25 Results for

Investment Jobs in Monroe, NC

Jobs

Charlotte, NC9 days ago

The ideal candidate will have hands-on experience in security setup, data maintenance, and reference data management across multiple asset classes, coupled with strong working knowledge of Eagle, Bloomberg (BBG), BBG AIM, BBG PORT, Charles River (CRD), and GoldenSource. Experience working with entity data across investment vehicles including pooled products, institutional separately managed portfolios or retail separately managed portfolios.

Charlotte, NC9 days ago

Job Description :Perform end-to-end setup, enrichment, and maintenance of securities and reference data in Eagle and related data management platforms. Conduct security master maintenance across multiple asset types equities, fixed income, derivatives, structured products, and funds.

Charlotte, North Carolina30+ 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.

Charlotte, North Carolina30+ days ago

The 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.

Charlotte, NC30+ days ago

products, technology, legal, compliance, marketing, training, field implementation, etc.) and vendors, participate in the execution of projects aimed at developing investment products, ensuring compliance, enhancing the quality of the performance data, and improving the front-end experience. As a Senior Analyst on the Investment Performance team, you will serve a critical function in advancing initiatives within the broker dealers Advice & Wealth Management (AWM) segment, specifically those related to investment performance reporting.

Charlotte, NC30+ days ago

$90,000–$95,000

Execute and support annual compliance program requirements including financial document reviews, billing reviews, suitability reviews, third-party service provider due diligence, and annual risk assessments and reports. Execute regulatory compliance and supervisory tasks including email reviews, trade reviews, marketing reviews, document drafting, and regulatory filings via the FINRA Firm Gateway.

Charlotte, NC30+ days ago

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.

Charlotte, NC9 days ago

As an Investment Advisor Representative (IAR) supported by The Pelora Group, you’ll be part of a community of professionals that help will help you determine your purpose, execute your vision, and build your business. You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building and shared experiences.

Charlotte, NC30+ days ago

Knowledge of key tax issues associated with alternative investment firms, including tax positions referenced by service providers and the impact of potential legislative and regulatory changes . Strong interpersonal skills required to establish and maintain relationships service providers, team members, or other members of the firm .

PA30+ days ago

Stay up-to-date on investment products, services, and industry trends to effectively communicate with clients. Provide exceptional client service to investment clients through phone, email, and in-person interactions.

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, NC30+ days ago

$80,000–$100,000 Per Year

The Advisory Specialist must have a strong knowledge of Horizon's investment solutions and global market trends in order to identify and reach out to potential business leads and provide consultative support to prospective and existing clients. As a member of Horizon's Advisor-facing sales team, the Advisory Specialist is partnered with a Regional Director and together they work to expand Horizon's market share.

Charlotte, NC30+ days ago

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 to experts in debt, equity, investment sales, loan servicing, and fund management.

Charlotte, NC30+ days ago

We're hiring an AVP, Investments to play a key role in both deal origination and execution, serve as a key member of the acquisitions team, focused on evaluating, underwriting, and executing new acquisitions from initial review through closing, including direct interaction with clients and leadership. Exceptional ability to manage multiple assignments while communicating clearly and effectively, with proven strength in presenting financial insights, investment strategies, and transaction rationales persuasively to senior leadership and external partners.

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. The interns will gain hands-on experience across various facets of real estate investment, financial analysis, and market research, developing valuable skills and insights that will help prepare them for a career in real estate.

Charlotte, NC30+ days ago

Full-time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Charlotte, NC30+ days ago

Full-time

Experience working with security data across asset classes including equities, fixed income and derivatives Experience working with entity data across investment vehicles including pooled products, institutional separately managed portfolios or retail separately managed portfolios Knowledge of market data sources, products and tools Qualification(s): Hands-on experience in Reference Data / Security Master / Investment Data Management roles within asset management, investment banking, or financial services firms. The ideal candidate will have hands-on experience in security setup, data maintenance, and reference data management across multiple asset classes, coupled with strong working knowledge of Eagle, Bloomberg (BBG), BBG AIM, BBG PORT, Charles River (CRD), and GoldenSource.

New!

Charlotte, NC3 days ago

Monitor data feeds (from internal systems like Aladdin, Portfolio Central, eFront, Workday, Client Services Teams etc.) for completeness, troubleshoot feed issues, and coordinate with Technology teams to resolve any data integration problems. The successful candidate will combine strong technical accounting skills with an innovative, process-improvement mindset, ensuring accuracy in revenue reporting and AUM analytics, and contributing to the continuous enhancement of our financial systems and workflows.

