Finance analyst jobs in Charlotte, NC

In this hourly, remote contractor role, you will review AI-generated finance analyses and/or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while providing precise written feedback. You will assess solutions for accuracy, clarity, and adherence to the prompt; identify methodological or conceptual errors; fact-check financial claims and assumptions; write high-quality explanations and model solutions; and rate and compare multiple responses based on correctness and reasoning quality. This role is with SME Careers, a fast-growing AI Data Services company and subsidiary of SuperAnnotate, delivering training data for many of the world's largest AI companies and foundation-model labs. Your finance expertise directly helps improve the world's premier AI models by making their financial reasoning more accurate, reliable, and clearly explained. Key Responsibilities: • Develop AI Training Content: Create detailed prompts in various topics and responses to guide AI learning, ensuring the models reflect a comprehensive understanding of diverse subjects. • Optimize AI Performance: Evaluate and rank AI responses to enhance the model's accuracy, fluency, and contextual relevance. • Ensure Model Integrity: Test AI models for potential inaccuracies or biases, validating their reliability across use cases. Your Profile: • Bachelor's degree (or higher) in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance (including coursework in Micro/Macro, Corporate Finance, Investments, Econometrics, and Accounting). • 5+ years of professional experience in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance. • Strong command of financial statements, valuation (DCF and multiples), time value of money, and markets/instruments. • Confident in risk/return reasoning, basic macro & microeconomic intuition, and financial modeling logic (assumptions, drivers, sensitivities, consistency checks). • Able to rigorously review and explain reasoning, identify methodological errors, and fact-check claims with high attention to detail; Minimum C1 English proficiency. • Comfortable applying structured sanity checks (conservation-style checks for finance: reconciliation, sign/units consistency, boundary cases, and plausibility bounds). • Reliable, self-directed, and able to deliver consistent quality in an hourly, remote contractor workflow across time zones. • Previous experience with AI data training/annotation, expert review, or editorial QA is strongly preferred.

The position acts as a bridge between IT and Finance, responsible for maintaining and enhancing SAP FICO functionality, managing related integrations (e.g., with OpenText VIM), and supporting process improvements and automation projects. Technical Skills SAP FICO module expertise (Finance & Controlling). Integrations within SAP Landscape (knowledge of interfaces, data flows, tables). VIM (Vendor Invoice Management) experience highly preferred. OpenText exposure a major plus. Familiarity with Agile / Project methodologies - able to lead smaller initiatives. S/4HANA implementation experience preferred. Understanding of invoice approval workflows (e.g., Four Eyes Principle), P2P processes, and automation. Comfortable working in both on-prem (current) and cloud-oriented environments (future state). Functional Skills Translate complex IT concepts into clear, business-relevant communication. Understand finance concepts (credit/debit, profit/loss, accounts payable). Create and maintain functional specs, manage testing (UAT, negative, etc.), and user documentation.

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 assessing the underlying collateral of the project. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio. Responsibilities: Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants. Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience. Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite. Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies. Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements. Maintain accurate and organized records of credit decisions and supporting documentation. Stay informed of changes in regulations and best practices within the residential lending space. Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions. Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. 3-5 years of experience in private real estate lending in underwriting, credit analysis or elated experience. Strong analytical skills with the ability to interpret financial data and assess risk. Knowledge of residential real estate markets and investment principles. Excellent attention to detail and organizational skills. Strong written and verbal communication skills.

Note* - Only Hiring for W2 local candidates, Not applicable for C2C or 1099 Title: Senior IAM Front-end Analyst Duration: 12 Months (Contract to Hire) Work Model: Onsite (5 days/week) Schedule / Shift: Monday - Friday, 8:00 AM - 5:00 PM Role Responsibilities 1. Role Maintenance (add / modify / delete / roles and profiles, management of auto assignment rules, actioning remediation reports / maintaining role hygiene) 2. Manage SOD rules, scan for and resolve SOD conflicts Must Have Skills / Prior Experiences 1. Solid grasp of core IDM concepts including: Role Lifecycle Management (Create, Modify and Retire Roles) and Segregation of Duties (SoD). 2. Ability to identify security issues, remediate user access issues and translate business requirements into technical solutions. 3. Strong communication skills to collaborate effectively with sister IAM teams, business end-users and leadership. 4. A bachelor's degree in Information Technology, Cybersecurity, Computer Science or related field. 5. Experience in at least one IGA platform solution (OIG, SailPoint, Saviynt, Ping, ForgeRock) 6. An understanding of regulatory requirements and experience supporting internal and external audits but gathering evidence is a significant advantage. 7. Proficient in Microsoft Active Directory (AD) and understanding of RACF, Unix and Linux. 8. Ability to lead initiatives in varying size and scope to support the organization. Plus / Nice to Have Skills / Prior Experiences At least 10 years' experience supporting large complex organizations. RBAC and AI experience is desired. An industry leading certification (CISSP, CRISC, etc) EEO “Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of - Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”

