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Investment Jobs in Davidson, NC

6805 CARNEGIE BOULEVARD, # 100:CHARLOTTE

City:.

United States of America

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Novant Health Inc logo

Charlotte, NC30+ days ago

The 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.

New!

Charlotte, NC2 days ago

This is your chance to make a direct impact in a high-growth environment, gain exposure to full investment lifecycles, and grow alongside a team that values entrepreneurial thinking, collaboration, and results. We're looking for an Investments Analyst to join our dynamic team and help drive acquisition and development strategy in the booming self-storage sector.

Charlotte, NC30+ days ago

Summary of Position: The Investment Analyst will support Quarterras 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.

Wells Fargo & Co logo

Charlotte, NC30+ days ago

They 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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

Charlotte, NC30+ days ago
Remote
  • $47.50–$71.25 Per Hour

Monitor and continually evaluate investments after the investment decision is implemented with ongoing due diligence activities to include: preparing and analyzing investment reports, monitoring and evaluating investment manager performance, and utilizing risk management tools. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care.

Charlotte, NC30+ days ago
Remote
  • $47.50–$71.25 Per Hour

Monitor and continually evaluate investments after the investment decision is implemented with ongoing due diligence activities to include: preparing and analyzing investment reports, monitoring and evaluating investment manager performance, and utilizing risk management tools. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise.

Charlotte, North Carolina30+ days ago

We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Charlotte, NC30+ days ago

Analysts 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.

NC30+ days ago

p>• Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services • Work with your team to prepare company valuations, build financial models, and create marketing materials • Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches • Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal • Use 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.

• A candidate energized by learning, teamwork, and real responsibility • 12-24 months of full-time work experience (investment banking preferred) • A proven academic record and a passion for finance (a finance degree is helpful, but not required) • Drive, resilience, and a strong work ethic • Ability to work independently and thrive in a collaborative setting • Strong mathematical, writing, and verbal skills; relevant software proficiency • SIE and Series 79 licensing preferred (or the ability to obtain them quickly) • Experience with AI tools such as Rogo, CoPilot, and auxi is preferred • Familiarity with data visualization tools such as Power BI, Tableau, or similar.

Charlotte, NC30+ days ago

Ability to learn SQL code for intermediate query level functioning including the ability to: Import data into SQL Server from various sources (text files, spreadsheets, Access Data Bases) Export data out of SQL Server to various targets (text files, spreadsheets, Data Bases). Maintain ongoing self-study programs to enhance knowledge of various software and computer languages, including, but not limited to SQL, Visual Basic, MS Access, MS Excel, R and Python.

Charlotte, NC21 days ago

The Credit Analyst III also recommends waivers, amendments and other changes in loan terms to address credit or operational risk issues."Internal employees who are currently working from home are still eligible to apply. The Credit Analyst III will also help support the timely resolution of failed covenants by advising the credit team on covenant trends or specific details on the cause of the covenant failure.

Wells Fargo & Co logo

Charlotte, NC29 days ago

They 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.

NC19 days ago
  • $57,000–$87,000 Per Year

KIS primarily operates out of KeyBank retail bank branches and provides KeyBank retail customers brokerage, insurance, and investment advisory services through KeyBank National Association's retail bank branch across the United States. KIS is a retail dual registered fully disclosed introducing broker/dealer and investment adviser that is non-banking affiliate of KeyBank National Association and a subsidiary of KeyCorp, a federally registered bank holding company.

Charlotte, North Carolina17 days ago

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As a Sr Private Placement Ops 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 investment activity, including but not limited to the timely capture of Security Master and Trade data.

We’re actively seeking a talented Sr Private Placement Ops 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.

Charlotte, NC30+ days ago

We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

  • Individual security analysis, including capital structure and indenture analysis, cash flow and liquidity analysis and total return and relative value assessment.

    • CBRE Group Inc logo

    Charlotte, NC20 days ago

    CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Create and produce electronic and/or direct marketing campaigns for sale of properties to include customized property information materials, comparable market analysis, market and industry research and targeted mailing lists.

    Charlotte, NC30+ days ago

    Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management.

