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 Associate - Client Growth Segments
- Charlotte, NC
- 4 days ago
- Charlotte, NC
- 4 days ago
About this role: Wells Fargo's Corporate & Investment Bank is seeking an Investment Banking Program Associate for the Client Growth Segments Group....
- Fort Mill, SC (14 miles from Charlotte, NC)
- 4 days ago
- Fort Mill, SC (14 miles from Charlotte, NC)
- 4 days ago
Conduct portfolio performance analysis, including use of Factset, Bloomberg, Morningstar, Wilshire, Evestment, and/or other in-house and third-party analytical tools....
What We're Looking For: 1-3 years of experience in private equity, management consulting, investment banking, or AI/data-related roles....
Senior Retirement Investment Analyst
- Fort Mill, SC (14 miles from Charlotte, NC)
- 9 days ago
- Fort Mill, SC (14 miles from Charlotte, NC)
- 9 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...
Investment Banking Analyst II/III, Industry Coverage - Communications
- Charlotte, NC
- 9 days ago
- Charlotte, NC
- 9 days ago
by strong public equity research....
Performs assigned duties with increased independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development...
INVESTMENT BANKING | 58 Investment Banking Associate - Healthcare Charlotte, North Carolina | Chicago, Illinois | New York, New York Solutions for Today's Challenges....
Director, Investment Banking - Financial Institutions Group (FIG)
- Charlotte, NC
- 22 days ago
- Charlotte, NC
- 22 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Minimum 8+ years' experience in Investment banking and/or Capital Markets with a top ranked investment bank, M&A boutique...
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...
Overview This position supports the company’s efforts in analyzing capital markets, tracking origination activity, supporting mortgage pricing operations, and purchasing assets through the...
Investment Banking Associate - Industrials M&A
- Charlotte, NC
- 30+ days ago
- Charlotte, NC
- 30+ days ago
Skills & Experience: Minimum of two years of sell-side M&A advisory and investment banking experience with record of completed transactions from pitch to close in the Industrials & Business Services...
Remote WorkThe 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
- 30+ days ago
- Charlotte, NC
- 30+ 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...
At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication...
Investment Banking Associate - Consumer Products & Services (CPS)
- Charlotte, NC
- 30+ days ago
- Charlotte, NC
- 30+ days ago
INVESTMENT BANKING | 54 Investment Banking Associate - Consumer Products & Services (CPS) Charlotte, North Carolina | Chicago, Illinois Solutions for Today's Challenges....
Demographic Data for Charlotte, NC
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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
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Mutual Funds
- Financial Modeling
- Equities
- Derivatives
- Wealth Management
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Venture Capital
- Restructuring
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Finance
- Acquisitions
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Presentation
- Verbal Communication
- Written Communication
- Collaboration
- Mentoring
- Flexibility
- Documentation
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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