Investment manager Jobs in Charlotte, NC
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Investment manager • charlotte nc
Last updated: 6 hours ago
Investment Operations & Strategy Associate.Charlotte, NC | Hybrid (4 days in-office, 1 day remote).Series 7 and 63 required.
CFP or CIMA (or working toward) preferred.Our client is a boutique, ...Show moreLast updated: 26 days ago
The Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients.
The Investment Specialist develops an understanding of each client or pro...Show moreLast updated: 30+ days ago
You will be supporting the Derivative Collateral Management team.Senior team members will be moving to an optimization effort while newer team members take over day to day tasks.You may be pulled i...Show moreLast updated: 30+ days ago
A company is looking for an Investment Accountant responsible for accounting reconciliations and financial disclosures for investment portfolios.
Key Responsibilities Prepare balance sheet and inc...Show moreLast updated: 6 hours ago
Are you experienced in bank loan processing and ready for a role that goes beyond traditional mortgage lending? We're seeking a detail-oriented Operational Specialist to support the Global Fund Cus...Show moreLast updated: 22 days ago
At Martello Re, were building a distinctive reinsurance platform rooted in exceptional client service, innovative solutions, and advanced analytics.
We attract top talent and empower individuals to ...Show moreLast updated: 17 days ago
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their ful...Show moreLast updated: 30+ days ago
Join Our Team : Mortgage Loan Officer at Ternus Lending, LLC.Are you ready to level up your career in the real estate investment lending space? Ternus Lending, LLC is on the hunt for motivated and d...Show moreLast updated: 18 days ago At Martello Re, were building a distinctive reinsurance platform rooted in exceptional client service, innovative solutions, and advanced analytics.
We attract top talent and empower individuals to ...Show moreLast updated: 17 days ago 
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
Join Our Prestigious International AM Law 50 Firm as an Investment Funds Associate Attorney!.We are seeking talented and driven Investment Funds Associate Attorneys to join our esteemed Charlotte o...Show moreLast updated: 5 days 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.
Performs a wide range of comp...Show moreLast updated: 27 days ago
INVESTMENT FUNDS ASSOCIATE ATTORNEY.Active Bar Admission in North Carolina.Strong interpersonal skills and an entrepreneurial spirit are required.
Represent private equity, hedge, private credit, re...Show moreLast updated: 30+ days ago
Corporate & Investment Banking (CIB).This role will focus on driving strategic and operational projects from planning through execution, ensuring alignment with business objectives, risk mitigation...Show moreLast updated: 12 days ago
The Manager, Investment Tax (Manager) is responsible for identifying and resolving technical, investment tax issues.The tax scope will be primarily the US and Canadian mutual funds and ETFs and wil...Show moreLast updated: 2 days ago
Macdonald & Company is proudly partnered with a private commercial real estate investment firm in Charlotte, North Carolina, to appoint a Senior Investment Associate.
The firm is built on a mult...Show moreLast updated: 6 days ago
Job DescriptionAs an Investment Consultant, you will be responsible for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investmen...Show moreLast updated: 24 days ago
Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.Our largest subsidiary, Jefferies LLC, a U.Jefferies International Limited, a U.
Our strategy focuses on continuing to build out our investment banking...Show moreLast updated: 10 days ago
- Promoted
Investment Operations & Strategy Associate
Claire Myers ConsultingCharlotte, NC, USFull-time
- Promoted
Licensed Investment Specialist
First Citizens BankCharlotte, NC, USFull-time
Investment / Market Advisor
MindlaneCharlotte, North Carolina, United StatesFull-time
Quick Apply
- New!
