Investment banking associate Jobs in Raleigh, NC
Last updated: 15 hours ago
Investment Portfolio Analyst / Associate.VP of Acquisitions and Capital Markets.Federal is a fully integrated real estate firm and the nation’s leading high-tech self-storage operator.With a portfoli...Show moreLast updated: 10 days ago
You are customer focused, enjoy building relationships and providing financial advice to your clients.A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work...Show moreLast updated: 1 day ago
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 15 hours ago
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.
First Citizens Bank is seeking a Treasury Senior Manager to lead the B...Show moreLast updated: 12 days ago
Our client, a boutique financial services firm, is seeking a.Investment Management Associate.This newly created role will assist with investment transactions, portfolio management, and strategic de...Show moreLast updated: 2 days ago
Investment Banking Managing Director.We are currently partnered with a Boutique Middle Market Investment Bank that provides financial strategy, consulting, and M&A services to mid-market private sh...Show moreLast updated: 30+ days ago
MANAGER CREDIT - SPECIALTY BANKING WHAT IS THE OPPORTUNITY? Key contributor in the loan management process by providing credit and loan underwriting expertise to a team of Specialty Banking Relatio...Show moreLast updated: 30+ days ago
The Associate Director will be responsible for assisting Investment Advisors in representing clients in the buying and selling of commercial properties.
The Associate Director will also assist the I...Show moreLast updated: 30+ days ago
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!.The Investment Specialist Trainee provides essential administrative and transactional supp...Show moreLast updated: 11 days ago
This role is not open to visa sponsorship or transfer of visa sponsorship including those on OPT and STEM-EXT OPT, nor is it available to work corp-to-corp.
This role requires a hybrid schedule and ...Show moreLast updated: 15 hours ago
Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
The Credit Analyst II is prima...Show moreLast updated: 7 days ago
Wells Fargo is seeking an Associate Customer Service Representative in.CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consu...Show moreLast updated: 3 days ago
The Research Department at Dimensional is integral both in the successful day-to-day functioning of the firm and in developing Dimensional’s long-term strategy.
The team produces high-quality, thoug...Show moreLast updated: 30+ days ago
We are currently looking for individuals to fulfill Part-Time and Full-Time Banking Entry Level Jobs - Hiring Immediately positions.
No experience is required to apply for the position.Training is p...Show moreLast updated: 7 days ago
If you’re a natural leader and want to lead a team at a strong company with exceptional support, then you’ll want to be one of our banking center managers! You will immerse yourself in the communit...Show moreLast updated: 30+ days ago
- Promoted
Investment Portfolio Analyst / Associate
10 Federalraleigh, NC, United StatesFull-time
Banker Associate - Middle Market Banking - Associate
JPMorgan Chase Bank, N.A.Raleigh, NC, USFull-time
- Promoted
- New!
FAIR & RESPONSIBLE BANKING SPECIALIST OR LEAD
U.S. BankNC, United States$144,430.00 yearly
Full-time
- Promoted
Senior Manager Treasury - Banking Relations Operations (Hybrid)
First Citizens BankRaleigh, NC, USFull-time
- Promoted
Investment Management Associate
Claire Myers ConsultingRaleigh, NC, United States$75,000.00–$95,000.00 yearly
Full-time
Investment Banking Managing Director
Selby JenningsRaleigh$200,000.00 yearly
Permanent
- Promoted
Contact Center Representative (Relationship Banking)
Local Government Federal Credit UnionRaleigh, NC, United States Our organization believes we can all do well by doing good.We value the contributions of diverse minds and prioritize the success and wellbeing of our employees.
We also believe every person in our ...Show moreLast updated: 30+ days ago
Manager Credit - Specialty Banking
City National BankNorth Carolina, United States$141,830.00–$263,408.00 yearly
Associate Director - Investment Sales
BerkadiaRaleigh, North Carolina, USFull-time
- Promoted
Retail Banking Seasonal Associate - Cary, NC
First National Bank of PennsylvaniaCary, NC, United States Make a difference - for us and for your future.Retail Banking Seasonal Associate.As a leading diversified financial services brand and a 100% employee voted National Top Workplace, FNB offers a wid...Show moreLast updated: 25 days ago
Investment Specialist Trainee
State Employees' Credit UnionRaleigh - 801 Hillsborough StFull-time
Investment Advisor - PNCI (F)
PNCRaleigh, NC, USA At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.As an Investment Advisor w...Show moreLast updated: 30+ days ago
- Promoted
- New!