Let your career take off with PSA Airlines About PSA PSA Airlines, a wholly owned subsidiary of American Airlines, offers unparalleled opportunities for growth and professional development. We value teamwork, diversity, and inclusivity and strive to create a safe, respectful, and happy work environment for our more than 4,000 employees. Our company culture, known as The PSA Way, is our foundation for operation and fosters stability, growth and a focus on the future while always placing safety at the forefront of everything we do. We are driven in our goals and achievements, eager to be better. We are reliable to one another and accountable for our actions. And we are caring in our daily interactions, with teammates, colleagues, and customers. Join our team to enjoy comprehensive benefits, including travel privileges on the American Airlines global network, so you can explore new destinations and create unforgettable memories with family and friends. Benefits PSA offers the benefits you expect from a company focused on excellence. All eligible team members enjoy a comprehensive benefits package, including: * Travel privileges on the American Airlines global network * A generous vacation plan designed to let you enjoy your travel perks * 401(k) with company match * American Airlines Group (AAG) profit-sharing and bonus opportunities * A choice of three health plan options, all with nationwide coverage with the UnitedHealthcare Choice Plus network * Premium dental coverage * Vision plan options provided, including a plan that covers both glasses and contacts every year * Benefits navigation services, including finding a doctor, scheduling an appointment, understanding your medical bills, and free second opinion services * Access to 24-hour virtual urgent care services * Family planning and fertility treatment * LGBTQ+ friendly services including gender affirming care, assistance finding knowledgeable providers, and family planning * Company-paid Life and AD&D Insurance, Short-term and Long-term Disability, and supplemental life insurance options for spouses and dependent children * Flexible Spending Accounts for both Health Care and Dependent Care services * Comprehensive Employee Assistance Program providing a range of services, including 5 free in-person sessions with a health care professional Responsibilities Position Summary The Finance Analyst assists in the design and implementation of the company's comprehensive strategic financial plan. Tracks financial and productivity performance, and is involved with financial forecasting, development of operating and capital plans, staffing analysis, cost reduction and process improvement strategies. Job Responsibilities * Development of the annual operating budget and models used to forecast operating expenditures. * Coordinates near and long-term planning activities to ensure consistency and compliance with corporate American Airlines action plans. * Evaluates competitive strategies and industry trends to determine impact on current or contemplated action plans. * Assists management during labor negotiations by developing and utilizing costing models to determine the financial impact of union and company economic proposals. * Creates business cases and financial analysis for capital proposals in order to secure capital funding. * Coordinates annual capital plan process and tracks actual and forecasted capital spending on current/future projects. * Completes monthly financial close and the review of business expenses. * Presents results to senior management in a clear and concise manner. * Performs other duties as assigned to support the efficient operation of the department and company. * Responsible for the Company's Security and Safety Management System (SMS) and associated Safety Risk Management and Safety Assurance outputs. * Performs other duties as assigned. Position Specifics Qualifications Required * Bachelor's degree in Finance/Economics/Accounting. * Proficient computer skills: Microsoft Excel. * Ability to speak/read/write in English. * If hired, must be able to demonstrate that you are authorized to work in the U.S. Preferred * Previous work experience in the financial field. Additional Information Delegation: In absence, responsibilities delegated to Assistant Director of Finance and Analysis. Authorities: None. Supervisory Responsibility: This is not a supervisory position. Work Environment: This job operates approximately 90% of the time inside a climate-controlled building and approximately 10% of the time outside in all types of weather. This role routinely uses standard office equipment such as computers, telephones, photocopiers, facsimile machines and filing cabinets.Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role; however, the employee is frequently required to stand; walk; climb up and down stairs; lift weight up to 25 lbs; use hands to handle or feel; and reach with hands and arms.Security Clearance: All employees are required to pass the fingerprint-based criminal history records check (CHRC) per 49CFR1542.209. AAP/EEO Statement: PSA Airlines is an equal opportunity employer; qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, citizenship status, age, disability, genetic information, protected veteran status or any other characteristic protected by law.Other Duties: Please note this job description is not designated to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, resulting in a high level of job satisfaction while building a solid foundation for your career. Our culture values the development and well-being of our team-members and fosters strong camaraderie throughout the firm, resulting in what we believe is some of the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience. The firm is based in Los Angeles, with additional offices in San Francisco, New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the largest financial groups in the world. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. Intrepid Investment Bankers is expanding nationally and seeking to hire a talented M&A Sell-side Associate to join our Industrials & Business Services Team. Responsibilities: * Organizing, reviewing, and analyzing due diligence processes and materials * Developing valuation analyses and models (projections, LBO, DCF, public comparable, historical M&A transactions, etc.) * Preparing comprehensive pitchbooks, information memoranda, management presentations and marketing materials * Compiling prospective acquirer lists and contacting acquirers * Performing key steps in the sale execution process * Supporting senior bankers in establishing relationships and maintaining direct contact with current and prospective clients * Interacting with senior bankers to help build the firm (training, recruiting, mentoring, etc.) Skills & Experience: * Minimum of two years of sell-side M&A advisory and investment banking experience (with record of completed transactions from pitch to close in the Industrials and Business Services sectors) * Outstanding academic credentials from a top tier school * Demonstrated critical thinking, process oriented, and strong attention to detail * Excellent written and oral communications skills * Highly proficient financial analysis and modeling skills * Proactive, results oriented, can-do attitude, team player * Self-starter willing to work in an entrepreneurial, demanding, and fast-paced environment * Significant level of maturity and the ability to work collaboratively as part of a small team * Proficiency with S&P Capital IQ, Pitchbook, Salesforce CRM and online data room platforms * FINRA Series 7, 63 or 79 license Compensation & Benefits: The typical base pay for this role is $170K. Depending on corporate title, role in the transaction, productivity, and type of incentive payout, participants can be eligible for compensation that includes a guaranteed salary against the variable incentive amount, that can range up to 25% per transaction, subject to final approval by the CEO of Intrepid. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.

