Executive Director, Senior Lead ABS Investment Banker Wells Fargo & CoExecutive Director, Senior Lead ABS Investment BankerCharlotte, NCThis group provides financing (warehouse, permanent, term) and capital markets execution to companies that originate or invest in non-mortgage consumer assets including credit cards, auto loans/leases/floorplan, timeshare, unsecured consumer and commercial assets including equipment, transportation (e.g., aircraft, container, railcar), whole business, fiber and cell tower. 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.
BlackArch Investment Banker Regions Financial CorpBlackArch Investment BankerCharlotte, NCBlackArch offers a full spectrum of advisory services to financial sponsors, private companies, and diversified corporations, addressing the needs of owner-operators, founders, and shareholders of private companies with specialized services that include M&A advisory, strategic advisory and private capital solutions. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law.
Multifamily Investment Sales Broker - Charlotte NorthMarq Capital LLCMultifamily Investment Sales Broker - CharlotteCharlotte, NCYou 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.
Multifamily Investment Sales Broker - Charlotte NorthmarqMultifamily Investment Sales Broker - CharlotteCharlotte, NCYou 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.
Investment Compliance Officer - Salt Lake City, Houston or Charlotte Zions Bancorporation NAInvestment Compliance Officer - Salt Lake City, Houston or CharlotteCharlotte, NCA Risk & Compliance Officer within MLW provides leadership, analytical skills, and innovative thinking necessary to not only carry out existing risk monitoring frameworks and compliance program but also to enhance and improve existing programs and challenge business line assertions and assessments. This individual contributor role ensures the Bank's activities comply with applicable laws, regulations, and internal risk management frameworks, while supporting effective governance, risk assessments, monitoring/testing, and regulatory change management.
2027 Wealth & Investment Management Summer Internship - Early Careers Wells Fargo & Co2027 Wealth & Investment Management Summer Internship - Early CareersCharlotte, 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. The group enables success at scale by providing field leadership, sales support, recruiting, platform enablement, and supervisory coordination to help advisors and teams effectively acquire, onboard, serve, and retain clients.
2027 CIB Investment Banking Analyst Program - Early Careers Wells Fargo & Co2027 CIB Investment Banking Analyst Program - Early CareersCharlotte, NC$90,000–$150,000 / yearThey 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.
Alternative Investments Financing Lead Wealth Underwriter Wells Fargo & CoAlternative Investments Financing Lead Wealth UnderwriterCharlotte, NC$119,000–$224,000 / yearThey 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. The Underwriter will be on the Alternative Investments Financing team providing custom credit solutions focused on credit delivery to Private Capital and Hedge Fund Managers, as well as to family offices and Ultra High Net Worth individuals with significant Private Capital and Hedge Fund investment portfolios.
Investment Banking Associate – Supply Chain & Logistics Mitsubishi UFJ Financial GroupInvestment Banking Associate – Supply Chain & LogisticsCharlotte, North CarolinaIntrepid’s Supply Chain & Logistics team specializes in delivering expert M&A advisory and capital-raising services to companies operating across a broad range of industry sectors, including freight management and brokerage, asset-based transportation, bulk logistics, warehousing and fulfillment and a diverse array of other specialized logistics services. 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 - 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 Banking Analyst Robert W Baird & Co IncInvestment Banking AnalystNCProvide 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.
AVP, Application Development - USAA Investment Services Company (ISCO) USAAAVP, Application Development - USAA Investment Services Company (ISCO)Charlotte, NC$224,250–$403,650 / yearDeep expertise in designing, developing, and implementing leading-edge investment technology underpinning registered broker-dealers and investment advisors - including trading, wealth management, compliance, and CRM platforms - paired with the strategic thought leadership to influence and advise senior business executives on technology-driven decisions. Proven track record of rapidly translating complex business objectives for a growing retail investment advisory business into bold, actionable technology roadmaps - operating with fierce urgency and personal accountability to deliver results at pace without sacrificing quality or compliance rigor.
Investment Banking Vice President - Healthcare Services Piper Sandler & Co.Investment Banking Vice President - Healthcare ServicesCharlotte, New YorkOur 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.
Sr. Investment Operations Analyst Pacific LifeSr. Investment Operations AnalystCharlotte, North CarolinaAs 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. Manage post-trade lifecycle activities including trade validation, allocations, confirmations, and settlement for public fixed income securities.
Senior Counsel - Mutual & Private Fund Distribution (Wealth & Investment Management) Wells Fargo & CoSenior Counsel - Mutual & Private Fund Distribution (Wealth & Investment Management)Charlotte, NC$139,000–$260,000 / yearThey 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. The ideal candidate will have deep familiarity with the Investment Company Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, and related SEC and FINRA rules governing distribution activities across retail, institutional, and intermediary platforms.
