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Investment analyst Jobs in Charlotte, NC

Last updated: 8 hours ago
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Investment Banking Analyst, REGAL

Investment Banking Analyst, REGAL

JefferiesCharlotte, NC, United States
$125,000.00 yearly
Full-time
Jefferies' Real Estate Gaming & Lodging ("REGAL") Group offers a full range of investment banking services to the Real Estate industry. Our diverse client base covers a broad spectrum of companies, ...Show moreLast updated: 8 hours ago
Investment Banking Program Analyst - DCM

Investment Banking Program Analyst - DCM

WELLS FARGO BANKCHARLOTTE, North Carolina, United States of America
Full-time
Wells Fargo is seeking a High Grade Debt Capital Markets Analyst as part of Corporate & Investment Banking Group.Learn more about our career areas and lines of business at wellsfargojobs.The High G...Show moreLast updated: 1 day ago
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Investment Advisor Representative

Investment Advisor Representative

The Pelora GroupCharlotte, NC, United States
Full-time
Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone?.As an Investm...Show moreLast updated: 8 hours ago
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Managing Director, Investment Sales

Managing Director, Investment Sales

Franklin Streetcharlotte, NC, United States
Full-time
Franklin Street is currently seeking a.Investment Sales Team in Charlotte, NC.The ideal candidate must possess.Experience with leading and motivating teams is a must. Expertise in commercial real es...Show moreLast updated: 9 days ago
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Investment Services Administrator

Investment Services Administrator

Global Endowment ManagementCharlotte, NC, United States
Full-time
The Investment Services Administrator will be pivotal in providing high-quality administrative and operational support to the Investment Services Group at GEM. This role encompasses coordinating inv...Show moreLast updated: 1 day ago
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Business Manager, Investment COO

Business Manager, Investment COO

Allspring Global InvestmentsCharlotte, NC, United States
Full-time
Work where your ideas have impact.Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet cl...Show moreLast updated: 3 days ago
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Real Estate Investment Associate

Real Estate Investment Associate

Selby JenningsCharlotte, NC, US
Full-time
Real Estate Investment Associate.A leading Real Estate Private Equity firm is looking to add a cradle-to-grave Associate to the team to further support the firm's growth plans.The Associate wil...Show moreLast updated: 10 hours ago
Real Estate Investment Analyst

Real Estate Investment Analyst

CRGcharlotte , North Carolina
Develop and manage investment-level detailed Excel models to capture complex capital structures and waterfall calculations. Design and analyze sensitivity models for strategic initiatives, providing...Show moreLast updated: 30+ days ago
Senior Analyst, Investment Grade

Senior Analyst, Investment Grade

BaringsCharlotte, NC, United States
Full-time
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 skills...Show moreLast updated: 30+ days ago
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Financial Data Analyst with Investment Banking

Financial Data Analyst with Investment Banking

Dexian - Signature ConsultantsCharlotte, NC, US
Full-time
Dexian is seeking a Financial Data Analyst with Investment Banking for an opportunity with a client located in Charlotte, NC. Support Profit monthly production with analysis, execution of controls a...Show moreLast updated: 21 hours ago
Quantitative Investment Analyst

Quantitative Investment Analyst

Ashton Lane Group, IncCharlotte, NC, USA
Supporting portfolio optimization and analytics within the investments team.Develop quantitative fixed income and multisector tools and frameworks and directly contribute to asset allocation decisi...Show moreLast updated: 30+ days ago
Regulatory GAAP and Statutory Investment Reporting Analyst

Regulatory GAAP and Statutory Investment Reporting Analyst

Lincoln Financial GroupCharlotte, NC (North Carolina)
$67,000.00–$120,700.00 yearly
You will provide timely and proper investment reporting of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. You will specifically be responsible for the in...Show moreLast updated: 30+ days ago
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Investment Operations Analyst / Associate

Investment Operations Analyst / Associate

Voy VenturesCharlotte, NC, United States
Full-time
Voy is partnering with a prestigious private markets investment firm to build out a newly created Investment Operations / Middle-Office Team. This team will support the firm’s investment activity, c...Show moreLast updated: 15 days ago
Analyst, Investment Stewardship

