Finance analyst jobs in Huntersville, NC

Our values start with our people, join a team that values you! Bring your talents to Ross, our leading off-price retail chain with over 2,200 stores, and a strong track record of success and growth. Our focus has always been bringing our customers a constant stream of high-quality brands and on-trend merchandise at extraordinary savings. All while providing a fun and exciting treasure hunt experience. As part of our team, you will experience: Success. Our winning team pursues excellence while learning and evolving Career growth. We develop industry leading talent because Ross grows when our people grow Teamwork. We work together to solve the hard problems and find the right solution Our commitment to Diversity, Equality & Inclusion, and our community. We celebrate the backgrounds, identities, and ideas of those who work and shop with us because our differences make us stronger. We strive to be a positive force in our community. Our Corporate headquarters are in Dublin, CA, we have 3 buying offices in key markets in New York City, Los Angeles, and Boston, and 8 distribution centers nationwide. With 2023 revenues of $20.4 billion, we are a Fortune 500 company who is committed to providing an inclusive work environment with continuous learning opportunities and development for our teams. GENERAL PURPOSE: The Associate Analyst, Inventory Control & Quality Assurance Shortage Control position is responsible for the supporting of all inventory control indicators, transactions, and quality control metrics pertaining to shrink and shortage for the supply chain network. The Associate Analyst will research and provide data analysis to support preventing shrink. This position will partner and collaborate with the executive team, merchants, ICQA team, managers, and senior business analysts. ESSENTIAL FUNCTIONS: Research and provide data analysis to support preventing shrink. Identify areas of opportunities related to high shrink. This may include but is not limited to, understanding complex shrink opportunities, purchase orders, over receipts, and open quantities with shortage opportunities Presenting data in charts, graphs, and tables (to give visual representation to trends); Partner with multiple departments in resolving problems as requested and communicate research/resolutions. Actively collaborate with Operations and provide data to help prevent and recover shrink. Research and recommend alternative actions, procedural updates, audits and potential system updates. Provide consistent level of internal and external customer service Conduct ad hoc analysis and special requests as assigned by management. COMPETENCIES: Analysis and Judgement Collaboration Communication Planning Organization Detail-Oriented QUALIFICATIONS AND SPECIAL SKILLS REQUIRED: 2 years of Inventory Control & Quality Assurance or analyst experience preferred. College degree or equivalent work experience Ability to import, clean, transform, validate, and/or model data to aid in the decision-making process. Advanced experience in MS Excel, MS Access, and VBA (or similar coding languages VB, C#, or C++). SQL + query capability preferred. Strong communication skills both oral and written, to all levels of the organization. Ability to interact professionally with all levels within the organization. Sense of urgency in responding to needs of Associates and Managers. Ability to coordinate and engage with different teams across the network to accomplish projects. Attention to detail and ability to work with a high level of accuracy. Knowledge of Distribution Center processes with some knowledge of DC reports preferred. Ability to read, speak and understand written instructions in English. PHYSICAL REQUIREMENTS/ADA: Must be able to lift up to 50 pounds as needed throughout shift. Job requires ability to work in an office environment, primarily on a computer. Requires sitting, standing, walking, reaching, hearing, talking on the telephone, attending in-person meetings, typing, handling objects with hands, and working with paper/files, etc. Consistent timeliness and regular attendance. Vision requirements: Ability to see information in print and/or electronically. Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor. This role requires full-time in-office presence, including to engage in in-person team interaction, meetings and collaboration, client support, mentoring, coaching, and/or feedback. SUPERVISORY RESPONSIBILITIES: None DISCLAIMER This job description is a summary of the primary duties and responsibilities of the job and position. It is not intended to be a comprehensive or all-inclusive listing of duties and responsibilities. Contents are subject to change at management's discretion. Ross is an equal employment opportunity employer. We consider individuals for employment or promotion according to their skills, abilities and experience. We believe that it is an essential part of the Company's overall commitment to attract, hire and develop a strong, talented and diverse workforce. Ross is committed to complying with all applicable laws prohibiting discrimination based on race, color, religious creed, age, national origin, ancestry, physical, mental or developmental disability, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), veteran status, military status, marital or registered domestic partnership status, medical condition (including cancer or genetic characteristics), genetic information, gender, gender identity, gender expression, sexual orientation, as well as any other category protected by federal, state or local laws.

