NewInvestment Accounting Manager JobotInvestment Accounting ManagerCharlotte, NC$115,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will be a seasoned professional with a minimum of 5 years of experience who can effectively own reporting, be an internal expert on Singularity, and ensure all investments are correctly documented.
NewInvestment Banking Associate / Vice President - Aero, Defense & Government Jefferies LlcInvestment Banking Associate / Vice President - Aero, Defense & GovernmentCharlotte, NC$175,000–$225,000 / yearThe Associate will play a critical role in executing M&A, strategic advisory, equity and debt financing transactions for domestic and international clients across the aerospace, defense, government services, and related industrial sectors. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.
NewSenior Manager (VP), UWPM, Alternative Renewable Energy Discover Financial ServicesSenior Manager (VP), UWPM, Alternative Renewable EnergyCharlotte, NC$182,500–$208,300 / yearSupport and compile due diligence to draw conclusions on material current and future risks and mitigates; identify performance drivers, project future performance, and anticipate ability to repay investment; apply industry research across transactions and share key takeaways across the organization. As a Specialty Underwriter & Portfolio Senior Manager, you are considered a deep subject matter expert in credit risk management or commercial lending for a specific line of business.
Senior Manager, Financial & Regulatory Reporting Charles SchwabSenior Manager, Financial & Regulatory ReportingCharlotte, ILThe Financial and Regulatory Reporting Team function within Schwab Asset Management (SAM) is responsible for oversight of the following functions with respect to the proprietary mutual funds and exchange-traded funds (ETFs), and bank collective trust funds: Daily, weekly, monthly, quarterly, semiannual, and annual oversight of shareholder reports and holdings and financial statements, and regulatory reporting. • Strong working knowledge of regulatory filings and financial reporting requirements for mutual funds and ETFs, including oversight and authorization of fund filings such as SEC Forms N-CSR (including iXBRL), N-1A support, 24f-2, and 17f 2, as well as experience supporting additional filings such as SEC Forms N PORT and N MFP.
Interim Fund Accounting Manager, Strategic Resources bdo consultingInterim Fund Accounting Manager, Strategic ResourcesCharlotte, NC$75–$105 / hourThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
NewManager, Business Tax Services - 5500 Preparation KPMGManager, Business Tax Services - 5500 PreparationCharlotte, NC$107,160–$226,320 / yearBachelor's degree from an accredited college or university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewTax Manager - Renewable Energy KPMGTax Manager - Renewable EnergyCharlotte, NCLicensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Advise clients on a broad range of renewable energy tax matters, including tax equity partnerships, transferable tax credits, project acquisitions and dispositions, partnership restructurings, and other renewable energy transactions related to the Inflation Reduction Act.
Global Employer Services - Global Payroll Services Experienced Manager bdo consultingGlobal Employer Services - Global Payroll Services Experienced ManagerCharlotte, NC$94,500–$189,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. This position provides written global payroll advice to clients, evaluates alternative courses of action to lessen global payroll burden and cost of compliance, and identifies potential changes in global payroll policy and regulations.
Visual Content Manager AmeripriseVisual Content ManagerCharlotte, NCThis individual will play a critical role in shaping how Ameriprise shows up in client-facing communications, translating complex ideas and business priorities into clear, compelling layouts and modular designs that are compelling, clear and on-brand. Ameriprise Financial is seeking a Manager of Visual Content for omnichannel marketing who will advance the strategy and execution of visual design experiences across email, banners, infographics, and editorial content.
Senior Manager, Financial Reporting AmeripriseSenior Manager, Financial ReportingCharlotte, NCActively participate in enterprise and bank-specific initiatives, product launches, and complex transactions by assessing financial reporting and regulatory reporting impacts, advising business partners on accounting considerations, and supporting implementation of related reporting requirements and controls. Ameriprise Financial has an exciting opportunity for a Senior Manager of Financial Reporting to play a key role in the preparation and delivery of regulatory and external financial reporting for Ameriprise Bank and Ameriprise Financial.
