Last updated 2026-07-05

60 Investment Finance Jobs in Charlotte, NC, United States

Browse 60 Investment Finance jobs across Charlotte, NC, United States. Listings are updated hourly and include salary data where available.

Snapshot updated 2hr, 43m ago

Page 1

LPL Financial Corp

Jul 2
Analyst, Research Experience
Charlotte, NC, United States mid Full Time $69.7k-116.2k/yr
  • This role operates at the intersection of research, content production, and advisor experience, helping translate investment insights into…
  • The Analyst will contribute to the development and delivery of advisor-facing content, engagement resources, and enablement support, ensuri…

More roles at LPL Financial Corp

Brown Brothers Harriman & Co.

Jul 2
Family Office Analyst
Charlotte, NC, United States mid Full Time
  • Some of your key responsibilities include: Relationship Management With the RMs, the FOA serves as a part of the “trusted…
  • Deepen client relationships and develop trust and confidence with clients through flawless execution, extensive phone contact, and particip…

TIAA

Jul 1
Associate, Asset Management
Charlotte, NC, United States entry Full Time $102k/yr
  • Key Responsibilities and Duties Assists with managing a portfolio of real estate assets with a focus on housing in the…
  • Working under general supervision, this job seeks to achieve superior returns on real estate assets through active management and leasing…

More roles at TIAA

Dimensional

Jul 1
Associate, Global Client Group (Traditional Institutional Group)
Charlotte, NC, United States entry Full Time
  • Our Associates provide relationship management and analytical support to the Sales & Client Service teams in business development and reten…
  • Asset Management experience a plus Detail-oriented, organized, proactive, team-player Able to work equally well in a team environment and i…

More roles at Dimensional

Nuveen Services LLC

Jul 1
Associate, Asset Management
Charlotte, NC, United States entry Full Time $102k/yr
  • Associate, Asset Management The Associate, Real Estate Asset Management job is responsible for maximizing the value of the organization's r…
  • Key Responsibilities and Duties Assists with managing a portfolio of real estate assets with a focus on housing in the…

Huntington

Jul 1
Commercial Portfolio Manager III - Huntington Technology Finance...
Charlotte, NC, United States mid Full Time $93k-208k/yr
  • Mentor and provide technical guidance to Credit Analysts, Portfolio Managers, and Senior Portfolio Managers, including review of analyses,…
  • This role demonstrates advanced credit expertise, exercises independent judgment in evaluating credit risk, and serves as a trusted resourc…

More roles at Huntington

Morgan Stanley

Jun 29
Private Wealth Management Director of Investments
Charlotte, NC, United States senior Full Time
  • The Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams…
  • This professional must have strong organizational, analytical and communication skills to effectively discuss investment strategies with th…

Truist Bank

Jun 29
Associate - Middle Market Credit Delivery
Charlotte, NC, United States entry Full Time
  • Credit Delivery Associates typically support VP and SVP level teammates and require increasingly less oversight, begin owning components of…
  • Analyzes financial statements/projections and documents client performance, along with identified risk and risk mitigants of most complex c…

More roles at Truist Bank

Wells Fargo

Jun 26
2027 Wealth & Investment Management Summer Internship - Early Careers
Charlotte, NC, United States intern Full Time
  • We accomplish this by: Building enduring client relationships through sound, thoughtful, and objective advice Developing individualized pla…
  • Multiple intern positions will be available throughout WIM’s businesses listed below, offering hands-on experience in the fields of investm…

MUFG Bank, Ltd.

Jun 23
Investment Banking Associate - Industrials
Charlotte, NC, United States entry Full Time $170k/yr
  • Qualifications Minimum of two years of sellside M&A advisory and investment banking experience with record of completed transactions from p…
  • Intrepid Investment Bankers is expanding nationally and seeking to hire a talented and experienced Investment Banking Associate in the Indu…

Barings LLC

Jun 23
Real Estate Debt, Senior Associate/Associate Director
Charlotte, NC, United States senior Full Time $120k-150k/yr
  • Qualifications 3-8 years of commercial real estate investment analysis experience.
  • Experience with mezzanine debt and preferred equity structures preferred.

