- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Investment Analyst as part of the Corporate Plans Investment Team ("Team") in Investment Solutions ... Investment Management. The Team's responsibility is to support the named investment fiduciary for the Wells Fargo Employee Retirement Plans ("Plans"), including… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Retail Investment Research Analyst in Global Manager Research within Wealth & Investment Management. ... engineering + Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation or demonstrated progress toward the… more
- 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 ... Works with full competence to interpret, contribute to, or lead business case creation with client departments to quantify...with client departments to quantify current costs, justify project investment , and identify the return on investment .… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Treasury Analyst on the Corporate and Investment Banking (CIB) Treasury team within Corporate ... for capital markets activity across the enterprise including Wealth & Investment Management, Commercial Banking Government & Institutional Banking, and the … more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Allocations Lead Finance Analyst who will be part of the Enterprise Functions Finance team contributing to ... manages the company's balance sheet, including capital, liquidity, funding and investment portfolios; is responsible for accounting and financial controls, and… more
- Forrester (Charlotte, NC)
- …or consultants. Alternatively, at least 10 years of experience being a research analyst , product management lead , or consultant lead with project ... 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… more
- Capital One (Charlotte, NC)
- Analyst , Specialty Underwriting & Portfolio Manager - REIT The Underwriting and Portfolio Management organization is responsible for underwriting new transactions ... we have a scalable, well-managed business. This role supports the Real Estate Investment Trust ("REIT") and/or Real Estate Investment Funds ("REIF") businesses,… more
- Vanguard (Charlotte, NC)
- …of five years related work experience. Direct experience with financial & investment advice, digital product management, or analyst responsibilities preferred. + ... into our various advice offers. Here, you will pair investment expertise, analytical skills, and technical acumen to design...for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients'… 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)
- …more specific details for this role. **Job Description:** The Senior Product Analyst supports the commercial card team by performing detailed reporting and revenue ... processes, and preparing pricing reviews for rebate programs. The analyst is also responsible for facilitating the pricing review...Power BI, or similar platforms + Proven ability to lead and collaborate effectively in team environments + Ability… more
- Nuveen Investments (Charlotte, NC)
- Trust Tax Analyst The Trust Tax Analyst role partners with internal wealth management business partners and external vendor partners to facilitate the ... + Understands features and benefits of TIAA's products and investment strategies. + Remain current and educate others in...by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One.… 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 ... We are seeking a highly motivated and detail-oriented **Supplier Management Analyst ** to support the development and oversight of critical and high-risk… more
- Truist (Charlotte, NC)
- …ensuring appropriate risk/return strategies. The group underwrites lead and non- lead opportunities that span from investment grade to sponsor-owned, ... risk mitigation actions and ensure appropriate capital allocation. The Wholesale Credit Delivery Analyst position is typically a two-year position. At the end of the… more
- Nuveen Investments (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 ... to ensure the clients trading is aligned with their investment objectives. **Key Responsibilities and Duties** + Analyzes companies...by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One.… 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 ... Finance and Leasing Co., Ltd. **JOB SUMMARY** The Techno-Functional Business Analyst role combines financial domain expertise with technical proficiency to enhance… more
- US Bank (Charlotte, NC)
- …Day One. **Job Description** Conduct regulatory compliance reviews of brokerage, investment advisory, institutional capital markets and investment service ... consulting with appropriate resources and assembling workpapers and may lead reviews. Assessing assigned business line's compliance with applicable internal… 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 ... portfolio of benefits to its employees. **Responsibilities:** + Support CDQ Platform Lead , AD CDAO Office and Global Coordination Team in defining and adopting… more
- Coinbase (Charlotte, NC)
- …tokenized securities, or derivatives products) and guide resource allocation. * Lead forecasting, budgeting, and variance analysis, turning insights into actions ... you:* * Minimum of 4 years of experience in strategic finance, investment banking, consulting, or high-growth tech/fintech. * Strong analytical and modeling skills,… more
- Deloitte (Charlotte, NC)
- Senior Manager, Industry Solutions, Investment Management, Real Estate What we do Join our AI & Engineering team in transforming technology platforms, driving ... the changing demands of their customers. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including … 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 ... accountability, traceability, and reporting across all test cycles. + Lead the QA Testing efforts that will design and...10+ years' experience in IT development, data governance, data analyst or related roles, preferably in a highly regulated… more