The Controller will manage: · An Accounts Payable Clerk (onsite) · A Staff Accountant …and will play a major role in growing the accounting department as the company expands. --- Key Responsibilities Financial Reporting & General Ledger Oversight · Oversee all General Ledger activity and ensure all accounting entries are accurate, documented, and GAAP-compliant. · Lead month-end and year-end close processes, including complex journal entries, accruals, and reconciliations. · Prepare and review financial statements across multiple entities and properties. Real Estate Accounting & Compliance · Utilize real estate industry experience to manage accounting related to bonds, loan covenants, lender reporting requirements, and compliance deadlines. · Maintain accurate documentation and reporting for financing structures across the portfolio. Fixed Assets, AP & AR Management · Manage Fixed Asset Accounting, depreciation schedules, and asset tracking. · Oversee all AP and AR functions, ensuring timely processing, proper coding, and accurate reconciliations. Reconciliations & Expense Oversight · Review detailed credit card reconciliations and verify appropriate spending. · Monitor company-wide expenditures to ensure alignment with budgets and financial policies. Budgeting, Forecasting & Cash Flow Management · Lead weekly meetings with the CEO to review cash balances, cash flow needs, and budget performance. · Assist with financial forecasting, budget revisions, and modeling for new projects or acquisitions. Minor Asset Management Support · Handle administrative asset management items such as: o Maintaining LLC filings o Managing entity-level tax deadlines o Overseeing renewals, registrations, and compliance filings Team Leadership & Future Growth · Direct and mentor the AP Clerk and Staff Accountant, ensuring quality control and professional development. · Play a key role in hiring, training, and developing additional accounting staff as the company grows. Process Improvement & Internal Controls · Strengthen internal controls, improve accounting workflows, and implement best practices for real estate accounting. --- Qualifications · Bachelor's degree in Accounting, Finance, or a related field; CPA preferred. · 5-10+ years of progressive accounting experience, with required experience in real estate accounting. o Must understand bonds, loan covenants, lender reporting, and real estate financing structures. · Experience with Fixed Asset Accounting, AR/AP oversight, month-end close, and multi-entity real estate accounting. · Experience handling or supervising minor asset management tasks such as LLC filings, annual renewals, and tax-related deadlines. · Demonstrated success managing accounting staff (onsite and remote). · Strong proficiency in accounting software and advanced Excel skills. · Excellent communication, analytical, and organizational abilities.

Travel: Occasional travel to powerplants in NC & SC Work Schedule: Monday-Friday | Start between 7-9 AM | End between 4-6 PM The Financial Analyst will: Lead financial analysis, budgeting, forecasting, and variance reporting Support month-end close, including journal entries and accruals Develop and maintain consolidated financials across jurisdictions Assist with regulatory filings including FERC reports and rate case support Partner with project and system owners to enhance reporting tools Ensure adherence to GAAP and internal accounting policies Provide proactive recommendations to leadership based on financial trends This position requires strong analytical skills, financial reporting expertise, and the ability to collaborate across multiple business units. Key Responsibilities: Financial Analysis & Reporting Deliver accurate financial analysis and management reporting Consolidate actuals, budgets, and forecasts with clear variance explanations Identify and correct data issues to ensure financial accuracy Support month-end close and prepare journal entries and accruals Assist with governmental filings (FERC, insurance claims, rate case materials) Support internal and external audit activities Update and support SOX documentation and testing Budgeting & Business Planning Manage planning calendars, budget guidance, and assumptions Validate uploaded budgets against target amounts Support strategic plans and related presentations Coordinate annual budgeting through Hyperion Planning or OneStream Partner with leadership to refine business plan content Leadership & Collaboration Build strong working relationships with Finance and RRE business partners Provide guidance on complex accounting issues Identify cost savings opportunities through independent analysis Support initiatives that enhance financial accountability Participate in cross-functional projects and best-practice teams Other Responsibilities Lead or assist with special projects as needed Identify and implement process improvement opportunities Support ad hoc reporting and analysis requests Work overtime as required during close and planning cycles Required Qualifications: Financial Analyst II Bachelor's in Accounting, Finance, Economics, or related field 2+ years of increasingly complex experience Experience with financial systems such as PeopleSoft, HFM, PowerPlan, WebI Proficiency in Excel, Word, and PowerPoint Senior Financial Analyst Bachelor's in Accounting, Finance, Economics, or related field 3+ years of increasingly complex experience Experience with financial systems such as PeopleSoft, HFM, PowerPlan, WebI Strong Microsoft Office skills Desired Qualifications: CPA, CIS, CFA, or CMA (or progress toward certification) Master's degree in Accounting, Finance, or MBA Experience working with executive leadership Utility industry experience Strong written and verbal communication skills Ability to work independently and proactively Experience with Analysis Services Advanced Excel skills and proficiency with Power BI, PowerPivot, Power Query Demonstrated ability to interpret financial trends and present insights