    Northmarqs Internship Program is tailor-made for current college students, undergraduate or graduate, aspiring to enter the commercial real estate field.

    Charlotte, NC30+ days ago
    • $82,100–$172,500 Per Year

    A Senior Associate will begin to play a leadership role in the evolution and development of the groups pitch materials and modeling and analytical work as well as running the transaction execution process including the creation of financial models and other materials A Senior Associate may also provide management and oversight of Analyst pool to ensure the production of a high quality work product. SKILLS FOR SUCCESS: Successful candidates will demonstrate a higher degree of proficiency (typically from 13 years of practical experience or advanced academic exposure) across the following areas: Execution Leadership: Anticipate roadblocks, manage critical paths, and ensure on-time, on-quality delivery across complex engagements.

    Charlotte, NC20 days ago

    Within Portfolio Management, the Investment Stewardship group implements proxy voting policies, engages with portfolio companies, researches governance issues and industry trends, and communicates Dimensional's approach to investment stewardship to internal and external audiences. Portfolio Management interacts and collaborates closely with several departments across the firm with the goal of consistently managing with accuracy the quality and integrity of our investments on behalf of our clients.

    Charlotte, NC9 days ago

    p>At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

    s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s79 - Investment Banking Registered Representative Examination - Financial Industry Regulatory Authority (FINRA).

    Charlotte, North Carolina23 days ago

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    As a Senior Investment Operations Analyst, you’ll play a key role in supporting post-execution processes across our public fixed income portfolio, contributing to operational accuracy while strengthening operational controls and driving process efficiencies.

    • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents.

    Charlotte, NC28 days ago
    • $45.05–$55.06 Per Hour

    As a Sr Private Placement Ops 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 investment activity, including but not limited to the timely capture of Security Master and Trade data. We're actively seeking a talented Sr Private Placement Ops 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.

    Charlotte, NC30+ days ago

    Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

    CBRE Group Inc logo

    Charlotte, NC8 days ago

    p>About the Role:

    As a CBRE Investment Sales Analyst, you will develop business and negotiate the selling, leasing, and marketing of small to medium sized commercial real estate properties for clients.

    What You'll Do:

    • Secure new and expanded business opportunities through prospecting, networking, relationship building, and selling additional services to current client base.

    Charlotte, NC20 days ago
    • $100,000–$180,000 Per Year

    We are seeking a full‑stack engineer with strong UI specialization to help build the next generation of user interfaces for VPI-supporting portfolio managers, operations teams, and investment workflows. The ideal candidate brings experience building user interfaces for investment or wealth management systems and has a strong understanding of investment workflows and user needs across front, middle, and back office functions.

    Charlotte, NC15 days ago

    The 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.

    Charlotte, NC30+ days ago

    Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. For IB M&A and Strategic Advisory engagements, the Principal , Investment Banking, will be the point person in the creation of high-impact pitch materials and will run the execution process including the creation of financial models, writing of the CIM and other materials, and the regular contact with our client and the list of qualified buyers.

    Charlotte, NC30+ days ago

    The Principal may be responsible for direct day to day supervision of Associates and Analysts, providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. ABOUT THE ROLE: Provide leadership in the pitching and execution of CIB transactions while providing support to the Managing Directors in the day to day management of the team's Associates and Analysts to ensure that junior resources are allocated appropriately across the groups projects and that the high-priority projects are getting the appropriate attention.

    Charlotte, North Carolina28 days ago

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    The Principal may be responsible for direct day to day supervision of Associates and Analysts, providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

    Provide leadership in the pitching and execution of CIB transactions while providing support to the Managing Directors in the day to day management of the team's Associates and Analysts to ensure that junior resources are allocated appropriately across the groups projects and that the high-priority projects are getting the appropriate attention.

    Charlotte, New York30+ days ago

    Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. Learn more about our commitment to our employee’s health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here..

