- Wells Fargo (Charlotte, NC)
- …under a common, WIM-level organization. The Underwriter will be on the ** Alternative Investments Financing ** team providing custom credit solutions ... at Wells Fargo (wellsfargojobs.com) Wells Fargo is seeking a ** Lead Wealth Underwriter** in the Banking, Lending, & Trust's...& Trust's (BL&T) center of excellence within Wealth & Investment Management (WIM). As part of its vision for… more
- TD Bank (Charlotte, NC)
- …who can provide you more specific details for this role. **Line of Business:** Finance **Job Description:** The Finance Manager provides a range of strategic ... and/or audits to support functional goals/objectives + May act as interface with Finance partners/leaders and external parties + Serves as a source of advice to… more
- Truist (Charlotte, NC)
- …professional level certification programs such as Chartered Financial Analyst, Chartered Alternative Investment Analyst, Certified Investment Management ... The team provides corporate banking services to including lending, stadium financing , treasury management, and capital market solutions. Truist Sports &… more
- Deloitte (Charlotte, NC)
- …every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, ... you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.?… more
- Truist (Charlotte, NC)
- …not mentioned below. Specific activities may change from time to time. 1. Lead and manage the monthly corporate forecasting processes for specified lines of business ... (LOBs) and Enterprise Functions a. Lead review of Line of Business and functional inputs...higher value-added activities d. Evaluate and consider implementation for alternative forecasting models and tools that can replace, supplement,… more
- Deloitte (Charlotte, NC)
- …every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more