44 investment analyst jobs at 27 companies in Jaars, NC
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Lead Investment Analyst
Charlotte, North Carolina, United States
OnsiteFull Time
5+ YOERequires 5+ years of investment research and senior-level experience sourcing and monitoring third-party investment managers, plus qualitative and quantitative analysis and portfolio construction expertise.
Morningstar Direct, Microsoft PowerPoint, Microsoft Office
2w
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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
2w
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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
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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
1mo
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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
2mo
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Investment Operations - Analyst
San Diego or Charlotte
$82k-$123k/yr OnsiteFull Time
1+ YOE1-4 years in middle office or fund-related role; VC/fund-of-fund trading or LP secondary/co-investments a plus; strong accuracy, initiative, multitasking, analytical and IT skills.
1w
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Director, Senior Investment Research Analyst
Frisco or Charlotte
$138k-$223k/yr HybridFull Time
7+ YOERequires 7+ years of experience, with strong private market fund sourcing and underwriting expertise, knowledge of evergreen and semi-liquid structures, and quantitative and qualitative investment manager analysis.
iCapital
1w
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Director, Senior Investment Research Analyst
Dallas or Charlotte or Frisco
$138k-$223k/yr HybridFull Time
7+ YOERequires 7+ years of experience, with expertise sourcing and underwriting private market funds, investment manager research, due diligence, quantitative and qualitative analysis, and private-market vehicle structures.
iCapital
4w
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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.
3mo
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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
2w
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Investment Banking Analyst II
Charlotte or Chicago or Cleveland or New York City
$61k-$126k/yr OnsiteFull Time
1+ YOEBachelor's in finance/accounting/economics,1+ year relevant experience,proficiency in financial modeling,credit analysis,due diligence;SIE,Series 79 and Series 63 required;Microsoft Excel and PowerPoint proficiency.
Microsoft Excel, Microsoft PowerPoint, Bloomberg, Capital IQ
1mo
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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
1w
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2027 CIB Investment Banking Analyst Program - Early Careers
New York City or Washington, D.C. or Charlotte or Houston or Chicago
$90k-$150k/yr OnsiteFull Time
0.5+ YOERequires 6+ months of investment banking program experience or equivalent through work, training, military experience, or education. Bachelor’s degree candidates graduating December 2026–June 2027 preferred; strong analytical, communication, and Microsoft Office skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
2mo
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Consumer Investment Banking Analyst - Charlotte
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOEBachelor's degree required, 3+ years experience (3-6 years preferred), required SIE, Series 63 and Series 79 licenses, financial modeling, research and analytical skills, strong written/verbal communication.
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Analyst, Investment Content Operations
Charlotte, North Carolina, United States
HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
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
1w
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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
1d
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2027 Investment Banking Analyst - Healthcare Services & IT
New York City or Charlotte or Chicago or Minneapolis or San Francisco
$110k/yr OnsiteFull Time
Bachelor’s degree in finance, business, management, or related field; demonstrated academic achievement, leadership, teamwork, organization, adaptability, and ability to manage multiple projects under pressure.
Microsoft Excel
1mo
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Senior Investment Sales Analyst (Carolinas Multifamily Team)
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOE2+ years relevant experience preferred, Real Estate Salesperson license required, Bachelor's degree preferred, strong Microsoft Office skills (Word, Excel, Outlook), US work authorization required.
Microsoft Word, Microsoft Excel, Microsoft Outlook
2mo
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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
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2027 Truist Securities - Energy Investment Banking - Summer Analyst Program - Houston, TX
Houston or Atlanta or Boston or Charlotte or Chicago or Dallas or Los Angeles or Miami or Nashville or Orlando or New York or San Francisco or Washington
$48/hr OnsiteMultiple Commitments Available
Graduation between December 2027 and June 2028, analytical ability, attention to detail, leadership, interpersonal, written and oral communication skills, and ability to work in fast-paced teams.
Financial models, Microsoft Excel
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