26 investment analyst jobs at 20 companies in Davidson, NC
4w
Save
Mark Applied
Hide
Sr Investment Analyst
Charlotte, North Carolina, United States
$126k-$180k/yr OnsiteFull Time
5+ YOE5+ years retirement plan investment analysis experience, knowledge of asset allocation, portfolio construction, performance attribution, risk analysis; strong presentation and communication skills; proficiency with Microsoft Office and virtual meeting tools.
Microsoft Office Suite, Microsoft Teams, Zoom, RPAG
3w
Save
Mark Applied
Hide
Sr Investment Analyst
Charlotte, North Carolina, United States
$126k-$180k/yr OnsiteFull Time
5+ YOE5+ years retirement plan industry investment analysis experience, knowledge of asset allocation, portfolio construction, performance attribution, risk analysis; experience evaluating fund managers; strong presentation and communication skills; proficiency with Microsoft Office and virtual meeting tools.
Microsoft Office Suite, MS Teams, Zoom
3mo
Save
Mark Applied
Hide
Investment Banking Analyst
Los Angeles or Nashville or Charlotte or New York
$100k/yr HybridFull Time
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
2mo
Save
Mark Applied
Hide
Investment Analyst, OCIO Operations
Boston or Chicago or Charlotte or Atlanta or San Francisco or Las Vegas or United States
$62k-$81k/yr HybridFull Time
3+ YOE3+ years investment operations experience, college degree or equivalent, advanced Excel/Word/PowerPoint, detail-oriented with strong communication and organizational skills; portfolio accounting/order management experience preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
Save
Mark Applied
Hide
Investment Banking Senior Analyst - Supply Chain & Commercial Services (SCCS)
Chicago or Charlotte
$125k/yr OnsiteFull Time
2+ YOEBachelor's degree required; 2+ years investment banking/analyst experience preferred. Must obtain SIE, Series 79, Series 63 (US) or FCA Level 3 (UK/EU) within specified timelines; strong accounting, finance, analysis, and communication skills.
4mo
Save
Mark Applied
Hide
Real Estate Investment Analyst- Community Investments
Charlotte, North Carolina, United States
OnsiteFull Time
Bachelor’s degree in Finance, Accounting, or Real Estate; strong real estate investment and analytical skills; financial modeling experience; MS Office proficiency.
Microsoft Excel, Microsoft Word, PowerPoint
1mo
Save
Mark Applied
Hide
Analyst, Investment Data Analytics
Charlotte or Greensboro or Radnor
$80k-$145k/yr HybridFull Time
2+ YOEBachelor's in quantitative/technical/finance or equivalent experience; 2+ years in data analytics/data operations; strong SQL and Python skills; data reconciliation, reporting, and stakeholder communication experience.
SQL, Python
3w
Save
Mark Applied
Hide
Analyst, Investment Content Operations
Charlotte, North Carolina, United States
HybridFull Time
Bachelor's in a related field, strong project management and analytical skills, proficiency with PowerPoint and HTML, knowledge of SEC/FINRA standards, and interest in investment products and financial markets.
Microsoft PowerPoint, HTML
3w
Save
Mark Applied
Hide
Analyst II Investment Banking (Corporate Finance)
Charlotte, North Carolina, United States
OnsiteFull Time
1+ YOEBachelor's degree and 1 year of related experience in M&A, corporate finance, industry coverage, leveraged finance, capital markets, equity research, or buyside equities. Requires financial modeling and analysis skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, S&P Capital IQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet
1mo
Save
Mark Applied
Hide
Healthcare Services Investment Banking Senior Analyst/Associate I (Charlotte & Atlanta)
Charlotte or Atlanta
OnsiteFull Time
3+ YOEBachelor's in Accounting, Business Administration, or Finance required; 3+ years of experience (3–6 preferred); financial modeling, valuation, forecasting, and deal support; travel <25%.
