Investment Accounting Manager JobotInvestment Accounting ManagerDurham, 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.
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.
3 (38)Investment Analyst CAPTRUST3 (38)Investment AnalystRaleigh, North CarolinaCAPTRUST is seeking a 3(38) Investment Analyst, who will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill investment projects and deliverables for firm prospective and existing clients. Responsibilities: Work with our financial advisors, client services, and occasionally directly with firm clients to: Scope/fulfill investment-related projects and deliverables for defined contribution prospects and clients.
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.
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.
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.
Investment Portfolio Manager TRC Talent SolutionsInvestment Portfolio ManagerGreensboro, NCTo be considered an ideal candidate the following requirements would be preferred:· Bachelor’s degree in finance, business administration, economics or related field· 3+ years of private asset management experience or trust investments· Excellent financial, mathematical and statistical skills; can work with complex database and/or quantitative tools.· At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.
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.
NewAssistant Controller, Investment Accounting BaringsAssistant Controller, Investment AccountingCharlotte, MassachusettsWe recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe and Asia Pacific.
Wealth Investment Support Specialist II (Greensboro, NC.) Truist Financial CorpWealth Investment Support Specialist II (Greensboro, NC.)Greensboro, 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. 3-5+ 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.
VP, Investment Consultant LPL FinancialVP, Investment ConsultantCharlotte, North CarolinaThe 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.
Sr Alternative Investments Operations Analyst I Pacific LifeSr Alternative Investments Operations Analyst ICharlotte, North Carolina$45.05–$55.06 / hourAs 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.
Investment 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!
Senior Investment Analyst Novo Nordisk ASSenior Investment AnalystClayton, NCIn lieu of Masters Degree with eight (8) years of experience, may consider a Bachelors Degree in Finance, Economics, Engineering, Business Administration, Accounting, or related field of study from an accredited university with a minimum of ten (10) years of experience within Investment Management, Corporate Finance, Capital Project Finance, Business Finance, Portfolio Management, Management Consulting, Strategic Finance required. Masters Degree in Finance, Economics, Engineering, Business Administration, Accounting, or related field of study from an accredited university required and a minimum of eight (8) years of experience within Investment Management, Corporate Finance, Capital Project Finance, Business Finance, Portfolio Management, Management Consulting, Strategic Finance required.
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.
NewInvestment Banking Analyst, Biopharma Leerink PartnersInvestment Banking Analyst, BiopharmaCharlotte, North CarolinaLeerink Partners is a leading investment bank providing a complete suite of financial solutions comprising M&A advisory, equity, debt, and derivative capital markets, equity research, and sales and trading capabilities. The Analyst will be a key member of an experienced team building a world-class investment banking practice focused on healthcare companies.
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.