Investment Banking Analyst, Aerospace & Defense Jefferies Charlotte, North Carolina, United States (On-site) The Global Industrials team is actively looking for an experienced Analyst to support the Aerospace & Defense vertical in our Charlotte, North Carolina office. Group Description Jefferies Global Industrials Group provides a full suite of advisory and capital markets capabilities to clients across several sectors, including Aerospace & Defense, Business Services, Capital Goods, Chemicals, Construction and Building Materials, Distribution, Engineering and Electrical, Maritime, Metals & Mining, Paper & Packaging, and Transportation & Logistics. The Global Industrials Group is a team of approximately 100 professionals worldwide based in New York, Chicago, Los Angeles, Boston, Atlanta, Washington, D.C., Hong Kong, London and Toronto. 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 based in the U.S. and internationally. These responsibilities will include the following: Execution of M&A as well as equity and debt financings and restructuring transactions Preparation of pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations and prospectuses Preparation of financial and valuation analyses, including discounted cash flow, pro forma merger, precedent transaction and comparable companies analyses Analyze business plans and participate 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 a minimum of one year of Investment Banking experience Financial modeling coursework, training or experience Strong technical, 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 Experience in the Industrials sector is not required Live in Charlotte, North Carolina or willing to relocate to Charlotte, North Carolina The salary range for this role is $110,000-$125,000.

