- 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
- Robert Half Finance & Accounting (Charlotte, NC)
- Description We are offering an exciting opportunity for an Entry Level Accountant in the Asset Management industry, located in Charlotte, North Carolina. This role ... involves providing crucial support to the Investment Accounting team, working closely with Asset Management, Treasury, and Corporate Accounting to ensure accurate… 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)
- …Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified Public Accountant (CPA) Or * Certified Internal Auditor (CIA) Or * Certified Information Systems ... Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's… 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
- 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:** 1. Certified Public Accountant , Certified Management Accountant , or Chartered Financial Analyst… 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
- City National Bank (Charlotte, NC)
- …all levels of management * 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
- 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
- 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