- Truist (Greensboro, NC)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish...analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and… more
- Bell Partners (Raleigh, NC)
- …team plays a critical role in shaping the future of our multifamily portfolio . We're responsible for sourcing, evaluating, and executing real estate investment ... and gain hands-on exposure to every stage of the investment lifecycle. What You'll Do:Over the course of 9...financial models and pro formas to evaluate real estate investment opportunities + Conducting market research and competitive analyses… more
- CBRE (Charlotte, NC)
- …team and will be full-time supporting a multi-year consulting project for a global investment management firm. This position can work hybrid at the New York City ... and recommend cost-effective interventions. + Collaborate with deal teams and investment partners during acquisitions, new developments, and dispositions to conduct… more
- TIAA (Charlotte, NC)
- **Asset Controller** The Asset Controller job ensures that investment accounting policies and procedures are correctly applied to financial transactions. Under ... minimal supervision, this job works directly with asset management, portfolio management and acquisition/disposition teams. This job leads a team to prepare month… more
- JPMorgan Chase (Pittsboro, NC)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial… more
- Wells Fargo (Charlotte, NC)
- Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized ... wealth management, investment , planning, and retirement products and services to help...& Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services. **About this role:** Wells… more
- Burns & McDonnell (Raleigh, NC)
- …services to the electric utility industry. As our clients focus on their capital investment in the energy delivery market, Burns & McDonnell brings a seasoned team ... environmental, construction and engineering resources to facilitate project execution. Portfolio Management + Assist in developing a multi-year capital expenditure… more
- Truist (Charlotte, NC)
- …job description:** Responsible for leading a team of assigned Underwriting & Portfolio Management teammates to deliver quality credit analysis and underwritings of ... Responsible for teams that manage complex debt structuring, underwriting and portfolio management for Middle Market Wholesale clients. Portfolios could entail… more
- Wells Fargo (Charlotte, NC)
- …Lead Product Manager for the Alternatives Investments Group as part of Wealth and Investment Management. Learn more about our career areas and lines of business at ... will:** + Manage risk and control processes as well as support product portfolio monitoring + Manage the compliance approval process across the firm for internally… more
- Equitable (Charlotte, NC)
- …coaching for the internal wholesalers as it relates to Equitable Investment Management's products and services, competitor knowledge, portfolio assessment, ... and territory management. Since this individual should also possess knowledge of investment products and strategies, the mutual fund industry, and advisory platform… more