Data Analyst

Summary/Objective of Position:

We are growing and are adding a Data Analyst to the team. In this position you will interact with clients to aggregate their data (including: asset level, investment level, distributions, contacts and documents) and organize it within the IMS Platform. You will work with our product team to provide a solid foundation for clients to utilize the platform.

This role is an incredible opportunity to get into a technology startup experiencing explosive growth, work with our most strategic clients, and provide a career growth platform for your high ambition and drive.

Competencies for Success in This Role:

  • Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
  • Experience working with advanced financial calculations
  • Time management and organizational skills
  • Solid communication skills
  • Flexibility for business travel
  • Excellent written and verbal communication skills with client facing responsibilities
  • Self-Starter with the ability to multi-task in a fast paced start up environment
  • Willingness and drive to succeed and deliver results to internal and external clients
  • Insatiable appetite for learning and constant improvement. Not afraid to challenge and redesign the status quo. Everything done well can be done better

Required Education and Experience:

  • Bachelor's degree required
  • Minimum of 1 to 3 years of prior business experience required
  • Previous modeling and/or financial analysis work required
  • Commercial Real Estate (CRE) finance knowledge is a plus. Private Equity finance experience is a big plus.
  • Experience with Microsoft products, including: Excel (expert level), Outlook, Word and PowerPoint


This role is located in Charlotte, North Carolina.

To apply, please take the assessment at:

AAP/EEO Statement: Investor Management Services, LLC is an equal opportunity employer.




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