Last updated: 2025-06-06
24 Investment Finance jobs in Charlotte.
Hiring now: Acquisition Agent @ New Wester, Private Client Relationship Manager @ Citizens, Sr Portfolio Analyst @ Brighthous, Sr Treasury Analyst Capital Markets @ Albemarle, Sr Treasury Analyst Capital Markets @ Albemarle, Actuary Annuity Model Development @ Lincoln Fi, Commercial Real Estate Finance Analyst @ Bisnow, Loan Asset Management Associate @ Chatham Fi, Sr Analyst Risk Management Market Risk @ Lincoln Fi, Sr Underwriter Ii Asset Based Finance @ Bank Of Am. Explore more at at jobswithgpt.com
🔥 Skills
risk management (6)
Treasury (5)
derivatives (5)
financial modeling (5)
Capital Markets (4)
FX risk (4)
working capital (4)
capital markets (4)
Investment (3)
Portfolio Management (3)
📍 Locations
Charlotte (23)
New Western
New Western is an award-winning real estate investment company.
Acquisition Agent
Charlotte
- Skills: Acquisition, Residential Real Estate, Investment, ARV, BRRRR, Wholesaling, Real Estate Market, Opportunities, Competitive, Identifying
- Experience: 2+ years in residential real estate
Citizens
Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture that supports our customers, colleagues, an…
Private Client Relationship Manager
Charlotte
- Skills: Private Client, Relationship Manager, Banking, Finance, Customer Service, Investment, Risk Management, Credit Analysis, Client Engagement, Business Development
- Type: Full-time
Brighthouse Financial
Brighthouse Financial is one of the largest providers of annuities and life insurance in the U.S., specializing in products designed to help people protect wha…
Senior Portfolio Analyst
Charlotte
- Skills: investment analysis, portfolio management, due diligence, risk management, CFA, CAIA, performance analysis, manager search, financial counseling, team collaboration
- Experience: 5+ years of relevant investment experience
- Type: Hybrid
- Salary: $105,000 - $135,000
Albemarle Corporation
Albemarle is an essential element in transforming essential resources into critical ingredients for mobility, energy, connectivity, and health.
Senior Treasury Analyst, Capital Markets
Charlotte
- Skills: Treasury, finance solutions, FX risk, capital market activities, derivatives, financial modeling, working capital, cash flow, compliance, reporting
- Experience: 2 - 4+ years of directly related experience.
- Type: Full Time
Albemarle
Albemarle Corporation is a global specialty chemicals company focusing on lithium, bromine, and catalyst solutions.
Senior Treasury Analyst, Capital Markets
Charlotte
- Skills: Treasury, capital markets, FX risk, finance solutions, derivatives, working capital, funding strategy, commercial paper, financial modeling, financial risk
- Experience: 2 - 4+ years of directly related experience.
- Type: Full Time
Lincoln Financial Group
Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance an…
Actuary, Annuity Model Development
Charlotte
- Skills: Actuarial modeling, valuation experience, Annuity products, statistical methods, GAAP, Tax Reserve reporting, Asset Adequacy Testing, capital markets, financial instruments, FSA designation
- Experience: 7-10 years of actuarial experience
- Type: Hybrid
- Salary: $108,501 - $195,900
Bisnow
Commercial Real Estate Finance Analyst
Charlotte
- Skills: financial modeling, valuation, analysis, commercial real estate, investment, budgeting, cash flow, reporting, financial statements, due diligence
- Experience: 2–3 years of experience in public accounting
- Type: Full-time
Chatham Financial
Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provide…
Loan Asset Management Associate
Charlotte
- Skills: loan management, real estate, portfolio analytics, covenant testing, financial models, data management, client relationships, analytical dashboards, collaboration, risk management
- Experience: Minimum 3 years of working experience in real estate finance, real estate transaction law, asset management, or loan servicing.
- Type: Full-time
Lincoln Financial
Lincoln Financial helps people to confidently plan for their future, offering products like annuities, life insurance, group protection, and retirement plan se…
Sr. Analyst, Risk Management - Market Risk
Charlotte
- Skills: risk management, market risk, derivatives, hedging strategies, financial instruments, quantitative skills, risk reporting, capital markets, insurance products, regulatory compliance
- Experience: 5+ years in market risk management, financial analysis, or related field
- Type: Full-time
- Salary: $93,300 - $169,700
Bank of America
A leading financial institution committed to responsible growth, diversity, and community impact.
Senior Underwriter II - Asset Based Finance
Charlotte
- Skills: credit, underwriting, asset-based lending, financial analysis, collaboration, negotiation, risk management, deal structuring, client management, portfolio management
- Experience: 7+ years
- Type: Full-time
- Salary: $115,000.00 - $200,000.00
Lincoln Financial
Lincoln Financial helps people to confidently plan for their version of a successful future, focusing on products including annuities, life insurance, group pr…
Associate Actuary, Corporate Actuarial
Charlotte
- Skills: Actuarial, Risk Management, Data, Valuation, Financial, Modeling, Insurance, Analysis, Investment, Compliance
- Experience: 3-6+ years of experience in actuarial science
- Type: Full-time
- Salary: $69,000 - $124,600
Citizens
Director, Investment Banking - Financial Institutions Group (FIG)
Charlotte
- Skills: investment banking, Financial Institutions Group, FIG, capital markets, M&A, equity capital markets, debt capital markets, client relationships, mortgage finance, industry trends
- Experience: Minimum 8+ years in Investment banking and/or Capital Markets
- Type: Full-time
- Salary: $250,000 to $275,000 per year
Bank of America
Bank of America is committed to helping make financial lives better through the power of every connection.
Portfolio Management Officer II/III-Asset Based Finance
Charlotte
- Skills: Underwriting, Credit Transactions, Financial Analysis, Portfolio Management, Risk Rating Scorecards, Decision Making, Loan Structuring, Analytical Thinking, Collaboration, Documentation
- Type: full_time
- Salary: {'min': 82100.0, 'max': 120300.0, 'period': 'annual', 'currency': 'USD'}
Ameriprise Financial
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team …
Dir, Risk Management
Charlotte
- Skills: risk management, issue management, governance, risk metrics, audits, Key Risk Indicators, Model Risk Management, investments, broker-dealer, financial services
- Type: full_time
- Salary: {'min': 128400.0, 'max': 147700.0, 'period': 'annual', 'currency': 'USD'}
Citizens Bank
Citizens Bank is a leading financial institution providing a wide range of banking services, including business banking, commercial banking, and wealth managem…
Analyst, Asset-Backed Finance
Charlotte
- Skills: collateral management, underwriting, financial reporting, credit analysis, leveraged loans, securitization, credit agreement amendments, documentation, metrics calculation, client interaction
- Type: full_time
- Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}
Bank of America
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 Responsi…
Sr Asset Liability Associate
Charlotte
- Skills: bank balance sheet, net interest income, forecast analysis, financial forecasting, risk analytics, financial products, SAP, Oracle, SQL, financial market dynamics
- Type: full_time
- Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}