    Charlotte, NC22 days ago
    • $45.05–$55.06 Per Hour

    As a Senior Investment Operations Analyst, you'll play a key role in supporting post-execution processes across our public fixed income portfolio, contributing to operational accuracy while strengthening operational controls and driving process efficiencies. How you'll help move us forward: Manage post-trade lifecycle activities including trade validation, allocations, confirmations, and settlement for public fixed income securities.

    Wells Fargo & Co logo

    Charlotte, NC30+ days ago

    In this role, you will: Lead or partner with the relevant business group to identify, assess, manage and mitigate current and emerging investment risk Review and analyze portfolio risk Serve as a subject matter expert for measuring and managing investment risk Perform complex activities related to assessing portfolio risk exposures Independently resolve moderately complex issues Lead team to monitor and manage investment risk deliverables while leveraging solid understanding of the effectiveness of portfolio asset allocation strategies Collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals Potentially lead projects, teams or serve as a mentor for less experienced staff Required Qualifications: 4+ years of investment portfolio control experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Emphasis in identifying investment risks and developing remediation plans Experience working with Trust or Fiduciary investments Proven analytical skills with high attention to detail and accuracy Demonstrated ability to plan, organize, and prioritize work in a dynamic and complex environment Experience building effective partnerships to achieve goals to meet deadlines Intermediate Microsoft Office Skills, including Excel A BS/BA degree or higher in finance, accounting, or economics Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation Excellent verbal, written, and interpersonal communication skills Job Expectations: This position is not eligible for Visa sponsorship This position offers a hybrid work schedule Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. They 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.

    Charlotte, NC30+ days ago

    Responsibilities: Leads the credit analysis process with the support of other analysts and associates Partners with Credit Officers, Relationship Management, and Risk teammates to understand structuring needs and requirements Monitors operating performance and financial condition, proactively identifying issues and opportunities Assists in delivery of financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making process Reviews work of junior teammates to provide feedback/coaching and ensure compliance with laws, rules, regulations and policy procedure May have primary coverage responsibility for a portfolio of clients with limited complexity and credit approval for certain credit actions Participate in loan structure conversations and completion of loan documentation with internal/external legal partners Complete Credit Approval Memos (CAMs) and Modifications to secure credit approval for complex, custom loan products secured by marketable securities Perform detailed marketable securities collateral analysis on stock concentrations, Control / Restricted stock, REIT Operating Units, Exchange Funds, and derivative securities Synthesize comprehensive financial information to assess liquidity, leverage, cash flow, key risks/mitigants, and legal structures (trusts, special wealth vehicles, etc.), applying sound judgment to support appropriate credit decisions Proactively manage deal pipeline and ensure timely progression of new and existing transactions Required Qualifications: 3 - 5+ years of commercial and/or private wealth management credit experience Strong financial analysis, accounting skills, and deal structuring for borrowers with complex balance sheets and income streams Strong negotiation and communication skills Organized and detail oriented with ability to multi-task Proficiency in Word, Excel and PowerPoint Excellent interpersonal skills and the ability to build business partnerships with risk, operations, and client teams that may not be co-located Desired Qualifications: Formal Credit Training and/or Commercial/Wealth Management credit experience preferred Bachelor's degree in business administration, finance, accounting or economics preferred Experience with marketable securities lending preferred Skills: Attention to Detail Credit and Risk Assessment Financial Analysis Underwriting Written Communications Analytical Thinking Credit Documentation Requirements Financial Forecasting and Modeling Recording/Organizing Information Business Acumen Collaboration Collateral Management Loan Structuring Prioritization Shift: 1st shift (United States of America) Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. The GWIM Securities Based Lending Custom Credit Underwriter II (CUII) / Senior Credit Underwriter (SCU) partners closely with the Credit Advisor (CA) to develop and expand custom lending relationships with strategic wealth clients.

    Charlotte, NC30+ days ago

    p>You possess the desire and ability to effectively build and manage your own book of business within a team, which is supported by a dedicated and fully staffed back-office that includes investment sales analysts, marketing / graphical design, and admin support. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access toexperts in debt, equity, investment sales, loan servicing, and fund management.

