- Adecco US, Inc. (Charlotte, NC)
- **Join our dynamic Collateral Operations team as an Analyst !** **In this role, you'll leverage your strong Excel skills and financial knowledge to ensure accurate ... margin calculations and collateral management for our fixed income securities .** You'll play a key role in maintaining client satisfaction by monitoring trade… more
- Lincoln Financial Group (Charlotte, NC)
- …Role at a Glance** We are excited to bring on an Investment Accounting Analyst to support the Investment Accounting and Reporting Team at Lincoln Financial Group. ... employees. **General Purpose of Job** As an Investment Accounting Analyst , you will be responsible for providing timely and...needed # * 5+ Years of experience in accounting, securities or financial reporting that directly aligns with the… more
- Lincoln Financial Group (Charlotte, NC)
- …compliance with the Investment Company Act of 1940 as well as the Securities Acts of 1933 and 1934 and applicable Generally Accepted Accounting Principles (GAAP) ... + Free financial counseling, health coaching and employee assistance program + Tuition assistance program + A leadership… more
- Wells Fargo (Charlotte, NC)
- …to bridge communication and build effective partnership between product, research, and sales & support teams + Tax Optimization investment and leadership experience ... including Series 65 (or FINRA recognized equivalent) + Chartered Financial Analyst (CFA) designation **Job Expectations:** + Obtaining and/or maintaining appropriate… more
- Truist (Charlotte, NC)
- …and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery ... behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and… more