ASSOCIATE PRODUCT DESIGNER, BANKING | GROWTH AND TRANSFORMATION
Red VenturesNC, United States$55,000.00–$75,000.00 yearly
Full-time
- Promoted
Commercial Credit Analyst II - Middle Market Banking
Fifth ThirdRaleigh, NC, United StatesFull-time
Associate Customer Service Representative Everyday Banking
WELLS FARGO BANKRALEIGH, North Carolina, United States of America$20.00 hourly
Full-time
Senior Associate, Investment Analytics and Data (DevOps)
Dimensional Fund AdvisorsNorth Carolina,RemoteRemote
Full-time
- Promoted
Banking Entry Level Jobs - Hiring Immediately
MyJobResourceRaleigh, NC, United StatesFull-time +1
Senior Associate, Workday Suppliers / Banking / Expenses Lead
KPMG-UnitedStatesRaleigh, NC Senior Associate, Workday Suppliers / Banking / Expenses Lead.KPMG Advisory practice is currently our fastest growing practice.
We are seeing tremendous client demand, and looking forward we do not anti...Show moreLast updated: 30+ days ago
Banking Center Manager
First Horizon BankRaleigh, NC , USFull-time
Investment Portfolio Analyst / Associate
10 Federalraleigh, NC, United States10 days ago
Job type
- Full-time
Job descriptionOversee internal and external investment reporting for fund and portfolio management. Manage and optimize 10 Federal’s portfolio and asset management platform to track financial performance. Provide insights into financial data, investment performance, and key portfolio metrics. Lead the preparation of quarterly investor reports, working with the finance and capital markets team. Manage ad hoc investor requests and ensure timely and accurate responses. Develop customized financial and performance reports in collaboration with finance and accounting teams through the accounting system. Prepare investor presentation materials for meetings and fund updates. Support the acquisitions team by preparing the investment committee materials and evaluating new investment opportunities. Build market research reports using external and proprietary tools to assess industry trends and competitive positioning. Work with the data science team to help conceptualize and apply their findings to investment strategies. Bachelor’s degree in Finance, Accounting, Economics, or Business Administration required. Master’s degree, MBA, or MS in Finance, Data Analytics, or Investment Management preferred. Strong financial analysis and modeling skills with experience in investment reporting, portfolio management, or asset management. Proficiency in financial systems and reporting tools, including accounting software, BI tools, or portfolio management platforms. Ability to communicate complex financial data in a clear and concise manner for investor reporting and decision-making. Strong analytical and research skills to extract insights from financial data and market trends. Experience working cross-functionally with finance, accounting, acquisitions, and capital markets teams. Familiarity with Python for data analysis and automation (preferred). Comfortable using Microsoft Suite (Outlook, Teams, OneDrive, SharePoint, Lists, Planner). Experience with project management tools like Asana, Trello, or Microsoft Project. Knowledge of reporting and accounting software such as Tableau, QuickBooks, or ERP systems. Must be able to work in an open office environment, cubicle, and / or private office, as assigned. Ability to sit or stand for extended periods of time. Manual dexterity and visual acuity to operate computer systems and other office tools.
JOB TITLE : Investment Portfolio Analyst / Associate
DEPARTMENT : Storage Management
REPORTS TO : VP of Acquisitions and Capital Markets
About 10 Federal Storage :
10 Federal is a fully integrated real estate firm and the nation’s leading high-tech self-storage operator. With a portfolio of over 90 properties and millions of rentable square feet, we specialize in fully automated facilities that redefine the storage experience.
Driven by innovation, we leverage advanced technology, automation, and data-centric decision-making to streamline operations, enhance customer convenience, and maximize investor returns. Our tech-forward approach enables a seamless digital rental experience while optimizing performance across our portfolio.
At 10 Federal, we are committed to pushing industry boundaries through continuous improvement and forward-thinking solutions. With a culture rooted in leadership, teamwork, and problem-solving, we embrace innovation as a core value—delivering smarter, more efficient storage solutions and setting new standards for the industry.
Objective
10 Federal is seeking an Investment Portfolio Analyst to support investment, fund, and portfolio management activities. This role will be responsible for building financial reports, managing investor relations reporting, and supporting data-driven decision-making across the portfolio. The ideal candidate will work with finance, capital markets, acquisitions, and data science teams to enhance portfolio performance and investment strategy.
Benefits :
- Several no cost premium health insurance options are available with up to $1,200 annual Health Savings Account employer contribution.
- Dental, vision, life insurance, and short term and long-term disability options.
- Employee Discounts on auto, home, and pet insurance.
- Employee Assistance Program.
- Employee Recognition Program.
- 401k with employer matching; immediate vesting for employee and employer contributions (eligible to enroll after 90 days of employment).
- 10 paid holidays.
- Paid Time Off accrued throughout the year, increasing with years of service.
- Exclusive discounts on travel, electronics, entertainment, and more.
Responsibilities :
Qualifications :
Physical Demands :