Investment Analyst Jobs in Charlotte, NC

Lead the investment and wealth distribution strategy for Retirement, driving revenue growth, market penetration, and adoption. Build capabilities, operating models, and a team to effectively execute i...

Optimize energy solutions by leading technical projects, conducting site surveys, and collaborating with teams to deliver innovative, cost-effective strategies that enhance facility performance and su...

Empower business success by collaborating with cross-functional teams to enhance operations, gather requirements, and implement IT solutions that align with strategic goals. Drive improvements in orde...

Elevate your storytelling skills by crafting compelling proposals and presentations. Collaborate with cross-functional teams to communicate our value to clients, while managing resources and optimizin...

Analyze complex data and drive solutions as a Business Analyst in the public sector. Leverage your expertise in pension systems to identify issues and enhance processes, ensuring effective communicati...

Lead the charge in expanding business with RIA firms by building trusted relationships, executing territory growth plans, and driving new asset opportunities through consultative selling and strategic...

Champion growth by managing territory, building relationships, and driving new business with RIA firms. Leverage consultative selling to enhance platform adoption and deepen client engagement while ac...

Inspire growth by driving strategic client relationships and delivering exceptional insights. Leverage your consultative sales expertise to partner with C-level executives in Fortune-class companies a...

Drive the design and implementation of data models using statistical and machine learning techniques. Collaborate with teams to analyze metrics and optimize product strategies, ensuring effective comm...

Drive growth by managing existing client relationships in the Financial Services sector. Leverage your B2B SaaS sales expertise to upsell and expand market presence, contributing significantly to the...

Elevate client engagement by leading strategic initiatives that enhance relationships and drive growth within institutional clients. Collaborate with teams to deliver exceptional service and optimize...

Unlock financial insights as a strategic partner in real estate and facilities, driving planning, forecasting, and reporting. Collaborate cross-functionally to enhance operational efficiency and suppo...

Transform client insights into strategic growth by leveraging your analytical acumen to enhance revenue and operational effectiveness. Collaborate with teams to drive informed decisions and present im...

Lead the charge in enhancing Employer Health Solutions products, driving market competitiveness through collaboration, strategic analysis, and innovative development. Support regulatory compliance and...

Collaborate with stakeholders to conduct thorough audits, ensuring compliance and identifying areas for improvement. Leverage your expertise to enhance operational efficiency and support audit initiat...

Transform financial operations by owning monthly close processes, ensuring accurate COGS and accruals. Collaborate with leadership to drive data-driven decisions in a dynamic, growth-stage tech enviro...

Lead the charge in risk analysis and reporting, providing expert guidance to enhance operational processes and support strategic initiatives within the organization. Collaborate with stakeholders to m...

Help us expand our commercial lending portfolio by building client relationships and delivering tailored financing solutions. You'll play a key role in driving business growth while ensuring an except...

Transform financial analysis and reporting by partnering with cross-functional teams to enhance decision-making and drive process improvements in a dynamic, $5B revenue division...

Champion financial solutions by analyzing client needs, managing workstreams, and mentoring junior team members. Leverage financial analysis and problem-solving skills to enhance client performance an...

Transform editorial strategy by developing impactful content that resonates with financial advisors. Collaborate with experts to synthesize insights, craft compelling narratives, and elevate thought l...

Optimize financial operations by executing planning, reporting, and analysis for Core Services. Collaborate with cross-functional teams to enhance accuracy and efficiency in budgeting and forecasting...

Manage complex M&A due diligence engagements, advising private equity clients on risk evaluation and strategy. Collaborate across teams to enhance methodologies and deliver high-quality reports and pr...

Drive strategic decision-making by evaluating investment alternatives and lifecycle opportunities. Collaborate with cross-functional teams to optimize portfolio value and support program planning thro...

Lead financial performance initiatives and support strategic decision-making by collaborating with cross-functional leaders. Drive insights, optimize cash flow, and implement robust financial controls...