NewInstitutional Investment Operations Specialist Wells Fargo & CoInstitutional Investment Operations SpecialistCHARLOTTE, NCA trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; foreign exchange, rates 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.
Investment Banking Vice President, Mergers & Acquisitions Wells Fargo & CoInvestment Banking Vice President, Mergers & AcquisitionsNCA 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.
Director, Adhesion Investment Program Management AssetMark, Inc.Director, Adhesion Investment Program ManagementCharlotte, NC$160,000–$180,000 / yearPosition Summary: Reporting to the Senior Vice President, Head of Investment Products, the Director, Investment Program Management leads a team responsible for providing life-cycle product management and driving the AUM and revenue growth by expanding the reach and scalability of Adhesion model marketplace. Required Qualifications, Capabilities And Skills: Requires 10+ years of experience in financial services; must have product development experience in asset management and/or investment platform, with a proven track record of driving commercial outcomes through new products and partnerships.
Senior Counsel – Mutual & Private Fund Distribution (Wealth & Investment Management) Wells Fargo BankSenior Counsel – Mutual & Private Fund Distribution (Wealth & Investment Management)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. The ideal candidate will have deep familiarity with the Investment Company Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, and related SEC and FINRA rules governing distribution activities across retail, institutional, and intermediary platforms.
Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. Truist Financial CorpChief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc.NC$200,000–$290,000 / yearRIA expertise and coordination: Provide compliance leadership for advisory activities within an SEC-registered RIA framework (including Advisers Act obligations such as disclosures, conflicts management, Code of Ethics oversight, and best execution), and coordinate broker-dealer/RIA requirements to promote consistent client outcomes and a cohesive control environment. Please review the following job description: The Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. is responsible for leading an integrated broker-dealer and SEC-registered registered investment adviser (RIA) compliance program and serving as the primary regulatory-facing executive for the firms.
Investment Banking Analyst MUFG Americas Holdings CorpInvestment Banking AnalystNCAnalysts 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.
Investment Banking Associate MUFG Americas Holdings CorpInvestment Banking AssociateNCAssociates 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 - 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.
NewInvestment Banking Associate - Supply Chain & Logistics MUFG Americas Holdings CorpInvestment Banking Associate - Supply Chain & LogisticsCharlotte, NCIntrepid's Supply Chain & Logistics team specializes in delivering expert M&A advisory and capital-raising services to companies operating across a broad range of industry sectors, including freight management and brokerage, asset-based transportation, bulk logistics, warehousing and fulfillment and a diverse array of other specialized logistics services. 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.
NewInvestment Banking Associate Corporate Finance - Consumer & Retail Citizens Financial Group IncInvestment Banking Associate Corporate Finance - Consumer & RetailCharlotte, NC$175,000–$200,000 / yearWorking 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. The candidate should have the ability to work on multiple projects and transactions concurrently and will work directly with senior professionals in Debt Capital Markets, Equity Capital Markets, M&A, Sponsor Coverage and Corporate Banking supporting acquisitions, leveraged buyouts, dividend recapitalizations, restructurings, refinancing, and equity raises.
NewInvestment Banking Associate Corporate Finance - Consumer & Retail CitizensInvestment Banking Associate Corporate Finance - Consumer & RetailCharlotte, NC$175,000–$200,000 / yearWorking 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. The candidate should have the ability to work on multiple projects and transactions concurrently and will work directly with senior professionals in Debt Capital Markets, Equity Capital Markets, M&A, Sponsor Coverage and Corporate Banking supporting acquisitions, leveraged buyouts, dividend recapitalizations, restructurings, refinancing, and equity raises.
Investment Banking Senior Associate - Aerospace/Defense & Government Services (ADGS) William BlairInvestment Banking Senior Associate - Aerospace/Defense & Government Services (ADGS)Charlotte, North CarolinaExecute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics.
Investment Adviser Compliance Consultant Synergy RIA Compliance SolutionsInvestment Adviser Compliance ConsultantCharlotte, NC$90,000–$95,000Execute 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.
Associate Director, CRE Debt Investments Lincoln National CorpAssociate Director, CRE Debt InvestmentsCharlotte, NCMust-have experience: • 4 Year/Bachelors degree or equivalent work experience (4 years of experience in lieu of Bachelors) - Minimum Required • 4-6+ Years' experience required in commercial real estate finance and/or commercial real estate investment and analysis that aligns with the specific responsibilities for this position. 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.
