8 advisory analyst jobs at 6 companies in Charlotte, NC

1mo
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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/yr OnsiteFull Time
Forrester
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.
2w
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Associate Data Recon Analyst, Advisory Accounting
Fort Mill or Charlotte
$23-$39/hr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides independent financial advisory and wealth management services.
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).
Microsoft Excel, SQL
2w
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Associate Data Recon Analyst, Advisory Accounting
Fort Mill or Charlotte
$23-$39/hr OnsiteFull Time
LPL Financial
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.
Microsoft Excel, SQL
1d
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Lead Business Aligned Finance Analyst – CIB Markets Finance Strategic Advisory
Charlotte, North Carolina, United States
HybridFull Time
Wells Fargo
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
3mo
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Investment Banking Analyst
Los Angeles or Nashville or Charlotte or New York
$100k/yr HybridFull Time
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial GroupNew York Stock Exchange: MUFG: Global financial group providing diverse banking and investment services.
1+ YOE1+ years sellside M&A advisory/investment banking; strong academics; team player; strong communications; entrepreneurial mindset; knowledge of accounting and corporate finance.
Excel, PowerPoint, Financial Modeling, Valuation
1w
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Investment Banking Analyst - Business & Financial Services
Charlotte or Los Angeles or San Francisco or New York City or Chicago
$100k/yr HybridFull Time
Mitsubishi UFJ Financial Group
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.
LBO, DCF, Microsoft Excel
6d
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Senior Financial Crime Risk Analyst – Sanctions (US)
New York City or Jacksonville or Greenville or Charlotte or Boston or Mount Laurel or Portland or Washington
$72k-$118k/yr OnsiteFull Time
TD Bank
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.
screening systems, issues and events systems
5d
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Debt Capital Markets Analyst III/Associate I
Boston or Charlotte
$130k-$175k/yr HybridFull Time
Citizens Financial Group
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.