AxelonSenior Data Analyst AxelonSenior Data AnalystCharlotte, NCThe 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.
Novant HealthInvestment 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.
Novant HealthInvestment 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.
AmeripriseSenior Analyst, Investment Performance AmeripriseSenior Analyst, Investment PerformanceCharlotte, NCproducts, 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.
McKinsey & Co IncClient Development Specialist - Holistic Investment Thesis McKinsey & Co IncClient Development Specialist - Holistic Investment ThesisCharlotte, NCYou will join the HIT team, which is a firm strategic initiative co-led by Strategy & Corporate Finance (S&CF), McKinsey Transformations (MT) with contributions from Marketing & Sales (M&S), Sustainability, People & Organizational Performance, Operations and Digital and Analytics (DnA) practices. • Engage actively with McKinsey leaders and clients when new developments arise, especially when these could be a 'critical moment' opportunity to connect with clients (e.g., changes in share price / analyst sentiments, M&A activity, etc.).
AssetMark, Inc.Senior Manager, Investment Product Development and Management AssetMark, Inc.Senior Manager, Investment Product Development and ManagementCharlotte, NC$150,000–$165,000 / yearResponsibilities: • Drive business case development with supporting analytics, competitive research, market opportunity sizing, and conduct financial modeling and assessments of other key quantitative or qualitative attributes for new product development • Develop subject matter expertise in competitive intelligence in advisory business, understand the competitive landscape in TAMP and BDs in terms of investment product trends, usage and pricing • Create and maintain a forward-looking product and services roadmap, drive new initiatives and support product launch activities including positioning and distribution strategy • Own the complete product life cycle, ensuring it remains competitive and meets long-term strategic direction as well as operational and financial objectives while always emphasizing the overall client experience • Manage the product pipeline and support planning including, but not limited to, product rationalization and enhancements, product pricing, and profitability analysis • Collaborate with cross-functional business partners to support new launches and platform functionalities associated with our suite of investment products • Educate and engage with AssetMark's sales team and financial advisors on new investment solutions, structure and use cases to drive adoption. Job Description: The Senior Manager, Investment Product Development and Management, will work as a member of the Investment Solutions team of AssetMark, Inc. In this capacity, the Senior Manager will partner with the team and work with senior management to drive execution of product initiatives, and help to define the vision, scope, and roadmap for AssetMark's suite of investment solutions.
Robert W Baird & Co IncInvestment Banking Analyst Robert W Baird & Co IncInvestment Banking AnalystCharlotte, NCProvide 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.
NorthmarqInvestment 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.
NorthMarq Capital LLCInvestment 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.
NorthMarq Capital LLCMultifamily 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.
Regal Executive SearchTax Senior Manager - Tax Director - Alternative Investments Regal Executive SearchTax Senior Manager - Tax Director - Alternative InvestmentsCharlotte, NCKnowledge 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 .
NorthmarqMultifamily 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.
NorthmarqAssistant Vice President, Investments NorthmarqAssistant Vice President, InvestmentsCharlotte, NCWe'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.
Horizon InvestmentsAdvisory Specialist Internal Sales in Investment Management Field Horizon InvestmentsAdvisory Specialist Internal Sales in Investment Management FieldCharlotte, NC$80,000–$100,000 / yearThe 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.
Madison Capital Group Holdings LLCInvestment Associate - Charlotte, NC Madison Capital Group Holdings LLCInvestment Associate - Charlotte, NCCharlotte, NCMadison 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.
The Pelora GroupNewInvestment Advisor Representative The Pelora GroupInvestment Advisor RepresentativeCharlotte, NCAs 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.
Synergy RIA Compliance SolutionsInvestment 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.
The Perillo GroupInvestment Client Service Associate The Perillo GroupInvestment Client Service AssociatePAStay 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.
Social Capital Resources LLCInvestment Securities Trader Social Capital Resources LLCInvestment Securities TraderCornel, NCThis role is responsible for dealing in multi-asset class portfolios including ETFs, executing trades on behalf of licensed advisors, analyzing performance of various ETFs and make investment decisions, as well as optimizing and automating processes in ORION. Asset Manager & RIA in Charlotte Metro area is seeking a Trade Execution Support (Trader) for a full-time position!
