Business Analyst / Project Manager BC ForwardBusiness Analyst / Project ManagerCharlotte, NC$67–$67.69 / hourFull timeThe ideal candidate will have strong experience in business analysis, data quality, SQL-based analytics, and program governance, and a proven ability to coordinate onboarding of projects, enforce governance controls, and deliver portfolio reporting and risk management outcomes. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.
Investment Portfolio Analyst Wells Fargo & CoInvestment Portfolio 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. This role will partner heavily across Portfolio Strategy and Analytics (PSA), Securities Portfolio Management (SPM), Derivatives Risk Management (DRM) teams in IP, and the Balance Sheet and Interest Rate Risk Management (BSIRRM) team in Corporate Treasury.
Analyst, Specialty Underwriting and Portfolio Manager - CRE Capital One Financial CorpAnalyst, Specialty Underwriting and Portfolio Manager - CRECharlotte, NC$131,300–$149,800 / yearCandidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com.
Healthcare Portfolio Manager - Analyst Wells Fargo & CoHealthcare Portfolio Manager - AnalystCharlotte, NCPlay an instrumental role in the deal process including due diligence, credit analysis, industry and business risk analysis, financial modeling and projections in support of decision-making activities of loan underwriting, origination and structuring for Middle Market and Mid-Corporate sized corporate or sponsor-backed portfolio companies in the healthcare space. They 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.
Portfolio Management Analyst Palmetto Clean TechnologyPortfolio Management AnalystCharlotte, North CarolinaYou will be responsible for completing monthly and quarterly reports across existing deals, building reporting frameworks for new transactions as they close, supporting investor relations with our tax equity and institutional partners, and improving the data flows that make all of this work. The Portfolio Management Analyst on the Capital Markets team will own the reporting and data infrastructure that keeps Palmetto's active financing portfolio clear and accessible to investors, partners, and internal stakeholders.
Portfolio Management Analyst Palmetto Solar LLCPortfolio Management AnalystCharlotte, NCYou will be responsible for completing monthly and quarterly reports across existing deals, building reporting frameworks for new transactions as they close, supporting investor relations with our tax equity and institutional partners, and improving the data flows that make all of this work. The Portfolio Management Analyst on the Capital Markets team will own the reporting and data infrastructure that keeps Palmetto''s active financing portfolio clear and accessible to investors, partners, and internal stakeholders.
Trading Analyst, Overlay Portfolio Management LPL Financial Holdings IncTrading Analyst, Overlay Portfolio ManagementCharlotte, NC$31.25–$52.04 / hourThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Business Analyst Portfolio Management Platform MindlanceBusiness Analyst Portfolio Management PlatformCHARLOTTE or Irving, NCThis role is focused on requirements gathering, user story development, data mapping, and agile delivery execution, working closely with business stakeholders, product owners, technology teams, and data/AI partners. The PM platform includes both traditional workflow and AI enabled components, so the ideal candidate will have strong core BA skills along with a working understanding of AI concepts to effectively collaborate with AI and engineering teams.
Credit Analyst II - Asset Based Finance - Product Delivery Portfolio - Support Bank of AmericaCredit Analyst II - Asset Based Finance - Product Delivery Portfolio - SupportCharlotte, North CarolinaResponsibilities include completing credit analysis to assess a client’s creditworthiness, evaluating credit risk, completing analysis in various systems, and writing financial analysis for approval and/or monitoring documents. At this level, the analyst independently analyzes both qualitative and quantitative data, including client financials, projections, industry data, covenant compliance, collateral documentation, and adherence to policy and procedural requirements.
Lead Business Analyst Portfolio Management Platform ( MindlanceLead Business Analyst Portfolio Management Platform (CHARLOTTE, NCThe ideal candidate combines strong business analysis, data analysis, process design, and agile delivery experience with the ability to collaborate effectively across business, technology, UX, and AI teams. This role will work closely with business stakeholders, product owners, UX designers, technology teams, and AI/data partners to drive initiatives from discovery through implementation.
