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Royal Bank of Canada

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Real Estate Investment Analyst- Community Investments
Seen active today Posted May 8
Charlotte, NC, United States Mid Full Time

Role highlights

  • The real estate analyst position focuses on modeling and underwriting multifamily real estate transactions that generate investment tax cre…
  • Support Investment Managers with site analysis and partnership negotiations.

Wells Fargo

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Lead Investment Analyst
Seen active yesterday Posted Aug 7
Charlotte, NC, United States Senior Full Time

Role highlights

  • Desired Qualifications: Expert experience performing qualitative and quantitative analysis, including statistical and performance analytics…
  • Advanced financial analytical experience with high attention to detail and accuracy.

CRMC Capital Research & Mgmt

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Core Operations Valuation Analyst
Seen active 2 days ago Posted Aug 6
Charlotte, NC, United States Mid Full Time $87.8k-140.4k/yr

Role highlights

  • You will perform in-depth valuation analysis, focusing on equities, fixed-income and derivative instruments, to ensure accuracy and complia…
  • You have strong and growing analytical and problem-solving capabilities; are able to analyze company financial statements, assess company,…

Wells Fargo

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Associate Equity Portfolio Manager
Seen active 2 days ago Posted Aug 5
Charlotte, NC, United States Entry Full Time

Role highlights

  • In partnership with relationship managers, investment strategists, and other wealth specialists, you will provide discretionary management…
  • The Associate Equity Portfolio Manager is responsible for leading the design, implementation, and ongoing management of customized equity p…

NFP Corp

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Sr Investment Analyst
Seen active today Posted Aug 3
Charlotte, NC, United States Mid Full Time $126k-180k/yr

Role highlights

  • This role acts as a key member of the investment team, serving as an investment subject matter expert, primarily focused…
  • Summary: We are seeking a qualified professional for the position of Senior Investment Analyst.

South State Bank

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Commercial Portfolio Manager
Seen active today Posted Jul 30
Charlotte, NC, United States Mid Full Time

Role highlights

  • COMPETENCIES Excellent interpersonal skills Proficient in Microsoft Excel and Word Strong organization skills High attention to detail Coop…
  • As a teammate to the Relationship Manager and Credit Administration, serves as a trusted advisor to clients and prospects within…

Huntington

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Commercial Portfolio Manager III - Equipment Finance
Seen active today Posted Jul 27
Charlotte, NC, United States Mid Full Time $83.7k-208k/yr

Role highlights

  • This role demonstrates advanced credit expertise, exercises independent judgment in evaluating credit risk, and serves as a trusted resourc…
  • Mentor and provide technical guidance to Credit Analysts, Portfolio Managers, and Senior Portfolio Managers, including review of analyses,…

Regions

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Regions Business Capital Portfolio Manager
Seen active today Posted Jul 24
Charlotte, NC, United States Mid Full Time $185.4k/yr

Role highlights

  • Requirements Bachelor's degree in Accounting, Business, Finance or a related field Nine (9) years of asset-based lending or related financi…
  • Job Description: At Regions, the Regions Business Capital Portfolio Manager manages portfolios and executes portfolio strategies.

Regions

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Regions Business Capital Portfolio Manager
Seen active today Posted Jul 24
Charlotte, NC, United States Mid Full Time $185.4k/yr

Role highlights

  • Requirements Bachelor's degree in Accounting, Business, Finance or a related field Nine (9) years of asset-based lending or related financi…
  • Job Description: At Regions, the Regions Business Capital Portfolio Manager manages portfolios and executes portfolio strategies.

Huntington

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Commercial Portfolio Manager Sr - Equipment Finance (Underwriter)
Seen active today Posted Jul 21
Charlotte, NC, United States Mid Full Time $63k-154k/yr

Role highlights

  • Perform collateral analysis including accounts receivable, inventory, real estate and investments.
  • Spread business and personal financial statements and tax returns using Moody's software to analyze multi-year trends and ratios from finan…

Huntington

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Sr Commercial Portfolio Manager (Monitoring) - Equipment Finance
Seen active today Posted Jul 21
Charlotte, NC, United States Mid Full Time $70k-154k/yr

Role highlights

  • Summary: The Commercial Portfolio Manager - Equipment Finance services, deepens, and retains assigned profitable customer relationships by…
  • Duties and Responsibilities: Responsible for portfolio administration, and credit quality of assigned portfolio ensuring all analyses are t…

HB001 Hancock Whitney Bank

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CRE Portfolio Manager 4
Seen active 3 days ago Posted Aug 14
Charlotte, NC, United States Mid Full Time

Role highlights

  • Performs portfolio management duties such as tracking loan compliance, past dues, collateral monitoring, risk rating migration, clearing an…
  • Teams with Senior CRE Portfolio Manager and CRE Banker to provide support as needed to help develop the structure and…

Truist Bank

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Middle Market Portfolio Manager – Wholesale Credit Delivery...
Seen active today Posted Aug 17
Charlotte, NC, United States Mid Full Time

Role highlights

  • Portfolio Management: Accountable for and manages assigned portfolio by monitoring performance and trends, proactively defining client cred…
  • Project or Program Management: Must be able to handle a large portfolio of moderately complex clients in addition to taking…

AssetMark Financial Holdings, Inc.