Pay: $56.00- $66.00 per hour DOE Hours: 6:00am - 4:30pm The Contract Administrator assists Manager of Contracts in the preparation and administration of contracts, review and process contract requisitions, contract change requests, and administrative duties aligned with assisting with contract award activities. This position monitors invoices tracking and approval, milestone schedules, validate accounting is correct, validate the scope of work aligns with the proposal from vendors, maintain contract records and correspondence to monitor any required resolution of issues/actions, and monitors contract performance. This position supports Contracts team, Procurement and Project Managers in the management of contract scope, project controls on contract cost projections reviews, and assist with summarizing and analyzing legal contract language scopes of work requirements. This position assures: invoices agree with contract scope of work was successfully completed (work with Project Manager), Create and manage action logs (invoices, close out letters, amendments, milestones schedule, etc), Establish contract reporting and status updates on projects, Assist with developing Scope of work and presentations and maintain confidentiality of supplier pricing. This position requires knowledge and past experience with legal contracts (paralegal experience preferred). #LI-AS1 #contracts # ContractAdministrator #administration

Pinarello US is seeking a Finance Manager to lead budgeting, cash flow management, financial analysis, reporting, audits and tax compliance. This role ensures accurate financial operations, adherence to regulatory standards, and delivers insights that support strategic decision-making. The Financial Manager reports to the US Managing Director with a dotted line to the CFO in Italy. Will oversee two employees in Finance/Accounting department. Key Responsibilities Primary liaison with headquarter Finance team sitting in Italy Develop and manage annual budgets; monitor performance and partner with departments on variance analysis Prepare cash flow forecasts and monitor cash position Produce financial reports for internal leadership and external stakeholders Assist in month-end and year-end financial statement preparation Support product costing, pricing strategies, and margin analysis Reconcile fixed assets, depreciation, and amortization Reconcile prepaid expenses and accrued liabilities (e.g., insurance, warranties, sponsorships) Coordinate with external CPA to ensure timely and accurate tax filings and payments Oversee annual financial audits Oversight of insurance policies through the global group Provide backup support for credit, accounts receivable, accounts payable, and payroll functions Requirements Bachelor's degree in Accounting or Finance 5+ years of accounting experience Experience in wholesale import within the consumer goods sector preferred Proficiency in Microsoft Power BI and Excel Experience in ERP systems required and SQL knowledge preferred Interest or familiarity with cycling is a plus Benefits 100% employer-paid health, vision, and dental coverage 401(k) match Flexible paid time off and paid holidays Use of Pinarello bike during employment The compensation range for this position is between $85,000 - $115,000.

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: We are seeking a highly motivated and detail-oriented Analyst to join our Corporate Finance team at StepStone Private Wealth (SPW) in Charlotte, NC. This role will support key financial processes and deliverables, including month-end close, budgeting, forecasting, and executive reporting. The ideal candidate will bring strong analytical skills, a solid foundation in accounting or finance, and a proactive mindset toward automation and process improvement. Essential Job Functions: Support the monthly close process, including preparing financial statements & analysis for management Assist with budgeting and forecasting cycles, including data consolidation and reporting within the financial planning & analysis model Create internal and external-facing presentations to convey financial insights effectively Perform cash flow analysis, monthly budget reviews and variance analysis Track expenses and process invoices, ensuring accuracy and timely approvals Collaborate with cross-functional teams to gather inputs and validate financial data for reporting Identify opportunities for automation and implement technology-driven solutions to improve efficiency Maintain and enhance financial models and reporting tools Work directly with leadership to support ad hoc analysis and special projects as needed Education and/or Work Experience Requirements: Bachelor's degree in Accounting, Finance, or a related field 2-4 years of relevant experience; Big 4 public accounting experience is a plus Strong understanding of financial statements and accounting principles High proficiency in Microsoft Office, specifically Excel and PowerPoint Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus Excellent communication and organizational skills Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment Required Knowledge, Skills, and Abilities: Curious and solutions-oriented mindset Strong attention to detail and commitment to accuracy Excellent written/verbal communication and interpersonal skills #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

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.

