Top Finance Jobs in Charlotte, NC

Support industry-aligned investment banking team on business development and execution for public and private clients. Build valuation analyses and financial models, prepare pitch and marketing materials, conduct due diligence, manage data rooms, and assist with legal documentation throughout transaction processes.

Prepare financial models and valuations, support deal execution and client meetings, conduct due diligence, draft transaction and pitch materials, and assist business development in U.S. middle-market consumer and retail transactions.

Support senior bankers in originating and executing M&A, leveraged finance and equity transactions for defense, government, engineering and industrial services clients. Perform financial modeling, prepare pitch materials, conduct due diligence and industry research, assist in transaction structuring and negotiation, and supervise analyst-level bankers through execution to closing.

Support senior bankers in originating and executing capital markets and strategic advisory transactions for Financial Institutions. Participate across the transaction lifecycle, build financial models and analyses, prepare pitch books, roadshows and memos, coordinate with product teams and clients, and supervise junior analysts.

Develop and manage personalized wealth management strategies for clients, grow relationships through prospecting and partner referrals, perform proactive outreach, and coordinate with internal specialists on investments, insurance, financial planning, and estate planning.

Perform moderately to highly complex internal appraisal reviews for 1-4 family residential properties to ensure compliance with USPAP, Fannie Mae, Freddie Mac, and HUD guidelines. Evaluate reported values, identify salability issues, communicate with appraisal vendors, and escalate inconsistencies. Meet daily and monthly goals while adhering to bank policies and regulatory requirements.

Develop and manage a personalized wealth management practice by conducting client discoveries, creating tailored financial plans, growing relationships via partner referrals and outreach, and leveraging internal specialists for investment management, insurance, estate planning, and other services to meet client goals.

Branch-based advisor who builds personalized wealth management plans, grows client relationships through referrals and outreach, partners with internal specialists to deliver financial planning, investment management, insurance, and estate planning services.

Branch-based advisor delivering tailored wealth management strategies for individuals and families. Conduct client discovery, develop financial plans, grow relationships via referrals and partner engagement, and coordinate with internal specialists for investments, insurance, and estate planning.

Manage end-to-end private bank loan processes: analyze client financials, determine eligibility, present loans for approval, coordinate closings, ensure regulatory compliance and document accuracy, monitor pipeline, and mentor lending team members.