- Principal Financial Group (Charlotte, NC)
- …and platforms and act as primary contact when appropriate + Participate in investment strategy meetings with portfolio managers + Provide investor and market ... US and Canada. + Develop deep and strategic relationships with Limited Partners and investment consultants in the Eastern US and Canada + Drive new real estate… more
- City National Bank (Charlotte, NC)
- …new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset ... * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and...Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the… more
- Lincoln Financial (Greensboro, NC)
- …a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and Reporting Team. ... gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The team consists… more
- Lincoln Financial (Raleigh, NC)
- …opportunity. **Requisition #:** 74763 **The Role at a Glance** The Analyst, Investment Accounting Operations will provide timely and accurate more complex ... investment data and investment accounting for the...matters and inquires on General Account Invested Assets from portfolio management and multiple asset managers. + Manages and… more
- Bank OZK (Charlotte, NC)
- …development by conducting and facilitating existing/prospective client meetings and client portfolio review calls + Provide general investment expertise and ... Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment...Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial needs and… more
- J&J Family of Companies (Wilson, NC)
- …exceed expectations. J&J is expanding our manufacturing capacity with $2 billion investment to support strong portfolio growth and continue delivering ... in areas including oncology, immunology, and neuroscience. J&J's significant supply chain investment ensures a resilient and reliable future supply of medicines to… more
- TD Bank (Charlotte, NC)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Head of Investment Product is responsible for formulating strategy that is required to build out ... + Formulates product shelf strategy and overall direction for the US Product portfolio to enable successful attraction of clients and advisors and consolidation of… more
- CBRE (Charlotte, NC)
- Investment Sales Sr. Analyst Job ID 208574 Posted 06-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Investment Banking Location(s) ... North Carolina - United States of America **About the Role:** CBRE is seeking an Investment Sales Senior Analyst who will play an integral role in helping with tasks… more
- Wells Fargo (Charlotte, NC)
- …talent to join the 2026 CIB COO Early Career Program in Corporate and Investment Banking. Learn more about the career areas and lines of business at ... wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) Business Overview: **Corporate & Investment Banking Chief Operating Office (CIB-COO)** is a trusted… more
- Huntington National Bank (Charlotte, NC)
- Description Corporate and Investment Banking Internship Program Designed for high-performing undergraduate rising seniors, this immersive summer experience offers a ... Media and Telecom. Interns in Credit Products will support ongoing portfolio management and underwriting activities developing skills in credit and market… more