NewInvestment Accounting Manager Vaco LLCInvestment Accounting ManagerRaleigh, NC$120,000–$155,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewProduct Control Analyst - Trading Finance & Accounting BC ForwardProduct Control Analyst - Trading Finance & AccountingCharlotte, NCFull timeThe ideal candidate will have hands-on experience supporting traded financial products and possess a deep understanding of General Ledger accounting, P&L analysis, month-end close, and financial controls. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.
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 - 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.
Investments Analyst - Multifamily Real Estate Quarterra Group IncInvestments Analyst - Multifamily Real EstateCharlotte, NCSummary of Position: The Investment Analyst will support Quarterras 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.
Investment Operations Analyst Focus Financial PartnersInvestment Operations AnalystChapel Hill, North CarolinaEton Advisors is looking for an Investment Operations Analyst to assist in compiling, organizing, and interpreting a broad range of investment-related data and research to support ongoing investment decision-making, investment implementation/execution, portfolio reporting, and client communications. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
Investment Analyst Martello ReInvestment AnalystCharlotte, North CarolinaPortfolio Construction & Pricing: support portfolio construction efforts throughout the entire life cycle, including assumptions, optimization, strategic asset allocation creation, model management, and performance tracking for a robust pipeline of various annuity, pension, life insurance liabilities, and other new business opportunities. Stakeholder Collaboration: Collaborate effectively with internal teams including Actuarial, Enterprise Risk Management, Finance, Operations, and external asset managers to support investment initiatives.
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.
NewSenior 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 Analyst Martello Re LtdInvestment AnalystCharlotte, NCPortfolio Construction & Pricing: support portfolio construction efforts throughout the entire life cycle, including assumptions, optimization, strategic asset allocation creation, model management, and performance tracking for a robust pipeline of various annuity, pension, life insurance liabilities, and other new business opportunities. Reporting directly to an Associate Portfolio Manager on the Asset Allocation Team, the Investment Analyst is a core member of the investment team and will contribute to real-world investment decision-making, portfolio construction and strategy, and cross-functional initiatives.
Investment Grade Credit Analyst - Associate Director (Financials) Barings LLCInvestment Grade Credit Analyst - Associate Director (Financials)Charlotte, NCWe 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. Individual security analysis, including capital structure and indenture analysis, cash flow and liquidity analysis and total return and relative value assessment.
Director, Investment Business Analyst Reinsurance Group of America IncDirector, Investment Business AnalystNC$107,060–$159,390 / yearThe Director, Investment Business Analysis is responsible for leading day-to-day business analysis delivery across investment initiatives and owning execution quality within assigned programs or portfolios. The Director partners closely with Investment stakeholders and Technology delivery teams to drive clear outcomes, manage delivery risk, and support successful adoption.
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.
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.
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.
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.
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.
Analyst, Investment Stewardship Dimensional Fund AdvisorsAnalyst, Investment StewardshipCharlotte, NCWithin Portfolio Management, the Investment Stewardship group implements proxy voting policies, engages with portfolio companies, researches governance issues and industry trends, and communicates Dimensional's approach to investment stewardship to internal and external audiences. Portfolio Management interacts and collaborates closely with several departments across the firm with the goal of consistently managing with accuracy the quality and integrity of our investments on behalf of our clients.
Investment Grade Credit Analyst - Associate Director (Financials) BaringsInvestment Grade Credit Analyst - Associate Director (Financials)Charlotte, North CarolinaWe 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. Individual security analysis, including capital structure and indenture analysis, cash flow and liquidity analysis and total return and relative value assessment.
Sr Private Placement Investment Ops Analyst I Pacific LifeCorpSr Private Placement Investment Ops 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.
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.
Analyst/Associate, Investment Engineering (Analytics Platforms) Dimensional Fund AdvisorsAnalyst/Associate, Investment Engineering (Analytics Platforms)Charlotte, NCThe work is team-based and involves building and maintaining internal tools and frameworks to empower product teams to work more efficiently, as well as partnering with user groups to consult and onboard new use cases (where learning the SME knowledge, goals, processes of that team is critical). Investment Engineering is responsible for ownership of investment data, which means managing data from acquisition through distribution, driving analysis to create information from data, and creating the information and analysis consumed by internal and external clients and reports.
