Top Finance Jobs in Charlotte, NC

The Analyst will prepare financial models, conduct due diligence, assist in business development, and support transaction execution for clients in the U.S. middle market.

The Investment Banking Associate supports the Debt Capital Markets team in transaction execution, client interactions, financial analysis, pitch material development, and due diligence activities.

The role involves leading M&A transactions, managing client interactions, conducting financial modeling and valuations, and mentoring junior staff.

As an Investment Banking Analyst/Associate, you will support senior bankers in capital markets and strategic advisory transactions, participating in all transaction life cycle stages, conducting financial analysis, preparing documentation, and managing multiple projects.

The Investment Banking Associate will support M&A, leveraged finance, and ECM transactions, manage client relationships, and conduct financial analysis. Responsibilities include preparing pitch materials, conducting research, and facilitating transaction execution while supervising analysts.

Administer and configure the Incentive Compensation Management system (ICM): manage data integrations, SQL development and tuning, load testing, portal configuration, user readiness content, technical support liaison, and advise on strategic incentive and sales performance initiatives.

The Treasury Relationship Manager advises corporate clients on treasury management solutions, develops new business, and enhances client portfolios while ensuring high satisfaction levels.

The Sr Private Bank Lending Specialist manages the loan process, performs financial analysis, ensures quality control, and leads a team.

The Private Client Financial Advisor develops personalized wealth management strategies for clients, enhances partnerships for new business, and provides comprehensive financial services.

The Private Bank Lending Specialist assists in managing clients' loan portfolios, ensuring quality control and timely processing from application through closing, with duties in both residential and commercial lending.