11 valuation analyst jobs at 7 companies in Hickory, NC

2w
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Core Operations Valuation Analyst
Charlotte or Irvine
$88k-$164k/yr HybridFull Time
Capital Group
Capital Group: Providing active investment management and research-driven financial strategies
Knowledge of securities, financial markets, valuation, mutual funds, pricing methodologies, vendor management, liquidity testing, financial analysis, and communicating complex ideas to senior stakeholders.
3w
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Actuarial Analyst II, Traditional Life Valuation
Radnor or Charlotte or Fort Wayne or Greensboro or Hartford or Omaha
$62k-$112k/yr HybridFull Time
Lincoln Financial
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
1+ YOE4 actuarial exams passed, 1–4+ years actuarial experience, 1 prior rotation, strong technical and communication skills, proficiency in Microsoft Office and actuarial tools, attention to detail.
MG-ALFA, Axis, Prophet, Triton, Dataiku, R, Tableau, SQL Server, Tableau Prep, Microsoft Office
2w
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Actuarial Analyst I, Traditional Life Valuation
Radnor or Charlotte or Fort Wayne or Greensboro or Hartford or Omaha
$50k-$90k/yr HybridFull Time
Lincoln Financial
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
1+ YOERequires at least one actuarial exam passed, 1–2 years of actuarial experience, strong technical, communication, and problem-solving skills, Microsoft Office proficiency, attention to detail, and deadline management.
MG-ALFA, Axis, Prophet, Triton, Dataiku, R, Tableau, SQL Server, Tableau Prep, Microsoft Office Suite
4w
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Senior Finance Analyst – Business Support (CFO-Card & Small Business Lending Valuation, Analytics, and Reporting)
Charlotte or Newark
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
2+ YOE2 years FP&A experience, Bachelor's in Finance/Accounting, strong communication, forecasting, valuation, reporting, and analytical skills.
Alteryx, Tableau, SAS, SQL, Power Query, VBA
4w
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Senior Finance Analyst – Business Support (CFO-Card & Small Business Lending Valuation, Analytics, and Reporting)
Newark or Charlotte
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
2+ YOEBachelor's in finance/accounting,2+ years FP&A experience,strong communication,detail-oriented,able to build forecasts,valuations,models,and present insights to senior leadership.
Alteryx, Tableau, SAS, SQL, Power Query, VBA
2w
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Analyst, Advisor M&A
Fort Mill or Charlotte
$29-$48/hr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides independent financial advisory and wealth management services.
1+ YOEBachelor's degree in finance, business, economics, or related field; 1–3 years of relevant analytical experience; Excel and PowerPoint proficiency; foundational M&A or valuation knowledge; strong analytical and communication skills.
Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Equity Analyst, Industrials & Utilities
Minneapolis or Charlotte or Troy
$158k-$237k/yr HybridFull Time
Ameriprise Financial
Ameriprise FinancialNYSE: AMP: Offering wealth management, financial planning, and insurance services.
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.
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
2w
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Analyst, Advisor M&A
Fort Mill or Charlotte
$29-$48/hr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
1+ YOEBachelor's degree in finance, business, economics, or related field; 1–3 years of relevant analytical experience; Excel and PowerPoint experience; M&A or valuation exposure; strong analytical and communication skills.
Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Healthcare Services Investment Banking Senior Analyst/Associate I (Charlotte & Atlanta)
Charlotte or Atlanta
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
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%.
3w
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Vice President, Equity Research, Wealth Management Solutions
Minneapolis or Charlotte or Troy
$197k-$270k/yr OnsiteFull Time
Ameriprise Financial
Ameriprise FinancialNYSE: AMP: Offering wealth management, financial planning, and insurance services.
12+ YOE5+ Mgmt12+ years equity research experience with fundamental analysis, financial modeling and valuation; 5+ years leading analysts; bachelor\u0002s degree required; Series licensing or ability to obtain; strong communication and governance experience.