Interim Tax Manager, Strategic Resources bdo consultingInterim Tax Manager, Strategic ResourcesCharlotte, NC$75–$105 / hourThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
NewSustainability Manager Sunbelt RentalsSustainability ManagerFort Mill, SC$98,573–$135,537.60 / yearDevelop and support internal and external sustainability-related business cases, pilot programs, and investment strategies, including evaluation of environmental benefits, operational impacts, costs, savings, and expected returns for sustainable solutions within own portfolio and our customers. Support the development, implementation, and scaling of operational sustainability initiatives across our facilities and vehicle fleet, including renewable fuels/energy procurement, fleet electrification, renewable energy procurement, and building efficiency programs.
Investment Real Estate Underwriting Portfolio Manager 2 First National Bank (FNB Corp.)Investment Real Estate Underwriting Portfolio Manager 2Charlotte, NCEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Position Overview: Responsible for managing a designated Commercial Investment Real Estate loan portfolio, including portfolio management, credit underwriting, construction monitoring, and ensuring compliance with bank and regulatory guidelines.
Investment Real Estate Underwriting Portfolio Manager 2 First National Bank Of PennsylvaniaInvestment Real Estate Underwriting Portfolio Manager 2Charlotte, North CarolinaEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Responsible for managing a designated Commercial Investment Real Estate loan portfolio, including portfolio management, credit underwriting, construction monitoring, and ensuring compliance with bank and regulatory guidelines.
Investment Real Estate Underwriting Portfolio Manager 2 FNB CorpInvestment Real Estate Underwriting Portfolio Manager 2Charlotte, NCEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Position Overview: Responsible for managing a designated Commercial Investment Real Estate loan portfolio, including portfolio management, credit underwriting, construction monitoring, and ensuring compliance with bank and regulatory guidelines.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerCharlotte, NCKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Senior Investment Product Manager Asset MarkSenior Investment Product ManagerCharlotte, NC$150,000–$175,000 / yearWe are seeking an experienced Investment Product Manager to join our Investment Product / Wealth Management Solutions team to help design, launch, and scale innovative wealth management services and solutions for financial advisors and their clients. This role collaborates closely with investment, distribution, operations, technology, legal/compliance, and marketing teams to develop and enhance wealth management capabilities, including tax-aware and personalized investment solutions.
Managed Accounts Investments Manager Teachers Insurance and Annuity Association of America (TIAA)Managed Accounts Investments ManagerCharlotte, NC$147,000–$206,000 / yearA defining aspect of this role is leading the expansion of the managed accounts platform to support next-generation investment solutions - including Alternative Investments, Direct Indexing, and Income Solutions - and managing the operational and technical integrations necessary to bring these capabilities to life. Product Strategy & Roadmap - The Investments Manager will define and execute a long-term product and platform vision that prioritizes the integration of new investment solutions alongside supporting firm growth, regulatory alignment, and evolving client and advisor needs.
Consulting Manager, Asset Investment Planning Black & Veatch Holding CoConsulting Manager, Asset Investment PlanningCharlotte, NCRecognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning and Transactions.
Manager - AI Assisted Process, Risks & Controls Transformation - Investment Management Deloitte Touche Tohmatsu LtdManager - AI Assisted Process, Risks & Controls Transformation - Investment ManagementCharlotte, NC$144,600–$265,100 / yearSupport clients in designing and implementing AI-enabled governance across the process, risk and control lifecycle including regulatory and compliance impact assessment, process modeling and risk and control mapping, risk identification, control review, testing and enhancement, and issue management and reporting. Support the development and operationalization of model risk management (MRM) practices for AI and traditional models across the model lifecycle (development, testing/validation, deployment, monitoring), including clearer roles, accountability, and control environment expectations.
Privately Held Investments Closely Held Business Manager Truist Financial CorpPrivately Held Investments Closely Held Business ManagerCharlotte, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Provide the leadership and management necessary to ensure the team has the proper administrative and reporting procedures, proper operational controls, and people in place to effectively serve the organization while ensuring policy compliance and operating efficiency.
