Investment jobs in Charlotte, North Carolina - Page 6Create job alerts

The Senior Investment Accountant ensures that investment accounting policies and procedures are correctly applied to financial transactions. Provides guidance to junior Investment Accountants regarding issues that require more advanced knowledge and experience. Knowledge of investment operations, in

Works with full competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Develop and amend investment models to provide input to senior colleagues and/or help manage as

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. Collect and analyze customer data such as income, assets, investment and/or debts to determine app

Intermediate knowledge and understanding of core commercial banking and investment products: deposits, commercial credit, and treasury. Wells Fargo Commercial Banking Middle Market Group is seeking a Senior Relationship Manager for our Sponsors group. Support leadership and senior relationship manag

Associate, Real Estate Equity Asset Management. Evaluate economic, demographic, and real estate market data for both portfolio assets and new investment opportunities. Bachelor's degree required, preferably with a business, finance or real estate emphasis.

Investment Banking Analyst and Associate. Citizens is seeking an ambitious Investment Banking Analyst and Associate to join the Financial Institutions Group. This position offers an excellent opportunity for you to join a rapidly growing investment banking platform with market leading positions in m

The ideal candidate possesses an established investment banking pedigree and skill set with a strong focus on executing sell-side M&A transactions.

Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice. Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

Wells Fargo is seeking an Investment Portfolio Control Consultant to support the Private Wealth Businesses within the Wealth and Investment Management Investment Risk team. Partner with the relevant business group across the organization to identify, assess, manage and mitigate current and emerging

KeyBanc Capital Markets (KBCM) is a leading corporate and investment bank providing capital markets and advisory solutions to dynamic companies capitalizing on opportunities in changing industries. We apply our knowledge of the drivers of value creation, a network of relationships and a comprehensiv

This position offers an excellent opportunity to join a rapidly growing investment banking platform with market leading positions in middle market corporate and sponsor backed transactions complemented by strong public equity research. Assists in the evaluation and execution of assigned investment t

Wells Fargo is seeking a Senior Wealth Investment Solutions Analyst to join the Global Asset Allocation (GAA) team in Wealth and Investment Management. Senior Wealth Investment Solutions Analyst. Partner with investment strategists to present written evaluation and charts including client approved p

Corporate and Investment Banking Summer 2027 Internship Program. Interns will work in one of five core Capital Markets Investment Banking teams, including: Syndicated and Leverage Finance, Debt Capital Markets, Equity Capital Markets, Financial Sponsor Group, or Public Finance. The Corporate and Inv

Key responsibilities of the Investment Banking Consulting Manager may include:. Lead and manage major, complex transformation programs at global investment banks across business, operational, regulatory, and technology change initiatives. Minimum 7+ years of experience in financial services speciali

Advisory Specialist (Internal Sales in Investment Management Field). 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. Acts as a liaison between Financial Advisors and Horizon's I

This team works closely with a number of stakeholders including portfolio managers, Legal, Compliance, Investment Analytics and Data, Investment Solutions, marketing, and the Global Client Group, to ensure best practice is maintained and our clients' objectives are met. The Associate, Investment Ste

Jefferies is seeking an experienced Analyst to join its GP-Led Secondaries Advisory team in New York. GP-led secondaries are an innovative and increasingly utilized liquidity solution for private equity firms and an important part of Jefferies full-service offering for leading financial sponsors. Th

Investment Banking Summer Analyst Program Invest in Your Tomorrow. The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage.

Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. Senior Consultant, In

Minimum of 1-2+ years financial advisory or investment experience in the financial service industry and/or a sales environment where goals were met or exceeded. Financial Solutions Advisors demonstrate knowledge of investments and financial markets by applying key principles appropriately. The Natio

About the Role: The Real Estate Operations team supports commercial real estate investment activities across the platform. The preferred candidate will have knowledge of commercial real estate process and operations. Key Responsibilities: Support property and asset management operations among all se

Intellectually curious and investment-minded, with the ability to synthesize underwriting conclusions, investment recommendations, and strategic insights for clients. Strong analytical and quantitative skills, with the ability to distill large data sets into clear, concise takeaways and investment n

Experience onboarding/offboarding real estate investments. The Real Estate Operations team supports commercial real estate investment activities across the platform. Collaborate within the team to on and offboard investments.

We apply our knowledge of the drivers of value creation, a network of relationships and a comprehensive suite of corporate and investment banking services to assist our clients in gaining competitive advantage and achieving superior returns from the seismic shifts occurring in technology and its bro

Requisite Skills: Lease Transactions, Loan Reviews, Real Estate Financing, Real Estate Investment Analysis. Bachelor's degree required, ideally in business, finance, real estate, or a related field. Strong understanding of finance and real estate investment concepts.

Leerink Partners is an equal opportunity employer and is dedicated to expanding its commitments and investments to create a more diverse, equitable and inclusive company culture and innovation ecosystem. The Analyst will be a key member of an experienced team building a world-class investment bankin

Credit Analyst/Portfolio Manager.Seeking an experienced Credit Analyst/Portfolio Manager to underwrite and actively engage with Broadly Syndicated Loans (BSL) CLO Managers.The role spans full lifecycle ownershippre-purchase due diligence through approval, closing, and ongoing monitoringwhile partner

As a Manager on the Investment Performance & Analytics team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those related to investment performance reporting. Investment performance measurement, analysis,

Wells Fargo is seeking an Investment Banking Vice President for the Leveraged Underwriting group within Corporate and Investment Banking (CIB). Investment Banking Vice President.

Citizens is seeking an experienced Corporate Finance Associate to support senior professionals focused within the Defense, Government, Engineering and Industrial Services sectors.

KeyBanc Capital Markets (KBCM) is a leading corporate and investment bank providing capital markets and advisory solutions to dynamic companies capitalizing on opportunities in changing industries. We apply our knowledge of the drivers of value creation, a network of relationships and a comprehensiv

Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and/or HNW related experience. Working knowledge of financial planning

Conduct timely and reliable trade execution for the Bank's Investment Portfolio under the direction of the Senior Investment Portfolio Manager. Support senior management in making sound investment decisions in achieving objectives. Work independently to develop investment ideas, integrate market and

Barings' Investment Grade Corporate team is seeking an investment professional with three or more years of work experience for a senior credit analyst position. The candidate selected will join an eleven-person analyst team in Charlotte, NC and will be responsible for analyzing and evaluating invest

Placements are available across a variety of investment teams, including but not limited to Capital Solutions, Global Private Finance, High Yield, Portfolio Finance, Portfolio Solutions & Analytics, Private Placements & Asset Backed Finance, Real Estate and more.

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. Wells Fargo, CIB Fund Finance Group is seeking an Investme

Investment Real Estate Underwriting Portfolio Manager 3. Investment Real Estate Underwriting Portfolio Manager Team Leader. Responsible for managing a designated commercial investment real estate loan portfolio, including portfolio management, credit underwriting, construction monitoring, and ensuri

Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment portfolio. Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help bui

This professional will report to a Director in the Investment Research Group and work to evaluate primary and secondary investment opportunities in private equity funds and co-investments alongside independent sponsors and buyout managers. Mid-level investment professionals at GEM have the latitude

Quarterra is a real estate investment firm focused on creating long-term value through the development of high-quality multifamily communities nationwide. Bachelor's degree in Finance, Real Estate, Economics, Business, or a related field required.

The Account Manager will oversee a portfolio of highly engaged multifamily management, ownership, and investment firms committed to delivering peace of mind to renters and owners alike. You'll build strong relationships with operators seeking to reduce bad debt, boost occupancy, and expand rental op

About Key Investment Services LLC: 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. Job Summary: The Compliance Offi

About Key Investment Services LLC. 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. KIS primarily operates out of Ke

As a Campus Recruiter and Talent Advisor, you will lead early career and internship hiring for Citizens' Commercial and Investment Banking programs.

Job Description Ready to hustle, earn big, and control your schedule? At Bumble Roofing, we’re looking for energetic, people-savvy sales pros to join our growing team and help homeowners protect their biggest investment—their home. This is a growth opportunity position with commission-only, high-reward position with flexible scheduling and uncapped income. We are looking for someone who can prove themself and grow into a sales management position. As a Roofing Sales Representative, you’ll be the face of Bumble Roofing in the field—building trust with homeowners, conducting roof inspections, and offering solutions for both retail and insurance-based projects. Your mission is to grow our presence in local neighborhoods and help property owners protect their homes with high-quality roof replacements. Your outreach will include networking with local professionals (like real estate agents, insurance agents, and property managers), door-to-door canvassing, and generating new business through personal initiative and company-driven campaigns. After completing a roof inspection, you’ll walk homeowners through the condition of their roof, explain next steps, and help them move forward with repairs or full replacements. What You’ll Do: • Build trust and relationships, turning conversations into roof inspections and sales, • Run company provided appointments to close the sale, • Conduct direct outreach to realtors, insurance agents, HOA’s and other local professionals to expand lead sources and business opportunities, • Engage local homeowners in pre-qualified neighborhoods through door-to-door canvassing, • Outgoing and personable – you enjoy starting conversations and can connect with homeowners, • Self-driven, reliable, and ready to take the initiative, • Open to working outdoors, • Available in the afternoons and early evenings, • Knowledge of roofing systems and components with roofing sales experience, • Willing to perform basic roof inspections (training provided), • Uncapped commission, • Performance bonuses, • Bonus reward for meeting sales goals, • Continued education and training provided, • Health, dental, and other benefits provided after 3 months Pay: $75,000.00 - $100,000.00 per year Benefits: • Company car, • Flexible schedule, • Mileage reimbursement, • Paid time off, • Paid training, • Bonus opportunities, • Commission pay, • Performance bonus, • Monday to Friday

Job Description Ready to hustle, earn big, and control your schedule? At Bumble Roofing, we’re looking for energetic, people-savvy sales pros to join our growing team and help homeowners protect their biggest investment—their home. This is a growth opportunity position with commission-only, high-reward position with flexible scheduling and uncapped income. We are looking for someone who can prove themself and grow into a sales management position. As a Roofing Sales Representative, you’ll be the face of Bumble Roofing in the field—building trust with homeowners, conducting roof inspections, and offering solutions for both retail and insurance-based projects. Your mission is to grow our presence in local neighborhoods and help property owners protect their homes with high-quality roof replacements. Your outreach will include networking with local professionals (like real estate agents, insurance agents, and property managers), door-to-door canvassing, and generating new business through personal initiative and company-driven campaigns. After completing a roof inspection, you’ll walk homeowners through the condition of their roof, explain next steps, and help them move forward with repairs or full replacements. What You’ll Do: • Build trust and relationships, turning conversations into roof inspections and sales, • Run company provided appointments to close the sale, • Conduct direct outreach to realtors, insurance agents, HOA’s and other local professionals to expand lead sources and business opportunities, • Engage local homeowners in pre-qualified neighborhoods through door-to-door canvassing, • Outgoing and personable – you enjoy starting conversations and can connect with homeowners, • Self-driven, reliable, and ready to take the initiative, • Open to working outdoors, • Available in the afternoons and early evenings, • Knowledge of roofing systems and components with roofing sales experience, • Willing to perform basic roof inspections (training provided), • Uncapped commission, • Performance bonuses, • Bonus reward for meeting sales goals, • Continued education and training provided, • Health, dental, and other benefits provided after 3 months Pay: $75,000.00 - $100,000.00 per year Benefits: • Company car, • Flexible schedule, • Mileage reimbursement, • Paid time off, • Paid training, • Bonus opportunities, • Commission pay, • Performance bonus, • Monday to Friday

Job DescriptionMergers & Acquisitions and Securities Associate AttorneyLocations: Atlanta, Austin, Boston, Century City, Charlotte, Chattanooga, Chicago, Dallas, Denver, Downtown Los Angeles, Fort Lauderdale, Houston, Jacksonville, Miami, Nashville, New York, Newport Beach, Orlando, Philadelphia, Seattle, Stamford, Tampa, Tysons, Washington, DC Department: Business Practice Area: Corporate / M&A / Securities Overview Direct Counsel is seeking a Corporate M&A and Securities Senior Associate to join a prominent, full-service law firm with a strong national platform. This role is ideal for a seasoned associate with significant experience advising on M&A and private equity transactions who is looking to continue developing a sophisticated transactional practice in a collaborative, growth-oriented environment. Responsibilities * Draft, review, and negotiate acquisition agreements and related transaction documents for M&A and private equity transactions * Support private equity sponsors and portfolio companies throughout the full investment lifecycle, including platform acquisitions, add-on transactions, portfolio company governance, and exits * Advise on middle-market deal structures and related corporate and securities matters * Manage transaction workflows and collaborate effectively with internal teams and external clients * Maintain strong client relationships through clear communication, sound judgment, and business-minded legal advice Qualifications * 5–7 years of experience in corporate M&A and private equity transactions * Strong working knowledge of acquisition agreements and ancillary transaction documentation * Demonstrated experience supporting private equity sponsors and portfolio companies * Excellent academic credentials * Large national or international law firm experience preferred * Strong interpersonal skills, maturity, and business judgment Bar Admission & Location Requirements * J.D. from an ABA-accredited law school * Licensed to practice law or eligible to become licensed in the applicable jurisdiction * Candidates must reside in (or be willing to relocate to) their office location by the time of hire * Hybrid schedule expected, with a minimum of three days per week in the office, reflecting the firm’s commitment to collaboration and in-person engagement Compensation: $365,000 – $420,000 annually, commensurate with experience and location.Why This Opportunity This firm offers a collegial culture, meaningful client exposure, and a robust national and international platform with clear opportunities for professional growth and advancement.