- Capital One (Charlotte, NC)
- Principal Associate , Client Services Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One ... the team. We are currently searching for a Senior Associate , Client Service. At the Principal ...regulations + Forward leaning into technology, automation, and emerging financial products + Fluid in adapting to and embracing… more
- Capital One (Charlotte, NC)
- Senior Associate , Client Services Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One ... the team. We are currently searching for a Senior Associate , Client Service. **Ideal Candidate** **:** At...regulations + Forward leaning into technology, automation, and emerging financial products + Fluid in adapting to and embracing… more
- PNC (Raleigh, NC)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will ... may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary...requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary).… more
- Grant Thornton (Charlotte, NC)
- As a Financial Due Diligence Senior Associate , you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring ... all with the resources, environment, and support to help you excel. Our Financial Due Diligence solution is comprised of several integrated capabilities that support… more
- TIAA (Charlotte, NC)
- …Duties** + Bachelor's degree in relevant field. + 4+ years of public/ private investment taxation experience. + CPA preferred. + Mutual Fund/RIC compliance experience ... Experience with Business Development Companies (BDC's) is a plus. + Knowledge of private credit and traditional private equity fund taxation. + Proficient in… more
- Capital One (Charlotte, NC)
- Associate , Tax Credit Operations (New Market Tax Credit) Are you looking for a challenging role that includes the convenience of working virtually at home? Then a ... + Establish and maintain Customer Satisfaction through positive and constructive client relations **Role Expectations:** + Delivers quality work and process… more
- Cherry Bekaert (Charlotte, NC)
- As a **Senior Associate in FP&A Advisory Services** , you will play a critical role in delivering financial planning and analysis engagements to middle-market ... clients, including private equity-backed portfolio companies. You will support CFOs and...creation and operational efficiency. **Key Responsibilities** As a Senior Associate , you can expect to support the following types… more
- Regions Bank (Charlotte, NC)
- …preparation and execution of customer and prospect calls + Participates in identifying financial solutions that meet the client 's needs and the Bank's risk ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- First Horizon Bank (Charlotte, NC)
- …**Location:** On site in Charlotte, NC or Houston, TX **Overview:** As an Associate within the Loan Syndications group at First Horizon Bank, you will play ... presentations for syndicated commercial real estate loans. + Conduct comprehensive financial analysis of CRE transactions, including cash flow modeling, borrower … more
- MUFG (Charlotte, NC)
- …highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, ... raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams… more