Audit Manager - Alternative Investments Elliot DavisAudit Manager - Alternative InvestmentsCharlotte, NCIn this role you will provide audit and attest services to private investment funds for both registered and non-registered investment advisors that manage a variety of funds, including but not limited to, hedge funds, private equity and venture capital funds, private credit funds, SBIC funds, real estate funds, and offshore funds. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis.
Privately Held Investments Closely Held Business Manager Truist Financial CorporationPrivately Held Investments Closely Held Business ManagerCharlotte, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Provide the leadership and management necessary to ensure the team has the proper administrative and reporting procedures, proper operational controls, and people in place to effectively serve the organization while ensuring policy compliance and operating efficiency.
Client Manager - Employee Banking and Investments Bank of AmericaClient Manager - Employee Banking and InvestmentsCharlotte, North CarolinaKey responsibilities include working with corporate clients, promoting Bank programs to employees to generate banking relationships, launching, and driving new employee banking programs to increase enrollments and deepen relationships, initiating and managing all new client onboarding, and program development and execution. Supports comprehensive plans for product development and deployment, including engaging in the creation of sales training programs and marketing materials to educate clients and internal teams on product capabilities.
NewVice President, Fund Manager, US Municipal Finance, Community Investments Royal Bank of CanadaVice President, Fund Manager, US Municipal Finance, Community InvestmentsCharlotte, NC$140,000–$160,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Position requires two to four years in a similar role or a position building relevant skill sets in principles of partnership taxation, real estate finance, property operating budgets, financial analysis and relationship management.
Investment Accounting Manager - Nuveen Private Funds Finance Teachers Insurance and Annuity Association of America (TIAA)Investment Accounting Manager - Nuveen Private Funds FinanceCharlotte, NC$88,900–$145,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Identifies key financial takeaways and information for joint ventures to ensure compliance with investment accounting policies and procedures (sales, acquisitions, debt refinancing, real estate investment trust (REI) restructuring and financial performance).
Lead Investment Analyst Wells Fargo & CoLead Investment AnalystCharlotte, NCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Director, Senior Investment Research Analyst Teachers Insurance and Annuity Association of America (TIAA)Director, Senior Investment Research AnalystCharlotte, NCRemote$138,000–$223,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Evaluate and monitor investment manager performance and risk, in addition to qualitative criteria including organizational stability, investment personnel, investment & risk management process, investment capacity, regulatory compliance, and analytical criteria.
Private Wealth Management Director of Investments Morgan StanleyPrivate Wealth Management Director of InvestmentsCharlotte, NCThe Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA/PWA/team. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Private Wealth Management Director Of Investments Morgan StanleyPrivate Wealth Management Director Of InvestmentsCharlotte, NCThe Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA/PWA/team. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Real Estate Investment Analyst- Community Investments Royal Bank of CanadaReal Estate Investment Analyst- Community InvestmentsCharlotte, North CarolinaRBC Community Investments ( www.rbccm.com/communityinvestments ) is a leading national syndicator of real estate tax credit investments, including affordable housing and historic rehabilitations. Prepare and review of Investment Summary and all other materials needed for Investment Committee, including the following: Identification and Disclosure of all Investment Highlights and Risks, Market Study Analysis, RBC Underwriting Guidelines documentation, Financing Terms and Guarantees.
Investment Analyst Senior Novant HealthInvestment Analyst SeniorCharlotte, North CarolinaThe Investment Analyst Senior position is a part of the Novant Asset Management Company’s Public Markets Team and supports efforts related to the Public Markets portfolios (e.g., Global Equities, Fixed Income and Liquid Alternatives). This role researches and analyzes data to support the senior Investments staff in making critical investment, portfolio management, hedging and strategic planning decisions.
Investment Analyst Sr (Private Markets) Novant HealthInvestment Analyst Sr (Private Markets)Charlotte, North CarolinaThe Investment Analyst Sr (Analyst Sr) is responsible for monitoring and managing an existing portfolio of private equity, private credit, real estate and real assets fund investments, as well as underwriting and recommending new fund investments for the portfolio. Ultimately, Novant Asset Management Company (NAMCO) requires the Analyst Sr to work collaboratively with internal team members as well as external parties to further the success of the private markets portfolio as well as the broader investment program.