Important Application Submission Information In order to ensure your application is successfully received before the job posting expires, please submit your application by 11:59 PM on Sunday, January 4, 2026More than a career - a chance to make a difference in people's lives. Build an exciting, rewarding career with us - help us make a difference for millions of people every day. Consider joining the Duke Energy team, where you'll find a friendly work environment, opportunities for growth and development, recognition for your work, and competitive pay and benefits. Depending upon the desired qualifications of the successful applicant, the hiring manager may elect to fill this position at a higher level within the job hierarchy. Primary locations for this position are: Charlotte, NC or Raleigh, NC and any other local areas surrounding Raleigh & Charlotte. This position is responsible for the day-to-day overall cost management, accounting and financial analysis, business planning and all key operational finance functions to support the Enterprise Safety & Generation Services. This position will provide direct support to the senior leadership within the ESGS organization. The ESGS organization manages all coal ash activities within Duke Energy's six (6) jurisdictions and as such this position will support all work activities in all jurisdictions. The ESGS Finance team supports consolidated total annual spend of ~$2.0 billion for O&M, Capital, COR and ARO. In addition, team supports the ARO life to date forecasted spend of $8-10 billion for the next 30-40 years as well as the cost recovery via rate cases and ongoing Coal Combustion Residual (CCR) insurance claim/litigation ranging $3-5 billion in potential future recovery. This position provides end user financial reporting support for management, operational and external reporting. This position requires a blended knowledge of technical and functional financial reporting and analysis skills. This position works closely with the organization to analyze and report variances, trends and plans. This position will analyze and develop the consolidated financials for all jurisdictional reporting and forecasting. This position will define and improve current and future reporting requirements and understand how those requirements impact source databases and reports. This position will work closely with project teams to test database and reporting solutions as well as participate on various project teams to develop new reporting solutions. This position also helps ensure adherence to GAAP, internal company financial policies and procedures (i.e. Capital, O&M, COR & ARO Charging guidelines, etc..) particularly related to collaborating with CARG (Corporate Accounting Research Group) and Fixed Assets as needed. This position is responsible for the maintenance and accuracy of standard financial reports and requires timely response to end user inquiries/issues. Position will provide Regulatory knowledge includes familiarity with environmental clause cost management, and other pass-through items for all jurisdictions to support various reporting and requirements. Effective leadership, communication and collaboration skills are essential for this position as the incumbent is responsible for functions that cross and impact multiple fleet sites and jurisdictions. Job Responsibilities and Duties: Ensure timely and accurate analysis and reporting: Provide and present accurate and relevant financial analysis and management reporting to the CCP Organization and respective senior management to enable strategic decision-making Analyze and consolidate management financial reporting including actuals, budgets and forecasting/projecting year end impacts including variance explanations. Analyze data, identify and correct errors to ensure accuracy and integrity of financial information. Coordinate and support the month-end close activities. Prepare, check and/or post journal entries and accruals on an as needed basis. Assist in the preparation and review of governmental filings, including quarterly and annual FERC reports, rate case support, insurance claim, recoverables, ARO Calculations etc. Work with internal & external auditors; provide necessary information & answer questions as needed. Assist in SOX documentation updates and management testing. Maintain good working knowledge of accounting policies and impacts as required. Ensure effective budget & business planning process: Support the budget and business planning process including communication of budget guidance, assumptions, and calendars for assigned sections. Validate budgets uploaded to correct target amounts. Develop and support department budget, strategic plan and related presentation material. Work closely with and at the direction of appropriate management during the business planning process for input and dialogue on business plan and budget content. Coordinate the preparation of annual budgets utilizing Hyperion Planning. Leading and building relationships: Build relationships & promote two-way communication with business partners and Finance peers. Help provide guidance to team on complex accounting issues. Proactively help identify cost reduction opportunities through independent analysis. Actively seek to identify and meet customer needs with a sense of urgency, taking ownership of customer issues and problems until resolved. Assist in defining and executing initiatives to drive a culture of accountability for financial management in their business partner's organization. Other and miscellaneous duties: Coordinate & manage various projects & initiatives that arise throughout the normal course of business. Identify, develop and implement continuous process improvement opportunities. Lead and/or assist with special projects and requests as required Participate in peer teams when identified to ensure consistency in processes and reporting, and sharing of best practices throughout the organization Overtime may be required during monthly/quarterly/annual closing and business planning processes as well as rollout of new and/or changes processes. Perform other ad hoc requests as necessary. Basic Qualifications - Financial Analyst I Bachelor's degree with major in Accounting/Finance or related discipline One (1) or more years of increasingly diverse or complex experience in related field in addition to degree Possesses and applies fundamental accounting and finance concepts, practices, and procedures Experience with financial applications (i.e., PeopleSoft, HFM, PowerPlan, etc.) and query tool (WebI) Experience using Microsoft products such as Excel, Word and Power Point Basic Qualifications - Financial Analyst II Bachelor's degree with major in Accounting/Finance or related discipline Two (2) or more years of increasingly diverse or complex experience in related field in addition to degree Possesses and applies fundamental accounting and finance concepts, practices, and procedures Experience with financial applications (i.e., PeopleSoft, HFM, PowerPlan, etc.) and query tool (WebI) Experience using Microsoft products such as Excel, Word and Power Point Desired Qualifications: CPA, CIS, CFA or CMA Certifications (or working toward certification) Master's in Accounting, Finance or Business Administration Experience in interfacing with executive leadership Strong oral and written communication skills Demonstrated ability to effectively perform at the lead level by serving as a subject matter expert, developing process improvements, recommending best practices based on expertise & knowledge Demonstrated ability to work independently with proactive recommendations and limited supervision Broad knowledge of utility environment and its business units/operations. Ability to analyze and understand financial information, recognize significant variances, trends, and irregularities and summarize clearly and concisely to management. Ability to work in a team environment & foster good relationships with teammates & business partners Ability to build and maintain productive working relationships at all levels within the organization. Proven analytical and skills. Ability to meet stated deadlines and respond quickly to changing needs through a teamwork approach. Possesses and applies comprehensive and strategic knowledge of accounting and finance principles, practices, and procedures to complete complex assignments Experience with financial applications (i.e., PeopleSoft, WebI, Power Plant, Analysis Services etc.) Proficient use of Power BI and Microsoft products such as Excel (i.e. pivot tables, PowerPivot), Word, & Power Point. Working Conditions - Hybrid #LI-PG1 #LI-Hybrid Travel Requirements 5-15%Relocation Assistance Provided (as applicable) NoRepresented/Union PositionNoVisa Sponsored PositionNoPlease note that in order to be considered for this position, you must possess all of the basic/required qualifications. Privacy Do Not Sell My Personal Information (CA) Terms of Use Accessibility

