Top Finance Jobs in Charlotte, NC

Manages a portfolio of criticized and classified commercial credits, evaluates company and industry performance, assesses creditworthiness and risk, and recommends resolutions for complex credit situations. The role collaborates with relationship managers, stakeholders, and customers, supports regulatory compliance and risk mitigation, and presents clear analytical findings. It requires commercial credit resolution experience, strong financial analysis, knowledge of loan documentation, effective communication, and proficiency with Microsoft Office.

Manage model-driven, tax-efficient equity portfolios for high-net-worth clients. Responsibilities include portfolio construction, trading, rebalancing, performance monitoring, risk management, benchmark tracking, regulatory compliance, and advisor consultation. The role also involves explaining investment strategies, supporting business growth, building client relationships, and using automated platforms for asset allocation, reconciliation, and trading.

Senior Java quantitative developer integrating mortgage pricing and risk analytics into Juniper Vasara. Collaborate with quants, technologists, and stakeholders to design, implement, optimize, and deliver scalable risk and valuation solutions within an Agile SDLC for securities businesses.

Leads regulated records management for Corporate and Investment Banking, serving as a subject matter expert on retention and regulatory record-keeping requirements. Inventories records, advises information owners, identifies and remediates retention risks, assesses information management controls, and coordinates global records initiatives. The role develops solutions to complex issues, supports strategic execution, collaborates with governance stakeholders, and guides less experienced staff while ensuring compliance with SEC, CFTC, FINRA, and internal requirements.

Manages a complex portfolio of LIHTC equity investments across construction, lease-up, and stabilization. Responsibilities include monitoring asset performance, conducting financial and tax analysis, reviewing partnership documentation and consent requests, overseeing risk governance, evaluating capital and reserve requests, resolving troubled investments, and advising senior stakeholders. The role also leads process improvements, projects, and team development while serving as a key contact for general partners and internal teams.

Participate in a 10-week investment banking summer associate program supporting live client engagements. Responsibilities include building valuation models, conducting company and industry research, preparing pitch materials, supporting transaction execution and diligence, attending client meetings, and collaborating with senior bankers. Candidates will receive training, mentorship, and feedback while developing investment banking, analytical, communication, and client-support skills.