- TD Bank (Charlotte, NC)
- …Financial Crime Risk Management **Job Description:** The "FCRM KYC Quality Assurance, Senior Analyst " is a member of the Financial Crime Risk Management (FCRM ... Assist with KYC QA Validation and Reporting The Senior Financial Crime Risk Analyst role contributes to...Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them… more
- The Hartford (Charlotte, NC)
- …Lean Portfolio Management team is looking for a highly skilled Senior Portfolio Analyst , specializing in financial analysis and portfolio management. This role ... Sr. Portfolio Analyst - BA07EE We're determined to make a...applying Lean and systems thinking approaches to strategy and investment funding, Agile portfolio operations, and governance. Supports the… more
- Oracle (Raleigh, NC)
- …The Oracle Cloud Infrastructure (OCI) Product Finance team is hiring a seasoned analyst to build financial models with imperfect data and unclear solutions ... team are responsible for all aspects of cloud infrastructure financial planning, and modeling for a specific product family...Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off:… more
- City National Bank (Charlotte, NC)
- …Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly ... high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor,… more
- TIAA (Durham, NC)
- …Planner (CFP) - Certified Financial Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst ... and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people...growth. * Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs… more
- Truist (Greensboro, NC)
- …enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to … more
- Truist (Charlotte, NC)
- …of multiple teams 2. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst 3. Master's degree of MBA 4. Specific ... financial processes, strengthen cost visibility, and align technology investments with enterprise risk-management priorities to enhance stability, strengthen… more
- Truist (Charlotte, NC)
- …of multiple teams 2. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst 3. Master's degree of MBA 4. Specific ... responsible for partnering closely with Human Resources to align financial strategy with talent investments , with Office...Resources to align financial strategy with talent investments , with Office of General Counsel to ensure fiscal… more
- Truist (Charlotte, NC)
- …of multiple teams 2. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst 3. Master's degree of MBA 4. Specific ... strategic financial consultation to senior leadership, including pricing, profitability, investment cases, and M&A opportunities. 3. Own financial planning,… more
- Wells Fargo (Charlotte, NC)
- …total relationship with Wells Fargo. **About this role:** Wells Fargo is seeking an Investment Banking Analyst to join our Mid-Cap Investment Banking team ... **Corporate & Investment Bank (CIB)** delivers a comprehensive suite of...help arrange client meetings and important engagements + Perform financial analysis, including comparable transactions and public company analysis… more