Commercial Portfolio Mgr III Huntington Bancshares IncCommercial Portfolio Mgr IIICharlotte, NCSummary: The Commercial Portfolio Manager Portfolio Manager II - CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities.
Commercial Portfolio Mgr II Huntington Bancshares IncCommercial Portfolio Mgr IICharlotte, NCSummary: The Commercial Portfolio Manager Portfolio Manager II - CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities.
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.
Wholesale Portfolio Strategy and Reporting Consultant Truist BankWholesale Portfolio Strategy and Reporting ConsultantCharlotte, North Carolina1. Develops and delivers ongoing regulatory, management and operational reporting in support of sound credit administration across multiple verticals in Wholesale Credit Delivery (WCD) including Annual Reviews, other periodic reviews, quarterly spreads and risk ratings, maintenance of credit files and other compliance requirements. General 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.
Portfolio Strategy TIAAPortfolio StrategyCharlotte, New YorkAnalytical Skills, Asset/Investment Modeling, Asset Allocation, Asset Management, Communication, Economic Analysis, Financial Risk Management, Forecasting, Investment Research/Analysis, Investments, Investment Strategy Acumen, Programming. 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 incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Director - Leveraged Finance Portfolio Manager Huntington Bancshares IncDirector - Leveraged Finance Portfolio ManagerCharlotte, NCThe Director will frequently collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, Treasury Management, and other product partners in optimizing customer relationships. The Director I is responsible for the management of a portfolio of commercial loans within the [Corporate, Specialty and Government Banking division / Vertical] group.
Corporate Banking Director, Portfolio Management Huntington Bancshares IncCorporate Banking Director, Portfolio ManagementCharlotte, NCThe Director will frequently collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, Treasury Management, and other product partners in optimizing customer relationships. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Wholesale Portfolio Strategy And Reporting Consultant Truist Financial CorporationWholesale Portfolio Strategy And Reporting ConsultantCharlotte, NCDevelops and delivers ongoing regulatory, management and operational reporting in support of sound credit administration across multiple verticals in Wholesale Credit Delivery (WCD) including Annual Reviews, other periodic reviews, quarterly spreads and risk ratings, maintenance of credit files and other compliance requirements. General 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.
Wholesale Portfolio Strategy and Reporting Consultant Truist Financial CorpWholesale Portfolio Strategy and Reporting ConsultantCharlotte, NCDevelops and delivers ongoing regulatory, management and operational reporting in support of sound credit administration across multiple verticals in Wholesale Credit Delivery (WCD) including Annual Reviews, other periodic reviews, quarterly spreads and risk ratings, maintenance of credit files and other compliance requirements. General 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.
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.
Senior Portfolio Manager - National Healthcare Fifth Third BancorpSenior Portfolio Manager - National HealthcareCharlotte, NCPartners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective clients viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
Director – Leveraged Finance Portfolio Manager Huntington National BankDirector – Leveraged Finance Portfolio ManagerCharlotte, North CarolinaPrimary responsibilities include underwriting quality, portfolio monitoring and portfolio administration for an assigned portfolio to include cash flow analysis and modeling, capitalization, industry research, credit policy and legal documentation, among others, in analyzing and summarizing the creditworthiness of clients and prospects. The Director will frequently collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, Treasury Management, and other product partners in optimizing customer relationships.
NewPortfolio Marketer DeloittePortfolio MarketerCharlotte, NC$137,400–$282,100 / yearFrom events to social media to digital assets and execution, our blend of insights from our expert marketers and world-class creative talent produces attention-grabbing campaigns anchored in data-infused strategies. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Middle Market Portfolio Manager - Wholesale Credit Delivery - Sponsor And Leveraged Finance Truist Financial CorporationMiddle Market Portfolio Manager - Wholesale Credit Delivery - Sponsor And Leveraged FinanceCharlotte, NCSubject Matter Expertise: Partner closely with Investment Banking peers to ensure effective delivery of complex financing solutions to TCCB clients through industry specific lens; responsible for maintaining extensive level of knowledge of corporate banking, investment banking and commercial banking solutions, in addition to market trends and business drivers. Span of Control (include # direct reports): no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions.
