Investment 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.
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.
Investment Banking Associate / Vice President - Aero, Defense & Government Jefferies LlcInvestment Banking Associate / Vice President - Aero, Defense & GovernmentCharlotte, NC$175,000–$225,000 / yearThe Associate will play a critical role in executing M&A, strategic advisory, equity and debt financing transactions for domestic and international clients across the aerospace, defense, government services, and related industrial sectors. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.
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.
NewWealth Investment Support Specialist I Truist Financial CorporationWealth Investment Support Specialist ICharlotte, 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. Entry Level / 1 - 3 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.
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.
2027 Investment Banking Analyst - Healthcare Services & IT Piper Sandler2027 Investment Banking Analyst - Healthcare Services & ITCharlotte, New YorkOur analysts work closely with senior bankers to make a real impact on our clients’ businesses through involvement in all facets of investment banking activities including equity and debt offerings, valuations, mergers and acquisitions, leveraged buyouts and strategic advisory work. 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.
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.
Wealth Investment Support Specialist I Truist Financial CorpWealth Investment Support Specialist ICharlotte, 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. Entry Level / 1 - 3 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.
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.
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.
Sr Private Placement Investment Operations Analyst I Pacific LifeSr Private Placement Investment Operations Analyst ICharlotte, NC$45.05–$55.06 / hourAs 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.
2027 Wealth & Investment Management Summer Internship - Early Careers Wells Fargo Bank2027 Wealth & Investment Management Summer Internship - Early CareersCharlotte, 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. Banking, Lending & Trust (BL&T) : Center of Excellenceproviding access to highly experienced and credentialed professionals that deliver cash management, complex custom credit, and trust services directly to clients.
Investment Real Estate Underwriting Portfolio Manager 2 First National Bank Of PennsylvaniaInvestment Real Estate Underwriting Portfolio Manager 2Charlotte, North CarolinaEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Responsible for managing a designated Commercial Investment Real Estate loan portfolio, including portfolio management, credit underwriting, construction monitoring, and ensuring compliance with bank and regulatory guidelines.
Investment Real Estate Underwriting Portfolio Manager 2 First National Bank (FNB Corp.)Investment Real Estate Underwriting Portfolio Manager 2Charlotte, NCEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Position Overview: Responsible for managing a designated Commercial Investment Real Estate loan portfolio, including portfolio management, credit underwriting, construction monitoring, and ensuring compliance with bank and regulatory guidelines.
NewAssociate Investment Banking Fifth Third BankAssociate Investment BankingCharlotte, North Carolina$71,100–$145,900 / 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: Workstream Leadership: Plan, sequence, and drive workstreams to on-time, high-quality outcomes. 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 .