Last updated: 2025-11-13

22 Investment Finance jobs in Charlotte.

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SPX Technologies, Inc.

SPX is a diversified, global supplier of infrastructure equipment with scalable growth platforms in heating, ventilation and air conditioning (HVAC), detection…

Sr Associate, Mergers & Acquisitions

Charlotte

  • Skills: Mergers & Acquisitions, Financial Analysis, Market Research, Deal Modeling, Due Diligence, Valuation Metrics, Financial Forecasts, Investment Banking, Corporate Development, Project Management
  • Level: mid
  • Type: full_time

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…

CFO - Corporate Investment Quantitative Financial Analyst - Asset Liability Man…

Charlotte

  • Skills: quantitative analytics, financial modeling, balance sheet management, net interest income, risk analysis, data analysis, statistical modeling, financial forecasting, SQL, Python
  • Level: mid
  • Type: full_time

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 …

Analyst, Investment Performance and Analytics

Charlotte

  • Skills: investment performance, analytics, financial services, performance reporting, data analysis, compliance verification, performance metrics, portfolio accounting, risk analytics, benchmarking
  • Level: mid
  • Type: full_time

Citizens

Investment Banking Analyst/Associate, Consumer & Retail (Multi-Unit Franchise)

Charlotte

  • Skills: Investment Banking, Commercial Banking, Consumer Sector, Retail Management, Financial Analysis, Multi-Unit Franchising, Market Research, Client Relationship Management, Data Interpretation, Analytical Skills
  • Level: entry
  • Type: full_time

SkillStorm

SkillStorm is united in one purpose: To accelerate opportunity by wiping out the skill gap with a groundbreaking strategy for creating tech talent.

Financial Analyst

Charlotte

  • Skills: Financial analyst, Forecasting, Financial project management, Data analysis, Resource allocation, Microsoft Access, Microsoft Excel, Bank of America tools, Team building, Communication skills
  • Level: mid
  • Type: full_time

Capital One

Capital One is active in all aspects of the Commercial Real Estate arena with extensive experience in permanent and construction loans for a broad range of pro…

Agency Underwriter and Portfolio Manager II - Affordable Housing

Charlotte

  • Skills: commercial real estate, credit underwriting, portfolio management, asset management, agency multifamily loans, Fannie Mae, Freddie Mac, affordable housing, real estate tax abatements, lease audits
  • Level: senior
  • Type: full_time

Citizens

Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.

Investment Banking Analyst/Associate, Consumer & Retail (Multi-Unit Franchise)

Charlotte

  • Skills: Investment Banking, Consumer Retail, Multi-Unit Franchise, Analyst, Financial Analysis, Market Research, Client Relations, Team Collaboration, Data Analysis, Presentation Skills
  • Level: entry
  • Type: full_time

AgSouth Farm Credit

AgSouth Farm Credit provides financing solutions and services primarily to rural America, focusing on agricultural lending and associated needs.

Loan Officer Intern

Statesville

  • Skills: financial analysis, sales, business development, customer relationship management, intern development, presentation skills, agriculture, Agribusiness, project management, communication
  • Level: entry
  • Type: internship

Figure

Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We’re proving that blockchain isn’t just theory - it’s powering real products used by…

Underwriter Specialist

Charlotte

  • Skills: underwriting, financial analysis, regulatory compliance, loan products, self-employed, trusts, debt service coverage ratio, performance metrics, collaboration, dynamic environment
  • Level: mid
  • Type: full_time

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…

Credit Underwriter II

Charlotte

  • Skills: credit underwriting, financial analysis, risk assessment, corporate finance, data analysis, profitability analysis, credit risk, financial statements, project modeling, collateral appraisals
  • Level: mid
  • Type: full_time

Brightspeed

At Brightspeed, we are reimagining how people live, work, play and connect by providing fast, reliable internet connections and an awesome customer experience …

Capital Markets Manager

Charlotte

  • Skills: capital markets, investment banking, financing transactions, financial modeling, ABS, debt issuances, analytical skills, corporate finance, investor communications, cross-functional collaboration
  • Level: mid
  • Type: full_time

Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care…

Senior Account Analyst - Private Equity

Charlotte

  • Skills: Private Equity, Client Enrollment, Marketing, Insurance, Analytical Skills, Project Management, Customer Service, Data Management, Renewal Projections, Reporting
  • Level: mid
  • Type: full_time

Wayflyer

Today's consumer brands need a capital provider that keeps pace with their growth ambitions. Traditional financing options are slow, cumbersome and often out o…

Credit Analyst

Charlotte

  • Skills: credit risk, underwriting, financial statements, bank statements, portfolio management, data-driven, lending frameworks, collaboration, cashflow analysis, stakeholder engagement
  • Level: mid
  • Type: full_time

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 …

Manager, Investment Performance & Analytics

Charlotte

  • Skills: investment performance, analytics, financial services, reporting, data quality, performance measurement, project management, vendor relationships, GIPS, CFA
  • Level: mid
  • Type: full_time

Brightspeed

At Brightspeed, we are reimagining how people live, work, play and connect by providing fast, reliable internet connections and an awesome customer experience …

Capital Markets Manager

Charlotte

  • Skills: capital markets, investment banking, corporate finance, financing transactions, financial modeling, debt issuances, asset-backed securities, investor communications, financial analysis, cross-functional collaboration
  • Level: mid
  • Type: full_time

AgSouth Farm Credit

AgSouth is part of the national Farm Credit System, an agricultural lending cooperative that provides loans for land, production agriculture, farm equipment, c…

Diversified Markets Portfolio Manager

Statesville

  • Skills: credit portfolio management, capital markets, credit analysis, risk assessments, customer service, lending process, credit policies, compliance, portfolio servicing, business development
  • Level: mid
  • Type: full_time

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 …

Sr. Risk Analyst

Charlotte

  • Skills: risk management, data analysis, regulatory compliance, audits, financial reporting, asset management, interpersonal skills, data integrity, BCP, investments
  • Level: mid
  • Type: full_time