Sr Commercial Portfolio Manager-Healthcare Banking Hometrust BankSr Commercial Portfolio Manager-Healthcare BankingCharlotte, NCHomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, and Tennessee. The Senior Commercial Portfolio Manager underwrites credit packages and manages a credit portfolio independently with minimal oversight, generally for the largest and most complex relationships.
Private Wealth Management Credit Portfolio Manager Regions Financial CorpPrivate Wealth Management Credit Portfolio ManagerCharlotte, NCPrepares credit packages for new and renewed debt products including performing credit underwriting, analyzing financial statements and projections, utilizing financial models, determining appropriate risk rating, and identifying and mitigating credit risks. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law.
NewSenior Associate - Client Portfolio Manager - Global High Yield and CLOs BaringsSenior Associate - Client Portfolio Manager - Global High Yield and CLOsCharlotte, North CarolinaThe successful candidate will work closely with senior team members, the investment team, and the broader Global Client Group to support existing clients, and to help drive continued growth of Barings’ Global High Yield and CLO strategies, as well as the firm’s broader fixed income platform. Barings’ Client Portfolio Managers work in close partnership and coordination with investment teams and sales as well as other stakeholders within the organization as subject matter experts, focusing on business development, client servicing and product development for certain investment strategies.
Senior Director Community Finance - Underwriting & Portfolio Management Capital One Financial CorpSenior Director Community Finance - Underwriting & Portfolio ManagementCharlotte, NC$245,100–$279,800 / yearOur ideal candidate possesses critical thinking skills, demonstrates the willingness and ability to provide effective challenge, strong risk orientation, strong analytical skills, concise verbal and written communication skills, high level of attention to detail, ability to manage internal and external relationship, ability to work independently and as part of a team, problem solving skills, risk management skills, as well as a high level of attention to detail and the ability to work independently and as part of a team. You will be responsible for defining the overarching governance frameworks, managing emerging and current portfolio risks, driving commercial and business growth, and cultivating deep, long-term relationships with key internal and external stakeholders across the affordable housing ecosystem.
NewSenior Associate - Client Portfolio Manager - Global High Yield and CLOs Barings LLCSenior Associate - Client Portfolio Manager - Global High Yield and CLOsCharlotte, NCThe successful candidate will work closely with senior team members, the investment team, and the broader Global Client Group to support existing clients, and to help drive continued growth of Barings' Global High Yield and CLO strategies, as well as the firm's broader fixed income platform. Barings' Client Portfolio Managers work in close partnership and coordination with investment teams and sales as well as other stakeholders within the organization as subject matter experts, focusing on business development, client servicing and product development for certain investment strategies.
Middle Market Portfolio Manager - Wholesale Credit Delivery - Sponsor and Leveraged Finance Truist Financial CorpMiddle Market Portfolio Manager - Wholesale Credit Delivery - Sponsor and Leveraged FinanceCharlotte, NCSubject Matter Expertise: Partner closely with Investment Banking peers to ensure effective delivery of complex financing solutions to TCCB clients through industry specific lens; responsible for maintaining extensive level of knowledge of corporate banking, investment banking and commercial banking solutions, in addition to market trends and business drivers. Span of Control (include # direct reports): no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions.
Senior Business Analyst - Vice President Sumitomo Mitsui Banking CorpSenior Business Analyst - Vice PresidentCharlotte, NCGather, analyze, and document business, architectural, and data requirements related to application, technology & services lifecycle management, rationalization, and service visibilitySupport the configuration and use of ServiceNow APM, including application records, lifecycle states, and rationalization frameworks, by providing clear requirements and validation criteria. Partner with platform and operations teams, ensuring application and service data supports APM reporting and decision‑makingFacilitate the modeling and maintenance of Business Services and Service Offerings, aligning applications and infrastructure to business‑facing services.
