20 investment analytics analyst jobs at 15 companies in Conover, NC
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Analyst, Investment Data Analytics
Charlotte or Greensboro or Radnor
$80k-$145k/yrHybridFull Time
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
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.
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
Bachelor's degree preferred in quantitative field; programming experience (Python) and SQL; knowledge of databases, REST APIs, and Git; strong quantitative curiosity and financial markets understanding.
Petra Funds Group: Provides fund administration services for private equity and debt.
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.
Real Estate Investment Analyst- Community Investments
Charlotte, North Carolina, United States
OnsiteFull Time
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor’s degree in Finance, Accounting, or Real Estate; strong real estate investment and analytical skills; financial modeling experience; MS Office proficiency.
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
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
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.
William Blair: Provides investment banking, investment management, and private wealth services.
Bachelor's degree required (graduation Dec 2026–Jun 2027), SIE prior to start and Series 79 and 63 within 90 days, detail-oriented with accounting/finance knowledge and strong analytical, writing and verbal skills.
Pacific Life: Provides life insurance, annuities, and investment products for financial security.
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
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/hrOnsiteMultiple Commitments Available
Truist FinancialNYSE: TFC: Provides banking, investment, insurance, and lending services.
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.
Quarterra: Develops and manages high-quality multifamily residential communities.
0+ YOEBachelor's degree required,0–2 years relevant experience,strong Excel and PowerPoint skills,financial modeling experience,analytical and communication skills.
Asana Partners: Real estate investment firm managing neighborhood retail assets.
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
Brightspeed: Provides high-speed fiber internet and telecommunications services.
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
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 City or San Francisco or Washington
$48/hrOnsiteMultiple Commitments Available
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Scheduled graduation between December 2027 and June 2028; analytical ability, attention to detail, leadership, communication, teamwork, and fast-paced work capability required. Business, Economics, or STEM major preferred.
Vanguard: Global investment management and financial services provider.
8+ YOERequires 8+ years of related experience, with an undergraduate degree or equivalent training and experience. Investment and analytics experience preferred; graduate degree, CFP, or CFA preferred.
Vanguard: Provides mutual funds, ETFs, and investment management services.
8+ YOERequires 8+ years of related experience, an undergraduate degree or equivalent training and experience, and expertise in investments, analytics, methodology, and strategic initiatives. Graduate degree, CFP, or CFA preferred.
Second Foundation: Algorithmic energy trading firm and technology developer.
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.
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
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.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEBachelor's degree or equivalent experience, 5–8 years of related experience, investment and accounting knowledge, analytical skills, bond document interpretation, and Microsoft Excel proficiency.
Microsoft Excel, Trust Accounting, Bond Accounting