3mo
Save
Mark Applied
Hide
Sr Private Placement Investment Ops Analyst I
Charlotte, North Carolina, United States
$45-$55/yr OnsiteFull Time
5+ YOE5+ years fixed income operations or middle office experience; Bachelor's in Finance/Accounting; private/less liquid assets exposure; strong analytical and communication skills; proficient with Bloomberg, Excel, Business Objects, Power BI, ePAM, SQL.
Bloomberg, Excel, Business Objects, Power BI, ePAM, MS Office, SQL
1mo
Save
Mark Applied
Hide
Investments Analyst - Multifamily Real Estate
Charlotte, North Carolina, United States
OnsiteFull Time
0+ YOEBachelor's degree required,0–2 years relevant experience,strong Excel and PowerPoint skills,financial modeling experience,analytical and communication skills.
Microsoft Excel, PowerPoint
1mo
Save
Mark Applied
Hide
Analyst - Investments
Charlotte, North Carolina, United States
OnsiteFull Time
1+ YOE1–2+ years real estate investments or capital markets experience; advanced Excel modeling; Argus Enterprise preferred; strong analytical, written, and organizational skills.
Argus Enterprise, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, GIS
1w
Save
Mark Applied
Hide
Trading Systems Analyst
Charlotte, North Carolina, United States
$85k-$95k/yr HybridFull Time
3+ YOEBachelor's degree in finance, economics, business, information systems, or related field, plus 3–5 years in investment management, trading operations, or investment technology and experience with trading systems and workflows.
Microsoft Excel, SQL, Microsoft Power BI, Tableau
3w
Save
Mark Applied
Hide
Financial Analyst
Charlotte, North Carolina, United States
RemoteFull Time
3+ YOEBachelor's degree in a relevant analytical field and 3–5 years of FP&A, corporate finance, consulting, investment banking, or analytical experience. Requires financial modeling, reporting, forecasting, Excel, PowerPoint, and data analysis skills.
Microsoft Excel, Microsoft PowerPoint, Tableau, Microsoft Power BI
1mo
Save
Mark Applied
Hide
SMA Implementation Analyst
Charlotte, North Carolina, United States
$90k-$110k/yr HybridFull Time
3+ YOE3+ years investment analysis experience, knowledge of equity direct indexing and portfolio management, SQL or similar data tool ability preferred, CFA or progress toward preferred, must be authorized to work in the U.S.
SQL
3w
Save
Mark Applied
Hide
Equity Analyst, Industrials & Utilities
Minneapolis or Charlotte or Troy
$158k-$237k/yr HybridFull Time
7+ YOERequires 7+ years of equity research or investment analysis experience focused on Industrials and Utilities, a relevant bachelor's degree, strong modeling and valuation skills, and applicable securities licensing or registration.
2mo
Save
Mark Applied
Hide
Business M&A Analyst
Prague or Zug or Berlin or Charlotte or Tokyo
HybridFull Time
Degree in business/finance/STEM; experience in M&A, investment analysis or financial modelling; strong financial-modelling (DCF, IRR, NPV); advanced Microsoft Excel and PowerPoint; Python/automation a plus; strong analytical and communication skills.
Python, Microsoft Excel, Microsoft PowerPoint
2mo
Save
Mark Applied
Hide
Advice and Financial Planning Wealth Management Analyst
Atlanta or Charlotte or Richmond
$87k-$164k/yr OnsiteFull Time
Advanced professional credential (e.g., JD, CFP, CPA) or equivalent, professional financial planning experience for affluent clients, expert-level knowledge of tax, investments, retirement and estate planning, strong communication and Microsoft Office skills, bachelor’s degree required.
Microsoft Office Suite, WebEx
4d
Save
Mark Applied
Hide
Lead Business Aligned Finance Analyst – CIB Markets Finance Strategic Advisory
Charlotte, North Carolina, United States
HybridFull Time
5+ YOERequires 5+ years of finance experience or equivalent experience, training, military experience, or education. Desired: corporate and investment banking experience, advanced Excel and PowerPoint proficiency, analytical, presentation, and problem-solving skills.
Microsoft Excel, Microsoft PowerPoint, Essbase, CoPilot
Explore Jobs