New2027 Wealth & Investment Management Summer Internship - Early Careers Wells Fargo Bank2027 Wealth & Investment Management Summer Internship - Early CareersCharlotte, North CarolinaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Banking, Lending & Trust (BL&T) : Center of Excellenceproviding access to highly experienced and credentialed professionals that deliver cash management, complex custom credit, and trust services directly to clients.
Sr Investment Analyst NFP CorpSr Investment AnalystCharlotte, NC$126,000–$180,000 / yearWe help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.
Sr Investment Analyst Aon PlcSr Investment AnalystCharlotte, NC$126,000–$180,000 / yearWe help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.
Director, Adhesion Investment Platform Management Asset MarkDirector, Adhesion Investment Platform ManagementCharlotte, NC$160,000–$180,000 / yearThe Director will focus on creating a best‑in‑class marketplace experience for advisors, asset managers, and internal stakeholders by streamlining workflows, improving operational efficiency, and ensuring consistent, scalable execution across all investment products and programs. This role will collaborate closely with cross-functional teams and senior leadership across AssetMark and Adhesion to identify and execute the highest‑priority product management and platform initiatives that support the firms' long‑term growth objectives.
Senior Consultant - Regulatory Change - Investment Management Deloitte Touche Tohmatsu LtdSenior Consultant - Regulatory Change - Investment ManagementCharlotte, NC$119,000–$218,300 / yearAs a Senior Consultant, you will have opportunities to: Support regulatory change management for investment managers by helping establish and execute end-to-end regulatory change processes (e.g., horizon scanning, regulatory rule requirement applicability and assessment, impact assessments including rule, technology and data analysis, implementation planning, implementation and ongoing monitoring). Help clients understand and respond to key regulatory and industry developments affecting investment management (e.g., rules impacting advisers/funds, trading and markets, disclosures, governance, recordkeeping, data, and third parties).
Sr. Credit Underwriter - Custom Mortgage - Global Wealth & Investment Management Bank of America CorpSr. Credit Underwriter - Custom Mortgage - Global Wealth & Investment ManagementCharlotte, NCCredit Underwriter - Custom Mortgage - Global Wealth & Investment Management Charlotte, North Carolina; Phoenix, Arizona; Tampa, Florida; Houston, Texas; Saint Louis, Missouri Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Performs all underwriting tasks for custom mortgage loan requests to ultra high net worth clients of Global Wealth and Investment Management (GWIM), which includes Private Wealth Management and Merrill.
Investment Systems Application Engineer - IV,- Vanguard Personalized Indexing Vanguard GroupInvestment Systems Application Engineer - IV,- Vanguard Personalized IndexingCharlotte, NC$100,000–$180,000 / yearThis role is expected to operate at a senior engineer level with hands on coding, influencing architecture, mentoring junior engineers, and driving system reliability for mission‑critical investment platforms. The ideal candidate brings extensive experience building investment or wealth management systems and demonstrates a strong understanding of investment workflows across portfolio construction, trading, and data processing.
Senior Associate, Investment Engineering (Portfolio Engineering) Dimensional Fund AdvisorsSenior Associate, Investment Engineering (Portfolio Engineering)Charlotte, NCRemoteMove designs to implementation, including creating databases, schemas, APIs, processing services, schedules, asynchronous pipelines, component code, style sheets, etc. The group is responsible for investment data and its analysis analysis tools, managing it from acquisition to distribution, driving analysis to synthesize information, and creating the information and analysis consumed by internal and external clients and reports.
Platform Technical Director - Wealth & Investment Technology Wells Fargo & CoPlatform Technical Director - Wealth & Investment TechnologyCHARLOTTE, NCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Additionally, serves as a command center leader during incidents and releases, translating technical challenges into clear business impact and decision options, ensuring executive stakeholders are informed and aligned to achieve measurable outcomes.
