11 valuation analyst jobs at 7 companies in Monroe, NC

1w
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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.
1w
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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
2d
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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
1w
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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
1w
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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
1w
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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
2w
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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%.
5d
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Senior Balance Sheet Management Analyst (BSIRRM-Change Management)
Charlotte, North Carolina, United States
HybridFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
4+ YOERequires 4+ years of Treasury experience or equivalent. Preferred: QRM and SQL experience, treasury products knowledge, IRR and valuation model familiarity, strong analytics, risk frameworks, and communication skills.
Quantitative Risk Management (QRM), SQL
1w
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2027 Investment Banking Summer Analyst Consumer Charlotte, NC
Charlotte, North Carolina, United States
OnsiteFull Time, Internship
Raymond James
Raymond JamesNYSE: RJF: Provides wealth management, investment banking, and asset management services.
Currently enrolled in an accredited undergraduate program; 4–6 months of general experience; financial analysis, valuation, research, communication, problem-solving, organization, and technology skills; US work authorization without sponsorship.
2w
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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.