Wholesale Credit Delivery Portfolio Optimization Leader Truist BankWholesale Credit Delivery Portfolio Optimization LeaderCharlotte, North CarolinaInfluences KRIs by assessing business mix — identifying areas where we may want to expand or scale back activity Provides the forward looking, business lens insights that help fine tune risk appetite Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. General 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.
Sr Commercial Portfolio Manager-Healthcare Banking Home Trust Banking PartnershipSr Commercial Portfolio Manager-Healthcare BankingCharlotte, NCHomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, and Tennessee. The Senior Commercial Portfolio Manager underwrites credit packages and manages a credit portfolio independently with minimal oversight, generally for the largest and most complex relationships.
Commercial Portfolio Manager III - Equipment Finance Huntington Bancshares IncCommercial Portfolio Manager III - Equipment FinanceCharlotte, NC$83,700–$208,000 / yearIn addition to underwriting responsibilities, the Commercial Portfolio Manager III provides guidance and mentorship to junior team members, assists with process improvement initiatives, and contributes to the overall quality and consistency of credit decisioning across the portfolio while adhering to all regulatory and compliance guidelines. This role demonstrates advanced credit expertise, exercises independent judgment in evaluating credit risk, and serves as a trusted resource to peers, relationship managers, and credit leadership.
NewVice President, Portfolio Management (Diversified) KeyCorpVice President, Portfolio Management (Diversified)Charlotte, NC$96,000–$181,000 / yearAdditionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Gather and analyze all relevant financial data for, often high value, clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, and assessing creditworthiness, etc.
Vice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance) KeyCorpVice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance)Charlotte, NC$96,000–$181,000 / yearAdditionally the VP, Portfolio Management will be responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products.
Commercial Portfolio Manager Sr - Equipment Finance (Underwriter) Huntington Bancshares IncCommercial Portfolio Manager Sr - Equipment Finance (Underwriter)Charlotte, NC$63,000–$154,000 / yearSummary: The Senior Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness of assigned customers/accounts and recommends and/or approves credit within established guidelines. Spread business and personal financial statements and tax returns using Moody's software to analyze multi-year trends and ratios from.
IRG Client Portfolio Manager Brown Brothers Harriman & CoIRG Client Portfolio ManagerCharlotte, NCThe CPMS team works closely with 1) the Investment Research Team in IRG, keeping abreast of investment philosophy and approach, manager selection and market updates; 2) the Relationship Managers to ensure that clients' portfolios reflect IRG's best thinking, balanced with each client's respective goals and objectives; and 3) the Investment Operations & Analytics Team within IRG, which is responsible for executing IRG decisions, including manager onboarding and technology implementation. He/she will interact with existing and potential clients as an investment representative from IRG, perform ad hoc investment analyses as requested by clients, and oversee clients' asset allocation and portfolio construction alongside the clients' Relationship Manager, who serves as the primary point of contact for each client.
Director, ABL Portfolio Management Fifth Third BancorpDirector, ABL Portfolio ManagementCharlotte, NC$96,500–$207,500 / yearDirectors are directly accountable for managing a complex portfolio of accounts through their review of financial statements, collateral reporting (including borrowing base certificate analysis, appraisals of M&E and Real Estate along with any additional 3rd party work such as Field Exams), proactive monitoring, and partnership with the appropriate Relationship Managers. GENERAL FUNCTION: The Director, ABL Portfolio Management participates in the execution and achievement of the Fifth Third Commercial Bank's Asset Based Lending (ABL) strategic initiatives through day-to-day relationship management of a complex portfolio of ABL customers.