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.
Credit Analyst III - Global Wealth & Investment Management Bank of America CorpCredit Analyst III - Global Wealth & Investment ManagementCharlotte, NCThe Credit Analyst III also recommends waivers, amendments and other changes in loan terms to address credit or operational risk issues."Internal employees who are currently working from home are still eligible to apply. The Credit Analyst III will also help support the timely resolution of failed covenants by advising the credit team on covenant trends or specific details on the cause of the covenant failure.
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.
Investment Sales Analyst – Talent Pipeline NorthmarqInvestment Sales Analyst – Talent PipelineCharlotte, North CarolinaDemonstrated 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.
Investment Banking Associate – Healthcare Services & IT Piper Sandler & Co.Investment Banking Associate – Healthcare Services & ITCharlotte, 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. 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.
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.
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.
NewInvestment Operations Financial Analyst I (Hybrid) First Citizens BancShares IncInvestment Operations Financial Analyst I (Hybrid)Raleigh, NCResponsibilities and essential job functions include but are not limited to the following: Trade Lifecycle: support the lifecycle of the Bank's investment and debt funding activities from confirmations to settlements to corporate actions. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
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.
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.
Wealth Investment Support Specialist II (Greensboro, NC.) Truist BankWealth Investment Support Specialist II (Greensboro, NC.)Greensboro, North CarolinaGeneral 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. 1. 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.
Consumer Investment Banking Analyst - Charlotte Raymond James Financial IncConsumer Investment Banking Analyst - CharlotteCharlotte, NCAt 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. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s79 - Investment Banking Registered Representative Examination - Financial Industry Regulatory Authority (FINRA).
Lead Product Manager - Alternative Investments Wells Fargo BankLead Product Manager - Alternative InvestmentsCharlotte, 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. 5+ years of Product Management, product development, strategic planning, process management, change delivery experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Analyst/Associate, Investment Stewardship DimensionalAnalyst/Associate, Investment StewardshipCharlotte, North CarolinaWithin Portfolio Management, the Investment Stewardship group implements proxy voting policies, engages with portfolio companies, researches governance issues and industry trends, and communicates Dimensional’s approach to investment stewardship to internal and external audiences. Responsibilities involve oversight of the corporate governance practices of Dimensional’s portfolio companies, which includes proxy voting at shareholder meetings and engaging with company boards, management, activist investors, or other stakeholders as necessary.
Investment Specialist State Employees' Credit UnionInvestment SpecialistRaleigh, North CarolinaRemote45%-FAS Specialist/Member Interaction & Investment Account ManagementField phone calls, e-mails and instant messages from all FAS specialists across the retail network as well as from members that call in directly to Investment Services. Seasoned and knowledgeable FINRA licensed Financial Professional who understands and believes in the credit union’s long-standing philosophy of “people helping people” and who has a desire to work with a rapidly growing firm.
NewInvestment Operations Financial Analyst I (Hybrid) First Citizens BankInvestment Operations Financial Analyst I (Hybrid)Raleigh, North CarolinaFull timeResponsibilities: Responsibilities and essential job functions include but are not limited to the following: Trade Lifecycle: support the lifecycle of the Bank’s investment and debt funding activities from confirmations to settlements to corporate actions . Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
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.
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.
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.
Market Risk Specialist | Corporate & Investment Banking Wells Fargo BankMarket Risk Specialist | Corporate & Investment BankingCharlotte, 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. Provide independent oversight of counterparty risk across derivatives and securities financing activities, including validating contractual enforceability, supporting ongoing reviews of netting and collateral frameworks, and monitoring exposure changes and counterparty creditworthiness.
New2027 Summer Internship, Early Careers – Corporate & Investment Banking - Chief Operating Office (COO) Wells Fargo Bank2027 Summer Internship, Early Careers – Corporate & Investment Banking - Chief Operating Office (COO)Charlotte, North CarolinaA trusted partner to our clients, we provide corporate and transactional banking, commercial real estate (CRE) 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.