Charlotte, NC30+ days ago

The Portfolio Strategist will be the primary interface between Horizon's Investment Management team and their consulting clients; therefore, part of this role is communicating with clients on behalf of IM team and integrating Horizon strategies in customized portfolios while also advocating internally for interests of the consulting clients. Flexible communication skills: verbal acuity and writing proficiency, ability to listen to clients, capable of "translating" from investment-speak to financial advisor and/or end client language.

Charlotte, NC30+ days ago

Full-time

Job Title : Senior Data Analyst Location : Charlotte, NC Job Description : Perform end-to-end setup, enrichment, and maintenance of securities and reference data in Eagle and related data management platforms. Conduct security master maintenance across multiple asset types equities, fixed income, derivatives, structured products, and funds.

Huntersville, NC30+ days ago

Develop scenario based financial and liquidity models to assess sensitivities of various capital structures on liquidity positioning, cost of funding and growth capacity which would inform Libra’s long-term capital markets strategy. 1-4 years of capital markets and/or financial modeling experience, ideally working at an Investment Bank, Commercial Bank or on a Capital Markets / Treasury team at a financial services organization.

Charlotte, NC30+ days ago

Analyze data sources, data dictionaries, business glossary, data mappings, ETL processes and data within CyberDW to understand their structure, relationships, dependencies to quantify and document the data quality rules, controls and lineage around the key data elements (KDEs). (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

Charlotte, NC30+ days ago

By partnering closely with Cyber GRC and Technology teams, this role ensures that control-related data is accurate, timely, and reliable, enabling CCM to identify control failures, deviations, and emerging risks before they result in security incidents, compliance violations, or operational disruption. The Cyber Data Quality Analyst will be responsible for creating KCIs (Key Control Indicators) and Data Quality (DQ) rules to continuously assess and report on the effectiveness of ISDAD’s internal controls as part of the firm’s GRC Risk Management and CDO Data Governance frameworks.

New!

Charlotte, NC2 days ago

SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. This role requires someone who can not only gather and translate requirements but also has the technical depth to engage in data profiling, validate transformation logic, support QA, and work closely with project managers to ensure timely delivery.

New!

Charlotte, NC6 days ago

$55,000–$65,000 Per Year

Detailed oriented, proficient in Microsoft excel, strong analytical skills, system proficiency with Hilton GRO & Marriott RMAS, PMS for Hilton/Marriott, Lighthouse, TravelClick, strong communicator, good time manager, self-motivated, desire to learn. Our mission is to deliver uncompromised hospitality through the prioritization of our four operating pillars: Our People: First and foremost, as a senior leader your role is to lead our team members to achieve both individual and hotel goals.

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Investment Jobs in Monroe, NC

Senior Data Analyst Axelon

Senior Data Analyst-1 Axelon

Investment Analyst Sr (Private Markets) Novant Health

Investment Analyst Senior Novant Health

Senior Analyst, Investment Performance Ameriprise

Investment Adviser Compliance Consultant Synergy RIA Compliance Solutions

Investment Sales Analyst – Talent Pipeline Northmarq

Investment Advisor Representative The Pelora Group

Tax Senior Manager - Tax Director - Alternative Investments Regal Executive Search

Investment Client Service Associate The Perillo Group

Investment Associate - Charlotte, NC Madison Capital Group Holdings LLC

Advisory Specialist Internal Sales in Investment Management Field Horizon Investments

Multifamily Investment Sales Broker - Charlotte Northmarq

Assistant Vice President, Investments Northmarq

Multifamily Investment Sales Summer 2026 Internship Northmarq

J.P. Morgan Wealth Management - Private Client Investment Associate JPMorgan Chase Bank, N.A.

Senior Data Analyst Axelon Services Corporation

Revenue & Rebate Analyst Barings

Portfolio Strategist Horizon Investments

Senior Data Analyst-1 Axelon Services Corporation

Capital Markets Analyst Libra Solutions

Data Quality Analyst - Vice President SMBC

Senior Data Quality Analyst - Vice President SMBC

Senior Business Analyst SMBC

Corporate Revenue Analyst Coordinator Tara Investments

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