Real Estate Investment Analyst- Community Investments Royal Bank of CanadaReal Estate Investment Analyst- Community InvestmentsCharlotte, North CarolinaRBC Community Investments ( www.rbccm.com/communityinvestments ) is a leading national syndicator of real estate tax credit investments, including affordable housing and historic rehabilitations. Prepare and review of Investment Summary and all other materials needed for Investment Committee, including the following: Identification and Disclosure of all Investment Highlights and Risks, Market Study Analysis, RBC Underwriting Guidelines documentation, Financing Terms and Guarantees.
Investment Analyst Sr (Private Markets) Novant HealthInvestment Analyst Sr (Private Markets)Charlotte, North CarolinaThe Investment Analyst Sr (Analyst Sr) is responsible for monitoring and managing an existing portfolio of private equity, private credit, real estate and real assets fund investments, as well as underwriting and recommending new fund investments for the portfolio. Ultimately, Novant Asset Management Company (NAMCO) requires the Analyst Sr to work collaboratively with internal team members as well as external parties to further the success of the private markets portfolio as well as the broader investment program.
Investment Analyst Senior Novant HealthInvestment Analyst SeniorCharlotte, North CarolinaThe Investment Analyst Senior position is a part of the Novant Asset Management Company’s Public Markets Team and supports efforts related to the Public Markets portfolios (e.g., Global Equities, Fixed Income and Liquid Alternatives). This role researches and analyzes data to support the senior Investments staff in making critical investment, portfolio management, hedging and strategic planning decisions.
Investments Analyst - Multifamily Real Estate Quarterra Group IncInvestments Analyst - Multifamily Real EstateCharlotte, NCSummary of Position: The Investment Analyst will support Quarterra's Investments team through financial modeling, underwriting, market research, and transaction execution for multifamily development and investment opportunities across the United States. The role also requires the ability to communicate effectively, including speaking and hearing, as well as the ability to stand, walk, stoop, reach, and occasionally lift, carry, or move items weighing up to 25 pounds.
Sr Investment Analyst NFP CorpSr Investment AnalystCharlotte, North Carolina$126,000–$180,000 / yearFull timeWe help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.
Investment Analyst - Valuation Expert - AI Trainer MercorInvestment Analyst - Valuation Expert - AI TrainerCharlotte, North CarolinaRemote$80–$120 / hourHighly proficient in Microsoft Office and Google Workspace , especially Slides . For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome.
Sr Investment Analyst Aon PlcSr Investment AnalystCharlotte, NC$126,000–$180,000 / yearWe help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.
Analyst II Investment Banking (Corporate Finance) Citizens Financial Group IncAnalyst II Investment Banking (Corporate Finance)Charlotte, NCThe Investment Banking Analyst will be involved in all facets of Citizens' investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acquisitions and other advisory services. Experience with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc.
Investment Portfolio Analyst Wells Fargo & CoInvestment Portfolio AnalystCharlotte, NCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This role will partner heavily across Portfolio Strategy and Analytics (PSA), Securities Portfolio Management (SPM), Derivatives Risk Management (DRM) teams in IP, and the Balance Sheet and Interest Rate Risk Management (BSIRRM) team in Corporate Treasury.
NewVP, Investment Consultant LPL FinancialVP, Investment ConsultantCharlotte, North Carolina$150,792–$251,320 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Investment Performance Analyst Scion Staffing IncInvestment Performance AnalystCharlotte, NCThrough our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire recruiting, interim leadership placement, and temporary professional staffing. Scion Technology has been engaged to conduct a search for an experienced Investment Performance Analyst for our client, an innovative WealthTech company transforming portfolio management and financial technology solutions!
Investment Banking Analyst - Charlotte - Intrepid (Full-Time 2027) Mitsubishi UFJ Financial GroupInvestment Banking Analyst - Charlotte - Intrepid (Full-Time 2027)Charlotte, North CarolinaAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience.
Sr Alternative Investments Operations Analyst I Pacific LifeSr Alternative Investments Operations Analyst ICharlotte, North CarolinaAs a Sr Alternative Investments Operations Analyst I, you’ll play a key role in Pacific Life’s growth and long-term success by contributing to the efficient handling of complex Private Placement and Alternative investments activity, including but not limited to the timely capture of Security Master and Trade data. We’re actively seeking a talented Sr Alternative Investments Operations Analyst I to join our Fixed Income Ops team, which provides full Operational, Middle Office support to Portfolio Management, Credit Analysis and Pension Risk Transfer teams.
Investment Banking Analyst - Charlotte - Intrepid (Full-Time 2027) MUFG Americas Holdings CorpInvestment Banking Analyst - Charlotte - Intrepid (Full-Time 2027)Charlotte, NCAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience.
Investment Banking Associate & Sr Analyst Selby Jennings LtdInvestment Banking Associate & Sr AnalystCharlotte, NCThis is an opportunity to work with highly regarded bankers, gain extensive sell-side M&A experience, and support sectors experiencing strong deal flow, all while working closely with senior leadership. We are partnered with a leading Upper Middle Market Investment Bank seeking to add an Investment Banking Sr Analyst and an Associate on their Healthcare team in CHarlotte, NC.
Investment Banking Analyst MUFG Americas Holdings CorpInvestment Banking AnalystCharlotte, NCAnalysts work on dedicated industry groups such as Healthcare, Media, Industrials etc. to execute M&A transactions as well as our Special Situations group which specializes in delivering expert advisory services for clients facing unique and complex challenges including debt maturities or defaults, declining financial performance, or litigation. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience.
Analyst/Associate, Investment Engineering (Analytics Platforms) Dimensional Fund AdvisorsAnalyst/Associate, Investment Engineering (Analytics Platforms)Charlotte, NCThe work is team-based and involves building and maintaining internal tools and frameworks to empower product teams to work more efficiently, as well as partnering with user groups to consult and onboard new use cases (where learning the SME knowledge, goals, processes of that team is critical). Investment Engineering is responsible for ownership of investment data, which means managing data from acquisition through distribution, driving analysis to create information from data, and creating the information and analysis consumed by internal and external clients and reports.
Investment Banking Analyst Robert W. Baird & Co. IncorporatedInvestment Banking AnalystCharlotte, NCUse AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials. Note to External Recruiters / Search Firms: Baird does not accept unsolicited resumes and will not compensate for any placement resulting from such submissions.
NewCredit Analyst II/Underwriter I - Global Corporate & Investment Banking/Energy Bank of America CorpCredit Analyst II/Underwriter I - Global Corporate & Investment Banking/EnergyCharlotte, NCJob Description:This job is responsible for performing risk assessment and repayment capacity analysis (i.e., financial, borrower, industry, etc.) and preparing transaction justification for complex transactions with limited supervision for clients in Energy sector. Back to search results Credit Analyst II/Underwriter I - Global Corporate & Investment Banking/Energy Houston, Texas; Charlotte, North Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Vice President, Corporate Finance (Investment Banking) Citizens Financial Group IncVice President, Corporate Finance (Investment Banking)Charlotte, NCThe ideal candidate possesses an established investment banking pedigree and skill set including capital structure advisory (debt & equity financing), strategic advisory (sell-side, buy-side, structured transactions) and other corporate finance and industry-specific financial analysis. Citizens Capital Markets & Advisory ("CCMA") is currently seeking a Vice President, Corporate Finance candidate focused on the Industrials verticals, primarily focused on Aerospace, Defense & Government Services, and Engineering, Construction & Industrial Services.