2027 Summer Internship, Early Careers - Corporate & Investment Banking - Chief Operating Office (COO) Wells Fargo & Co2027 Summer Internship, Early Careers - Corporate & Investment Banking - Chief Operating Office (COO)CHARLOTTE, NCA trusted partner to our clients, we provide corporate and transactional banking, commercial real estate (CRE) 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.
Analyst/Associate, Investment Engineering (Analytics Platforms) DimensionalAnalyst/Associate, Investment Engineering (Analytics Platforms)Charlotte, North CarolinaThe work is team-based and involves building and maintaining internal tools and frameworks to empower product teams to work more efficiently, as well as partnering with user groups to consult and onboard new use cases (where learning the SME knowledge, goals, processes of that team is critical). Investment Engineering is responsible for ownership of investment data, which means managing data from acquisition through distribution, driving analysis to create information from data, and creating the information and analysis consumed by internal and external clients and reports.
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.
Senior Credit Underwriter / Credit Underwriter II - Global Wealth & Investment Management Bank of America CorpSenior Credit Underwriter / Credit Underwriter II - Global Wealth & Investment ManagementCharlotte, NCResponsibilities: Leads the credit analysis process with the support of other analysts and associates Partners with Credit Officers, Relationship Management, and Risk teammates to understand structuring needs and requirements Monitors operating performance and financial condition, proactively identifying issues and opportunities Assists in delivery of financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making process Reviews work of junior teammates to provide feedback/coaching and ensure compliance with laws, rules, regulations and policy procedure May have primary coverage responsibility for a portfolio of clients with limited complexity and credit approval for certain credit actions Participate in loan structure conversations and completion of loan documentation with internal/external legal partners Complete Credit Approval Memos (CAMs) and Modifications to secure credit approval for complex, custom loan products secured by marketable securities Perform detailed marketable securities collateral analysis on stock concentrations, Control / Restricted stock, REIT Operating Units, Exchange Funds, and derivative securities Synthesize comprehensive financial information to assess liquidity, leverage, cash flow, key risks/mitigants, and legal structures (trusts, special wealth vehicles, etc.), applying sound judgment to support appropriate credit decisions Proactively manage deal pipeline and ensure timely progression of new and existing transactions Required Qualifications: 3 - 5+ years of commercial and/or private wealth management credit experience Strong financial analysis, accounting skills, and deal structuring for borrowers with complex balance sheets and income streams Strong negotiation and communication skills Organized and detail oriented with ability to multi-task Proficiency in Word, Excel and PowerPoint Excellent interpersonal skills and the ability to build business partnerships with risk, operations, and client teams that may not be co-located Desired Qualifications: Formal Credit Training and/or Commercial/Wealth Management credit experience preferred Bachelor's degree in business administration, finance, accounting or economics preferred Experience with marketable securities lending preferred Skills: Attention to Detail Credit and Risk Assessment Financial Analysis Underwriting Written Communications Analytical Thinking Credit Documentation Requirements Financial Forecasting and Modeling Recording/Organizing Information Business Acumen Collaboration Collateral Management Loan Structuring Prioritization Shift: 1st shift (United States of America) Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. The GWIM Securities Based Lending Custom Credit Underwriter II (CUII) / Senior Credit Underwriter (SCU) partners closely with the Credit Advisor (CA) to develop and expand custom lending relationships with strategic wealth clients.
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 Real Estate Banker First National Bank Of PennsylvaniaInvestment Real Estate BankerRaleigh, North CarolinaRequests and compiles copies of loan applicant, credit histories, background, credit information, tax returns, financial state and debt obligation information, corporate financial statements, and other financial information. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by F.N.B.
Investment Analytics & Reporting Associate Martello Re LtdInvestment Analytics & Reporting AssociateCharlotte, NCThe Associate will collaborate cross-functionally with Actuarial, Finance, and Risk to optimize investment insights, support key enterprise objectives, and build scalable, reliable systems and reporting tools for managing a complex, multi-asset insurance portfolio. Excellent communication and presentation skills, with the ability to clearly articulate complex concepts to a range of audiences, including internal stakeholders, senior leadership, and Board/ELT members.