Finance consultant jobs in Huntersville, NC - 836 jobs

Primary Office Location:401 S Graham St. Charlotte, North Carolina. 28202.Join our team. Make a difference - for us and for your future.n Wealth Advisor Business Unit:WM - FNTC Reports to:Market Executive - Wealth Management Position Overview: This position is primarily responsible for driving new revenue on behalf of FNB Wealth Management, within an assigned region. This individual will lead and deliver the new client experience to FNBWM clients through a consultative manner, as well as work closely with the client and FNBWM relationship team in developing the proposed solutions to be offered and presented to the client. Among the areas the individual will focus will be: Personal Wealth Management with a focus on HNW clientele. Institutional Wealth Management Retirement Plan Services - to include 401k and Pension plans Primary Responsibilities: Promotes the Wealth Management (WM) Model internally to internal business partners to develop organic sales opportunities. Works with internal bank and external network to develop leads for WM. Sells investment services directly and indirectly to clients, prospects, employees, Centers of Influence, community leaders and others who influence potential customers to positively impact financial results of the corporation. Meets with prospects, identifies needs and presents solutions. Drives revenue to FNTC and FNBIA. Prepares all associated and required documentation in conjunction with sales of investment services and products in a manner compliant with company and regulatory oversight. Manages time and referral sources to maintain a regular flow of sales through lead generation, follow up, presentation and closing cycle. Prepares all required internal activities reporting, expense reporting, pipeline management and business planning reports and prepares sales activity reports, organic sales reports and external Center of Influence calling effort reports monthly, timely and in a manner consistent with current procedures. Keeps current on all products and services offered through the WM area, demonstrates an in-depth knowledge of these products and services and is able to position and differentiate the corporation from industry competitors. Continually recognizes the responsibility to promote FNTC products, services and image by being involved in community development and by participating and attending local community events. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 5 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level Experience in financial services or sales and in depth knowledge and understanding of investment principles and financial concepts Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: CTFA or CFP designation preferred Valid Drivers License Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Impact You'll Make: Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Industrials team. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A) and capital raising. The Associate will play a pivotal role in driving the firm's M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution. This role offers Associate the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm. What You'll Do: Collaborate with practice leaders and sector leaders within investment banking to secure and execute M&A transactions Coordinate and perform business due diligence on clients and prospective opportunities Conduct comprehensive valuation exercises for companies and business units Prepare and deliver high-quality presentation materials for internal and external stakeholders Take a leadership role in all phases of the transaction process, ensuring successful execution and client satisfaction Attend client meetings and actively contribute to discussions What You Bring: A minimum of 2 years of relevant experience in investment banking, private equity, or financial analysis Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office applications Exceptional academic credentials from a top-tier university Ability to think critically and demonstrate excellent written and verbal communication skills Strong transaction process orientation and attention to detail. Highly proficient financial analysis and modeling skills Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment Collaborative team player capable of working effectively within intimate deal teams How You'll Thrive: Cultivate a positive, team-oriented approach that fosters collaboration and shared success. Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations. Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work. Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes. Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders. Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making. Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies. Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results. Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals. Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives. Learn more about our benefits and commitment to your success. en/careers/benefits The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - en/careers/benefits.