Sr. Investment Operations Analyst Pacific LifeCorpSr. Investment Operations AnalystCharlotte, NC$45.05–$55.06 / hourAs 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.
Senior Analyst, Commercial Real Estate Investment Management Lincoln National CorpSenior Analyst, Commercial Real Estate Investment ManagementCharlotte, NCLincoln 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.
Director, Adhesion Investment Platform Management AssetMark Financial HoldingsDirector, Adhesion Investment Platform ManagementCharlotte, North CarolinaThe Director will focus on creating a best‑in‑class marketplace experience for advisors, asset managers, and internal stakeholders by streamlining workflows, improving operational efficiency, and ensuring consistent, scalable execution across all investment products and programs. This role will collaborate closely with cross-functional teams and senior leadership across AssetMark and Adhesion to identify and execute the highest‑priority product management and platform initiatives that support the firms’ long‑term growth objectives.
Investment Banking Associate, Healthcare Robert W Baird & Co IncInvestment Banking Associate, HealthcareNCUse 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. Collaborate across Bairds global investment banking platform-500+ banking associates working together to drive results across geographies, sectors, and specialties.
Internship - Investment Banking Associate Summer 2026 (Charlotte, NC) BairdInternship - Investment Banking Associate Summer 2026 (Charlotte, NC)Charlotte, North CarolinaOur 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.
Investment Banking Vice President, Tech M&A Prospect Rock PartnersInvestment Banking Vice President, Tech M&ACharlotte, North CarolinaThe Vice President will play a leadership role in the execution and origination of mergers & acquisitions and strategic advisory engagements across the technology sector, partnering closely with senior bankers, private equity sponsors, founders, and corporate clients. The role offers significant client interaction, transaction leadership, and exposure to a highly active middle-market technology platform with a strong presence across software, fintech, tech-enabled services, cybersecurity, and digital infrastructure.
Investment Sales Analyst - Talent Pipeline NorthMarq Capital LLCInvestment Sales Analyst - Talent PipelineCharlotte, NCNorthmarq 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.
J.P. Morgan Wealth Management - Private Client Investment Associate JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment AssociateCharlotte, NCFull timeAid 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.
Investment Sales Analyst – Talent Pipeline NorthmarqInvestment Sales Analyst – Talent PipelineCharlotte, NCDemonstrated 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.
Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. Truist BankChief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc.Charlotte, North CarolinaRIA expertise and coordination: Provide compliance leadership for advisory activities within an SEC-registered RIA framework (including Advisers Act obligations such as disclosures, conflicts management, Code of Ethics oversight, and best execution), and coordinate broker-dealer/RIA requirements to promote consistent client outcomes and a cohesive control environment. The Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. is responsible for leading an integrated broker-dealer and SEC-registered registered investment adviser (RIA) compliance program and serving as the primary regulatory-facing executive for the firms.
Investment Analyst - Charlotte, NC Go Store ItInvestment Analyst - Charlotte, NCCharlotte, NCThis 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.
Healthcare Investment Banking Associate Fifth Third BancorpHealthcare Investment Banking AssociateNC$82,100–$172,500 / yearA 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.
Investment Banking Director OR Managing Director, Engineered Products KeyCorpInvestment Banking Director OR Managing Director, Engineered ProductsCharlotte, NCRemote$213,000–$445,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. This role requires strong client management, business development, and deal execution capabilities across various transaction types including sell-sides, buy-sides, corporate divestitures, capital raises, and fairness opinions.
Regional Compliance Analyst - Key Investment Services (KIS) KeyCorpRegional Compliance Analyst - Key Investment Services (KIS)NC$57,000–$87,000 / yearKIS 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.
Corporate Development Associate (FIG investment banking - Financial Services Consulting) Truist Financial CorpCorporate Development Associate (FIG investment banking - Financial Services Consulting)Charlotte, NCThis role will support corporate development, mergers and acquisitions, strategic partnerships and venture investment activities by leading financial analysis, valuation, diligence, and execution efforts related to acquisitions, divestitures, and strategic minority investments. General 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.
Real Estate Investment Accountant Accenture PlcReal Estate Investment AccountantCharlotte, NCThe team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. Key Responsibilities: Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data specifically work on real estate funds and review property financials.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesCharlotte, NCFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
NewWealth 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 Associate – Consumer Piper Sandler & Co.Investment Banking Associate – ConsumerCharlotte, North CarolinaOur 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 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 Banking Associate – Technology Piper Sandler & Co.Investment Banking Associate – TechnologyCharlotte, North CarolinaOur 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.