Investment Accountant
VirtualVocationsCharlotte, North Carolina, United StatesFull-time
- Promoted
Investment operations specialist
RandstadCharlotte, NC, USPermanent
- Promoted
Investment Accounting Manager
Martello Re LimitedCharlotte, NC, USFull-time
Tax Manager - Corporations - Foreign Direct Investment
RSMCharlotteFull-time
- Promoted
Mortgage Loan Officer (Real Estate Investment)
Team ArchitectsCharlotte, NC, USFull-time
- Promoted
Investment Accounting Manager
Martello Re LimitedCharlotte, NC, USFull-time
Quantitative Investment Analyst
Ashton Lane Group, IncCharlotte, NC, USAFull-time
- Promoted
Investment Funds Associate Attorney
Ash & Harris Executive SearchCharlotte, NC, USFull-time
Associate, Investment Banking
Fifth Third BankCharlotte, NCFull-time
Investment Funds Associate Attorney - Charlotte
Pernini Legal, LLCCharlotte, NC, USFull-time
Quick Apply
- Promoted
Project Manager- Corporate Investment Banking
TalentBridgeCharlotte, NC, USFull-time
Manager, Investment Tax
Dimensional Fund AdvisorsCharlotteFull-time
- Promoted
Senior Investment Associate
Macdonald & CompanyCharlotte, North Carolina, USFull-time
Investment Consultant
Willis Towers WatsonCharlotte, NC, United StatesFull-time
- Promoted
Vice President Investment Banking, REGAL
JefferiesCharlotte, NC, United StatesFull-time
- buying (from $ 39,000 to $ 262,500 year)
- facilities management (from $ 78,443 to $ 250,000 year)
- psychiatrist (from $ 20,000 to $ 246,870 year)
- physician (from $ 75,255 to $ 237,500 year)
- private equity (from $ 87,500 to $ 230,410 year)
- medical director (from $ 40,000 to $ 230,000 year)
- venture capital (from $ 195,000 to $ 225,000 year)
- investment banker (from $ 173,300 to $ 222,200 year)
- administrative director (from $ 66,250 to $ 222,200 year)
- banker (from $ 29,250 to $ 222,200 year)
The average salary range is between $ 98,447 and $ 168,650 year , with the average salary hovering around $ 123,251 year .
Investment Operations & Strategy Associate
Claire Myers ConsultingCharlotte, NC, US26 days ago
Job type
- Full-time
Job descriptionSeries 7 and 63 licensed 35 years of experience in investment operations or trade execution Strong understanding of mutual funds, ETFs, and model portfolios Experience with Signature Choice or similar custodial platforms Clear communicator with a collaborative, proactive approach CFP or CIMA designation (or actively pursuing) preferred
Job Description
Job Description
Title : Investment Operations & Strategy Associate
Location : Charlotte, NC | Hybrid (4 days in-office, 1 day remote)
Compensation : $80,000$90,000 base salary + $12,000$15,000 performance-based bonus
Licenses : Series 7 and 63 required; CFP or CIMA (or working toward) preferred
Experience : 35 years
About the Firm :
Our client is a boutique, client-focused wealth management firm serving a sophisticated base of physicians and high-achieving professionals. With institutional-level capabilities and a boutique feel, they provide comprehensive planning and investment services through a collaborative, disciplined, and mission-driven team.
The Opportunity :
This is a unique opportunity for a skilled investment operations professional who wants to grow into a portfolio strategist. The current Director of Investment Operations is transitioning to a fully remote role, and this hire will be groomed to step into leadership of the investment platform.
Youll start by mastering the trade systems, executing trades, and supporting the investment committeethen gradually take over fund selection, portfolio management, and investment communications. If youre Series 7 / 63 licensed, experienced in trading, and ready to grow into investment strategy, this is a high-growth path within a tight-knit, purpose-driven team.
Key Responsibilities :
- Process trades and manage client investment activity through Signature Choice and other platforms
- Support portfolio construction, fund selection, and implementation of model updates
- Assist with platform optimization and ensure fund availability for the advisor team
- Collaborate with the Director of Investment Operations and advisors on strategy and analysis
- Participate in client and internal meetings as needed to discuss investment positioning
- Take ownership of the client-facing investment newsletter
Ideal Candidate Profile :