NewInvestment Accounting Manager JobotInvestment Accounting ManagerCharlotte, 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.
NewSr Financial Analyst - Nuveen Finance FP&A TIAASr Financial Analyst - Nuveen Finance FP&ACharlotte, NC$84,000–$104,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors.
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.
NewLead Investment Analyst Wells Fargo BankLead Investment AnalystCharlotte, North CarolinaThey 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.
Senior Investment Sales Analyst (Carolinas Multifamily Team) CBRE Group IncSenior Investment Sales Analyst (Carolinas Multifamily Team)Charlotte, NCWhat You'll Do: Secure new and expanded business opportunities through prospecting, networking, relationship building, and selling additional services to current client base. Analyst, you will develop business and negotiate the selling, leasing, and marketing of large and high profile commercial real estate properties for clients.
New2027 Truist Securities - Investment Banking Analyst Program (INTERN CONVERSION) Truist Financial Corp2027 Truist Securities - Investment Banking Analyst Program (INTERN CONVERSION)Charlotte, NCJob Description: Truist Securities' Corporate and Investment Banking Analyst Program begins with up to seven weeks of classroom instruction that consists of an introduction to capital markets, products and services, accounting, corporate finance, systems and financial modeling training designed to give Analysts all the tools they will need to be successful. Truist Securities, together with Commercial Real Estate, and Treasury & Payment Solutions, comprise Truist's Corporate & Institutional Group, offering lending, capital markets and treasury management solutions to businesses, institutions, not-for-profit organizations and government entities.
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.
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.
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.
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.
Investment Banking Analyst II Fifth Third BankInvestment Banking Analyst IICharlotte, North Carolina$61,200–$125,500 / yearSuccessful candidates will demonstrate a higher degree of proficiency (typically from 1–3 years of practical experience or advanced academic exposure) across the following areas: Financial Modeling : Ability to build and interpret complex models for valuation, credit analysis, and transaction structuring. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you .
Investment Banking Analyst - Business & Financial Services Mitsubishi UFJ Financial GroupInvestment Banking Analyst - Business & Financial ServicesCharlotte, North CarolinaThe practice will benefit from significant deal flow opportunities generated through the firm’s sponsor coverage, institutional referral relationships, and its parent company’s broad corporate and financial services network, with relationships spanning business services, financial services, legal services, insurance services, human capital management, education and training, real estate services, and other outsourced service sectors. Additionally, 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.
2026 Intern Conversion – 2027 Investment Banking Early Career Associate Program (Leveraged Finance) Wells Fargo Bank2026 Intern Conversion – 2027 Investment Banking Early Career Associate Program (Leveraged Finance)Charlotte, North CarolinaThey 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. 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.
New2027 Investment Banking Analyst I Consumer Charlotte, NC Raymond James Financial Inc2027 Investment Banking Analyst I Consumer Charlotte, NCCharlotte, NCRaymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. 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.
New2027 Investment Banking Summer Analyst Consumer Charlotte, NC Raymond James Financial Inc2027 Investment Banking Summer Analyst Consumer Charlotte, NCCharlotte, NCSummer Analysts are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
Sr Private Placement Investment Operations Analyst I Pacific LifeSr Private Placement Investment Operations Analyst ICharlotte, North CarolinaAs 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.
NewInvestment 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!