    Charlotte, NC30+ days ago

    Working with Managing Directors, Vice Presidents, Associates within the Debt Capital Markets, Equity Capital Markets and M&A product groups, Sponsor Coverage and Corporate Banking relationship teams to develop new business ideas, pitch strategies or transaction financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives. You will thrive in this role through your ability to work on multiple projects and transactions concurrently, and you will work directly with senior professionals supporting acquisitions, leveraged buyouts, dividend recapitalizations, restructurings, refinancings, and equity raises.

    Charlotte, NC17 days ago

    li>Demonstrated expertise in real estate financial analysis and valuation, including income-producing assets, with a strong command of core concepts such as DCF, IRR, NPV, time value of money, and return on equity. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management.

    Wells Fargo & Co logo

    Charlotte, NC30+ days ago

    A trusted partner to our clients, we provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. They 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.

    Wells Fargo & Co logo

    Charlotte, NC30+ days ago

    They 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. In this role, you will: Provide independent oversight of counterparty risk across derivatives and securities financing activities, including validating contractual enforceability, supporting ongoing reviews of netting and collateral frameworks, and monitoring exposure changes and counterparty creditworthiness.

    Wells Fargo & Co logo

    CHARLOTTE, NC23 days ago

    A trusted partner to our clients, we provide corporate and transactional banking, commercial real estate (CRE) lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. They 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.

    Charlotte, NC19 days ago
    • $120,000–$135,000 Per Year

    With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally.

    Wells Fargo Bank logo

    Charlotte, North Carolina24 days ago

    A trusted partner to our clients, we provide corporate and transactional banking, commercial real estate (CRE) lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. They 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.

    Charlotte, North Carolina24 days ago

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    Solutions for Today’s Challenges.

    Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects.

    Charlotte, NC30+ days ago

    p>You will join the HIT team, which is a firm strategic initiative co-led by Strategy & Corporate Finance (S&CF), McKinsey Transformations (MT) with contributions from Marketing & Sales (M&S), Sustainability, People & Organizational Performance, Operations and Digital and Analytics (DnA) practices.

    • Engage actively with McKinsey leaders and clients when new developments arise, especially when these could be a 'critical moment' opportunity to connect with clients (e.g., changes in share price / analyst sentiments, M&A activity, etc.).

    Charlotte, NC30+ days ago

    Madison Capital Group is a fast-growing private real estate investment firm focused on acquiring, developing, and managing multifamily, self-storage, and commercial assets across the U.S. With over $2.0B in multifamily assets under management, we’re scaling quickly—and we’re looking for a driven Multifamily Investment Associate to grow with us. If you thrive in a high-impact, fast-paced environment and want exposure to the full investment lifecycle, this is your opportunity to step into a role where your work directly shapes deals, strategy, and portfolio performance.

    Charlotte, North Carolina30+ days ago

    p/>

    Within Portfolio Management, the Investment Stewardship group implements proxy voting policies, engages with portfolio companies, researches governance issues and industry trends, and communicates Dimensional’s approach to investment stewardship to internal and external audiences. Responsibilities involve oversight of the corporate governance practices of Dimensional’s portfolio companies, which includes proxy voting at shareholder meetings and engaging with company boards, management, activist investors, or other stakeholders as necessary.

    Charlotte, NC30+ days ago

    The candidate will be required to support the following core processes: Portfolio Oversight and Fund Accounting: Supporting Investment Grade Credit team within Global Public Portfolio Services in order to meet their main responsibilities including: Full ownership and responsibility for several open-ended funds, and separately managed accounts including daily oversight and acting as subject matter expert on the funds/portfolios covered. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

    Charlotte, NC30+ days ago
    • $110,000–$188,750 Per Year

    In this role, you will work with a team of external and internal wholesalers in an effort to build relationships with financial advisors in the RIA Channel and provide valuable client solutions to assist advisors in growing their business using SPDR ETFs, model portfolios and other SSGA solutions. You will be responsible for leading and coordinating travel throughout the region with various sub-advisory partners and index providers including the World Gold Council, DoubleLine Capital, Blackstone, Bridgewater Associates and Galaxy Asset Management.

    Charlotte, North Carolina7 days ago

    The 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.

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