• Analyst , Investment

    Lincoln Financial Group (Charlotte, NC)
    …you, please read on! **The Role at a Glance** We are excited to bring on an Investment Accounting Analyst to support the Investment Accounting and ... Purpose of Job** As a regulatory GAAP and Statutory Investment Reporting Analyst , you will be responsible...Reporting Team at Lincoln Financial Group. The Investment Accounting and Reporting team is a… more
    Lincoln Financial Group (12/13/24)
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  • Deloitte Corporate Finance - Investment

    Deloitte (Charlotte, NC)
    Deloitte Corporate Finance - Investment Banking Summer Analyst (Intern) Join Deloitte's Corporate Finance practice and accelerate your learning and career ... trajectory. As an Investment Banking Analyst Intern, you will work...+ Enrollment in a Bachelor's degree program in Finance, Accounting , and/or Economics or related field + Strong academic… more
    Deloitte (12/04/24)
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  • Truist Securities - Credit Delivery - Asset Based…

    Truist (Charlotte, NC)
    …Requirements** **:** + Business or STEM major + Strong interest in finance and investment banking + Prior completion of Accounting or Finance coursework + High ... Overview** : Truist Securities is the full-service corporate and investment banking arm of Truist Financial Corporation (https://www.thepremierfinancialinstitution.com/) (NYSE:… more
    Truist (12/17/24)
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  • Senior Asset Liability Analyst

    Bank of America (Charlotte, NC)
    Senior Asset Liability Analyst Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... team within BSM provides quantitative analytics and informed guidance to the Chief Investment Officer (CIO) function which executes key investment and hedging… more
    Bank of America (11/27/24)
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  • Investment Performance and Analytics…

    Principal Financial Group (Charlotte, NC)
    **What You'll Do** **Principal Financial Group has an opportunity for an Investment Performance Analyst to join our Investment Operations team. In this role, ... and timely distribution of GIPS composite performance along with total return investment performance and risk measures for portfolios and benchmarks. Provide support… more
    Principal Financial Group (12/21/24)
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  • Investment Portfolio Control Associate

    Wells Fargo (Charlotte, NC)
    …It all begins with you. **About this role:** Wells Fargo is seeking an Investment Portfolio Control Associate to join the FA Directed Portfolio Analysis team. This ... team is responsible for monitoring investment risk of client accounts on the FA Directed...Direct or FactSet + BS/BA degree or higher in accounting , finance or economics + Ability to prioritize work,… more
    Wells Fargo (12/20/24)
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  • Senior Liquidity Analyst

    City National Bank (Charlotte, NC)
    *SENIOR LIQUIDITY ANALYST * WHAT IS THE OPPORTUNITY? As part of Corporate Treasury at CNB, the Senior Liquidity Analyst will be responsible for supporting the ... management. * Knowledge of balance sheet, income statement, and accounting fundamentals. * Experience with Regulatory and/or Risk-related financial reporting… more
    City National Bank (12/05/24)
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  • Senior Financial Analyst - IT Finance

    Truist (Charlotte, NC)
    …pricing, profitability, expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepare ... codes, regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility. Maintains working knowledge… more
    Truist (12/19/24)
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  • Analyst I, Bond Capital Markets

    Fifth Third Bank, NA (Charlotte, NC)
    …diligence in support of the underwriting, execution, and idea generation for investment grade capital markets financing solutions. Our qualified candidates will work ... + Develop the concepts of capital markets, corporate finance, and accounting /credit needed to support capital markets transactions + Build detailed financial… more
    Fifth Third Bank, NA (12/07/24)
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  • Corporate Trust Financial Management…

    US Bank (Charlotte, NC)
    …with us** US Bank is **hiring** a **Corporate Trust Financial Management Analyst ** to support our Product Operations department within Global Corporate Trust ... to: + Cash and asset management of trust accounts including monitoring and investment of balances, valuations of assets and collateral, and the proper funding of… more
    US Bank (12/20/24)
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  • Energy & Utilities Analyst , Electrical…

    Burns & McDonnell (Charlotte, NC)
    **Description** The Assistant Electrical Engineer (or Energy & Utilities Analyst ) will work under the supervision of a consultant or project manager to assist with ... challenges encountered by our energy and utility clients. The Energy & Utilities Analyst will assist with power system studies that evaluate power plants (both… more
    Burns & McDonnell (12/05/24)
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  • Collateral Management Financial Analyst

    US Bank (Charlotte, NC)
    …excel at-all from Day One. **Job Description** The Collateral Management Analyst role supports the implementation of a new collateralization optimization framework ... positioning and movements. **ESSENTIAL FUNCTIONS:** + Collaborate with the investment Portfolio Managers, Funding Desk, Liquidity Management and Operations to… more
    US Bank (12/19/24)
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  • Capital Management Senior Financial Analyst

    Bank of America (Charlotte, NC)
    Capital Management Senior Financial Analyst Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Management (BSM), Global Funding, and Global Liquidity Management (GLM), Chief Investment Office, internal control partners and regulators. Within ECM, the Business… more
    Bank of America (12/07/24)
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  • Sr. Trust Tax Analyst

    TIAA (Charlotte, NC)
    …agencies. + Understands features and benefits of TIAA's products and investment strategies. Related Skills Accounting Standards, Adaptability, Automation, ... general ledger and related financial documents to ensure appropriate tax accounting is being performed. + Coordinates tax-specific transaction recording and… more
    TIAA (12/02/24)
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  • Senior Securities Operations Specialist…

    Wells Fargo (Charlotte, NC)
    …Specialist as part of the Fiduciary Tax Services unit of Wealth and Investment Management Operations. Learn more about our career areas and lines of business ... of contact for our primary tax vendor, PricewaterhouseCoopers, our administrative and investment partners in Banking Lending and Trust, and outside accountants. **In… more
    Wells Fargo (11/26/24)
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  • Senior Financial Officer - Consumer Payments…

    Truist (Charlotte, NC)
    …job description:** Serve as a strategic business partner within Accounting & Financial Reporting, providing centralized guidance, oversight, and coordination ... between applicable business units and Financial Management over daily accounting , month-end close, monthly forecasting, profit planning and business case… more
    Truist (12/05/24)
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  • CFO - Senior Associate - Asset Liability…

    Bank of America (Charlotte, NC)
    …team within BSM provides quantitative analytics and informed guidance to the Chief Investment Officer (CIO) function which executes key investment and hedging ... and ad-hoc analysis to inform key strategic decisions and inform overall investment portfolio management + Project management and change execution on key initiatives… more
    Bank of America (11/21/24)
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  • Premier Banker or Virtual Premier Banker…

    Truist (Charlotte, NC)
    …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
    Truist (12/13/24)
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  • Finance Director - Enterprise Expense Management

    Truist (Charlotte, NC)
    …pricing, profitability, expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepare ... fee codes, regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility. 19. Maintains working… more
    Truist (12/20/24)
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  • Veteran & Military Spouse Talent Community

    CBRE (Charlotte, NC)
    …Posted 18-Jul-2024 Role type Full-time Areas of Interest Accounting /Finance, Administrative, Building Management, Capital Markets, Communications/Public Relations, ... Centers, Engineering/Maintenance, Environmental Consultancy, Facilities Management, Health and Safety/Environment, Investment Management, Legal, Marketing, People/Human Resources, Project Management, Property… more
    CBRE (10/11/24)
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