2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: * Building valuation models and supporting transaction execution * Conducting company and industry research * Preparing client materials and pitch presentations * Participating in diligence sessions, client meetings, and internal discussions * Collaborating with senior bankers on engagements across sectors and geographies * Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications * 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications * MBA with an expected graduation date of December 2026 to June 2027 * Strong verbal and written communication skills * Ability to operate effectively both independently and in teams * Advanced Microsoft Office (Excel, PowerPoint, Word) skills * Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in Charlotte. Pay Range: NC (Charlotte): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Posting End Date: 31 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.

Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, resulting in a high level of job satisfaction while building a solid foundation for your career. Our culture values the development and well-being of our team-members and fosters strong camaraderie throughout the firm, resulting in what we believe is some of the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience. The firm is based in Los Angeles, with additional offices in San Francisco, New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the largest financial groups in the world. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. Your Career at Intrepid Summer Analysts are an important part of Intrepid deal teams, working closely with Managing Directors, Vice Presidents, Associates and Analysts. Our entrepreneurial culture provides Summer Analysts with the opportunity to make significant contributions to ongoing engagements, with great exposure to actual transaction processes and client interactions. The firm seeks to build its Summer Analysts into long-term principals at Intrepid. Our 10-week summer program provides students with hands-on experience and on-the-job learning within a high-paced banking environment. Summer Analysts work on projects and team assignments to build skills and technical expertise in the financial arena. Responsibilities Perform client specific and industry research. Organize, review and analyze due diligence processes and materials. Develop valuation analyses and models (projections, LBO, DCF, public comparables, historical M&A transactions, etc.) Prepare comprehensive information packages, pitchbooks, information memoranda, management presentations and marketing materials. Compile prospective acquirer lists; and Assist senior bankers in firm building activities (training, recruiting, etc.). Qualifications Team player willing to take an integral role in Intrepid's growth. Excellent written and oral communication skills. Significant level of maturity and the ability to work as part of a small team. Self-starter willing to work in an entrepreneurial, demanding, and fast paced environment Familiarity with accounting and corporate finance concepts and financial statement analysis. Preferences Must be graduating in December '27 - June ‘28 from an accredited college or university School Years - Junior Majors - No Major preference set GPA - 3.5 or higher MUFG will not hire individuals for internships or entry-level positions whose work eligibility is based on their F-1 or other student visa status Must be authorized to work in the United States on a permanent basis and would not require visa sponsorship now, or in the future Location Type - Onsite Location - 201 South Tryon Street Charlotte, NC 28202 The typical base pay range for this role is $33 per hour depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below ************************************************************************************************ Application End Date: 1/26/26 Company Details Industry - Investment BankingHeadquarters Location11755 Wilshire Blvd, Los Angeles, CA 90025, USASize100 - 150 employees TypePublicWebsite ************************* Social Media **************************************************************** About Intrepid Investment Bankers Intrepid provides M&A, capital raising and strategic advisory services to entrepreneurs and middle-market companies in various industry sectors. Our heritage breeds a culture that embraces teamwork, tenacity and creativity to help our clients win big. We believe that every company has an entrepreneurial passion that drives it and a story that defines it. Our team delivers results through skillful positioning and relentless execution. Based in Los Angeles, Intrepid augments its international capabilities through its active participation in Oaklins, an exclusive global alliance of M&A advisory firms. Investment banking services offered by Intrepid Investment Bankers LLC. Member FINRA/SIPC. Equal Opportunity Employer M/F/D/V #intern The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.

Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform research and financial modeling, apply core valuation methods, and complete due diligence activities at the direction of the Investment Banking team lead. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis. Provide training and mentorship to summer interns and less experienced Analysts. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Form varied approaches to analyses once fundamental base of approach is set. Build financial models to value potential and actual clients and/or industries. Execute core valuation methods, such as comparable companies, precedents and discounted cash flow. Effectively synthesize information to convey complex financial modeling outcomes. Perform due diligence, research, analysis and documentation of potential and live transactions. Identify potential deal issues and properly escalate concerns to team members. Draft management presentations to highlight financial analysis and research results. Assist in the development, production and delivery of proposals and presentations to clients and prospects. Draft marketing materials, emphasizing the advantages of William Blair and its investment banking methods/approach. Participate in client meetings and drafting sessions. Research industries or sectors, as identified by senior bankers, to target certain clients or industries. Evaluate and improve BIC content. Leverage learnings across deals. Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently. Support client relationship development by developing a detailed understanding of client needs and challenges, providing professional and responsive service and anticipating client information needs. Develop an understanding of macro factors related to client industry, investment banking products and potential implications. Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor's Degree required Prior investment banking experience required; 2+ years previous experience as an Analyst, or equivalent, strongly preferred Proven track record in university studies required SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment (for US only) Requirement to successfully complete Level 3 exams with FCA within 90 days of commencing employment (for UK and EU only) Detail oriented with strong analytical abilities Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to work on multiple projects simultaneously Strong desire to win Developing increasingly sound judgement Thorough understanding of accounting and finance Commitment to satisfying internal and external customers Travel required: approximately 5% #LI-MW1

Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $89,800.00 - $148,300.00 Target Openings 1 What Is the Opportunity? Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers. This role is part of the Construction Services team which provides surety bonds to public and private owners of construction projects. Underwriters also analyze business operations, financial statements and evaluate market forces to provide consultative services to contractors. The Account Executive (AE) will build and maintain relationships with agents and brokers to provide insurance or surety solutions to customers. An AE will analyze and evaluate risk to achieve business goals within an assigned book of business. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers. What Will You Do? * Manage the profitability, growth, and retention of an assigned book of business. * Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability. * Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives. * Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities. * Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings. * Identify and capture new business opportunities using consultative marketing and sales skills. * Develop and execute individual agency sales plans that align with the team's sales plans to drive success. * Perform other duties as assigned. What Will Our Ideal Candidate Have? * Bachelor's degree. * Three to five years of applicable underwriting experience. * Working knowledge of products, the regulatory environment, and local market conditions. * Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite. * Communication skills with the ability to successfully negotiate with agents and brokers. What is a Must Have? * Two years of underwriting, product knowledge, financial analysis, or risk assessment experience. What Is in It for You? * Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. * Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. * Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. * Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. * Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit *********************************************************

Job Description Headquartered in Charlotte, North Carolina, CPI Security was founded in 1991 on an entrepreneurial spirit and a passion for helping and protecting others. What started as a company of 10 employees and 300 customers has grown into one of the nation's top 10 largest security providers with over 750 employees. Over the years, CPI has received many awards for excellence, such as twice-awarded SDM Dealer of the Year, Central Station of the Year, and the Marvel Award. The company leads the industry in alarm response times, is consistently ranked in the top 10 of electronic security businesses and is widely known as North Carolina and South Carolina's Top 25 Best Places to Work. Position Summary: The Finance team is focused on delivering and developing key financial metrics for the organization. The FP&A Analyst plays a critical role in driving financial insight, supporting strategic decision-making, and enhancing overall business performance. This position partners closely with department leaders and senior executives to develop budgets, forecasts, and performance metrics that align with the company's strategic goals. The ideal candidate will have a strong analytical mindset, a deep understanding of financial modeling, and the curiosity to explore the business drivers behind the numbers. Essential Functions Partner with department and executive leaders to develop annual budgets and long-term financial forecasts Lead monthly financial reporting, including analysis and redesign of departmental P&L statements Provide detailed variance analysis and explain performance drivers to business partners and leadership Conduct profitability and scenario analyses for new business opportunities, pricing strategies, and strategic initiatives Support company-wide financial planning processes by creating and maintaining forecasting models Analyze key performance indicators (KPIs) to identify trends, risks, and opportunities for improvement Deliver actionable insights through clear, data-driven presentations and reports Participate in ad hoc projects and provide analytical support for strategic business decisions Knowledge, Skills and Abilities Required Analytical Expertise: Strong ability to interpret and synthesize complex financial data into meaningful insights Financial Modeling: Advanced modeling and reporting skills, with the ability to simplify and visualize complex data sets Technical Proficiency: Expert in Microsoft Excel and PowerPoint. Experience in Tableau, Net Suite, and Snowflake not needed but preferred Strategic Thinking: Ability to influence business decisions and support both short- and long-term financial planning Communication: Skilled at presenting financial information clearly to both financial and non-financial stakeholders Detail-Oriented: High degree of accuracy and consistency in reporting and analysis Other Experience Required 4-year degree in Accounting, Finance or Mathematics background, MBA plus Minimum three years experience working in corporate finance Proficient in MS Office, PowerPoint, and Excel General understanding of a P&L Great Plains and Management Reporter experience preferred SQL experience preferred The Perks Compensation range from $90,000-$110,000 Great medical, dental, vision, short- & long-term disability and life insurance options Company paid holidays, floating holiday, and paid time off (PTO) 401(k) plan with competitive company match Eligible for free monitored security system after 90 days Education assistance - we encourage and support our employees who want to improve their skills and further their education Engaging and fun company culture that's made up of a diverse group of people Volunteer and community engagement opportunities. CPI partners with organizations that share our mission to save and improve lives, particularly focusing on underserved communities. An on-site café, coffee/smoothie bar, walking trail, basketball court, and state-of-the-art fitness facility with a dedicated Fitness staff Birthday and Work Anniversary Rewards CPI is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions at CPI are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, age, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.