NewPlatform Technical Director – Wealth & Investment Technology Wells Fargo BankPlatform Technical Director – Wealth & Investment TechnologyCharlotte, North CarolinaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Additionally, serves as a command center leader during incidents and releases, translating technical challenges into clear business impact and decision options, ensuring executive stakeholders are informed and aligned to achieve measurable outcomes.
Investment Systems Application Engineer - IV Vanguard GroupInvestment Systems Application Engineer - IVCharlotte, NC$100,000–$180,000 / yearWe are seeking a full‑stack engineer with strong UI specialization to help build the next generation of user interfaces for VPI-supporting portfolio managers, operations teams, and investment workflows. The ideal candidate brings experience building user interfaces for investment or wealth management systems and has a strong understanding of investment workflows and user needs across front, middle, and back office functions.
Director, Adhesion Investment Platform Management AssetMark Financial HoldingsDirector, Adhesion Investment Platform ManagementCharlotte, North Carolina$160,000–$180,000 / yearThe Director will focus on creating a best‑in‑class marketplace experience for advisors, asset managers, and internal stakeholders by streamlining workflows, improving operational efficiency, and ensuring consistent, scalable execution across all investment products and programs. This role will collaborate closely with cross-functional teams and senior leadership across AssetMark and Adhesion to identify and execute the highest‑priority product management and platform initiatives that support the firms’ long‑term growth objectives.
NewInvestment Performance Analyst Scion Staffing IncInvestment Performance AnalystCharlotte, NCThrough our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire recruiting, interim leadership placement, and temporary professional staffing. Scion Technology has been engaged to conduct a search for an experienced Investment Performance Analyst for our client, an innovative WealthTech company transforming portfolio management and financial technology solutions!
Independent Risk Management Director, Investment Products SofiIndependent Risk Management Director, Investment ProductsCharlotte, NC$160,000–$275,000 / yearAs part of the Second Line of Defense (2LOD), this individual will provide oversight across risk types for all product and feature launches as well as partner with 1LOD risk owners on ensuring we are appropriately identifying, monitoring, and mitigating risks as part of our framework programs as we scale and grow this business. This role will act as the primary risk partner to Invest leadership, providing credible challenge, strategic risk advisory, and oversight across all material risk categories associated with the business, excluding Compliance Risk, which is overseen by a dedicated Invest Compliance organization.
Managing Director, Corporate Investment Bank - Metals, Materials, & Construction Group Fifth Third BancorpManaging Director, Corporate Investment Bank - Metals, Materials, & Construction GroupCharlotte, NC$121,900–$262,100 / yearSKILLS FOR SUCCESS: Successful candidates will demonstrate a higher degree of proficiency (typically from 8+ years of practical experience or advanced academic exposure) across the following areas: Client Advisory & Relationship Management - Ability to lead strategic conversations, build trust, and deliver tailored solutions that deepen client relationships. Provides support to the Capital Markets businesses by assessing whether securities products and capital markets services would be appropriate for a particular client and working with the Capital Markets teams to provide those products and services to clients.
Investment Strategist – Platform Distribution Allspring Global Investments Holdings, LLCInvestment Strategist – Platform DistributionCharlotte, North Carolina$130,000–$170,000 / yearFull timeOverview: Sales and relationship management role focused on growing Allspring’s presence and market share within intermediary and wealth management organizations through engagement with manager research and discretionary portfolio management teams (“professional buyers”). In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.).
Sr Private Placement Investment Operations Analyst I Pacific LifeSr Private Placement Investment Operations Analyst ICharlotte, NC$45.05–$55.06 / hourAs a Sr Private Placement Ops Analyst I, you'll play a key role in Pacific Life's growth and long-term success by contributing to the efficient handling of complex Private Placement and Alternative investment activity, including but not limited to the timely capture of Security Master and Trade data. We're actively seeking a talented Sr Private Placement Ops Analyst I to join our Fixed Income Ops team, which provides full Operational, Middle Office support to Portfolio Management, Credit Analysis and Pension Risk Transfer teams.