8 valuation associate jobs at 7 companies in Charlotte, NC
2d
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Senior Associate, Complex Securities Valuation
New York City or Los Angeles or Washington or Troy or Houston or Chicago or Grand Rapids or Baltimore or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Orange County or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Salt Lake City or Jacksonville or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$90k-$110k/yr OnsiteFull Time
2+ YOEBachelor's degree required; 2+ years in accounting, advisory, banking, or financial services preferred. Requires complex valuation, financial modeling, research, communication, and Microsoft Office proficiency.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Capital IQ, FactSet, SNL, Bloomberg, Intex, Moody’s Analytics, Crystal Ball, R, Python, Matlab, Stata, Octave, Mathematica, Monte Carlo, Lattice Models
2mo
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Consumer Investment Banking Associate - Charlotte
Charlotte, North Carolina, United States
OnsiteFull Time
10+ YOEBachelor's degree, 10+ years general experience, FINRA SIE/Series 63/Series 79 required; strong financial modeling, valuation, NPV and communication skills.
1mo
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Investment Banking Associate – Consumer (Lifestyle Brands)
New York City or Los Angeles or San Francisco or Chicago or Charlotte
$170k/yr HybridFull Time
2+ YOE2+ years sell-side M&A/investment banking experience, strong financial modeling and valuation skills, proficiency with S&P Capital IQ, PitchBook, Salesforce CRM; SIE, Series 79 and 63 required; excellent communication and critical thinking.
S&P Capital IQ, PitchBook, Salesforce CRM
3w
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Investment Banking Associate / Vice President - Aero, Defense & Government: Overview
Charlotte, North Carolina, United States
$175k-$225k/yr OnsiteFull Time
3+ YOEBachelor's in finance-related field, 3+ years investment banking or transaction experience, strong financial modeling and valuation skills, M&A and capital markets experience, advanced Microsoft Excel/PowerPoint/Word, leadership and communication skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
2mo
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Investment Banking Senior Associate - Aerospace/Defense & Government Services (ADGS)
Charlotte, North Carolina, United States
$225k/yr OnsiteFull Time
3+ YOEBachelor’s degree required; MBA preferred; 3+ years investment banking experience; SIE/Series 79/63 within 150 days; strong financial modeling and communication skills; travel 10-30%.
Excel, PowerPoint, Financial Modeling, Valuation
1w
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Associate Equity Portfolio Manager
Charlotte, North Carolina, United States
HybridFull Time
0.5+ YOERequires 6+ months of wealth investment portfolio management or equivalent experience. Expertise in equity markets, valuation, risk management, tax-efficient strategies, communication, and client relationships; FINRA licensing required.
Moxy, Fiserv, SEI, Aladdin Wealth, InvestCloud
1mo
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Associate Actuary, Economic Value Innovation
Charlotte, North Carolina, United States
$106k-$130k/yr HybridFull Time
3+ YOEASA designation (or equivalent), 3+ years actuarial experience in valuation/reserving, hands-on experience with IFRS/Solvency II/LDTI/PBR, proficiency with Excel and SQL, strong communication and audit/regulatory support experience, US work authorization required.
Microsoft Excel, SQL, actuarial systems, BI tools
2w
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Healthcare Services Investment Banking Senior Analyst/Associate I (Charlotte & Atlanta)
Charlotte or Atlanta
OnsiteFull Time
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%.