Collabera is the largest minority-owned Information Technology (IT) staffing firm in the U.S., with more than $525 million in sales revenue and a global presence that represents approximately 10,000 professionals across North America (U.S., Canada), Asia Pacific (India, Philippines, Singapore, Malaysia) and the United Kingdom. We support our clients with a strong recruitment model and a sincere commitment to their success, which is why more than 75% of our clients rank us amongst their top three staffing suppliers. Not only are we committed to meeting and exceeding our customer's needs, but we are committed to our employees' satisfaction as well. We believe our employees are the cornerstone of our success and we make every effort to ensure their satisfaction throughout their tenure with Collabera. As a result of these efforts, we have been recognized by Staffing Industry Analysts (SIA) as the “Best Staffing Firm to Work For” for four consecutive years since 2012. With over forty offices globally and a presence in seven countries, Collabera provides staff augmentation, managed services and direct placement services to Global 2000 Corporations. Collabera is ranked amongst the top 10 IT staffing firms in the U.S., and for the past 24 years we have continued to grow rapidly year after year. For consultants and employees, Collabera offers an enriching experience that promotes career growth and lifelong learning. Visit ***************** to learn more about our latest job openings. Awards and Recognitions --Staffing Industry Analysts: Best Staffing Firm to Work For (2015, 2014, 2013, 2012) --Staffing Industry Analysts: Largest U.S. Staffing Firms (2015, 2014, 2013) --Staffing Industry Analysts: Largest Minority Owned IT Staffing Firm in the US. Job Description Job Details: Job Title: Financial Analyst 2 Location: Davidson, NC Duration: 3 months (Temp to Perm) Summary of Position: Gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. Major Job Duties and Responsibilities: Assemble spreadsheets and draw charts and graphs used to illustrate technical reports. Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions. Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks Knowledge of pivot tables Knowledge of forecasting Ability to learn to use LawTrac database to prepare/run reports regarding outside legal counsel spend Skills and Competencies: Verbal and written communication skills, attention to detail, and critical thinking. Ability to work independently and manage ones time. Ability to analyze business trends and project future revenues and expenses (Typically required). Knowledge of economic and accounting principles, the financial markets, and reporting of financial data (Typically required). Knowledge of federal, state, and company policies, procedures and regulations as related to accounting. Previous experience with computer applications, such as MS Word, Excel and PowerPoint, and any other related financial software. Qualifications Education/Experience: Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred. 2 to 4 years financial and/or accounting experience required. Additional Information To know more about this position, please contact: Ujjwal Mane ************ ****************************

Artech is the 10th Largest IT Staffing Company in the US, according to Staffing Industry Analysts' 2012 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, and provide budgeting/financial flexibility by offering contingent labor as a variable cost. Job Description Position: Finance Analyst Location: RTP (Research Triangle Park), NC, United States Duration:1year 5+ years experience Prepare, review and analyse all Month End schedules/reports and provide detailed variance analysis and supporting commentary. Perform KPI analysis for line managers, provide financial advice and support to non-financial customer groups. Liase with external business partners to ensure accuracy of analysis. Undertake profit and loss/balance sheet analysis. Qualifications Position: Finance Analyst Additional Information For more information, Please contact Shubham **********