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Client Portfolio Manager
Seen active yesterday Posted Aug 5
Charlotte, NC, United States Mid Full Time $140k-155k/yr

Role highlights

  • Working closely with Private Wealth Consultants, the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, Product, Ma…
  • As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Invest…

More roles at AssetMark Financial Holdings, Inc.

Corning

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Global Real Estate Portfolio Manager
Seen active today Posted Jul 22
Charlotte, NC, United States Mid $119.6k-164.4k/yr

Role highlights

  • We are changing the world with: Trusted products that accelerate drug discovery, development, and delivery to save lives Damage-resistant c…
  • Key Responsibilities Participating in global real estate portfolio planning with business divisions, including defining plans for portfolio…

Regions

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Private Wealth Management Credit Portfolio Manager
Seen active today Posted Jun 16
Charlotte, NC, United States Mid Full Time $84.2k/yr

Role highlights

  • Requirements Bachelor’s degree in finance, accounting, or related field Five (5) years of experience in commercial or PWM underwriting Pref…
  • At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for analyzing, underwriting, and negotiating credit decis…

TIAA

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Sr Director, Asset Liability Management
Seen active today Posted Aug 18
Charlotte, NC, United States Senior Full Time $201k/yr

Role highlights

  • This role will oversee the design, development, and maintenance of the models, tools, and analytical frameworks to value investments, proje…
  • Manage liability crediting optimization efforts, providing ALM expertise for enterprise strategic initiatives and producing and presenting…

South State Bank

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Investment Banking Analyst
Seen active today Posted Aug 10
Charlotte, NC, United States Mid Full Time

Role highlights

  • Supports senior teammates and deal teams in developing complex financial models and providing analytical support including analyzing financ…
  • Creates and utilizes analytical financial models, including financial projections, discounted cash flow analysis, municipal bond sizing for…

Citizens Financial Group

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Analyst II Investment Banking (Corporate Finance)
Seen active today Posted Aug 5
Charlotte, NC, United States Entry

Role highlights

  • Demonstrated aptitude for quantitative and qualitative analysis with a solid understanding of financial statements, financial modeling and…
  • Primary responsibilities include The responsibilities of the Analyst include, but are not limited to, financial analysis and modeling, cond…

Dimensional

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Analyst, Investment Content Operations
Seen active 2 days ago Posted Aug 5
Charlotte, NC, United States Mid Full Time

Role highlights

  • This position will play a critical part in ensuring the smooth execution and governance of operational processes that support the…
  • The ideal candidate will bring a strong blend of project management and analytical skills combined with a demonstrated interest in…

Pacific Life Insurance Company

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Sr Private Placement Investment Operations Analyst I
Seen active yesterday Posted Jun 8
Charlotte, NC, United States Mid Full Time

Role highlights

  • As a Sr Private Placement Ops Analyst I, you’ll play a key role in Pacific Life’s growth and long-term success…
  • We’re actively seeking a talented Sr Private Placement Ops Analyst I to join our Fixed Income Ops team, which provides…

MUFG Bank, Ltd.

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Investment Banking Analyst - Charlotte - Intrepid (Full-Time 2027)
Seen active today Posted Aug 17
Charlotte, NC, United States Mid Full Time $100k/yr

Role highlights

  • Intrepid Investment Bankers is seeking talented professionals for its 2027 full-time Analyst class in the Charlotte office.
  • Qualifications The ideal candidate would possess the following: Outstanding academic credentials from a top tier school GPA of 3.5 or…

Wells Fargo

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2027 Investment Banking Associate Program - Early Careers
Seen active today Posted Aug 17
Charlotte, NC, United States Entry Full Time

Role highlights

  • As an Associate in the Investment Banking Program, you will be part of a team that supports clients through strategic…
  • Required Qualifications 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, train…

Citizens Bank, N.A.

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Investment Banking Associate I Corporate Finance - FIG
Seen active today Posted Aug 13
Charlotte, NC, United States Entry $170k-175k/yr

Role highlights

  • As a Corporate Finance Associate, you will participate in all steps of the transaction life cycle, from origination through closing.
  • Primary responsibilities include Working with senior bankers within the Equity Capital Markets, Debt Capital Markets, Sponsor Coverage and…

Citizens JMP Securities LLC

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Investment Banking Analyst II, Advisory, Consumer & Retail/Restaurant
Seen active today Posted Aug 5
Charlotte, NC, United States Entry $115k-120k/yr

Role highlights

  • Candidates should have 1-2 years of work experience in investment banking, transaction advisory, accounting, or similar role.
  • Assisting business development efforts.

More roles at Citizens JMP Securities LLC

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