Analyst, Investment Stewardship

Dimensional Fund AdvisorsCharlotte
Full-time
The Portfolio Management Group is responsible for the oversight of Dimensional's investment offering and the implementation of Dimensional’s investment philosophy. Portfolio Management interacts and...Show moreLast updated: 30+ days ago
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Financial Data Analyst with Investment Banking

Financial Data Analyst with Investment Banking

DexianCharlotte, NC, United States
Full-time
Dexian is seeking a Financial Data Analyst with Investment Banking for an opportunity with a client located in Charlotte, NC. Support Profit monthly production with analysis, execution of controls a...Show moreLast updated: 22 days ago
Investment Banking Analyst III Corporate Finance, Financial Institutions Group

Investment Banking Analyst III Corporate Finance, Financial Institutions Group

CitizensCharlotte, NC, United States
Citizens is seeking an ambitious Investment Banking Analyst III to join our Financial Institutions Group (FIG) to support team’s senior professionals in industry focused client advisory as well as ...Show moreLast updated: 30+ days ago
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Investment Consultant II - Merrill Premium

Investment Consultant II - Merrill Premium

Bank of AmericaCharlotte, NC, United States
Full-time
Investment Consultant II - Merrill Premium.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 ...Show moreLast updated: 1 day ago
Analyst – Investment Accounting

Analyst – Investment Accounting

Asana PartnersCharlotte, NC
Asana Partners is a real estate investment firm creating value in vibrant neighborhoods by leveraging vertically integrated capabilities and retail expertise. With more than $7 billion of neighborho...Show moreLast updated: 30+ days ago
Associate / Analyst Investment Risk Quant Developer, Ares Insurance Solutions (AIS)

Associate / Analyst Investment Risk Quant Developer, Ares Insurance Solutions (AIS)

Ares Management CorporationCharlotte, NC
$110,000.00–$160,000.00 yearly
Full-time
The Ares Insurance Solutions team is seeking an experienced developer resource to assist in : .Designing, implementing, and testing a comprehensive in-house Alt Credit collateral-level risk and analy...Show moreLast updated: 30+ days ago
Investment Banking Analyst, REGAL

Investment Banking Analyst, REGAL

JefferiesCharlotte, NC, United States
8 hours ago
Salary
$125,000.00 yearly
Job type
  • Full-time
Job description

Job Description

GROUP DESCRIPTION : Jefferies' Real Estate Gaming & Lodging ("REGAL") Group offers a full range of investment banking services to the Real Estate industry. Our diverse client base covers a broad spectrum of companies, including those in sectors such as Residential, Office, Industrial, Retail, Storage, Casino Operators, Lodging and Leisure. The REGAL Group consists of a team of over 30 bankers focused on providing services to clients in these industries in North and South America, Europe and Asia.

PRIMARY RESPONSIBILITIES : Significant responsibilities related to pitching as well as executing advisory and capital markets transactions for a broad group of public and private clients. These responsibilities will include the following :

  • Assist in and lead the execution of M&A, restructuring and recapitalization transactions as well as equity and debt financings
  • Work with a team on the preparation of pitch books and live deal materials including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses
  • Direct the preparation financial analyses to include valuation, discounted cash flow, pro forma merger, precedent transaction, and comparable companies analyses
  • Analyzing business plans and participating in due diligence sessions
  • Develop client relationships through deal execution and pitching

These responsibilities afford direct and active interaction with the senior executive management teams of our clients.

REQUIRED BACKGROUND :

  • Bachelor's degree from an accredited college or university and at least one year of Investment Banking experience
  • Financial modeling coursework, training, or experience
  • Strong written and verbal communication skills
  • Ability to manage a variety of transactions and projects simultaneously
  • Resourceful self-starter, able to work autonomously and as team player
  • The Investment Banking class of 2023 or later are eligible
  • The salary range for this role is $125,000.

    LI-DNI

    About Us

    Jefferies Financial Group Inc. (''Jefferies,'' ''we,'' ''us'' or ''our'') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.

    At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.

    Jefferies is committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ+ community, military veterans, and individuals with disabilities or who are neurodiverse.

    Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.

    The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part- time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including : medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full time employees, paid parental leave.