- Wells Fargo (Charlotte, NC)
- …join its Charlotte or New York office. The Fund Finance Group provides fund- level financing to private equity funds and other asset managers through structured ... private equity funds. + Formal credit training program + CFA . + Excel modeling and/or VBA experience. + Strong...+ Experience monitoring covenants and client reporting + High level of personal motivation. Does more than what is… more
- Deloitte (Charlotte, NC)
- …objectives + Ability to manage aspects of multiple work streams and train lower- level staff + Uses problem solving skills to provide alternative solutions to complex ... TeamOur Performance Improvement & Restructuring (PI&R) practice develops and leads enterprise- level Board and C-suite agendas for clients across the performance… more
- Ankura (NC)
- …generating $2-$4 million+ in annual revenue and personally billing at a senior level . . Deep relationships with key stakeholders in the M&A ecosystem, including ... a top academic institution; advanced degrees and professional certifications (CPA, CFA , CIRA) preferred. . Expertise in financial analysis, deal structuring, and… more
- TD Bank (Charlotte, NC)
- …members in stretch assignments within the team and at the division and/or TD level + Keep team members informed + Demonstrate TD leadership core values + Deliver ... effective presentations/training at the division level , industry conferences, workshops, etc. + Provide successful onboarding...orientation to new hires Preferred experience: + CPA or CFA + Treasury audit experie + Experience in conducting… more
- Principal Financial Group (Charlotte, NC)
- …You Stand Out** + CIT - Collective Investment Trust coverage experience + CFA , FRM or advanced degree in finance, econometrics, or statistics + Global experience ... be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. **Salary Range… more
- Huron Consulting Group (NC)
- …and ability to identify key operational performance drivers + Demonstrate a high- level of proficiency with: 13 week cash flow forecast, 3-statement financial models, ... and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst ( CFA ) The estimated base salary range for this job is $120,000 -… more
- Huron Consulting Group (NC)
- …with distressed clients, corporate financial restructuring, or banking crisis management - High- level of proficiency with financial modeling is required and will be ... and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst ( CFA ) The estimated base salary range for this job is $165,000 -… more
- PNC (Raleigh, NC)
- …strong client focus * Strong work ethic with examples of past successes * AIF, CFA or CIMA designation or in process of obtaining a plus **Job Description** + ... Environment - Financial Services **Work Experience** Roles at this level typically require a university / college degree, with...to 25 vacation days each year, depending on career level ; and years of service. To learn more about… more
- Deloitte (Raleigh, NC)
- …services to the client and bringing in specialists when necessary; perform a high- level of tax research and work on regulated investment company (RIC) tax work ... tests. Additionally, you will motivate, mentor, supervise, and train new and experienced- level Tax Consultants and Tax Seniors; begin taking on lead client contact… more
- Nuveen Investments (Charlotte, NC)
- …Series 63 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level ** 8IC **QUALIFICATIONS:** **Required:** + Minimum of 10 years of ... and/or structured credit industry + Bachelor's degree from an accredited four-year university; CFA , MBA (or progress toward) a plus + Strong understanding of BSL… more