Mayer Brown is an international law firm positioned to represent the world's major corporations, funds, and financial institutions in their most important and complex transactions and disputes. We are recognized by our clients as strategic partners with deep commercial instincts and a commitment to creatively anticipating their needs and delivering excellence in everything we do. We are a collegial, collaborative firm where highly motivated individuals with an unwavering commitment to excellence receive the opportunity, support, and development they need to grow, thrive, and realize their greatest potential all while supporting the Firm's client service principles of excellence, strategic partnership, commercial instinct, integrated strengths, innovation, and collaboration across our international firm. If you enjoy working with team members whose defining characteristics are exceptional client service, initiative, professionalism, responsiveness, and adaptability, you may be the person we are seeking to join our Information Technology department in our Chicago, Charlotte, New York, or Washington, D.C. office, as an Advisor: Practice Enablement and Adoption - Finance. The Advisor: Technology Innovation - Finance extends the firm's Technology and Innovation mission into the heart of the Finance practice ensuring that technology investments are fully leveraged, innovations are adopted, and lawyers and clients experience measurable benefit. They focus on uncovering operational pain points, unmet client needs, and opportunities for innovation, as well as driving the adoption and enablement of legal technology solutions across the firm's Finance practice. The Advisor ensures that all practice innovation efforts are grounded in real-world legal practice and aligned with the firm's strategic goals. Reporting to the Senior Manager: Technology Innovation, they act as a connector between the firm's Finance practice and our technology delivery teams, between ideas and execution, and between emerging technologies and the Firm's long-term strategy. They help identify opportunities, co-develop solutions for, and implement practice-specific transformation while streamlining and innovating the practice of law. The role will also be responsible for identifying, and collaborating to prototype, and implementing related technology. While collaborating with other members of the Practice Enablement and Adoption team, they will work closely with the other stakeholders, including and not limited to, those in Practice Technology, rest of IT, Knowledge Management, and Legal Risk Management departments to facilitate the smooth implementation of pilots and product launches of legal software tools and technology solutions. This role will be responsible for driving adoption of those solutions by leveraging usage data and coordinating various change management and adoption best practices. Responsibilities may vary and grow as the team matures and the role progresses. Responsibilities Essential Functions: Understand Needs & Opportunities: Assist their supervisor to partner with lawyers, clients, and business services to map and evaluate current processes with an eye to identify where process improvement and technology can deliver greater value. Capture user stories, best practices, insights and maintain a knowledge base of challenges and opportunities faced by practitioners in Finance practice. Shape and Prioritize Initiatives: When directed by the Firm's idea intake process, collect information from the submitter to assist evaluating, scoring, and prioritizing ideas. Translate feedback into clear problem statements that IT and other business services can act on. Enable Practice Transformation: Assist with conducting design thinking sessions, co-lead process improvement workshops, pilots, and rollouts in partnership with Practice Technology team, and practice stakeholders to identify pain points and design innovative solutions. Increase Awareness and Engagement: Implement and assist with targeted outreach through listening sessions, practice presentations, vendor days to increase lawyer awareness and engagement with existing investments and emerging technologies that could help Finance lawyers. Prototype and Validate: Collaborate with the Practice Technology team to build prototypes and validate the proposed solution. Work with Practice Technology team to customize templates or pilot/custom-build solutions for practice needs. Drive Adoption & Change: Collaborate with Practice Technology and Learning & Development to deliver tailored training, awareness sessions, and direct support. Assist with building confidence, adoption, and measurable ROI for innovative solutions. Collaborate Across Business Teams: Work with other business departments e.g., Knowledge Management, Practice Management, Information Services, Legal Risk Management, Business Development & Marketing etc., to solve the issue holistically. Collaborate with Practice Technology team to onboard vendors and pilot new solutions. Horizon Scanning: Assist with monitoring legal technology trends and emerging vendors with an eye towards those that might address pain points of our lawyers in Finance practice. Share insights with Firm and IT leadership to inform strategy and future investment. Perform other duties as assigned or required to meet Firm goals and objectives. Align working hours as necessary to support global teams and business partners. Qualifications Education/Training/Certifications: JD or Master's degree; however, a Bachelor's degree with relevant experience will also be considered. 2+ years' experience working in legal environment either in a law firm or a legal department or a legal tech solution provider. Professional Experience: Demonstrated experience of participating in strategic legal technology related projects, and particularly in evaluating and implementing legal tech solutions, in a large law firm or corporate/financial institution legal department or enterprise level, strongly preferred. Knowledge of the lifecycle of a Finance legal matter is strongly preferred. Awareness and light experience of techniques in increasing adoption of legal tech tools and different methods of engaging and enabling lawyers is highly desirable. Experience in business analysis, solution design, consulting and/or client-facing roles. Demonstrated use of business requirements elicitation and documentation skills. Technical Skills: Required: Proficiency in Microsoft Office products. Working knowledge of process improvement principles (e.g., Lean, Six Sigma), when to invoke each methodology, and how to deploy process improvement tools (e.g., process maps, fishbone diagrams, root cause analysis). Awareness of or experience with project management principles, including Agile/Scrum and Waterfall methods. Preferred: Ability to engage in design thinking, being