Investment Operations Specialist Claire Myers ConsultingInvestment Operations SpecialistCharlotte, North CarolinaOur client is a growing wealth management practice dedicated to delivering comprehensive financial planning and investment management services to individuals and families. This individual will play a key role in account administration, money movement, trading, and brokerage operations while helping ensure a seamless experience for both clients and advisors.
Investment Consultant II - Merrill Premium Bank of AmericaInvestment Consultant II - Merrill PremiumCharlotte, North CarolinaThe registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Internship - Investment Banking Associate Summer 2026 (Charlotte, NC) BairdInternship - Investment Banking Associate Summer 2026 (Charlotte, NC)Charlotte, North CarolinaOur Internship Program: Our 10-week Summer 2026 Internship is a robust experience that offers interns meaningful responsibilities from day one, getting hands-on deal experience by working alongside our senior bankers and clients. Develop key skills by working closely with senior bankers and senior management at our clients and will obtain broad exposure to an array of transactions in a variety of industries.
Internship - Investment Banking Associate Summer 2027 (Charlotte, NC) Robert W Baird & Co IncInternship - Investment Banking Associate Summer 2027 (Charlotte, NC)Charlotte, NCOur Internship Program: Our 10-week Summer 2026 Internship is a robust experience that offers interns meaningful responsibilities from day one, getting hands-on deal experience by working alongside our senior bankers and clients. Develop key skills by working closely with senior bankers and senior management at our clients and will obtain broad exposure to an array of transactions in a variety of industries.
AI Business Engineer - Investment Banking Experience Raymond James Financial IncAI Business Engineer - Investment Banking ExperienceCharlotte, NCThe AI Business Engineer supports the adoption and effective use of generative AI across the Investment Bank and Capital Markets & Advisory functions by designing, building, and improving AI-powered solutions across banker workflows through custom GPTs and prompts and emerging agent-based tools. Working knowledge of Python and SQL to support data exploration, workflow automation, and AI prototype development; ability to read, modify, and apply scripts with guidance from engineering partners - deep software engineering experience not required.
Sr. Credit Underwriter - Custom Mortgage - Global Wealth & Investment Management Bank of AmericaSr. Credit Underwriter - Custom Mortgage - Global Wealth & Investment ManagementCharlotte, North CarolinaPerforms all underwriting tasks for custom mortgage loan requests to ultra high net worth clients of Global Wealth and Investment Management (GWIM), which includes Private Wealth Management and Merrill. This role interfaces with client teams, risk management, residential real estate credit specialists, fulfillment, servicing, and legal partners to support the timely delivery of credit solutions.
Senior Credit Underwriter-Global Wealth and Investment Management Bank of AmericaSenior Credit Underwriter-Global Wealth and Investment ManagementCharlotte, North CarolinaThe Global Wealth Investment Management-Sr Credit Underwriter is aligned with the Private Client Advisor (PCA) in their goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, and managing a portfolio of existing lending relationships. Synthesize appropriate financial information to understand the client’s financial standing, including liquidity, leverage, cash flow, key risks/mitigants and legal structure (trusts, special wealth vehicles, etc.) and apply sound reasoning to arrive at an appropriate credit decision.
Investment Banking Associate - Industrials & Business Services MUFG Americas Holdings CorpInvestment Banking Associate - Industrials & Business ServicesCharlotte, 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 MUFG Americas Holdings CorpInvestment Banking AssociateCharlotte, NCAssociates work on dedicated industry groups such as Healthcare, Media, Industrials, Consumer 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.
Investment Banking Associate - Consumer Piper Sandler CompaniesInvestment Banking Associate - ConsumerCharlotte, NC$135,000–$175,000 / yearOur 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. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
Investment Banking Associate - Technology Piper Sandler CompaniesInvestment Banking Associate - TechnologyCharlotte, NC$175,000–$200,000 / yearOur 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. The experienced associate is responsible for structuring and executing transactions, and typically functions as a backup for relationships with important clients, is generally the key contact for some clients, and begins to assume some important new business responsibilities.
Investment Banking Associate - Industrials Mitsubishi UFJ Financial GroupInvestment Banking Associate - IndustrialsCharlotte, 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.
Investment Real Estate Agent Prophet HomesInvestment Real Estate AgentCharlotte, North CarolinaIndustry-Leading Resources - Structured onboarding, individualized training, and mentorship - Our managers have more knowledge and experience than anyone in the industry, and work closely with agents to help you start earning fast - Our team-centered approach promotes peer-to-peer learning and personal support to help you develop and progress quickly - Access to our proprietary training database, sales methods, investor marketplace, and technology systems . - Active North Carolina real estate license or willingness to obtain one (we guide you through the process) - Background in sales, real estate, acquisitions, wholesaling, business, or finance preferred - Strong communication, coachability, and relationship-building skills - Comfortable communicating with prospects via phone and email, using CRM systems and other technology tools - Self-motivated, goal-oriented, and comfortable in a commission-based environment .
Attorney - Corporate M&A Transactions and Global Strategic and Sustainable Investments Bank of AmericaAttorney - Corporate M&A Transactions and Global Strategic and Sustainable InvestmentsCharlotte, New YorkThis job is responsible for providing legal counsel on matters related to Corporate Transactions M&A (“Corporate M&A”) and Global Strategic and Sustainable Investments (“GSSI”) on all transactions (purchases, investments, sales and wind downs of businesses) and related matters, including coordination with the Corporate M&A and GSSI teams across Bank of America corporate functions, such as Corporate Secretary, Employment and Human Resources, Operations, Technology, Procurement, or Real Estate. US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842), US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NY - New York - 114 W 47th St - 114 W 47th St - Ust (NY8114).
Global Strategic & Sustainable Investments – Business Operations Associate Bank of AmericaGlobal Strategic & Sustainable Investments – Business Operations AssociateCharlotte, North CarolinaThe Associate will partner closely with GSSI leadership to strengthen operational discipline across the platform and will work across processes and stakeholders to improve execution, streamline workflows, enhance reporting quality, and selectively leverage automation and AI-enabled tools to improve efficiency, scalability, and controls. Global Strategic & Sustainable Investments (“GSSI”) is Bank of America’s central equity investment platform, responsible for deploying and managing capital in equity investments that align with the bank’s strategic priorities and sustainability commitments.
Licensed Investment Support Specialist II Fifth Third BancorpLicensed Investment Support Specialist IICharlotte, NCSecurities Industry Essentials (SIE), Series 7, 66 (or 65 and 63), appropriate state resident insurance licenses for Life, Health, Long Term Care, and Variable Annuity certification are required as documented in the Fifth Third Securities Licensing Guidelines. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
2027 Campus Recruiting - Investment Banking Summer Associate - Charlotte Piper Sandler Companies2027 Campus Recruiting - Investment Banking Summer Associate - CharlotteCharlotte, NCOur 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. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
Investment Banking Vice President - Healthcare Services/HCIT Piper Sandler CompaniesInvestment Banking Vice President - Healthcare Services/HCITCharlotte, NCOur 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. A successful candidate will possess the following characteristics: 5+ years of investment banking experience or MBA degree and 3+ years of investment banking or closely related experience.
Privately Held Investments Manager - Closely Held Business Assets Truist Financial CorpPrivately Held Investments Manager - Closely Held Business AssetsCharlotte, 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. Provide the leadership and management necessary to ensure the team has the proper administrative and reporting procedures, proper operational controls, and people in place to effectively serve the organization while ensuring policy compliance and operating efficiency.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerCharlotte, NCKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.