- Wells Fargo (Charlotte, NC)
- …The WIM Investment Solutions Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the FA Directed ... reports for Sr. Management. **Required Qualifications:** + 4+ years of investment portfolio control experience, or equivalent demonstrated through one or… more
- Citigroup (Charlotte, NC)
- The Senior Audit Manager is a senior level management position responsible for managing a complex and critical unit within Internal Audit, in coordination with ... function + Identify solutions for a variety of complex and unique control issues, utilizing complex judgement and sophisticated analytical thought + Analyze report… more
- The Hartford (Charlotte, NC)
- …Strategy and Lean Portfolio Management team is looking for highly skilled Senior Portfolio Analyst , specializing in financial analysis management. This role ... applying Lean and systems thinking approaches to strategy and investment funding, Agile portfolio operations, and governance....in Process WIP, reduce batch sizes of work, and control the length of longer-term development queues. * Assist… more
- 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
- Bank of America (Charlotte, NC)
- …influence. **Responsibilities:** + Establishes department-wide strategies and oversees portfolio trend analysis, forecasting, and risk/ control performance ... helping to shape the Bank's fraud prevention strategy and investment roadmap by building /leading the program to develop...unit(s) + Identifies business trends based on economic and portfolio conditions and communicates findings to senior … more
- WTW (Charlotte, NC)
- **Description** The Senior Account Manager is responsible for delivering comprehensive management services to a portfolio of captive insurance companies. This ... Monitoring of exposures and risk transfer pricing within assigned portfolio . + Obtain regulatory approval for changes to the...requirements of the companies + Liaise with and monitor investment managers in respect of invested funds + Assist… more
- SMBC (Charlotte, NC)
- …compliance, FRB/OCC/FDIC Disaster Recovery testing). * Prepare and present risk and control dashboards to senior management and governance committees. * Promote ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… 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 ... In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** SMBC...Risk Technology to join our Risk Technology Group. The senior Business Analyst will play a pivotal role and… more
- Robert Half (Charlotte, NC)
- …REQUISITION Charlotte - Risk & Compliance - Financial Crimes Compliance - Senior Consultant LOCATION CHARLOTTE ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here ... You Protiviti is looking for a Risk and Compliance Senior Consultant to join our growing Financial Crime Compliance...+ You have interest in working with a diverse portfolio of clients across the financial services industry .… 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 ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** Role Description The … more
- CBRE (Charlotte, NC)
- Senior Finance Analyst Job ID 241210 Posted 30-Sep-2025 Service line GWS Segment Role type Full-time Areas of Interest Accounting/Finance Location(s) Charlotte - ... contribute to the financial health of a complex "industry leading" client portfolio . Applying your expertise in cash and accrual accounting, you'll prepare,… 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 ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** The Databricks Developer is… more
- Equitable (Charlotte, NC)
- …coaching for the internal wholesalers as it relates to Equitable Investment Management's products and services, competitor knowledge, portfolio assessment, ... and territory management. Since this individual should also possess knowledge of investment products and strategies, the mutual fund industry, and advisory platform… more
- 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 (Charlotte, NC)
- …Business Oversight Manager provides advice, support and objective guidance to assigned portfolio , business or function on development and maintenance of all aspects ... of expertise + Provides guidance and support to analysts on matters related to portfolio and specialty + Typically a subject matter expert for a key functional… more
- WTW (Charlotte, NC)
- …a key role in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments-including ... Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment , Risk and Reinsurance (IRR)-and offers clients innovative, data-driven approaches to… 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 ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Objectives:** * Coordinate and manage a… more
- TIAA (Charlotte, NC)
- …Info Security, requirements gathering & documentation, financial oversight & control , portfolio management, business performance measurement, process management, ... and engagement activities, as well as direct access to executive and senior leadership, mentors and previous interns. Eligible summer interns will have the… more
- Bank of America (Charlotte, NC)
- …focused on Special Investigations, Global Markets, or Global Wealth and Investment Management. In the investigative role, the Investigator conducts complex ... over Special Investigations, Global Markets, or Global Wealth and Investment Management **Responsibilities:** + Completes investigations while overseeing cases meet… 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 ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** Reporting to the… more