- Fifth Third Bank, NA (Charlotte, NC)
- …for high net worth prospects and client relationships involving complex financial issues and strategies, typically including multi-generational trusts, closely held ... and implementation of advanced planning techniques: (estate, tax, insurance, option, investment , retirement). + Reviews all client deliverables for which planner is… more
- CBRE (Raleigh, NC)
- …defined procedures and processes under close supervision and guidance. **Transaction Analyst ** **About the Role** As a CBRE Transaction Management Analyst ... evaluation and support the execution of real estate transaction activities and financial reporting for a defined portfolio of commercial properties. **What You'll… more
- First Horizon Bank (Raleigh, NC)
- …both external and internal audiences, including equity and fixed income investors, investment analysts, C-Suite executives, and others. **This role will be a good ... for internal and external events including conference presentations, roadshows, meetings, Analyst Days and other investor events + Assist with monitoring and… more
- Vanguard (Charlotte, NC)
- …data-driven strategies that will help us attract, retain, and position high-value investment products and services to both existing and future clients. To further ... in SQL and Python. + Strong data, technical, and financial acumen. + 5+ years of corporate experience and...and 5+ years of advanced analytics experience. Note: One analyst will focus on building and maturing our Client… more
- Truist (Wilson, NC)
- …of education and professional experience. 2. Four years of process or project analyst or relevant industry experience in banking, financial services, or other ... process benefit expectation and realization. Measure and monitor return on investment (ROI) of process improvement projects to ensure organizational efficiency and… more
- Oracle (Raleigh, NC)
- …accelerate innovation in their IT environment and make the most of their investment in Oracle technology. As a member of the Customer Success Services organization, ... to 50% of the time. **Responsibilities** As Lead Techno-Functional Analyst for Oracle SCM Cloud, you will be the...Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off:… more
- SMBC (Charlotte, NC)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal… more
- SMBC (Charlotte, NC)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal… more
- Oracle (Raleigh, NC)
- …and custom solutions. Your work will significantly impact sectors like financial services, telecom, healthcare, and code generation by creating distributed, ... user group meetings, trade shows, customer sites, industry conferences, industry analyst meetings and at the Oracle Customer Visit Center. **Qualifications:** +… more
- Bank of America (Charlotte, NC)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more