able to conceptualize and implement a project from end-to-end. Performance Traits: Ability to communicate technical concepts in clear, non-technical language to stakeholders. Strong customer service and problem solving mindset. Effective team player in diverse environments; thrives under pressure and meets shifting deadlines. Pragmatic, self-motivated, flexible and good team player. Self-starter with high initiative; detail-oriented, organized, and multitasking. Maintain confidentiality and discretion Physical Requirements: Light lifting; up to 20 lbs. Open to regional and/or global travel, as needed. The typical pay scale for this position is between $130,000 and $185,000, although the actual wage or salary could be lower or higher if the candidate's education, experience, skills and internal pay alignment are different from those specified. The above is a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties. The Firm may modify and amend this at any time at its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment. We offer competitive compensation and comprehensive benefits, including medical/dental/vision/life/and AD&D insurance, 401(k) savings plan, back-up childcare and eldercare, generous paid time off (PTO), as well as opportunities for professional development and growth. Thank you for your interest in Mayer Brown. We are committed to providing equal opportunity and reasonable accommodations to applicants and employees with disabilities and disabled veterans. To request a reasonable accommodation related to the application process and/or job interview, please email **********************************. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #LI-HYBRID #LI-PT1 The typical pay scale for this position is between $130,000 and $185,000, although the actual wage or salary could be lower or higher if the candidate's education, experience, skills and internal pay alignment are different from those specified. The above is a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties. The Firm may modify and amend this job description at any time at its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment. We offer competitive compensation and comprehensive benefits, including medical/dental/vision/life/and AD&D insurance, 401(k) savings plan, back-up childcare and eldercare, generous paid time off (PTO), as well as opportunities for professional development and growth. Thank you for your interest in Mayer Brown. We are committed to providing equal opportunity and reasonable accommodations to applicants and employees with disabilities and disabled veterans. To request a reasonable accommodation related to the application process and/or job interview, please email **********************************. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #LI-HYBRID #LI-PT1

Investment Banking Associate, Industrials (Charlotte, NC) Baird is a leading global investment bank with more than 545 banking associates across the world. We provide corporations, entrepreneurs, private equity and other financial sponsors with in-depth market knowledge and a broad range of advisory and financing solutions. Since 2020, Baird has completed nearly 760 advisory transactions, representing $353 billion in transaction value, and 391 financings, raising over $163 billion. Committed to being a great place to work, Baird has been recognized as a Great Place to work since 2004. Our global team ranks as one of the leading Industrial M&A advisors among all investment banks. With significant resources committed in the United States and Europe, our Industrial team's global investment banking and financial sponsor coverage platform provides an extensive network of relationships among active Industrial strategic buyers and investors around the world. Baird's Global Industrial platform includes over 100 investment bankers, who have completed over 280 M&A and financing transactions since 2020. Complex deals, real ownership, and career momentum. Grow further at Baird. Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success. What You'll Do Responsibility that shapes your skill. Work that deepens your impact. Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors Drive the preparation of company valuations, financial models, marketing materials, and client presentations Contribute to business development efforts through research and analysis Work directly with senior bankers and client executives, gaining insight into leadership-level decision-making Oversee deal execution by directing analysts in their use of AI platforms like Rogo for due diligence and research, while using tools like Power BI to synthesize complex data into strategic advice for clients What You'll Gain A team that runs on trust, momentum, and shared values Build strong relationships with client leadership and C-suite executives through active involvement in complex M&A transactions Take on greater ownership through lean deal teams that offer more responsibility Navigate clear paths for progression with mentorship, visibility, and real opportunity Advance alongside elite, high-performing peers who hold each other to a high standard Collaborate across Baird's global investment banking platform-500+ banking associates working together to drive results across geographies, sectors, and specialties Grow in a culture that values diverse perspectives, welcomes ambition, and builds success through collaboration and shared purpose What It Takes We're looking for people ready to lead with focus and integrity At least one year of full-time experience in an Investment Banking Associate or equivalent role Strong analytical skills, attention to detail, and a track record of delivering results Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment Experience with AI tools such as Rogo, CoPilot, and auxi is preferred. Familiarity with data visualization tools such as Power BI, Tableau, or similar Compensation and Benefits: $175,000 - $200,000 annual salary with bonus potential Compensation and bonus are commensurate with experience, performance and/or GIB profitability In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Note to External Recruiters / Search Firms: Baird does not accept unsolicited resumes and will not compensate for any placement resulting from such submissions. Any unsolicited resumes received will not be treated as valid applications. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Assetmark Wealth Services develops innovative, outcome-oriented investment strategies and portfolios. We partner exclusively with financial advisors on the AssetMark platform to provide client-centric investments and communications to their clients. We are expanding our platform to include private markets strategies alongside our multi-asset, SMA, and ETF solutions. We're seeking an Investment Specialist with experience selling and supporting private market solutions through an investment platform that serves independent financial advisors and RIAs. You will be the platform's subject-matter expert, accountable for advisor education, field engagement, product adoption, production, and net flows. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Charlotte, NC or Concord, CA. Responsibilities: Proactively engage with and partner with our sales teams, develop territory strategies and drive sales growth. Enhance new and existing relationships with financial advisors through coordination with sales team, proactive outreach, high-quality interactions, events and occasional in-person meetings. Educate and drive private markets usage via presentations, webinars, meetings, and AssetMark/industry events. Gain insights into advisors' businesses, clients, and challenges to recommend tailored solutions that address their specific needs. Be a thought leader for private markets on the platform and in the industry - author blogs, appear on third-party webinars/podcasts, and speak at conferences - to further AssetMark's role as a leader in the private markets and wealth space. Serve as the SME on private assets (including Fund structure and mechanics), translating complex topics into simple actionable messages. Leverage CRM tools to track activities, analyze data, and optimize engagement strategies. Knowledge, Skills, Abilities: Experience: 5+ years in alternatives/private markets distribution, with experience selling to RIAs/independent advisors; clear record of driving adoption and meeting production goals. Technical fluency: Working knowledge of private credit, private real estate, private equity, and infrastructure via interval funds and other private evergreen structures; comfort with portfolio construction concepts, addressing illiquidity, and tax considerations. Communication: Exceptional presenter and communicator; able to simplify complex topics for financial advisors and end-clients. Relationship building and influence: proven ability to build trust with internal sales team, advisors, and end-clients. Leverage CRM tools to track activities, analyze data, and optimize engagement strategies. Education & Experience: 5+ years of experience in field preferred CFA or CAIA Certification Preferred (or currently enrolled). Series 65? Active License Bachelors Degree in Finance, Economics or similar and/or equivalent job experience undefined Compensation: The Base Salary range for this position is between $175,000-$200,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-hybrid #LI-TE 1 Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what's right, always. Even when it's hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. Flex Time or Paid Time Off and Sick Time Off 401K - 6% Employer Match Medical, Dental, Vision - HDHP or PPO HSA - Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. Job Responsibilities Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products Develop investment policy statements and advise on asset allocation Closes sales of complex investment products Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication Build excellent working relationships with internal clients Adhere to internal and external policies and procedures regarding securities transactions and code of conduct Provide guidance to junior staff Required Qualifications, Capabilities, and Skills Bachelor's degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Seven plus years of experience in Private Banking or Financial Services industry Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning Preferred Qualifications, Capabilities, and Skills MBA or CFA preferred Prior experience providing complex investment solutions to individuals In depth experience and/or knowledge of hedge funds, private equity and alternative investments Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

Job DescriptionJoin Canvas Forum: Investment Real Estate Sales AgentAre you ready to take your real estate career to the next level? At Canvas Forum, we're revolutionizing the investment real estate market by connecting buyers and sellers with unmatched efficiency and expertise. Our mission is to transform a fragmented industry into a seamless experience for everyone involved. Why Canvas Forum?Accelerate Your Career: Close more deals in your first three months than most agents do in an entire year.Dynamic Team Environment: Join a team where collaboration and shared success are our core values. We achieve greatness together-no lone wolves here!Unlimited Growth Potential: Whether you aim to lead your own team or build a personal investment portfolio, we'll support your ambitions.Endless Opportunities: Access to cutting-edge tools, extensive training, and uncapped income potential. What You'll Be Doing:Build & Expand Your Network: Connect with local investors and grow your database, pairing them with our exclusive property listings.Client Engagement: Maintain regular communication with investors to understand their goals, provide updates on inventory, and address any inquiries swiftly.Collaborate & Innovate: Work closely with our team to stay informed about property availability and industry trends.Organize & Track: Keep accurate records of transactions and client interactions using our CRM systems and other tools. What We Need from You:Active North Carolina Real Estate License (or ability to obtain one before starting).Full-Time Commitment: Be ready to dive into a fast-paced environment and grow your career.Coachability & Enthusiasm: Be eager to learn, adapt, and thrive in a dynamic setting. Additional Perks:No Desk or Brokerage FeesComprehensive CRM SystemBrokerage-Provided E&O InsuranceExpert Guidance & Resources100% Commission-Based Structure with Bonus Opportunities Ready to break into the investment real estate industry and skyrocket your career? Reach out to us and join our dynamic, passionate team at Canvas Forum. Your future starts here! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 CG Financial Services, we help successful individuals and families build, protect, and transfer wealth through comprehensive and personalized planning. With established offices in Michigan and North Carolina, we are expanding our Private Wealth team to support the growing demand for high-touch, sophisticated advice. Our culture is grounded in curiosity, innovation, authenticity, and a shared goal of creating meaningful impact-for our clients, our team, and the communities we serve. Position Summary We're seeking a dynamic and growth-minded Private Wealth Advisor for our Charlotte office. This advisor will manage and deepen relationships with high-net-worth clients while proactively developing new opportunities through relationship-building, networking, and strategic business development. This role is ideal for an advisor who thrives on learning, solves problems creatively, and wants to grow inside a collaborative, drama-free environment where integrity and impact matter. Key Responsibilities Serve as the primary advisor for high-net-worth and ultra-high-net-worth clients. Deliver comprehensive wealth management strategies (investments, estate, tax, risk, multigenerational). Proactively identify, cultivate, and convert new client relationships. Collaborate with specialists and internal teams to deliver a seamless wealth experience. Demonstrate a Thirst for Knowledge through ongoing learning and industry awareness. Apply Innovative Problem Solving to complex planning scenarios. Operate with Authenticity with integrity, transparency, and no drama. Exhibit Self-Motivation in managing existing and potential client pipelines and delivering commitments. Positively Impact People by contributing to team culture and client outcomes. Qualifications Bachelor's degree in Finance, Business, Economics, or related field. CFP , ChFC, CPWA strongly preferred. Series 65 5+ years serving high-net-worth clients. Strong business development track record. Excellent communication and relationship skills. Self-driven, curious, high-integrity professional. Why Join CG Financial Services A culture that values learning, collaboration, excellence, and meaningful client impact. A proven and successful growth model. Strong planning, investment, and operations support structure. Competitive compensation model with salary + incentives. Professional development and leadership growth opportunities. A growing Charlotte presence backed by firmwide scale and resources.

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. * We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. * We hire experienced professionals who understand the industry and provide effective advice. * We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: * Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). * Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. * Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. * Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. * Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. * Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. * Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. * Approve loans under approved authority limits. * Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. * Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. * Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. * Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. * Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. * Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. * Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. * Participate in developmental and training activities as well as projects as directed by management. * Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. * Assist other team members as needed to ensure delivery of distinctive service. * Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: * College degree is preferred - finance or business-related field. * 10 years' experience in banking/financial services. * Knowledge of consumer and commercial banking products. * Strong knowledge base relative to consumer and commercial loan documents. * Knowledge of compliance and federal banking regulations. * Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: * Excellent interpersonal skills, including verbal and written communication skills. * Effective analytical and mathematical reasoning skills with a strong attention to detail. * Ability to work independently and prioritize daily tasks. * Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. * Flexibility and ability to multi-task. * Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. * The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

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.

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.

Financial Assistance Advisor will work at ECPI University's Charlotte, NC campus location. Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelor's and Master's Programs. Our culture is to prioritize our students' success through the support of our dynamic team and industry focused curriculum. Visit *********************** to learn more about how you can help people improve their lives through education. Position Summary Are you seeking a financial advising career at a university that promotes the enhancement of each student's professional and personal life through education? Then a career as a Financial Assistance Advisor with ECPI University may be for you!! The Financial Assistance Advisor is responsible for providing financial aid support and advising services to both incoming and existing students. This position oversees the daily processing flow and communicates updates to assigned students working through the Financial Aid Office. Advisors must possess critical-thinking skills and use a variety of communication methods and analytical skills to guide and encourage students through the financial aid process. Advisors must build and foster strong relationships with students to support their educational goals. Responsibilities Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the needs and situation of the student. Collects and/or analyzes financial data on students to determine financial aid eligibility and makes awards within federal, donor and/or institutional guidelines. Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustments or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process. Answers questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility. Analyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation. Interfaces with students and lenders, employers and/or Student Services staff to resolve concerns. Qualifications Education/Experience Bachelor's degree preferred. 2-3 years of related experience. Any equivalent combination of education, experience, and/or training. Skills/Abilities Proficiency in Microsoft Office. Proficiency in CampusVue Student database, preferred. Utilizing AI tools preferred. Well-developed oral and written communication skills. Excellent organizational and analytical skills. Ability to quickly master new methodologies, technologies, and systems. Ability to handle a high-pressure environment with significant timeline pressures. Able to interact with employees, potential students, and outside contacts of all levels, providing excellent customer service. Ability to work independently and with a team as well as with various constituents. Benefits of Employment ECPI University provides a comprehensive benefits program designed to help our faculty and staff stay healthy, feel supported, and maintain a work/life balance. To learn more about benefits at ECPI University, click HERE. Committed to excellence and innovation, ECPI University is proud to be an equal opportunity employer.

