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Private equity analyst Jobs in Charlotte, NC

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Private equity analyst • charlotte nc

Last updated: 2 days ago
2026 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank

2026 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank

JPMorgan Chase & Co.Charlotte, NC, United States
Full-time
Global Private Bank Advisor Program (SUMMER Analyst) - USPB.Advisor Training Program in Global Private Bank working with advisors to support client. Target applicant : Expected graduation 2027.If you...Show moreLast updated: 30+ days ago
Private Mortgage Banker

Private Mortgage Banker

Wells FargoCharlotte, NC, United States
Full-time
About this role : Wells Fargo is seeking an Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending.Learn more about our career areas and lines of business at wellsfargojobs.In t...Show moreLast updated: 30+ days ago
  • Promoted
Remote Equity Trader

Remote Equity Trader

Maverick CurrenciesCharlotte, NC
Remote
Part-time
Empowering Traders to Achieve Financial Freedom.Apex Trading Solutions has been at the forefront of proprietary trading for over two decades. We are looking for motivated traders eager to grow, lear...Show moreLast updated: 29 days ago
  • Promoted
Investment Strategist, Equity Product Specialist

Investment Strategist, Equity Product Specialist

Dimensional Fund Advisors, L.P.Charlotte, NC, United States
Full-time
Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility.Most roles fit our office-first hybrid approach : We are together on our campuses Tuesdays,...Show moreLast updated: 2 days ago
  • Promoted
Senior Account Analyst - Private Equity

Senior Account Analyst - Private Equity

Lockton, Inc.Charlotte, NC, United States
Full-time
The Lockton team is currently seeking a dynamicSenior Benefit Analystfor our Employee Benefits consulting group.This analyst is responsible for assisting in the marketing and servicing requirements...Show moreLast updated: 2 days ago
Senior Account Analyst - Private Equity

Senior Account Analyst - Private Equity

Lockton CompaniesCharlotte, United States of America
Full-time
The Lockton team is currently seeking a dynamic Senior Benefit Analyst for our Employee Benefits consulting group.This analyst is responsible for assisting in the marketing and servicing requiremen...Show moreLast updated: 7 days ago
  • Promoted
Analyst Program - Diversified Alternative Equity

Analyst Program - Diversified Alternative Equity

BaringsCharlotte, NC, US
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
  • Promoted
Remote Equity / Option Trader

Remote Equity / Option Trader

Maverick TradingCharlotte, NC, USA
Remote
Part-time
Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...Show moreLast updated: 30+ days ago
Private Equity Midlevel Associate

Private Equity Midlevel Associate

K&L GatesCharlotte
Full-time
At K&L Gates, we are looking for smart, imaginative and hard-working people with diverse backgrounds, experiences and ideas to join us. Perhaps our search for talented visionaries and your search fo...Show moreLast updated: 30+ days ago
  • Promoted
Private Credit Investment Analyst

Private Credit Investment Analyst

Churchill Real EstateCharlotte, NC, United States
Full-time
As part of the Originations team, the Private Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space as well as asses...Show moreLast updated: 30+ days ago
  • Promoted
Tax Director, Partnerships and Tax Equity

Tax Director, Partnerships and Tax Equity

PalmettoCharlotte, NC, US
Full-time
Tax Director, Partnerships and Tax Equity.Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, w...Show moreLast updated: 30+ days ago
  • Promoted
Private Equity Funds Accounting Manager

Private Equity Funds Accounting Manager

Charlotte StaffingCharlotte, NC, US
Full-time
Bell Partners Private Equity Funds Accounting Manager.Join Bell Partners and be a difference maker.At Bell Partners, our mission is to be the apartment company of choice by creating value and honor...Show moreLast updated: 5 days ago
Home Equity Underwriter

Home Equity Underwriter

SoFiCharlotte, NC
Full-time
SoFi is seeking experienced Underwriters to review and decision home equity and mortgage loan applications.This role requires sound judgment, strong analytical ability, and a deep understanding of ...Show moreLast updated: 30+ days ago
  • Promoted
Home Equity Lending Specialist - Charlotte, NC

Home Equity Lending Specialist - Charlotte, NC

Bank of AmericaCharlotte, NC, United States
Full-time
Home Equity Lending Specialist - Charlotte, NC.To proceed with your application, you must be at least 18 years of age.To proceed with your application, you must be at least 18 years of age.At Bank ...Show moreLast updated: 2 days ago
  • Promoted
Tax Senior Manager Private Equity