NewCorporate Banking Portfolio Manager Team Lead for Asset Based Finance U.S. BancorpCorporate Banking Portfolio Manager Team Lead for Asset Based FinanceCharlotte, NC$181,730–$213,800 / yearThis leader is responsible for a large portfolio of very active clients, which includes routinely assessing complex loan requests, working closely with the team to ensure that our customers are appropriately risk rated and managed, and developing relationships with highly-valued clients in ABF as well as Relationship Managers, Risk Management and other key internal partners. Corporate Banking Portfolio Management Team Lead (PMTL) provides leadership and oversight to a high-performing team of Portfolio Managers and a Credit Analyst for the Asset Based Finance (ABF) team.
Senior Business Analyst - Vice President SMBCSenior Business Analyst - Vice PresidentCharlotte, NCThis role supports the implementation, operationalization, and ongoing optimization of Application, Technology, Services portfolio with a focus on CSDM‑aligned architecture , accurate application and service modeling, using Service Mapping .The ideal candidate has a strong understanding of ServiceNow data models , can translate business and architectural requirements into platform‑ready specifications , and partners closely with enterprise architecture, platform, operations, & business teams to drive portfolio‑level outcomes. Gather, analyze, and document business, architectural, and data requirements related to application, technology & services lifecycle management, rationalization, and service visibilitySupport the configuration and use of ServiceNow APM , including application records, lifecycle states, and rationalization frameworks, by providing clear requirements and validation criteria.
Wholesale Credit Delivery Portfolio Optimization Leader Truist Financial CorpWholesale Credit Delivery Portfolio Optimization LeaderCharlotte, NCKRI Support• Partners with the WCD Risk and Regulatory Governance Leader and 2LOD Credit Risk on setting and adjusting KRI thresholds • Influences KRIs by assessing business mix - identifying areas where we may want to expand or scale back activity • Provides the forward looking, business lens insights that help fine tune risk appetite Required Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required. Send an email to Accessibility (accommodation requests only; other inquiries won''t receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:This position provides strategic oversight of the wholesale credit portfolios, ensuring alignment between credit and sales strategies while maintaining robust risk management practices.
Investments Analyst - Multifamily Real Estate Quarterra Group IncInvestments Analyst - Multifamily Real EstateCharlotte, NCSummary of Position: The Investment Analyst will support Quarterra's Investments team through financial modeling, underwriting, market research, and transaction execution for multifamily development and investment opportunities across the United States. The role also requires the ability to communicate effectively, including speaking and hearing, as well as the ability to stand, walk, stoop, reach, and occasionally lift, carry, or move items weighing up to 25 pounds.
Investment Performance Analyst (FactSet) Summit Tech PartnersInvestment Performance Analyst (FactSet)Charlotte, NCThis individual will play a key role in analyzing portfolio performance, performing attribution analysis, and delivering investment reporting to portfolio managers, leadership, and clients. The ideal candidate will have a strong background in Asset Management , hands-on experience with FactSet , and expertise in investment performance measurement, attribution, and portfolio analytics .
Investment 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!
Client Portfolio Manager AssetMark Financial HoldingsClient Portfolio ManagerCharlotte, North Carolina$140,000–$155,000 / yearWorking closely with Private Wealth Consultants, the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, Product, Marketing, and Financial Advisors, the CPM helps ensure portfolios remain aligned with clients' evolving objectives, market conditions, and long-term financial goals. As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, and Private Wealth Consulting teams.
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.
Client Portfolio Manager AssetMark, Inc.Client Portfolio ManagerCharlotte, NC$140,000–$155,000 / yearWorking closely with Private Wealth Consultants, the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, Product, Marketing, and Financial Advisors, the CPM helps ensure portfolios remain aligned with clients' evolving objectives, market conditions, and long-term financial goals. As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, and Private Wealth Consulting teams.
Client Portfolio Manager Asset MarkClient Portfolio ManagerCharlotte, NC$140,000–$155,000 / yearWorking closely with Private Wealth Consultants, the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, Product, Marketing, and Financial Advisors, the CPM helps ensure portfolios remain aligned with clients' evolving objectives, market conditions, and long-term financial goals. As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, and Private Wealth Consulting teams.