Top Finance Jobs in Charlotte, NC

Manages complex credit portfolios and secured or specialized lending relationships within vendor finance. Responsibilities include financial and credit analysis, underwriting reviews, transaction structuring, renewals, refinancings, risk management, problem-loan resolution, cross-functional deal execution, and developing credit solutions. Leads complex initiatives, mentors junior staff, manages partner relationships, and advises leadership on market needs and portfolio strategy.

Lead Underwriter evaluates creditworthiness for high-net-worth and affluent clients by analyzing credit reports, financial statements, tax returns, trusts, investment portfolios, cash flow, and collateral. Partners with Wealth Advisors, Private Bankers, Risk, Compliance and Operations to recommend or approve credit lines, resolve escalations, ensure policy adherence, improve processes, and deliver a high-touch customer experience for complex credit requests.

Leads a regional Private Wealth Portfolio Management team serving high-net-worth and ultra-high-net-worth clients. Oversees investment solution delivery, portfolio management, fiduciary and risk compliance, team development, operational improvements, strategic initiatives, and client engagement. Partners with wealth management leaders, advisors, trust officers, and relationship managers to strengthen client outcomes, support business growth, and manage risk. The role also includes business development, travel, regulatory compliance, and loan-originator responsibilities.

Lead portfolio management and credit risk oversight for insurance and insurance services clients. Responsibilities include underwriting, financial and industry analysis, risk rating, covenant monitoring, legal documentation, loan closings, regulatory compliance, audits, portfolio reporting, due diligence, and collaboration with banking, investment banking, and risk teams. The role also mentors junior colleagues and supports complex credit transactions.

Ten-week finance internship providing exposure to accounting, FP&A, treasury, investor relations, and technology finance. Includes training, coaching, team projects, and hands-on analytic work supporting various Wells Fargo finance groups.

Supports corporate and institutional clients with strategic transactions and capital raising. Responsibilities include building valuation models, conducting company and industry research, preparing client materials and pitch presentations, supporting diligence and deal execution, leading workstreams, coordinating across deal teams, and advising clients. The program includes six weeks of training in accounting, credit analysis, valuation, and financial modeling, plus preparation for FINRA licensing exams.

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.

Participate in a 10-week Internal Audit internship completing audit assignments, learning audit methodology, policies, and procedures. Work under guidance of audit staff/managers, collaborate with teams, receive coaching and feedback, and engage in professional development and group projects to build audit and risk-management skills.

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 summer internship providing hands-on experience across Wealth & Investment Management functions. Interns support teams in investment management, financial analytics, project work, and client service while receiving mentorship, speaker sessions, and networking. Responsibilities include problem solving, process improvement recommendations, learning systems, and participating in moderate-sized projects.