- 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 offering an exciting opportunity for an Investment Accountant to join our team in the asset management industry, based out of Charlotte, North ... financial analysis. The position will also involve interaction with the investment accounting leadership team and asset management team members. Responsibilities: *… 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
- City National Bank (Charlotte, NC)
- …employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT ... years of audit experience * CPA - Certified Public Accountant CPA, CIA, CISA, or CFA *Skills and Knowledge*...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los… more
- CRC Insurance Services, Inc. (Charlotte, NC)
- …pricing, profitability, expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepare ... understanding of IT applications, projects, resources etc.** 1. Certified Public Accountant , Certified Management Accountant , or Chartered Financial Analyst 2.… 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
- City National Bank (Charlotte, NC)
- …industry *Skills and Knowledge* * Preferred Certifications: CPA - Certified Public Accountant , CIA - Certified Internal Auditor, CISA - Certified Information Systems ... 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
- 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 (Charlotte, NC)
- …+ 2+ years of leadership experience **Desired Qualifications:** + Certified Public Accountant (CPA) or Certified Internal Auditor (CIA) designation. + 4+ years of ... resources into testing organization. + Knowledge of Accounting Operations, Corporate and Investment Banking, and/or Wealth and Investment Management. + Strong… more
- Robert Half Finance & Accounting (Charlotte, NC)
- …role, you will be handling all tax-related concerns at different levels, including investment , REIT, fund, and corporate. You will also be working closely with ... your role effectively and efficiently. Requirements * Possession of a Certified Public Accountant (CPA) license is mandatory. * A minimum of 7 years of relevant… 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