More roles at Barings LLC

EY

Jun 23
EY-Parthenon - Deals - Financial Diligence - Financial Services...
Charlotte, NC, United States senior $96.8k-159.6k/yr
  • As a Senior Associate with EY-Parthenon’s Deals – Financial Diligence – Financial Services practice, you'll be involved in the action.
  • Skills and attributes for success Experience working with Partners, Senior Directors, and Directors to facilitate financial due diligence e…

Regions

Jun 22
Regions Business Capital Underwriter
Charlotte, NC, United States mid Full Time $171.3k/yr
  • Requirements Bachelor’s degree in Finance, Accounting or related field Nine (9) years underwriting and/or portfolio management experience S…
  • The individual will work directly with Origination, Credit Risk, Client Coverage, Capital Markets, and other areas of the bank to…

More roles at Regions

Flagstar

Jun 20
Credit Products Specialist II - Leverage Finance
Charlotte, NC, United States mid Full Time $104.2k-169.8k/yr
  • Advanced financial modeling and risk assessment expertise.
  • Job Competencies: Advanced Financial & Credit Analysis: Strong command of financial modeling, industry-specific credit risks, and structuri…

More roles at Flagstar

Bank of America

Jun 18
Commercial Real Estate Asset Manager
Charlotte, NC, United States mid Full Time $88k-131k/yr
  • Job Description: Member of the Asset Management Team.
  • Will maintain a continuing role in the Asset Management and performance monitoring of all active Investments.

Flagstar Bank N.A

Jun 16
Credit Products Specialist II - Leverage Finance
Charlotte, NC, United States mid Full Time $104.2k-169.8k/yr
  • Advanced financial modeling and risk assessment expertise.
  • Job Competencies: Advanced Financial & Credit Analysis: Strong command of financial modeling, industry-specific credit risks, and structuri…

Ameriprise Financial

Jun 16
Senior Analyst - Due Diligence | Alternative Investments
Charlotte, NC, United States senior Full Time $114.5k-157.4k/yr
  • Job Description The Senior Analyst - Due Diligence for Alternative Investments will play a pivotal role within the Ameriprise Investment…
  • This position is responsible for leading the comprehensive investment due diligence process for hedge funds, private credit, private equity…

Maersk Logistics & Services USA Inc.

Jun 11
Finance Business Partner - Investment Finance NAM
Charlotte, NC, United States mid Full Time $130k-140k/yr
  • In this role, you will develop, analyze, and present investment business cases that shape strategic decisions across the region.
  • About the Role We are Maersk, and we are looking for a Finance Business Partner – Investment Finance to join…

Palmetto Clean Technology

Jun 5
Senior Capital Markets Analyst
Charlotte, NC, United States senior
  • Summary of Role The Senior Capital Markets Analyst will support capital markets activities spanning reporting, data operations, and busines…
  • This person will be a critical connector between the capital markets function and internal business teams, bringing a strong understanding…

More roles at Palmetto Clean Technology

Pacific Life Insurance Company

Jun 2
Sr. Investment Operations Analyst
Charlotte, NC, United States senior Full Time $45-55.06/hr
  • As a Senior Investment Operations Analyst, you’ll play a key role in supporting post-execution processes across our public fixed income…
  • How you’ll help move us forward: Manage post-trade lifecycle activities including trade validation, allocations, confirmations, and settlem…

More roles at Pacific Life Insurance Company

Piper Sandler & Co.

May 29
Investment Banking Associate – Consumer
Charlotte, NC, United States entry Full Time $135k-225k/yr
  • We are currently looking for an experienced Investment Banking Associate to join our Consumer team in our Charlotte, NC or…
  • A successful candidate will possess the following characteristics: 3+ years of Investment Banking experience and prior work experience invo…

More roles at Piper Sandler & Co.

Lincoln Financial

May 22
Senior Analyst, Commercial Real Estate Investment Management
Charlotte, NC, United States senior
  • Commercial real estate finance and/or commercial real estate investment and analysis preferred.
  • Requisition #: 76096 The Role at a Glance We are looking to add a Senior Analyst to the Commercial Mortgage…

Roofstock

May 21
Senior Asset Manager
Charlotte, NC, United States senior
  • The Asset Manager will advise our property managers at a regional market level through all crucial decisions in the investment…
  • The Asset Manager will play a critical role in monitoring market and investor performance trends to shape strategic initiatives company…

More roles at Roofstock

Martello Re

May 20
Investment Analytics & Reporting Associate
Charlotte, NC, United States entry
  • The Investment Analytics & Reporting Associate will support the investment team by developing and maintaining accurate and timely productio…
  • Support the investment team by applying insights from data and analytics to enhance risk-adjusted returns and portfolio construction decisi…

More roles at Martello Re

Principal Financial Group

May 13
Attributions Performance Analyst
Charlotte, NC, United States mid Full Time $69.3k-126k/hr
  • Measure, calculate, analyze and report on daily and periodic composite, index and portfolio performance, security level data and performanc…
  • Research, and resolve complex investment performance, performance attribution data anomalies, system issues and/or client inquires.
Page 1