20 investment analytics analyst jobs at 15 companies in Tryon, NC
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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
2mo
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Analyst/Associate, Investment Engineering (Analytics Platforms)
Charlotte or Austin
HybridFull Time
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.
Python, T-SQL, REST APIs, Git, GitHub Actions, databases
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.
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
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.
1w
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2027 Investment Banking Full-Time Analyst
Boston or Charlotte or Chicago
$110k/yr OnsiteFull Time
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.
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
1w
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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
1mo
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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
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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
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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
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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 City or San Francisco or Washington
$48/hr OnsiteMultiple Commitments Available
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.
financial models
5d
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Advice Methodology Analyst, Senior Specialist
Charlotte or Scottsdale or Malvern
HybridFull Time
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.
5d
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Advice Methodology Analyst, Senior Specialist
Malvern or Scottsdale or Charlotte
HybridFull Time
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.
1mo
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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
1d
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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. Preferred: investment banking, advanced Excel and presentation skills, financial systems, analytical, communication, and problem-solving expertise.
Microsoft Excel, Microsoft PowerPoint, Essbase, Microsoft Copilot
5d
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Debt Capital Markets Analyst III/Associate I
Boston or Charlotte
$130k-$175k/yr HybridFull Time
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.
4d
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Product Operations Escrow Analyst 5 and Team Lead
Saint Paul or Charlotte
$82k-$96k/yr HybridFull Time
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
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