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Investment Team Associate - Private Credit, Direct Lending & Equity Investments.
Working with Managing Directors, Vice Presidents, Associates within the Debt Capital Markets, Equity Capital Markets and M&A product groups, Sponsor Coverage and Corporate Banking relationship teams to develop new business ideas, pitch strategies or transaction financing scenarios to help corporate
LPL Financial is seeking a Senior Analyst, Wealth Management Strategic Transformation Office to support strategic initiatives across the Wealth Management organization. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management pr
Working with senior bankers within the Debt Capital Markets, Equity Capital Markets and M&A product groups, Sponsor Coverage and Corporate Banking relationship teams to pitch strategies or transaction financing scenarios to help corporate clients and financial sponsors achieve their financial and st
The Investment Products team within LPL’s Investment Management Solutions (IMS) group delivers a highly competitive set of investment solutions across LPL’s brokerage and advisory platforms. This role will evolve, manage and market ETF and capital market products, focusing on market research, fi
The Investment Banking Analyst will be involved in all facets of Citizens' investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acq
Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J. Morgan Wealth Management, you will be expected to present on capital markets as well as investment solutions and work collabor
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. The PWA uses familiarity with client circ
Either (i) a Master's in business administration and 1-3+ years of investment banking experience as an Associate; or (ii) an undergraduate degree and 3+ years of Real Estate investment banking experience, most recently as an Associate. You will work on several projects simultaneously with teams of p
Strong knowledge of audit principles, practices, and methodologies including risk assessment, and audit documentation. Develop advanced audit skills and begin developing risk assessment and project management skills. Truist Senior Internal Auditor is responsible for assisting in the completion and d
Direct experience leading non-financial risk management initiatives and/or experience related to: Strategy, Investment Portfolio Management, Project Management, Change Management, Workforce Management, Talent Strategy, and/or Business Management Operations. Execute, facilitate and monitor risk gover
The Skills You Bring*** Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance* Rapport as a poised senior associate with significant experience, keen communicating skills and
A major financial institution in Charlotte is seeking a First Line Risk Senior Manager for its Wealth Management division. The role involves managing risks, compliance, and governance, alongside leading initiatives to identify and mitigate potential risks in a dynamic environment. The ideal candidat
Financial Services and Risk Experience Relevant experience supporting regulatory reporting, risk management, or control functions, including compliance, financial crimes, operational risk, audit, legal, credit risk, market risk, IT security, or business process management. FDMO focuses on strengthe
A leading financial services firm in Charlotte, NC is seeking a senior staff auditor to join their retail bank audit team. Responsibilities include assessing business risks and executing audit procedures. This hybrid role requires a bachelor's degree and at least 2 years of experience in auditing or
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Basic Qualifications Bachelor's Degree or military experience At least 3 years of experience in auditing, and at least 3 years in accounting, financial analysis, or compliance, or a combination Preferred Qualifications 1+ year of experience leading audits as auditor-in-charge 2+ years of experience
A leading financial services company is seeking a Senior Auditor for its Risk Management Audit team. In this role, you will conduct audits of Enterprise and Operational Risk Management frameworks and collaborate within a supportive team. Candidates should have a bachelor's degree and at least 2 year
A leading financial services institution in Charlotte is seeking an experienced Risk Leader to oversee fiduciary activities and ensure robust risk management. This hybrid role involves strategic collaboration with senior leaders to assess and mitigate risks while complying with regulations. The idea
A financial services leader is seeking a Senior Auditor to join the Retail Bank Audit team. The role involves executing internal auditing responsibilities across the organization, including operational and compliance audits. Responsibilities include assessing risks, designing audit procedures, and c