Top Finance Jobs in Charlotte, NC

Two-year full-time Investment Banking Analyst program supporting transaction execution, financial modeling, company and industry research, client materials and pitchbooks, diligence and client meetings, and mentorship of junior team members.

10-week internship within Global Payments & Liquidity offering hands-on experience in sales or product. Responsibilities include supporting transaction sourcing and execution, conducting due diligence and financial analysis, market and product research, compliance and risk tasks, and preparing materials for stakeholders while developing professional and business skills.

10-week structured Commercial Banking summer internship providing hands-on experience in financial research and analysis. Interns support relationship managers, product specialists, and credit underwriters on low-to-medium complexity tasks, develop compliance and risk awareness, attend training, speaker series, and networking, and receive mentorship for career development.

Lead the development and governance of trade finance products (letters of credit, standby LC), monitor product performance, conduct testing and user feedback, consult clients on payment and risk-mitigation solutions, develop business plans, collaborate cross-functionally, and ensure compliance, reporting, and data flow integrity while supporting product initiatives and presenting recommendations.

Support supervisory and oversight functions for Wealth & Investment Management by reviewing alternative investments and securities-based lending, evaluating supervisory controls, analyzing data and trends, recommending process and technology improvements, and consulting with advisors and management to maintain regulatory compliance and risk controls.

Underwrite and close floor plan and inventory finance loans by conducting detailed credit analysis, assessing collateral quality, evaluating borrower risk, structuring lending solutions, ensuring regulatory and risk compliance, recommending resolutions for complex cases, and collaborating with relationship managers, credit partners, and stakeholders.

Execute and manage retail equity and ETF orders ensuring best execution and regulatory compliance. Support advisors with market insights and execution strategies, analyze trading technology and risk events, help develop desk policies, and use data analytics to drive system improvements and efficiencies while collaborating with internal trading partners.

Senior individual contributor responsible for developing and optimizing data-driven transaction risk strategies. Analyze large transaction and portfolio datasets, lead analytical initiatives, build scalable solutions (SAS/SQL/Python/R), evaluate new data and techniques, design monitoring/reporting, partner with governance and technology teams, and mentor analysts to improve decisioning, fraud detection, and portfolio performance.

Lead and execute M&A transactions across multiple industries, originate and manage buy- and sell-side deals, perform company and market analysis, advise executive clients, deliver full M&A product suite (carve-outs, spin-offs, fairness opinions, activism/defense), train and mentor analysts and associates, manage multiple projects in a fast-paced environment, and support business development. Role requires regulatory registrations and up to 50% travel.

Lead strategic client management for large dealer groups, advising senior leadership and structuring inventory financing solutions. Manage complex portfolios, perform advanced credit and financial analysis, lead renewals/refinancings, and coordinate with underwriting, risk, operations, and product teams. Drive portfolio performance, resolve problem loans, support audits/exams, and influence product strategy across the firm while ensuring regulatory and compliance adherence.