NewInvestment Accounting Manager JobotInvestment Accounting ManagerCharlotte, 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.
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.
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.
NewReal Estate Investment Analyst Full Lifecycle Impact Go Store ItReal Estate Investment Analyst Full Lifecycle ImpactCharlotte, NCYou'll track KPIs and make impactful contributions to a dynamic team targeting growth in the investment space.#J-18808-Ljbffr. The ideal candidate will have expertise in advanced Excel modeling and will support full-cycle deal execution.
NewConsultative Offerings - Investment Banking Analyst - Corporate Finance Deloitte Touche Tohmatsu LtdConsultative Offerings - Investment Banking Analyst - Corporate FinanceCharlotte, NCThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
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.
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.
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 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.
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.
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 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.
Investment 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.
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 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.
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 Investment Sales Analyst (Carolinas Multifamily Team) CBRE Group IncSenior Investment Sales Analyst (Carolinas Multifamily Team)Charlotte, NCWhat You'll Do: Secure new and expanded business opportunities through prospecting, networking, relationship building, and selling additional services to current client base. Analyst, you will develop business and negotiate the selling, leasing, and marketing of large and high profile commercial real estate properties for clients.
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.
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).
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 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.
NewInvestment Stewardship Analyst: Proxy Voting & Engagement Dimensional Fund AdvisorsInvestment Stewardship Analyst: Proxy Voting & EngagementCharlotte, NCDimensional Fund Advisors in Charlotte seeks an Analyst for Investment Stewardship to assist in proxy voting and engagement operational workflows. This role requires a bachelor's degree and relevant work experience, with an emphasis on investment stewardship.
Investment Banking Associate – Healthcare Services & IT Piper Sandler & Co.Investment Banking Associate – Healthcare Services & ITCharlotte, New YorkJob Description: At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within ...
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.
Chief Financial Officer - Investment Banking and Capital Markets Truist Financial CorpChief Financial Officer - Investment Banking and Capital MarketsCharlotte, 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. This role supports a large and complex business, requiring advanced financial leadership across multiple business units, products, and functions, as well as high-impact decision-making.
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.
NewInvestment Banking Associate I or II Fifth Third BankInvestment Banking Associate I or IICharlotte, North Carolina$71,100–$145,900 / yearDOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you . The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
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.
NewInvestment Banking Associate II - Environmental Services Fifth Third BancorpInvestment Banking Associate II - Environmental ServicesCharlotte, NC$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. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets -including you.
Managing Director, Corporate Investment Bank - Metals, Materials, & Construction Group Fifth Third BancorpManaging Director, Corporate Investment Bank - Metals, Materials, & Construction GroupCharlotte, NC$121,900–$262,100 / yearSKILLS FOR SUCCESS: Successful candidates will demonstrate a higher degree of proficiency (typically from 8+ years of practical experience or advanced academic exposure) across the following areas: Client Advisory & Relationship Management - Ability to lead strategic conversations, build trust, and deliver tailored solutions that deepen client relationships. Provides support to the Capital Markets businesses by assessing whether securities products and capital markets services would be appropriate for a particular client and working with the Capital Markets teams to provide those products and services to clients.
Investment Systems Application Engineer - IV Vanguard GroupInvestment Systems Application Engineer - IVCharlotte, NC$100,000–$180,000 / yearWe are seeking a full‑stack engineer with strong UI specialization to help build the next generation of user interfaces for VPI-supporting portfolio managers, operations teams, and investment workflows. The ideal candidate brings experience building user interfaces for investment or wealth management systems and has a strong understanding of investment workflows and user needs across front, middle, and back office functions.
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.
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.
NewInvestment Banking Associate / Vice President - Aero, Defense & Government: Overview Jefferies Financial Group IncInvestment Banking Associate / Vice President - Aero, Defense & Government: OverviewCharlotte, NC$175,000–$225,000 / yearThe Associate will play a critical role in executing M&A, strategic advisory, equity and debt financing transactions for domestic and international clients across the aerospace, defense, government services, and related industrial sectors. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.
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.
Vice President, Investment Banking Fifth Third BancorpVice President, Investment BankingCharlotte, NCResponsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. For IB M&A and Strategic Advisory engagements, the Principal, Investment Banking, will be the point person in the creation of high-impact pitch materials and will run the execution process including the creation of financial models, writing of the CIM and other materials, and the regular contact with our client and the list of qualified buyers.
NewInvestment Banking Principal / Vice President - Environmental Services Fifth Third BancorpInvestment Banking Principal / Vice President - Environmental ServicesCharlotte, NCThe Principal may be responsible for direct day to day supervision of Associates and Analysts, providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. ABOUT THE ROLE: Provide leadership in the pitching and execution of CIB transactions while providing support to the Managing Directors in the day to day management of the team's Associates and Analysts to ensure that junior resources are allocated appropriately across the groups projects and that the high-priority projects are getting the appropriate attention.
NewConsultative Offerings - Investment Banking Associate - Corporate Finance Deloitte Touche Tohmatsu LtdConsultative Offerings - Investment Banking Associate - Corporate FinanceCharlotte, NCOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
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.
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.
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.
NewInvestment Strategist – Platform Distribution Allspring Global Investments Holdings, LLCInvestment Strategist – Platform DistributionCharlotte, North Carolina$130,000–$170,000 / yearFull timeOverview: Sales and relationship management role focused on growing Allspring’s presence and market share within intermediary and wealth management organizations through engagement with manager research and discretionary portfolio management teams (“professional buyers”). In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.).
NewDirector, Portfolio Management & Finance – Real Estate Investment Management Firm Daley and AssociatesDirector, Portfolio Management & Finance – Real Estate Investment Management FirmCharlotte, NCThis is an excellent opportunity for a real estate finance professional with strong capital markets experience to lead debt execution, oversee fund performance, manage lender relationships, and partner closely with acquisitions, asset management, development, accounting, and executive leadership. This is an excellent opportunity for someone who wants to step into a visible leadership role with broad exposure across capital markets, fund strategy, portfolio performance, and senior-level investment decision-making.
NewSenior Associate, Senior Institutional Investment Operations Specialist Wells Fargo & CoSenior Associate, Senior Institutional Investment Operations SpecialistCharlotte, 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. Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.
Corporate Development Associate (FIG investment banking - Financial Services Consulting) Truist BankCorporate Development Associate (FIG investment banking - Financial Services Consulting)Charlotte, North CarolinaThis 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.
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.
Senior Asset Investment Recovery Coordinator Advocate Aurora Health IncSenior Asset Investment Recovery CoordinatorCharlotte, NC$35.50–$53.25 / hourWorks in conjunction with Capital Equipment Services, Clinical Engineering, Finance, and Information Services Departments to develop and maintain financial reporting tools, to include but not limited to reports of savings and cost avoidance achieved through the Asset Investment Recovery program efforts. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise.