- CBRE (Charlotte, NC)
- Investment Sales Analyst Job ID 157434 Posted 05-Mar-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales & Leasing, Sales ... commercial real estate finance, including commercial valuation, market analysis and investment analysis. What You'll Do: + Generates, reviews and understands… more
- CBRE (Charlotte, NC)
- Investment Sales Senior Analyst Job ID 161884 Posted 11-Apr-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support, ... to start an exciting career with CBRE? About The Role: As a CBRE Investment Sales Sr. Analyst , you will analyze and underwrite complex real estate… more
- Lincoln Financial Group (Charlotte, NC)
- …#:** 72640 **The Role at a Glance** We are excited to bring on an Investment Accounting Analyst to support the Investment Accounting and Reporting Team ... consists of both hybrid and remote employees. **General Purpose of Job** As an Investment Accounting Analyst , you will be responsible for providing timely and… more
- SMBC (Charlotte, NC)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... Director / Executive Director to join its High Yield Sales & Trading Team. The sector strategist role requires...relationships, attention to detail, critical thinking, elite credit and investment skills, and a team player mentality. The position… more
- Nuveen Investments (Charlotte, NC)
- Nuveen has a career opportunity for a Senior Business Data Analyst & Architect (Finance Data). This role will have responsibility for improving and expanding the ... working with an ERP such as Peoplesoft, SAP etc. and building financial and sales reporting for asset management. + Be a subject matter expert in maintaining and… more
- CBRE (Charlotte, NC)
- …Senior Business Analyst position for the CBRE Digital and Analytics Sales and Solutions team supports business intelligence projects passionate about real estate ... Business Intelligence Sr Analyst Job ID 165145 Posted 25-Apr-2024 Service line...data analyses for CBRE's clients for sales pursuits. Through data warehousing, visualization, and examination, this… more
- TIAA (Charlotte, NC)
- The Brokerage Trading Analyst supports trade orders in the market and evaluates market volatility in order to assist clients. This job also evaluates information ... the client to ensure the clients trading is aligned with their investment objectives. **Key Responsibilities and Duties** + Analyzes companies by conducting primary… more
- Lincoln Financial Group (Charlotte, NC)
- …company initiatives related to LVIP Funds + Assure fund administration compliance with the Investment Company Act of 1940 as well as the Securities Acts of 1933 and ... Fund Administration Board Materials + Maintain a working knowledge of strategic investment market activities and industry pronouncements and their impacts on the… more
- Lincoln Financial Group (Charlotte, NC)
- …Ledger Reconciliation, Unclaimed Property, Cash & Bank Relationship Management and Investment Accounting. They will act as a resource to applicable internal/external ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more
- Wells Fargo (Charlotte, NC)
- …ability to bridge communication and build effective partnership between product, research, and sales & support teams + Tax Optimization investment and leadership ... a Head of Equity Optimization in Managed Solutions as part of Wealth & Investment Management (WIM). This role will lead the transition for the proprietary … more
- CBRE (Charlotte, NC)
- …Technology, Environmental Consultancy, Facilities Management, Health and Safety/Environment, Investment Banking, Investment Management, Legal, Loan Servicing, ... Management, Property Management, Purchasing/Procurement, Quantity Surveying , Research, Risk Management, Sales & Leasing, Sales Support, Sales /Brokerage,… more
- Truist (Charlotte, NC)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Fifth Third Bank, NA (Charlotte, NC)
- …Prospect and Client Discovery: + Plays a major role in the sales process in acquiring significant (generally >$10 million investable) relationships by partnering ... and implementation of advanced planning techniques: (estate, tax, insurance, option, investment , retirement). + Reviews all client deliverables for which the… more
- Randstad US (Charlotte, NC)
- …large corporate investment entities Keying client wire payments, responding to sales and other LOB requests, managing funding, day to day tasks for application ... payments to different client accounts. Related job titles: Treasury Analyst or Cash Management Analyst Qualifications: +...job titles: Treasury Analyst or Cash Management Analyst Qualifications: + 2+ years of experience + Cash… more
- TIAA (Charlotte, NC)
- …offered or as Software Engineer, Software Developer, Technology Lead, Technology Analyst , IT Consultant, or related occupation. The company would alternatively ... to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). **Company Overview**… more
- TIAA (Charlotte, NC)
- …research required + Certified Financial Planner and/or Chartered Financial Analyst designation highly preferred, additional financial planning, retirement planning ... or investment -related designations (RMA, CIMA, etc.) preferred + Extensive experience...to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). **Company… more
- Honeywell (Charlotte, NC)
- …YTD. Drive Price audits on results. + Lead, and coach financial Sr Analyst , on Commercial and High-Growth Regions overheads budget management. Ensure timely and ... As well as partner with the Marketing team on Investment ROI analysis. + Drive our VCM walks (Variable...targets, analyze pipeline sufficiency, perform ad-hoc analysis, and compute Sales Achievement for SIP Payouts + Deliver in-depth financial… more