Top Tech Jobs & Startup Jobs in Charlotte, NC

As an Associate Portfolio Manager, you will manage ETFs, trade in global markets, consult with clients, and enhance investment processes while collaborating across departments.

Interns will assist Portfolio Managers in implementing investment strategies, conducting projects to enhance investment processes, and supporting daily operations with quantitative and analytic tasks.

This role ensures efficient execution of content processes related to investment materials while supporting project management and quality assurance efforts.

The Regional Director of the Client Acquisition Team is responsible for developing new client relationships, leading sales efforts, presenting investment solutions, and collaborating with advisors to enhance client practices.

The Investment Associate will support the Equity Product Specialists team by understanding investment strategies and managing portfolio performance analyses, while ensuring quality and timely delivery of internal and external performance reports.

The Investment Strategist will analyze performance data, deliver presentations, mentor junior staff, and improve investment processes within the Equity Product Specialists team.

Support Regional Directors in business development and client services for financial advisors, educate on investment strategies, and facilitate client requests.

This role involves supporting sales by managing relationships, conducting portfolio analysis, delivering webinars, and creating marketing materials for clients.

The Associate supports relationship management with financial advisors, providing analysis, answering client inquiries, and assisting with marketing materials and educational resources.

The Senior Developer will enhance the portfolio management process by developing software tools, analyzing data, and collaborating with investment teams.