Investment Analyst Jobs in Charlotte, NC

Drive product lifecycle management and strategy development for wealth managed accounts. Collaborate with cross-functional teams to enhance product offerings, analyze market trends, and optimize perfo...

Elevate financial analysis through rigorous reporting and modeling, ensuring senior management can confidently navigate business decisions based on accurate financial insights and robust modeling of c...

Drive sales and develop relationships with financial advisors across various channels to enhance market share and revenue for investment products, while collaborating with team members to leverage dat...

Contribute to enhancing our NetSuite environment by leveraging your finance and accounting expertise. Drive key projects, serve as a primary contact for finance teams, and optimize processes to suppor...

Pioneer in wealth product management by shaping innovative managed accounts solutions through analysis, strategy, and performance metrics to optimize client financial success...

Reimagine your career by leading the renewal process for top legal software products, enhancing customer relations and operational efficiency with cross-functional collaboration to drive strategic gro...

Join a team that's dedicated to empowering clients through comprehensive financial strategies. Support lead advisors and enhance your skills in planning, analysis, and client interaction while progres...

Drive impactful change by supporting middle and back office transformations. Collaborate across teams to define requirements and deliver solutions that enhance operational workflows and technology cap...

Engage with primary and swap dealers to integrate USDC into capital markets. Drive adoption in repo and derivatives, ensuring alignment with regulations while advising senior leadership on benefits an...

Drive the development and oversight of an AI platform, ensuring integration across investment workflows and adherence to compliance standards to enhance advisor effectiveness and streamline research p...

Execute the management and execution of investment portfolios, ensuring optimal trade execution and risk management while enhancing client onboarding and service across diverse asset classes in a fast...

Unlock insights as you bridge business needs with technology, enhancing commercial insurance solutions. Collaborate, analyze, and support projects to drive quality, ensure alignment, and facilitate co...

Optimize anti-fraud technology initiatives by partnering with stakeholders, defining requirements, and driving project success through effective communication and testing strategies...

Analyze complex financial data to enhance quantitative models supporting Treasury decisions. Collaborate with diverse teams to translate risk insights into actionable strategies that optimize asset ma...

Partner with us to enhance client relationships and deliver tailored solutions, ensuring high satisfaction and retention. Drive strategic account planning and revenue growth through collaboration with...

Join a team that's focused on driving client success through strategic analysis and advisory services in middle-market M&A. Collaborate with diverse industries, mentor analysts, and enhance client rel...

Shape our data landscape by analyzing requirements and designing solutions that automate and enhance reporting processes for Regulatory and CCAR initiatives, ensuring operational efficiencies and data...

Drive impactful analytics by leading client-focused data analysis, translating complex PBM insights into actionable strategies, and enhancing decision-making across teams with clear, effective communi...

Champion accurate financial reporting as a key member of our investment accounting team, overseeing a multi-billion-dollar portfolio. Partner with various departments to ensure compliance, enhance pro...

Lead the charge in designing and analyzing information systems to meet user needs while ensuring compliance with the organization’s architecture. Collaborate with technical teams to develop effective...

Advance your career by leading strategic analyses to drive client business insights. Collaborate with senior managers to synthesize complex data into compelling recommendations while coaching junior a...

Engage with business leaders to design AI solutions that transform multidimensional data into actionable insights, enhance decision-making, and drive strategic outcomes through collaborative problem-s...

Empower clients by managing relationships and delivering tailored financial planning. Collaborate with an advisory team to navigate complex financial decisions and ensure long-term success aligned wit...

Join a team that drives timberland acquisitions through expert resource analysis, investment modeling, and strategic planning, supporting sustainable carbon investment and operational effectiveness ac...

Lead product risk management initiatives by collaborating with cross-functional teams to identify and mitigate risks affecting the global financial platform. Drive strategic insights, ensuring product...