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, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities. The Barings Analyst Program offers recent graduates a hands-on opportunity to gain exposure to private equity through co-investment and fund-to-fund strategies with the Diversified Alternative Equity team. During the program, Analysts work closely with senior investment professionals to support underwriting, portfolio management, and market research across a range of asset classes. The program begins with formal training and quickly transitions into live deal work, mentorship, and professional development through Lunch & Learns, networking, and team-building events. Analysts are fully integrated into the team as value-add contributors, with top performers considered for full-time roles upon completion. Primary Responsibilities * Assist in underwriting and evaluating investment opportunities across alternative asset classes * Build financial models and conduct valuation analyses * Support portfolio monitoring, reporting, and amendment processes * Conduct market research and participate in due diligence efforts * Engage in training, mentorship, and cross-functional team activities Qualifications * Undergraduate degree in Finance, Economics, or related field * Graduation date of May or June 2026 * Minimum cumulative 3.0 GPA * Strong analytical, modeling, and writing skills * Proficiency in Microsoft Office; familiarity with data sources and financial publications * Excellent communication and collaboration abilities * Organized, self-motivated, and capable of managing multiple tasks * Strong attention to detail and ability to meet time-sensitive deadlines * Willingness to travel ( Requisite Skills Additional Skills Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: CORE BENEFITS & WELLNESS * Medical (including Virtual Care), Prescription, Dental, and Vision Coverage * Fitness Center Reimbursement Program (Including Online Memberships) * Employee Assistance Program (EAP) * Fertility Benefits FINANCIAL WELL-BEING * Highly competitive 401(k) Plan with Company Match * Health Savings Account (HSA) with Company Contributions * Flexible Spending Accounts (FSA) - Health Care & Dependent Care * Retirement Health Reimbursement Account LIFE INSURANCE * Basic and Supplemental Life Insurance * Spouse and Child Life Insurance TIME OFF, DISABILITY AND LEAVE OF ABSENCE * Paid Vacation, Sick Days and Annual Holidays * Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) * Short and Long Term Disability Plans * Paid Volunteer Time OTHER BENEFITS * Education Assistance Program * Charitable Matching Gifts Program * Commuter Reimbursement Program * Adoption and Surrogacy Reimbursement Program

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, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities. The Barings Analyst Program offers recent graduates a hands-on opportunity to gain exposure to private equity through co-investment and fund-to-fund strategies with the Diversified Alternative Equity team. During the program, Analysts work closely with senior investment professionals to support underwriting, portfolio management, and market research across a range of asset classes. The program begins with formal training and quickly transitions into live deal work, mentorship, and professional development through Lunch & Learns, networking, and team-building events. Analysts are fully integrated into the team as value-add contributors, with top performers considered for full-time roles upon completion. Primary Responsibilities Assist in underwriting and evaluating investment opportunities across alternative asset classes Build financial models and conduct valuation analyses Support portfolio monitoring, reporting, and amendment processes Conduct market research and participate in due diligence efforts Engage in training, mentorship, and cross-functional team activities Qualifications Undergraduate degree in Finance, Economics, or related field Graduation date of May or June 2026 Minimum cumulative 3.0 GPA Strong analytical, modeling, and writing skills Proficiency in Microsoft Office; familiarity with data sources and financial publications Excellent communication and collaboration abilities Organized, self-motivated, and capable of managing multiple tasks Strong attention to detail and ability to meet time-sensitive deadlines Willingness to travel ( Requisite Skills Additional Skills Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: CORE BENEFITS & WELLNESS Medical (including Virtual Care), Prescription, Dental, and Vision Coverage Fitness Center Reimbursement Program (Including Online Memberships) Employee Assistance Program (EAP) Fertility Benefits FINANCIAL WELL-BEING Highly competitive 401(k) Plan with Company Match Health Savings Account (HSA) with Company Contributions Flexible Spending Accounts (FSA) - Health Care & Dependent Care Retirement Health Reimbursement Account LIFE INSURANCE Basic and Supplemental Life Insurance Spouse and Child Life Insurance TIME OFF, DISABILITY AND LEAVE OF ABSENCE Paid Vacation, Sick Days and Annual Holidays Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) Short and Long Term Disability Plans Paid Volunteer Time OTHER BENEFITS Education Assistance Program Charitable Matching Gifts Program Commuter Reimbursement Program Adoption and Surrogacy Reimbursement Program

Business Unit: Corporate Finance Industry: Business Services Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Business Services Houlihan Lokey's Business Services Group offers M&A advisory, capital raising, and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients. Houlihan Lokey's Business Services Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital- raising, restructuring, and financial and valuation advisory services. Our team covers a broad array of sectors, with financial professionals dedicated to each of our primary coverage areas. Our senior-level relationships throughout the industry open doors to opportunities for our clients-whether they are seeking financing, a strategic partner, or a prospective buyer. In 2024, Houlihan Lokey was ranked the No. 1 investment bank for all global business services M&A transactions by LSEG (formerly Refinitiv).* *Excludes accounting firms and brokers. Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028 Possess basic knowledge of and a keen interest in finance Excellent verbal and written communication skills Strong work ethic and leadership skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical and computer skills (Excel) Ability to work cooperatively with all levels of staff Application Requirement To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-116628

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.

