Investment Analyst Jobs in Charlotte, NC

Unlock potential by managing complex financial reporting platforms in a regulated environment. Collaborate with cross-functional teams to ensure data integrity, troubleshoot issues, and implement regu...

Drive risk management and IT auditing excellence by assessing controls, evaluating risks, and delivering actionable insights. Collaborate effectively across teams to enhance the internal control envir...

Optimize transfer agency operations by assessing risks, enhancing processes, and leveraging technology. Collaborate with clients and industry leaders to develop strategic solutions that drive efficien...

Reimagine data engineering by leading the development of scalable data pipelines, ensuring data quality and reliability while integrating innovative AI techniques. Mentor junior engineers and collabor...

Lead as a national technical resource in estate, gift, and trust matters, collaborating with teams to provide expert guidance, conduct research, and develop tailored solutions for clients while enhanc...

Lead a cross-functional team to innovate, enhance, and manage a unified Business Management Reporting product that drives insights, supports decisions, and evolves towards AI-enabled solutions for imp...

Advance the evolution of business management reporting, collaborating with stakeholders to define product vision, optimize capabilities, and deliver actionable insights that drive growth, operational...

Join a team that's driving innovation in functional and technical solutions. Leverage your extensive experience to lead cross-functional teams, shape strategic goals, and enhance business processes th...

Manage M&A initiatives by leading finance integration projects for private equity clients, enhancing operations and ensuring seamless execution from due diligence through post-deal integration, foster...

Drive value creation by overseeing finance operations in M&A transactions; lead integrations, manage teams, and ensure compliance across finance functions while delivering actionable insights to priva...

Drive governance and controllership for LTC actuarial models, ensuring compliance and effective controls. Collaborate with cross-functional teams to enhance processes and documentation, supporting mod...

Join a dynamic team as a Senior Business Analyst, driving pricing initiatives in Pension Risk Transfer. Collaborate with Actuaries and analysts to enhance decision-making and support institutional sol...

Lead and empower project teams to deliver exceptional outcomes, ensuring quality and adherence to timelines and budgets. Build strong client relationships while driving continuous improvement and fost...

Transform financial insights into strategic business outcomes, collaborating with leadership to enhance performance, guide investment decisions, and optimize organizational success through advanced fi...

Shape strategic relationships and drive the execution of advice methodologies, collaborating with senior stakeholders to enhance financial planning solutions and align with regulatory standards, ensur...

Champion innovative and scalable Trading & Custody systems by leading cross-functional projects and collaborating closely with product and compliance teams, while inspiring the engineering team with a...

Innovate financial strategies as a key partner in FP&A, driving insights and accountability across R&D and G&A. Own financial models, forecasts, and planning processes to support strategic decision-ma...

Drive investment strategy and governance, ensuring strong relationships with donors and partners for effective philanthropic outcomes across a $5 billion investment portfolio, while leading a collabor...

Elevate analytical capabilities by re-engineering Treasury models and workflows. Leverage cross-functional expertise in balance sheet management and AI to drive modernization and deliver robust, reusa...

Lead strategic business initiatives by building relationships with senior executives to drive revenue growth in life sciences. Develop actionable plans to identify opportunities and enhance market pos...

Unlock your potential by advancing wealth planning expertise across teams, enhancing client experiences, and driving business growth through education, coaching, and strategic guidance in a collaborat...

Champion commissioning excellence in large-scale critical facilities by leading MEP systems oversight and quality assurance from design through post-construction. Leverage expertise to ensure complian...

Play a key role in shaping strategic plans that drive long-term growth in the wealth and investment management sector. Collaborate with cross-functional teams to analyze opportunities and present data...

Grow and transform annuity sales in the Bank/Wire and Edward Jones channel by developing strong advisor partnerships, executing strategic territory plans, and providing exceptional support for client...

Engage in structured renewable energy finance by supporting transaction screening, underwriting, and execution. Collaborate with senior team members to drive projects from intake to closing, leveragin...