- Nuveen Investments (Charlotte, NC)
- ** Investment Accountant II** The Investment Accountant II ensures that investment accounting policies and procedures are correctly applied to ... Allocations **Additional Job Responsibilities:** Under the Guidance of the Senior Investment Real Estate Accountant : + Oversee the Fund Admin team to ensure all… more
- Robert Half Finance & Accounting (Charlotte, NC)
- Description We are seeking a dedicated Investment Accountant to join our Asset Management team in Charlotte, North Carolina. In this role, you will ensure ... accurate records of customer credit. * Collaborate with the Investment Accounting leadership team and Asset Management team on...Yardi software is required. * Previous experience in an Investment Company is desirable. * Ability to manage an… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Capital Markets Accountant to support the Broker Dealer and Traded Products Group Controller team within the ... Corporate and Investment Banking Capital Markets group. This role requires technical...this role you will:** + Act as a senior accountant for financial accounting related matters for lines of… more
- Truist (Charlotte, NC)
- …of a comprehensive, dynamic audit plan spanning the Wholesale Corporate and Investment Banking business. Senior Directors may lead other Audit Directors and/or ... Internal Auditor, Certified Information Systems Auditor, or Certified Public Accountant . **Preferred Qualifications:** 1. Master's degree in a Business-related… more
- Truist (Charlotte, NC)
- …pricing, profitability, expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepare ... Modeling experience. **Preferred Qualifications:** 1. Supervisory experience Certified Public Accountant , Certified Management Accountant , or Chartered Financial… more
- Truist (Charlotte, NC)
- …pricing, profitability, expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepare ... and other basic software products. Preferred Qualifications: + Certified Public Accountant , Certified Management Accountant , or Chartered Financial Analyst +… more
- Truist (Charlotte, NC)
- …that may include expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepare ... Qualifications: + Supervisory experience of multiple teams. + Certified Public Accountant , Certified Management Accountant , or Chartered Financial Analyst. +… more
- City National Bank (Charlotte, NC)
- …internal audits within financial institutions and supervising staff. * CPA - Certified Public Accountant Or * CIA - Certified Internal Auditor Or * CISA - Certified ... 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los...DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client… more
- Truist (Charlotte, NC)
- …of complex investments with large portfolio exposures. + Assist with the new investment closing process by updating and approving the Reverse Flow of Funds Financial ... with Clients, CDEs and Servicers to capture necessary data points on the investment portfolio, while ensuring reporting to the Department of Treasury is filed timely… more
- Sedgwick (Charlotte, NC)
- …complex data analysis with external vendors including actuaries, auditors, and investment advisors. + Prepares written reports for, and makes oral presentations ... college or university in accounting or finance required. Certified public accountant (CPA) and/or master's in business administration (MBA) preferred. **Experience**… more
- Truist (Charlotte, NC)
- …of new products and other corporate initiatives, and determining and tracking investment capacity. 7. Proactively evaluate each planning and forecasting cycle to ... or business administration 2. Professional designation such as Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) 3. Knowledge of financial… more
- City National Bank (Charlotte, NC)
- …including but not limited to Reg W, Reg O, retainl non-deposit investment products, lending, deposit, and privacy regulations, guidance, regulatory expectations and ... conducting internal audits within financial institutions. * CPA - Certified Public Accountant * CIA - Certified Internal Auditor * CAMS - Certified Anti-Money… more