Top Tech Jobs & Startup Jobs in Charlotte, NC

Supports middle-market M&A transactions in the Consumer and Retail sector by building financial models, performing valuations, conducting due diligence, preparing transaction documents and pitch materials, participating in client meetings, developing transaction strategies, and supporting business development. The role works closely with junior and senior bankers and manages multiple transactions in a fast-paced environment.

Supports investment banking origination and transaction execution across financings, mergers and acquisitions, and advisory services. Performs financial analysis and modeling, industry and company research, process coordination, and prepares pitch materials, client presentations, offering memoranda, and proposals. Works with senior bankers and interacts with current and prospective clients in the defense, government, engineering, and industrial services sectors.

Supports M&A advisory transactions for lower mid-market Consumer, Retail, and Restaurant companies. Responsibilities include financial modeling and business valuations, client and prospect meetings, industry and company due diligence, transaction execution, marketing and pitch materials, business development, and managing multiple projects while coordinating with senior bankers and clients.

Supports senior bankers in advising consumer and retail clients and executing M&A, capital markets, leveraged finance, refinancing, restructuring, and equity transactions. Responsibilities include financial modeling, company and industry research, transaction analysis, pitch preparation, credit and underwriting processes, due diligence, legal documentation, marketing materials, and transaction execution. The Associate also supervises and develops analyst-level bankers.

Leads investment banking transactions across the Industrials sector, including M&A, syndicated loans, high-yield offerings, IPOs, and other capital markets activities. Develops strategic and financing ideas, prepares client and investor materials, manages financial modeling and due diligence, supports risk assessment, cultivates C-suite relationships, presents to clients, and mentors junior professionals.

Leads end-to-end marketing strategy and execution for Commercial and Corporate Banking, including client acquisition, retention, product adoption, digital campaigns, ABM, sales enablement, events, analytics, optimization, budgeting, and regulatory governance. Partners with senior banking, sales, data, and digital stakeholders to develop value propositions, integrated marketing plans, and measurable growth initiatives in a regulated B2B financial services environment.

Develop and manage a branch-based wealth management practice by conducting client discoveries, creating tailored financial plans, driving new business development and referrals, conducting proactive outreach, and coordinating with internal specialists for investment, insurance, estate, and financial planning services.

Develop and manage a branch-based wealth management practice: build and deepen client relationships, prospect and grow business through partner referrals, deliver tailored financial planning and investment, insurance, and estate solutions, and collaborate with internal specialists to meet client goals.

Own the vision, strategy, roadmap, and backlog for Commercial Enterprise Profitability platforms, including Precision Lender and historical profitability data marts. Partner with Finance, Risk, Technology, Data, and business leaders to establish profitability methodologies, pricing capabilities, data governance, KPIs, and margin optimization solutions. Identify and deliver AI-enabled use cases that improve data accessibility, analysis, automation, and decision-making while leading agile product delivery.

Branch-based Wealth Advisor develops personalized wealth management strategies, conducts client discovery, grows and preserves client relationships, sources referrals via partners, performs proactive outreach, and coordinates internal specialists to deliver financial planning, investment management, insurance, and estate planning services.