NewInvestment Accounting Manager JobotInvestment Accounting ManagerDurham, NC$115,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will be a seasoned professional with a minimum of 5 years of experience who can effectively own reporting, be an internal expert on Singularity, and ensure all investments are correctly documented.
Investment Operations Analyst Focus Financial PartnersInvestment Operations AnalystChapel Hill, North Carolina$65,000–$75,000 / yearEton Advisors is looking for an Investment Operations Analyst to assist in compiling, organizing, and interpreting a broad range of investment-related data and research to support ongoing investment decision-making, investment implementation/execution, portfolio reporting, and client communications. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
Investment Portfolio Manager TRC Talent SolutionsInvestment Portfolio ManagerGreensboro, NCTo be considered an ideal candidate the following requirements would be preferred:· Bachelor’s degree in finance, business administration, economics or related field· 3+ years of private asset management experience or trust investments· Excellent financial, mathematical and statistical skills; can work with complex database and/or quantitative tools.· At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.
Wealth Investment Support Specialist II (Greensboro, NC.) Truist Financial CorpWealth Investment Support Specialist II (Greensboro, NC.)Greensboro, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 3-5+ years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience.
Wealth Investment Support Specialist II (Greensboro, Nc.) Truist Financial CorporationWealth Investment Support Specialist II (Greensboro, Nc.)Greensboro, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 3-5+ years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience.
Wealth Investment Support Specialist II (Greensboro, NC.) Truist BankWealth Investment Support Specialist II (Greensboro, NC.)Greensboro, North CarolinaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 1. 3-5+ years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience.
VP - Alternative Investment Risk Management FidelityVP - Alternative Investment Risk ManagementDurham, North CarolinaRemoteThe role supports a diverse portfolio of liquid and illiquid alternative investments, including hedge funds and liquid alternatives, private equity, private credit, venture capital, structured credit, real estate, digital assets, and derivative-based strategies. Risk Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Implementation Consultant - Investment Software Implementation - Equities - Charles River Development State Street CorporationImplementation Consultant - Investment Software Implementation - Equities - Charles River DevelopmentBurlington, NC$70,000–$118,750 / yearTheir contributions include defining client requirements, configuring and tuning the solution to the clients business and technical needs, training clients, testing workflows and resolving issues before taking the client live. Inclusion, Diversity, and Social Responsibility: We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
Implementation Consultant - Fixed Income - Investment Software Implementation - Charles River Development State Street CorporationImplementation Consultant - Fixed Income - Investment Software Implementation - Charles River DevelopmentBurlington, NC$70,000–$118,750 / yearTheir contributions include defining client requirements, configuring and tuning the application to the client's business and technical needs, training users, testing workflows and resolving issues before taking the client "live". We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
Implementation Consultant - Investment Trading Front-Office Developer, AVP - Charles River Development State Street CorporationImplementation Consultant - Investment Trading Front-Office Developer, AVP - Charles River DevelopmentBurlington, NC$90,000–$157,500 / yearCRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Technical implementations include all aspects of a consulting project, from installation of n-tier software and integration with third party systems to DR/HA design to documenting and performing technical training for the client.
Finance Business Partner - Investment Finance NAM Maersk (a.k.a A P Moller)Finance Business Partner - Investment Finance NAMUSA, NC$130,000–$140,000 / yearThis position offers the opportunity to work on complex, high-impact CAPEX initiatives-ranging from warehouse investments to automation and logistics infrastructure-while building strong exposure to senior leadership and global governance processes. You will play a key role in supporting investment decision-making across our Logistics & Services (L&S) portfolio, partnering closely with Finance, Commercial, and Operations teams.
Implementation Specialist - Wealth Investment Software Implementation / Charles River Development - Officer State Street CorporationImplementation Specialist - Wealth Investment Software Implementation / Charles River Development - OfficerBurlington, NC$70,000–$118,750 / yearTheir contributions include leading and defining client requirements, configuring and tuning the solution to the client's business and technical needs, training clients, testing workflows and resolving issues before taking the client "live". Consultants in our Wealth Management practice serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS) at our wealth management clients.
Senior Consultant, Wealth Investment Management Software Implementation - AVP -- Charles River Development State Street CorporationSenior Consultant, Wealth Investment Management Software Implementation - AVP -- Charles River DevelopmentBurlington, NC$90,000–$157,500 / yearTheir contributions include leading and defining client requirements, configuring and tuning the solution to the client's business and technical needs, training clients, testing workflows and resolving issues before taking the client "live". Senior Consultants in our Wealth Management practice serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS) at our wealth management clients.
NewFinancial Advisor - Investment Services Group Truist Financial CorpFinancial Advisor - Investment Services GroupGreensboro, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients'' individual goals and investment needs.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentGreensboro, NCFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
NewFinancial Advisor - Investment Services Group Truist BankFinancial Advisor - Investment Services GroupGreensboro, North CarolinaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Job SummaryActively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs.
Financial Solutions Advisor Consumer Investments - Greensboro Area Bank of AmericaFinancial Solutions Advisor Consumer Investments - Greensboro AreaGreensboro, North CarolinaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Head Of Engineering - Investment Accounting, MD State Street CorporationHead Of Engineering - Investment Accounting, MDBurlington, NC$170,000–$282,500 / yearThe ideal candidate combines strong domain knowledge in enterprise investment accounting (e.g., ABOR/IBOR, event processing, corporate actions, reconciliations, cash management), technical excellence, and strategic leadership to scale teams, processes, and build platforms that enable accuracy, scalability, transparency, and auditability. This role is ideal for a seasoned engineering leader with deep expertise in cloud architecture (especially Azure), distributed computing, investment accounting capabilities, data architecture, and enterprise platform modernization within enterprise capital markets and asset servicing environments.
Senior Accountant (Investment) James River Group Holdings LtdSenior Accountant (Investment)Chapel Hill, NCRemoteAt James River Insurance, we are committed to providing a stable and rewarding work environment supported by our Core Values and Guiding Principles: Integrity, Accountability, Innovation, Customer Service, Communication, and Teamwork. Since 2003, James River has provided thousands of commercial property and casualty customers with innovative and creative solutions for particular insurance needs.
Investment Sales Agent Marcus and MillichapInvestment Sales AgentGreensboro, NCCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.