Investment Banking Analyst Jobs in Charlotte, NC
An Investment Banking Analyst plays a key role in the finance industry by assisting in the creation and execution of investment strategies for companies, governments, and other large entities. They conduct industry research, prepare financial models, and perform detailed company valuations to support investment decisions. They also help manage and structure financial transactions, including mergers, acquisitions, and public offerings. Analysts often work with senior bankers to liaise with clients and provide them with strategic advice.
Investment Banking Analysts should have robust quantitative and analytical skills, attention to detail, and strong communication abilities. Familiarity with financial modeling and valuation techniques is essential, and proficiency in financial software and databases is highly beneficial. Relevant certifications such as Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) can elevate credibility in this role. Prior roles that could lead to an Investment Banking Analyst position include roles such as a Financial Analyst, Business Analyst, or Associate in a smaller investment bank or financial consulting firm.
Investment Banking Analyst/Associate, Consumer & Retail (Multi-Unit Franchise)
- Charlotte, NC
- 6 days ago
- Charlotte, NC
- 6 days ago
Description Citizens Consumer & Retail Advisory team is seeking an Investment Banking Analyst/Associate for our Charlotte office....
- Fort Mill, SC (14 miles from Charlotte, NC)
- 21 days ago
- Fort Mill, SC (14 miles from Charlotte, NC)
- 21 days ago
Conduct portfolio performance analysis, including use of Factset, Bloomberg, Morningstar, Wilshire, Evestment, and/or other in-house and third-party analytical tools....
Turn data into insights and simple stories with robust financial models and data analyses. Build AI tools to improve our processes and support our companies....
Senior Retirement Investment Analyst
- Fort Mill, SC (14 miles from Charlotte, NC)
- 26 days ago
- Fort Mill, SC (14 miles from Charlotte, NC)
- 26 days ago
What if you could have an opportunity to help drive the Retirement Partners business at LPL Financial? What if you could work with financial advisors to help them differentiate their retirement...
Perform extensive analysis and research such as financial modeling, apply valuation methods, and support due diligence activities....
Title: Capital Markets Analyst- Middle Office Location: Charlotte, NC Duration: 6 months Work Engagement: W2 Benefits on offer for this contract position: Health Insurance, Life insurance, 401K...
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
- Charlotte, NC
- 45+ days ago
- Charlotte, NC
- 45+ days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
Investment Banking Associate - Consumer Products & Services (CPS)
- Charlotte, NC
- 60+ days ago
- Charlotte, NC
- 60+ days ago
Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities....
Investment Banking Associate - Industrials & Business Services M&A Advisory
- Charlotte, NC
- 60+ days ago
- Charlotte, NC
- 60+ days ago
Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client...
Remote WorkInvestment Banking Associate, Industrials (Charlotte, NC)
- Charlotte, NC
- 60+ days ago
- Charlotte, NC
- 60+ days ago
Lead the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business...
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
Managing Director, Capital Advisors - Investment Banking
- Charlotte, NC
- 90+ days ago
- Charlotte, NC
- 90+ days ago
Description & Requirements Forvis Mazars is currently seeking a Managing Director on our Capital Advisors team. In this position, your primary responsibility will be growing a practice through the...
Franklin Street is currently seeking a Managing Director to lead our Investment Sales Team in Charlotte, NC. The ideal candidate must possess 7+ years of commercial real estate experience,...
Demographic Data for Charlotte, NC
Moving to Charlotte, NC? Find some basic demographic data about Charlotte, NC below.
Investment Banking Analyst Online Courses and Training Opportunities
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Salary for Investment Banking Analyst Jobs in Charlotte, NC
Required or preferred licenses and certifications for Investment Banking Analyst positions.
Highest Education Level
Investment Banking Analysts in Charlotte, NC offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Analyst position
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- Generally Accepted Accounting Principles
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Investment Analysis
- Corporate Finance
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Sarbanes-Oxley Compliance
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Written Communication
- Presentation
- Mentoring
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Bachelor's Degree
- Coaching
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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