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Investment industry designations such as Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) desired. You will build and maintain relationships with key internal business partners, including Internal Sales, Marketing, Research, and Client Enablement Teams to effectively deliver SSGA and SPDR ETF resources to clients, including comparative analytics, capital markets insights and actionable investment ideas.
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Title: Workday HRIS Functional Analyst – HCM & ReportingBusiness Unit: Human Resources- HRISLocation: Charlotte, NC or London, UKBarings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers.
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They're looking to add an Investment Banking Analyst to their team in Charlotte, NC. If you are interested in the Investment Banking Analyst role, then please don't wait to apply.
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3 - 5 years of investment banking, valuation, accounting, applied mathematics, quantitative analytics experience or relevant coursework preferred. Prepare Board and Strategy presentations used for investment decisions.
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Wells Fargo is seeking a Lead Retail Investment Research Analyst to join the Global Manager Research team in Charlotte, NC or St. Louis, MO. Global Manager Research (GMR) is charged with recommending and overseeing third party managers for Wells Fargo Wealth and Investment Management (WIM.
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The group manages all quantitative modeling related to market and interest rate risk on the bank's mortgage products including consumer banking mortgage activities, trading activities and investment portfolio positions in mortgage products.
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Professional certifications, such as CFP, Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA), demonstrating expertise in financial planning and advisory services. Financial Planning: Develop personalized financial plans that encompass various aspects of a client's financial life, including retirement planning, investment management, tax planning, estate planning, insurance analysis, and education funding.
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With investment professionals based in North America, Europe and Asia Pacific, the firm, a subsidiary of MassMutual, aims to serve its clients, communities and employees, and is committed to sustainable practices and responsible investment.
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REQUIRED QUALIFICATIONS years of investment accounting and/or mutual fund operations experience. years of investment accounting experience in the mutual fund industry. Elevate Your CareerWork where your ideas have impact COMPANYAllspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals.
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2+ years of Investment Banking, Corporate Development/Strategy, Consulting, Audit & Assurance, Business Development, TAS, or FP&A Experience. This Corporate Strategy Analyst will have the opportunity to work directly with senior leadership on both the Corporate Strategy and Corporate Development teams.
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3+ years of Business analysis experience for a top-tier consulting firm, global investment bank or Fortune 500 company. Investment Banking/Capital markets experience working on strategic projects.
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The Senior Financial Analyst - Chief Operations Office will play a critical and highly visible role in financial support of the Chief Operations Office (COO), with budgets totaling more than $150MM. The COO team includes Global Fund and Client Services, Global Investment Services, Market Data, COO Admin and Human Resources.
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The Performance Analyst will play a critical role in evaluating and optimizing the performance of the investment portfolio. Prior experience in performance analysis, investment research, or financial analysis within the asset management or private credit industry.
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UTIES: SCOR Global Life Americas Reinsurance Company seeks Senior Actuarial Analyst - Financial Development in Charlotte, NC to serve as part of the Special modeling project team, support modeling related projects for the US Life business under International Finance Reporting Standards and Solvency II basis including financial impact assessment, assumption updates, and other ad-hoc projects.
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Industry certification such as Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM). Provide ongoing oversight of the company's ALM and liquidity risk management activities including balance sheet positions and changes, key risk modeling assumptions, liquidity stress testing, funds transfer pricing (FTP), and investment portfolio strategy.
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investment analyst jobs in Charlotte, NC
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