliminate incomplete or error-prone claim submissions and assist technicians with necessary documentation to enhance efficiency.Enhancing claim accuracy by integrating warranty policies, labor times, parts rules, and eligibility checks directly into guided workflows.

Associate Data Science Product Manager Launch Program Overview: Embark on your career journey with immediate impact! The Launch Program at Red Ventures offers a unique onboarding experience that immerses you in our culture, business model, and leadership philosophy from day one. Collaborate with fellow new team members across various roles in a supportive cohort environment, allowing you to build lasting connections as you navigate your early career. After completing your initial training, you'll integrate into one of our teams, where you'll have the chance to work closely with mentors and managers to make a significant impact and accelerate your professional growth. We recognize that effective Data Science Product Managers bring diverse experiences and skill sets to the table. This dynamic role will provide you with hands-on experience in data science, data analysis, and product management. During your first two years, you will actively contribute to the product life cycle through analytics, roadmap development, model creation, and effective communication with product leadership. Your Responsibilities: As an Associate Data Science Product Manager, you will be essential in connecting complex data science projects with impactful product solutions, ultimately creating value for both our business and our customers. Identify opportunities to enhance product impact through a comprehensive understanding of problem areas, product strategy, technology, and advanced statistical analysis. Communicate your findings effectively to product leads to drive action. Translate your insights into actionable work streams and features that enhance the product roadmap. Collaborate with Data Science, Design, and Engineering teams to define clear requirements, supported by your product lead. Utilize algorithms and programming tools to carry out significant technical initiatives, including: Developing data pipelines for gathering, manipulating, and visualizing large datasets. Creating machine learning models for offline and proof-of-concept applications. Establishing automated workflows or reasoning capabilities for specific product features. Take ownership of experiments from start to finish. Assist in launching features that aim to improve core KPIs, conducting analyses to evaluate their impact, and taking responsibility for the outcomes.

Join Our Team as an Advisory Manager!Are you a dynamic leader with a passion for financial planning? Modera Wealth Management is searching for an Advisory Manager to join our growing team. This position can be based in any of our East Coast offices, including Charlotte, NC, Atlanta, GA, Boston, MA, Westwood, NY, Wayne, NJ, New York, NY, Annapolis, MD, or McLean, VA.Why Choose Modera Wealth Management?As an independent, fee-only firm, we are dedicated to making a significant positive impact on our clients' lives through comprehensive financial planning and strategic investment management. With over 200 employees in 19 offices along the East Coast, managing over $15 billion in assets for more than 6,000 clients, we offer robust career development opportunities from entry-level to ownership.At Modera, we pride ourselves on providing a personalized service experience, combining professional excellence with a friendly approach. Since our inception in 1983, we have remained committed to being an advisor firm, not just a firm of advisors.Position Overview:The Advisory Manager will lead a team of financial planning associates, ensuring high-quality support for our advisors. This role involves balancing direct client service with team management, performance monitoring, and compliance adherence.Key Responsibilities:Oversee the workflow of Planning Associates to ensure timely and efficient delivery of financial planning services to advisors.Maintain the quality and accuracy of planning work through best practices and established protocols.Provide mentorship, coaching, and regular feedback to team members.Manage daily personnel needs, including scheduling and performance-related issues.Communicate departmental goals and guide team execution to meet objectives.Conduct one-on-one meetings with team members to support professional development and alignment of goals.Track progress towards SMART goals and offer support as needed.Conduct annual performance evaluations and contribute to ongoing team member development.Collaborate with HR to foster career growth opportunities.

LaBella Associates is seeking a highly skilled Senior Structural Engineer to join our dynamic team in Charlotte, NC. This role offers the opportunity to lead innovative projects that span from minor renovations to large-scale, complex constructions.Key Responsibilities:Independently manage or lead a team of structural engineers, designers, and draftspersons in producing comprehensive structural construction documents, including detailed drawings and specifications for diverse projects.Deliver construction phase services, including shop drawing reviews, RFI responses, and site visits to ensure compliance with project specifications.Conduct assessments and feasibility studies for existing structures that are to be improved, acquired, or have suffered damage.Collaborate closely with clients to create cost-effective structural designs, providing various options and analyses to facilitate informed decision-making.Engage with other engineering and architectural disciplines for integrated project execution.Develop efficient structural systems through precise calculations and interdisciplinary coordination.Oversee project budgets, managing hours and resources effectively.Mentor junior engineers and structural designers, providing guidance in calculations and documentation reviews.Foster and maintain strong client relationships.

Join Appian as a Lead Product Marketing Manager and take the reins of our product marketing strategies. In this pivotal role, you will drive the positioning, messaging, and go-to-market strategies for our innovative products. You will collaborate closely with cross-functional teams including product management, sales, and customer success to ensure alignment and effectiveness in our marketing efforts.Your expertise will help shape our marketing initiatives, engage our target audience, and enhance our brand presence in the market. If you are passionate about technology and thrive in a dynamic environment, we want to hear from you!