- Bank of America (Charlotte, NC)
- …least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/ Senior -Finance- Analyst Business-Support--The- Investment -- ... Senior Finance Analyst - Business Support (The Investment , Trust & Workplace Benefits Reporting, Analysis & Forecasting Team) Charlotte, North… more
- Lincoln Financial (Greensboro, NC)
- … investment accounting issues. + Conducts presentations and communicates complex investment accounting risks and financial implications to Senior Management. ... complex research, analysis, & proper accounting treatment of Lincoln's derivative investment positions to support strategic investment operations, hedging… more
- Lincoln Financial (Charlotte, NC)
- …opportunity. **Requisition #:** 74274 **The Role at a Glance** We are seeking a Senior Analyst , Risk Management to join the Market Risk oversight team, which ... a related field, preferably within the financial services or investment banking industry. Experience working in a second line...with the ability to present complex risk information to senior stakeholders. + High level of attention to detail,… more
- City National Bank (Raleigh, NC)
- * SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... performed, and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in the form of meetings, presentation,… more
- Fifth Third Bank, NA (Charlotte, NC)
- …step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Wealth Planning Analyst partners with and supports Wealth Strategists, WMAs, ... Graduate degree in business, financial services, accounting, law, or other related discipline Senior Wealth Planning Analyst Total Base Pay Range 69,800.00 -… more
- PNC (Charlotte, NC)
- …significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and ... responsible for developing client solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. PNC… more
- Truist (Charlotte, NC)
- …or enrollment in professional level certification programs such as Chartered Financial Analyst , Chartered Alternative Investment Analyst , Certified ... to support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a… more
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