Top Tech Jobs & Startup Jobs in Charlotte, NC

Oversee and manage relationships with private equity firms, lead M&A advisory and financing transactions, and drive revenue generation.

Facilitate onboarding and account opening for investment management clients: collect documentation, prepare agreements, submit account openings to custodial platforms, communicate status to advisors and clients, and transition accounts to servicing teams. Serve as SME on onboarding requirements and support ad-hoc operational needs.

Support Corporate & Investment Banking deal teams by building complex financial models, performing credit and corporate finance analysis, producing client-ready presentations, managing analyst workstreams, and ensuring compliance and risk controls to support syndicated leveraged finance transactions.

Lead client coverage for insurance-sector corporate clients: manage portfolio, drive cross-sell and returns, perform complex financial modeling and credit analysis, prepare presentations, support Executive Directors and RMs, mentor analysts and associates, and coordinate capital markets solutions and underwriting as needed.

Drive new profitable Treasury Management business within Metals, Materials, and Construction sectors. Develop and execute strategic sales plans, manage client visits and proposals, collaborate with relationship managers, identify cross-sell opportunities, and manage risk and client knowledge to expand existing and prospect portfolios.

The Principal AI Engineer designs and implements AI systems, focusing on generative AI and machine learning, while collaborating with teams to align solutions with business needs and ensure compliance with regulations.

The Director of AI Engineering leads AI and machine learning strategy, develops solutions, manages teams, ensures compliance, and communicates insights.

The Credit Analyst II partners with Portfolio Managers, supports underwriting, performs financial analysis, monitors credit risks, and prepares documentation.

The Commercial Senior Portfolio Manager manages client portfolios, recommends credit decisions, collaborates with the coverage team, and ensures compliance with lending policies while mentoring junior staff.

Lead strategy, growth, and governance for the Collective Investment Trust (CIT) platform. Own platform design, operations, systems, vendor relationships, compliance, and cross-functional alignment. Drive client-facing enablement, performance monitoring, and talent development to grow assets, retention, and competitive positioning.