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Top Finance Jobs in Charlotte, NC
Fintech • Financial Services
The role involves managing end-to-end financial activities, overseeing budgeting, forecasting, and financial reporting for the Digital Technology & Innovation organization, partnering with leaders to ensure financial insights support strategic decisions.
Top Skills:
Analytics ToolsFinancial Management Solutions
Fintech • Financial Services
The role involves partnering with investment strategists to provide market commentary, economic reports, and support themed research for asset allocation strategies.
Top Skills:
BloombergFactsetExcelMorningstar
Fintech • Financial Services
The role involves coordinating corporate access events and managing logistics for investor relations, ensuring seamless execution and maintaining strong client relationships.
Top Skills:
BtsCorpaxeCRMDealogicIpreoMS Office
Reposted 2 Days AgoSaved
Fintech • Financial Services
Lead servicing activities for moderately complex commercial loans, ensuring compliance and customer resolution. Review, negotiate, and process loan servicing transactions, monitor quality metrics, mentor junior staff, and coordinate with Sales, Legal, Risk, and Technology teams. Participate in system enhancements and testing (LUCAS).
Top Skills:
LucasMS Office
Fintech • Financial Services
Responsible for providing customized credit solutions to high-net-worth clients, managing complex lending strategies, and collaborating with financial advisors for business development.
Top Skills:
Commercial BankingCorporate BankingFinancial Industry Regulatory Authority (Finra)Private BankingSeries 66Series 7
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Reposted 3 Days AgoSaved
Fintech • Financial Services
Lead commercial loan servicing activities, negotiate transactions, resolve client issues, ensure compliance, and collaborate with various teams to achieve goals.
Top Skills:
Lucas (Loan Underwriting Collateral Analysis System)MS Office
3 Days AgoSaved
Fintech • Financial Services
The role involves supporting daily counterparty exposure monitoring, analyzing risk metrics, preparing reports, and collaborating with various teams to ensure accurate risk management and compliance with regulations.
Top Skills:
ExcelSQL
Fintech • Financial Services
The role involves managing investment risk oversight, conducting quantitative analysis, and leading projects within WIM Investment Solutions. Key responsibilities include overseeing risk controls, enhancing processes, and collaborating with senior management to communicate findings.
Top Skills:
Blackrock AladdinMatlabMicrosoft 365Msci BarraPower BIPythonRSASSharepointSQLTableauVBA
Fintech • Financial Services
Manage and support a portfolio of complex secured lending relationships, partnering with teams to assess performance, manage risk, and lead modifications.
Top Skills:
Credit UnderwritingFinancial AnalysisPortfolio ManagementSecured Lending
Fintech • Financial Services
The Associate will support portfolio management and capital optimization by analyzing data, creating reports, and presenting findings, collaborating across teams.
Top Skills:
ExcelPowerPoint
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