8 advisory analyst jobs at 6 companies in Charlotte, NC
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Principal Analyst - Technology Resilience
Cambridge or Connecticut or Chicago or Washington or Philadelphia or Washington or Atlanta or New York City or California or Charlotte
$141k-$229k/yrOnsiteFull Time
ForresterNASDAQ: FORR: Provides market research and business advisory services to global leaders.
10+ YOE10+ years of senior practitioner, consultant, or analyst experience in technology resilience, strong client advisory and communication skills, deep technical knowledge of cloud, storage, backup, and resilience practices.
1+ YOE1+ years financial services or operations experience, advanced Microsoft Excel skills, strong attention to detail, SQL and database experience preferred, Bachelor's degree preferred (Finance).
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
1+ YOE1+ years in financial services or operations, advanced Microsoft Excel skills, strong attention to detail, client-focused, SQL and database experience preferred.
Lead Business Aligned Finance Analyst – CIB Markets Finance Strategic Advisory
Charlotte, North Carolina, United States
HybridFull Time
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
5+ YOERequires 5+ years of finance experience or equivalent experience, training, military experience, or education. Preferred: investment banking, advanced Excel and presentation skills, financial systems, analytical, communication, and problem-solving expertise.
Microsoft Excel, Microsoft PowerPoint, Essbase, Microsoft Copilot
Investment Banking Analyst - Business & Financial Services
Charlotte or Los Angeles or San Francisco or New York City or Chicago
$100k/yrHybridFull Time
Mitsubishi UFJ Financial GroupNew York Stock Exchange: MUFG: Global financial group providing diverse banking and investment services.
1+ YOERequires 1+ year of full-time sell-side M&A advisory or investment banking experience, strong academics, communication skills, accounting and corporate finance knowledge, and financial statement analysis experience.
New York City or Jacksonville or Greenville or Charlotte or Boston or Mount Laurel or Portland or Washington
$72k-$118k/yrOnsiteFull Time
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
5+ YOEUndergraduate degree and advanced financial crime, sanctions, regulatory, and compliance knowledge; analytical, research, writing, communication, and stakeholder advisory skills. Five or more years preferred.
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
2+ YOEBachelor's degree in finance or related field and 2+ years in investment banking or Big 4 Deals Advisory; requires financial modeling, research, analytical, communication, leadership, and teamwork skills.