Tax Senior Manager Private Equity

Elliott DavisCharlotte, NC, US
Full-time
Elliott Davis pairs forward-thinking tax, assurance, and consulting services with industry-leading workplace culture.Our nine offices located in the fastest growing cities in the US are built on ...Show moreLast updated: 30+ days ago
  • Promoted
Senior Equity Portfolio Manager

Senior Equity Portfolio Manager

North Carolina StaffingCharlotte, NC, US
Full-time
Senior Equity Portfolio Manager.Wells Fargo is seeking a highly skilled Senior Equity Portfolio Manager to lead the management of discretionary equity portfolios, delivering superior investment per...Show moreLast updated: 5 days ago
  • Promoted
Home Equity Mortgage Loan Closer

Home Equity Mortgage Loan Closer

AccentureCharlotte, NC, United States
Full-time
Home Equity Mortgage Loan Closer will : .Responsible for performing closing calls, scheduling signing appointments and meeting monthly productivity goals. Serve as primary point of contact during the ...Show moreLast updated: 9 days ago
U.S. Private Bank - Private Banker - Vice President

U.S. Private Bank - Private Banker - Vice President

JPMorgan ChaseCharlotte, NC, United States
Full-time
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J. If you have an entrepreneurial ...Show moreLast updated: 30+ days ago
  • Promoted
Private Equity Funds Accounting Manager

Private Equity Funds Accounting Manager

Bell PartnersCharlotte, NC, United States
Full-time
Join Bell Partners and be a difference maker.At Bell Partners, our mission is to be the apartment company of choice by creating value and honoring commitments to our residents, partners, and associ...Show moreLast updated: 9 days ago
People also ask
The cities near Charlotte, NC that boast the highest number of private equity analyst jobs are:
2026 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank

2026 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank

JPMorgan Chase & Co.Charlotte, NC, United States
30+ days ago
Job type
  • Full-time
Job description

2026 Global Private Bank Advisor Program (SUMMER Analyst) - USPB

Short Description

Advisor Training Program in Global Private Bank working with advisors to support client. Target applicant : Expected graduation 2027

Posting Description

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.

As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.

Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.

Job responsibilities

  • Work with a team of advisors and specialists to bring in new clients and serve existing clients
  • Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth

Required qualifications, capabilities, and skills

  • Pursuing a Bachelor’s or Master’s degree
  • Graduation date of December 2026 through June 2027
  • Attend college / university in the .
  • Highly driven person who enjoys working in teams to develop complex solutions
  • Exceptional interpersonal, communication, analytical and problem-solving skills
  • Excellent organizational skills and ability to multitask
  • Genuine interest in financial markets and macro-level economic trends
  • Desire to ultimately work with external clients in a relationship building and sales capacity
  • Ability to thrive in a fast-paced, collaborative environment
  • Highly inquisitive, focused and pro-active
  • Good judgment and discretion when working with confidential information
  • To be eligible for this program, you must be authorized to work in the . We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (

    Our Locations

    Atlanta, GA

    Austin, TX

    Baltimore, MD

    Baton Rouge, LA

    Birmingham, MI

    Boston, MA

    Charlotte, NC

    Chicago, IL

    Cincinnati, OH

    Cleveland, OH

    Columbus, OH

    Dallas, TX

    Denver, CO

    East Bay, CA

    Fort Lauderdale, FL

    Fort Worth, TX

    Grand Rapids, MI

    Greenwich, CT

    Houston, TX

    Indianapolis, IN

    Irvine, CA

    Jacksonville, FL

    Las Vegas, NV

    Long Island, NY

    Los Angeles, CA

    Miami, FL

    Milwaukee, WI

    Minneapolis, MN

    Naples, FL

    Nashville, TN

    New Orleans, LA

    New York, NY

    Oklahoma City, OK

    Orlando, FL

    Palm Beach, FL

    Palo Alto, CA

    Pasadena, CA

    Philadelphia, PA

    Pittsburgh, PA

    Rochester, NY

    Salt Lake City, UT

    San Antonio, TX

    San Diego, CA

    San Francisco, CA

    Scottsdale, AZ

    Seattle, WA

    South Bay, CA

    St. Louis, MO

    Summit, NJ

    Tampa, FL

    Tulsa, OK

    Washington .

    Westlake Village, CA

    JPMorgan Chase is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles. The JPMorgan Chase . Benefits Program is generally available in whole or in part to most employees in the . who meet the eligibility criteria.

    What’s next?

    Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it’s important to complete all application questions so we have as much information about you as possible.

    After you confirm your application, we will review it to determine whether you meet required qualifications.

    You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.

    The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.

    JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.

    Visit / careers for upcoming events, career advice, our locations and more.

  • . Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.