• Lead Retail Investment Research…

    Wells Fargo (Charlotte, NC)
    **About this role:** Wells Fargo is seeking a Lead Retail Investment Research Analyst as part of Global Manager Research in Investment Solutions for Wealth & ... Perform initial due diligence and ongoing monitoring on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.)...Team. There are two roles - one focused on investment due diligence; one on operational due diligence. +… more
    Wells Fargo (10/08/25)
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  • Investment Banking Analyst

    Citizens (Charlotte, NC)
    Description Citizens Consumer & Retail Advisory team is seeking an Investment Banking Analyst /Associate for our Charlotte office. The associate will work closely ... and/or Other Professional Credentials + 2+ years of work experience in investment banking, transaction advisory, or similar role. + Experience in Consumer &… more
    Citizens (10/02/25)
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  • Intrepid Investment Bankers- 2026…

    MUFG (Charlotte, NC)
    …day. A member of our recruitment team will provide more details. **Intrepid 2026 Investment Banking Full Time Analyst - Job Posting** **About Intrepid ... retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic...Bankers is seeking talented professionals for its 2026 full-time Analyst class. Intrepid is one of the largest and… more
    MUFG (08/14/25)
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  • Investment Analyst

    Manulife (Charlotte, NC)
    …party research, and meeting with management teams and sell side professionals. The analyst may also be responsible for independently administering an investment ... making investment recommendations, with the size and complexity of the analyst 's portfolio subject to the specific background and development of the analyst more
    Manulife (10/08/25)
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  • Investment Analyst

    Manulife (Charlotte, NC)
    …party research, and meeting with management teams and sell side professionals. The analyst may also be responsible for independently administering an investment ... making investment recommendations, with the size and complexity of the analyst 's portfolio subject to the specific background and development of the analyst more
    Manulife (10/08/25)
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  • Investment Banking Analyst II…

    Raymond James Financial, Inc. (Charlotte, NC)
    …company complies with regulations and good financial practice. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned ... case creation with client departments to quantify current costs, justify project investment , and identify the return on investment . Typically works without… more
    Raymond James Financial, Inc. (09/12/25)
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  • Investment Banking Program Analyst

    Wells Fargo (Charlotte, NC)
    **About this role:** Wells Fargo is seeking talent to join the 2026 Investment Banking Early Career Program in Corporate and Investment Banking. Learn more about ... career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) ** Investment Banking Overview** The Investment Banking group,… more
    Wells Fargo (07/15/25)
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  • Quantitative Analyst - Investment

    US Bank (Charlotte, NC)
    …and discover what you excel at-all from Day One. **Job Description** The Quantitative Analyst will collect and analyze data from a multitude of sources to assist the ... trading desk in improving pricing, crafting position strategies, and building tools so better serve the team's institutional client base. **Candidates are expected to have the following traits and skills:** + Minimum of 5 years of experience + In depth… more
    US Bank (09/24/25)
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  • RIC Tax Analyst

    Lincoln Financial (Charlotte, NC)
    …**The Role at a Glance** We are excited to be hiring an experienced **RIC Tax Analyst ** with investment fund tax experience to join our Corporate Tax / Mutual ... you will support tax compliance, reporting, and disclosures for Regulated Investment Companies (RICs), while also working across broader fund structures including… more
    Lincoln Financial (09/09/25)
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  • Sr. Analyst , Credit Risk

    Lincoln Financial (Charlotte, NC)
    …#:** 75106 **The Role at a Glance** We're excited to bring on a Senior Credit Risk Analyst in the Investment Risk team, to our Chief Risk Office. In this role, ... Enterprise Risk Management (ERM) risk framework, with a focus on investment -related risk. You will ensure Lincoln's credit exposures are effectively identified,… more
    Lincoln Financial (09/12/25)
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  • Analyst Program, Early Careers - Corporate…

    Wells Fargo (Charlotte, NC)
    …talent to join the 2026 CIB COO Early Career Program in Corporate and Investment Banking. Learn more about the career areas and lines of business at ... wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) Business Overview: **Corporate & Investment Banking Chief Operating Office (CIB-COO)** is a trusted… more
    Wells Fargo (08/21/25)
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  • Portfolio Overlay & Quantitative Analyst

    TIAA (Charlotte, NC)
    **Portfolio Overlay and Quantitative Analyst ** The Portfolio Overlay & Quantitative Analyst role will support the overlay investment management functions for ... management. The position will also support the data engineering initiatives of the investment team by engaging with various members to design database structures and… more
    TIAA (10/01/25)
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  • Debt & Structured Finance Sr Analyst

    CBRE (Charlotte, NC)
    Debt & Structured Finance Sr Analyst Job ID 240328 Posted 29-Sep-2025 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance, Data & ... Analytics, Investment Banking Location(s) Charlotte - North Carolina - United...As a CBRE Debt Advisory and Structured Finance Sr. Analyst , you'll have the opportunity to be involved at… more
    CBRE (09/30/25)
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  • Senior Investment Portfolio Control…

    Wells Fargo (Charlotte, NC)
    **About this role:** The WIM Investment Solutions Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the FA ... Analysis (FADPA) team. The FADPA team is responsible for monitoring of investment risk for advisors that have both discretion and a fiduciary responsibility.… more
    Wells Fargo (10/05/25)
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  • Principal Analyst , AI-Enhanced Software…

    Forrester (Charlotte, NC)
    …build an extraordinary future. **About This Role:** Forrester Research is seeking a Principal Analyst to be a critical member of the research team writing for our ... also guides vendors in defining the future of the market. The Principal Analyst will do work that encompasses 1) delivering an AI-enhanced software development… more
    Forrester (08/20/25)
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  • Investment Consultant

    City National Bank (Charlotte, NC)
    * INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
    City National Bank (08/24/25)
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  • Liquidity Strategy Analyst (Mid-Level)…

    USAA (Charlotte, NC)
    …truly makes us special and impactful. **The Opportunity** Our **Liquidity Strategy Analyst I** , develops, implements and monitors liquidity management strategies at ... assess capital and liquidity adequacy across the enterprise including insurance, investment and banking subsidiaries. + Executes the preparation of liquidity… more
    USAA (10/01/25)
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  • Liquidity Strategy Analyst Senior…

    USAA (Charlotte, NC)
    …makes us special and impactful. **The Opportunity** Our **Liquidity Strategy Analyst Senior** develops, implements and monitors liquidity management strategies at ... assess capital and liquidity adequacy across the enterprise including insurance, investment and banking subsidiaries. + Develops and monitors liquidity policies and… more
    USAA (10/01/25)
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  • Senior Compliance Business Oversight…

    TD Bank (Charlotte, NC)
    …of TD Bank, NA encompassing banking, custom credit, asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD ... and complex regulatory regimes. The Financial Advisors, Relationship Managers, and Investment Advisors who are part of the client-facing Distribution teams are… more
    TD Bank (09/05/25)
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  • Senior Business Analyst

    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 ... of this expansion, we are currently seeking a talented and motivated Business Analyst for Counterparty Credit Risk Technology to join our Risk Technology Group. The… more
    SMBC (10/07/25)
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