NorthmarqMultifamily Investment Sales Summer 2026 Internship NorthmarqMultifamily Investment Sales Summer 2026 InternshipCharlotte, 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. 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.
Vanguard GroupNewInvestment Systems Application Engineer - IV,- Vanguard Personalized Indexing Vanguard GroupInvestment Systems Application Engineer - IV,- Vanguard Personalized IndexingCharlotte, NC$100,000–$180,000 / yearThis role is expected to operate at a senior engineer level with hands on coding, influencing architecture, mentoring junior engineers, and driving system reliability for mission‑critical investment platforms. The ideal candidate brings extensive experience building investment or wealth management systems and demonstrates a strong understanding of investment workflows across portfolio construction, trading, and data processing.
JPMorgan Chase Bank, N.A.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.
Elliott Davis, LLCAudit Manager - Alternative Investments Elliott Davis, LLCAudit Manager - Alternative InvestmentsCharlotte, NCWork and communicate effectively with staff, clients, and third-party fund administrators • Teach, develop, and oversee staff throughout engagements; delegate assignments and tasks appropriately • Direct and control engagement planning process to successful completion • Bottom-line management of assigned engagements and individual productivity opportunities • Participate in the billing and collection process • Schedule, staff, and coordinate engagement workflow • Become a subject-matter expert in one or more technical aspects • Pursue opportunities to provide additional services; pursue leads; retain clients • Develop and maintain strong business relationships with individual clients and appropriate financial officers, fund administrators, and industry referral sources • Coach and develop staff's understanding of our business and general business world • Serve as a mentor and role model • Provide honest, objective and constructive feedback in a timely manner to staff. Here are some of the ways our work works for your life, your growth, and your well-being: • Generous time away and paid firm holidays, including the week between Christmas and New Year's • Flexible work schedules • 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) • First-class health and wellness benefits, including wellness coaching and mental health counseling • One-on-one professional coaching • Leadership and career development programs • Access to Beyond: a one-of-a-kind program with experiences that help you expand your life, personally and professionally.
Summit Tech PartnersProduct Analyst Summit Tech PartnersProduct AnalystCharlotte, NCThe ideal candidate will bring a blend of investment domain knowledge, technical aptitude, strong analytical capabilities, and the ability to operate effectively within a fast-paced, detail-oriented environment. This individual will serve as a key product specialist supporting investment strategies, analytics platforms, and reporting systems utilized by investment teams, marketing, and client services.
JPMorgan Chase & Co2027 Commercial & Specialized Industries Summer Analyst Program JPMorgan Chase & Co2027 Commercial & Specialized Industries Summer Analyst ProgramCharlotte, NCYou'll make an impact by: • Working on financial models to support financing transactions • Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) • Learning how to identify treasury product solutions to benefit clients' long-term planning • Collaborating with deal teams regarding business development strategy, including the identification of potential prospects • Developing an understanding of the full breadth of J.P. Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation.
Social Capital Resources LLCPerformance Analyst Social Capital Resources LLCPerformance AnalystCharolette, NC2-8 years of relevant experience in performance/portfolio analysis or risk reporting within the asset management industry, especially in support of both US and non-US equity products, and to a lesser degree, fixed income products. Conduct detailed portfolio analyses including performance contribution and attribution, exposures, portfolio and performance characteristics, and various risk metrics to assist in the completion of RFPs and DDQs.
Axelon Services CorporationSenior Data Analyst Axelon Services CorporationSenior Data AnalystCharlotte, NCFull timeExperience 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.
StepStone Group IncAnalyst/Associate Product Management - Private Wealth StepStone Group IncAnalyst/Associate Product Management - Private WealthCharlotte, NCEssential Job Functions: Responsible for completing written responses to inquiries from prospective platforms and existing clients, including writing and editing content, working with cross-functional teams to obtain the necessary information, and ensuring that the final product is accurate and delivered on time. Position Overview: StepStone Private Wealth Solutions is seeking an Analyst/Associate with excellent quantitative, qualitative, and interpersonal skills to support the product management efforts of financial platforms globally as they consider the suite of funds under management.