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.

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com. William Blair's investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives. Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. We provide the industry's brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture. As a summer analyst at William Blair you will have the opportunity to harness your potential by being part of a culture of collaboration and accountability that offers compelling work and direct client exposure from the very beginning. Your personal and professional growth will be accelerated by working alongside senior bankers who have a vested interest in your development. We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Summer Analyst Program and be part of an organization that fosters innovation and invests in our most important asset, our people. The summer program provides all summer analysts with unique opportunities to: Work alongside current analysts, associates, and senior bankers over the course of a 9-week program Be placed into a sector coverage team (group and process dependent on location) Take on all functions of a full-time analyst Receive direct client exposure in a culture of collaboration and accountability Work alongside and support senior bankers in research and creation of pitch materials Build financial models to value potential clients Research industries or sectors in targeting certain clients or industries Play integral role in various deals Be a part of an energetic, entrepreneurial environment Experience a team-oriented culture focused on client service excellence Be a part of a firm that is 100% owned by active partners Join a team that is focused on developing highly talented people who want to build a long-term career and have an immediate impact Qualifications: Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - July 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered General understanding of accounting and finance Strong analytical and quantitative skills Exceptional verbal and written communication skills Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity You are highly motivated, detail oriented, and thrive in a collaborative environment Willingness to join one of our offices in Atlanta, Boston, Charlotte, Chicago, Los Angeles, San Francisco, or New York Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you complete your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters. William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Application Deadline: Apply by January 22nd to be considered for this opportunity. A reasonable estimate of the current base salary range at time of posting is below. Salary Range$110,000-$110,000 USD William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.

We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities. Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. Within a focused industry or product group, summer associates help orchestrate capital raising and strategic advisory transactions. Our Summer Associate program is designed to offer you a broad and exciting experience of work as a full time Investment Banking associate. During the summer you will be placed within one of our industry, country or product coverage teams. Your training and development is our top priority with extensive formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout. As a summer associate, your key tasks and responsibilities may include but are not limited to: * Developing and maintaining complex financial models * Performing various financial analyses, including valuations and merger consequences * Conducting comprehensive and in-depth company and industry research * Preparation of presentation and other materials for clients * Participation in due diligence sessions, communications and interaction with deal team members * Management of several projects at once and work effectively as an individual and as part of a team Qualifications * Candidates are required to be pursuing an MBA degree from an accredited university with a graduation time frame between November 2026 and August 2027 * Must have a track record of superior performance in extracurricular and professional activities * Demonstrate a combination of strong quantitative/analytical skills, attention to detail and client focus * Strategic and creative thinking; distinguished written and oral communications skills * Assertiveness, initiative, leadership, strong work ethic, team focus * Ability to learn quickly and take on new responsibilities * Dedication to building a career in the investment banking industry * Minimum of 2 years of work experience post undergraduate degree Bank of America does not complete third party forms from colleges, universities, or other parties.

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.

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: We are seeking a highly motivated and detail-oriented Analyst to join our Corporate Finance team at StepStone Private Wealth (SPW) in Charlotte, NC. This role will support key financial processes and deliverables, including month-end close, budgeting, forecasting, and executive reporting. The ideal candidate will bring strong analytical skills, a solid foundation in accounting or finance, and a proactive mindset toward automation and process improvement. Essential Job Functions: Support the monthly close process, including preparing financial statements & analysis for management Assist with budgeting and forecasting cycles, including data consolidation and reporting within the financial planning & analysis model Create internal and external-facing presentations to convey financial insights effectively Perform cash flow analysis, monthly budget reviews and variance analysis Track expenses and process invoices, ensuring accuracy and timely approvals Collaborate with cross-functional teams to gather inputs and validate financial data for reporting Identify opportunities for automation and implement technology-driven solutions to improve efficiency Maintain and enhance financial models and reporting tools Work directly with leadership to support ad hoc analysis and special projects as needed Education and/or Work Experience Requirements: Bachelor's degree in Accounting, Finance, or a related field 2-4 years of relevant experience; Big 4 public accounting experience is a plus Strong understanding of financial statements and accounting principles High proficiency in Microsoft Office, specifically Excel and PowerPoint Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus Excellent communication and organizational skills Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment Required Knowledge, Skills, and Abilities: Curious and solutions-oriented mindset Strong attention to detail and commitment to accuracy Excellent written/verbal communication and interpersonal skills #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

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

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.