2027 Lazard Financial Advisory Summer Analyst - Charlotte Technology Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight. Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network. In this role, you will become an integral member of the Charlotte Investment Banking Group, joining a dedicated team which provides financial advisory services to Lazard's clients within the industrial software sector as a part of the Technology Group. Day-to-day activities of Summer Analysts are dependent on your prior experience and abilities, and include: financial analysis and modeling, company and industry research, participating in the development of client presentations, and interacting with senior bankers and clients. Assignments fall into a range of categories, including M&A, divestitures, general and strategic advisory, and capital markets. Summer Analysts are expected to spend 9 weeks at the Firm. You'll need to have: * Current enrollment at a US university and obtaining a Bachelor's degree with an expected graduation date in December 2027 or May/June 2028 * Top academic performance * Motivation, creativity, maturity, and poise * Strong quantitative background * Strong analytical skills * Excellent oral and written communication skills * Strong attention to detail * Ability to multi-task What we offer You will begin your internship by participating in a week-long comprehensive training program in New York. Throughout the program, you will receive formal mentorship, exposure to our Leadership Team, and participate in various social and networking events with bankers across the Firm. We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career. We expect the base salary for this role to be approximately $120,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. Does this sound like you? Apply! We'll get in touch on the next steps. Representation at Lazard Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

**About this role:** Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* . **In this role, you will:** + Conduct equity manager research + Manage a category of mutual funds or client accounts + Make buy, sell, and hold recommendations + Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) + Asset class research coverage (equities), which includes maintaining a high-conviction list of products + Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage + Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. + Conducting onsite due diligence pursuant to GMR's evaluation criteria + Work under direction of experienced analysts **Required Qualifications:** + 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience with mutual funds, separately managed accounts and exchange traded products + 4+ years of advanced financial analytical experience with high attention to detail and accuracy + 4+ years of overall investment experience + Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments + Experience in money manager research including writing investment research reports or commentary + Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint + Excellent verbal, written, and interpersonal communication skills + Chartered Financial Analyst (CFA) designation + A BS/BA degree or higher in business, finance, economics, accounting or engineering **Job Expectations:** + Ability to travel up to 10% of the time + This position is not eligible for Visa sponsorship + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Posting Locations:** + 2801 Market Street - Saint Louis, MO 63103 + 550 S. Tryon Street - Charlotte, NC 28202 + Required location listed above. Relocation assistance is not available for this position. **Posting End Date:** 31 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-506945

Collabera is the largest minority-owned Information Technology (IT) staffing firm in the U.S., with more than $525 million in sales revenue and a global presence that represents approximately 10,000 professionals across North America (U.S., Canada), Asia Pacific (India, Philippines, Singapore, Malaysia) and the United Kingdom. We support our clients with a strong recruitment model and a sincere commitment to their success, which is why more than 75% of our clients rank us amongst their top three staffing suppliers. Not only are we committed to meeting and exceeding our customer's needs, but we are committed to our employees' satisfaction as well. We believe our employees are the cornerstone of our success and we make every effort to ensure their satisfaction throughout their tenure with Collabera. As a result of these efforts, we have been recognized by Staffing Industry Analysts (SIA) as the “Best Staffing Firm to Work For” for four consecutive years since 2012. With over forty offices globally and a presence in seven countries, Collabera provides staff augmentation, managed services and direct placement services to Global 2000 Corporations. Collabera is ranked amongst the top 10 IT staffing firms in the U.S., and for the past 24 years we have continued to grow rapidly year after year. For consultants and employees, Collabera offers an enriching experience that promotes career growth and lifelong learning. Visit ***************** to learn more about our latest job openings. Awards and Recognitions --Staffing Industry Analysts: Best Staffing Firm to Work For (2015, 2014, 2013, 2012) --Staffing Industry Analysts: Largest U.S. Staffing Firms (2015, 2014, 2013) --Staffing Industry Analysts: Largest Minority Owned IT Staffing Firm in the US. Job Description Job Details: Job Title: Financial Analyst 2 Location: Davidson, NC Duration: 3 months (Temp to Perm) Summary of Position: Gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. Major Job Duties and Responsibilities: Assemble spreadsheets and draw charts and graphs used to illustrate technical reports. Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions. Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks Knowledge of pivot tables Knowledge of forecasting Ability to learn to use LawTrac database to prepare/run reports regarding outside legal counsel spend Skills and Competencies: Verbal and written communication skills, attention to detail, and critical thinking. Ability to work independently and manage ones time. Ability to analyze business trends and project future revenues and expenses (Typically required). Knowledge of economic and accounting principles, the financial markets, and reporting of financial data (Typically required). Knowledge of federal, state, and company policies, procedures and regulations as related to accounting. Previous experience with computer applications, such as MS Word, Excel and PowerPoint, and any other related financial software. Qualifications Education/Experience: Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred. 2 to 4 years financial and/or accounting experience required. Additional Information To know more about this position, please contact: Ujjwal Mane ************ ****************************