Horizon InvestmentsPortfolio Strategist Horizon InvestmentsPortfolio StrategistCharlotte, NCThe 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.
Sage Home Loans CorpNewSenior Analyst, Mortgage Analytics | Sage Home Loans Sage Home Loans CorpSenior Analyst, Mortgage Analytics | Sage Home LoansCharlotte, NC$100,000–$160,000 / yearAcross the portfolio, Red Ventures businesses deliver seamless digital experiences for consumers, help Fortune 100 clients solve large-scale digital growth challenges, and create world-class experiences and opportunities for employees. In this highly visible role, you will serve as the primary analytical resource for a growing mortgage business - leading a small team of analysts, translating complex data into the insights that shape strategy, and driving decisions at the executive level.
eTeam Inc.NewSenior Data Analyst eTeam Inc.Senior Data AnalystCharlotte, NCThe Lead Data Analyst reviews and approves complex analytics and statistical modeling on large data sets that identify current market sector trends and customer patterns. Oversees data mining models, statistical reporting and data analysis methodologies to identify key customer segments and to simulate impact of potential business decisions.
Regions Financial CorpReal Estate Corporate Banking Analyst Regions Financial CorpReal Estate Corporate Banking AnalystCharlotte, NCJob Description: At Regions, the Real Estate Corporate Banking Analyst is involved in the design, origination, structuring, and execution of loan commitments, loan syndications, and capital markets products and services in support of existing and prospective REIT/Fund clients. Provides expert service with a high sense of urgency in the coordination between the coverage team of bankers and Credit Products partners to ensure alignment with our mission of delivering the whole bank to the client with speed, certainty, and creativity.
QodeNewSenior Business Systems Analyst QodeSenior Business Systems AnalystSouth Carolina, SCWe are seeking a Senior Business Systems Analyst with strong analytical capabilities, the ability to work hands‑on with data, and the communication skills to translate business needs into actionable insights. We combine services and products to maximize business impact for our clients in telecom, Banking, Wealth Management, product engineering and life science& healthcare industries.
Marsh & McLennan Companies IncNewOliver Wyman Actuarial - Class of 2027 Full-Time Consultant and Analyst Roles Marsh & McLennan Companies IncOliver Wyman Actuarial - Class of 2027 Full-Time Consultant and Analyst RolesCharlotte, NC$65,000–$110,000 / yearWe bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty. If interested in the ICG, feel free to check out our ICG job simulation here, Oliver Wyman Integrated Consulting Group - Forage, for an immersive experience designed to introduce you to the high-impact work of the strategy, risk, and transformation work we do.*.
SMBCData Quality Analyst - Vice President SMBCData Quality Analyst - Vice PresidentCharlotte, NCAnalyze 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.
SMBCSenior Data Quality Analyst - Vice President SMBCSenior Data Quality Analyst - Vice PresidentCharlotte, NCBy 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.
SMBCSenior Business Analyst SMBCSenior Business AnalystCharlotte, NCSMBC), 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.
McKinsey & Co IncBusiness Analyst - McKinsey Transformation McKinsey & Co IncBusiness Analyst - McKinsey TransformationCharlotte, NCBachelor's degree • 3+ years of corporate and/or professional services experience focused on operations, finance/accounting, and or go-to-market/top-line growth initiatives • Experience in management consulting, large-scale change management, turnaround and restructurings, M&A and integrations, and or investment banking is a plus • Program management experience on driving large-scale, transformational change programs is preferred • Experience in the following is ideal: implementing rapid and successful operational turnarounds and or rapid growth programs across key strategic, revenue, cost and working capital levers, business planning or P&L modeling, working capital management, or 13-week cashflow preparation • Ability to understand, analyze and interpret financial statements • Demonstrated aptitude for analytical and conceptual problem solving, comfort with quantitative analysis and managerial accounting • Ability to work effectively with people at all levels in an organization • Ability to understand the perspectives of varied stakeholder groups • Ability to communicate complex ideas effectively, both verbally and in writing • Travel expectations: 50-80%. We hire experienced professionals from industry, private equity, and the restructuring and professional services ecosystem to work side-by-side with our firms network of industry and functional experts in large-scale transformation programs around the world.