The team places strong emphasis on delivering world class quantitative solutions for Front Line Unit (FLU) model owners and stakeholders through a disciplined and iterative development process. The team has responsibilities across a number of areas: - Quantitative Modeling - Develop and maintain risk and capital Models and Model Systems across Retail and GWIM product lines. Models and Model Systems provide insight into many risk areas, including loan default, exposure at default (EAD), loss given default (LGD), delinquency, prepayment, balances, pricing, risk appetite, revenues and cash flows. - Quantitative Development - Architect, implement, maintain, improve and integrate quantitative solutions on strategic GRA platforms. Outputs include GRA libraries that perform consumer risk model calculations, analytical tools, processes and documentation. Partner in defining, adopting, and executing GRA's technical strategy. - Risk and Capital Management Capabilities - Build best in class quantitative solutions that enable the Retail and GWIM lines of business to effectively manage risk and capital, through the application of the disciplined BAU development process that includes extensive interaction with the FLU model owners and stakeholders throughout the quantitative lifecycle. - Infrastructure - Partner in driving forward the infrastructure to support the goals of GRA through code efficiencies, and expansion of quantitative capabilities to better leverage infrastructure and computational resources. - Documentation - Deliver concise, quantitative documentation to inform stakeholders, meet policy requirements, and enable successful engagement in regulatory exams (e.g., CCAR, CECL) via automated, modularized, and standardized documentation and presentations We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements - 5+ years as a model developer (developing risk and capital models) - Masters or PhD - 2+ years of Spark experience o Millions of rows and thousands of columns of data - Proficient in Python, SQL, Pandas and Numpy - Quantitative documentation experience with LaTex - Experience with CCAR and CECL

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products. Responsibilities: Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers Supports the planning related to setting quantitative work priorities in line with the bank's overall strategy and prioritization Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches Bank of America has an opportunity for a Quantitative Financial Analyst within our Global Risk Analytics (GRA) function. Global Risk Analytics (GRA) and Enterprise Independent Testing (EIT) are sub-lines of business within Global Risk Management (GRM). Collectively, they are responsible for developing a consistent and coherent set of models, analytical tools, and tests for effective risk and capital measurement, management and reporting across Bank of America. GRA and EIT partner with the Lines of Business and Enterprise functions to ensure the capabilities it builds address both internal and regulatory requirements, and are responsive to the changing nature of portfolios, economic conditions, and emerging risks. In executing its activities, GRA and EIT drive innovation, process improvement and automation. Overview of Consumer Model Development The Consumer Model Development & Operations (CMDO) team is part of Global Risk Analytics. It provides quantitative solutions to enable effective risk and capital management across the Retail and Global Wealth & Investments Management (GWIM) lines of business. The team places strong emphasis on delivering world class quantitative solutions for Front Line Unit (FLU) model owners and stakeholders through a disciplined and iterative development process. The team has responsibilities across a number of areas: Quantitative Modeling - Develop and maintain risk and capital Models and Model Systems across Retail and GWIM product lines. Models and Model Systems provide insight into many risk areas, including loan default, exposure at default (EAD), loss given default (LGD), delinquency, prepayment, balances, pricing, risk appetite, revenues and cash flows. Quantitative Development - Architect, implement, maintain, improve and integrate quantitative solutions on strategic GRA platforms. Outputs include GRA libraries that perform consumer risk model calculations, analytical tools, processes and documentation. Partner in defining, adopting, and executing GRA's technical strategy. Risk and Capital Management Capabilities - Build best in class quantitative solutions that enable the Retail and GWIM lines of business to effectively manage risk and capital, through the application of the disciplined BAU development process that includes extensive interaction with the FLU model owners and stakeholders throughout the quantitative lifecycle. Infrastructure - Partner in driving forward the infrastructure to support the goals of GRA through code efficiencies, and expansion of quantitative capabilities to better leverage infrastructure and computational resources. Documentation - Deliver concise, quantitative documentation to inform stakeholders, meet policy requirements, and enable successful engagement in regulatory exams (e.g., CCAR, CECL) via automated, modularized, and standardized documentation and presentations. Required Education, Skills, and Experience: Successful candidates will have a Masters or PhD in Engineering, Statistics, Math, or similar discipline, and a minimum 2 years relevant experience. Successful candidates will possess the following skills: Ability to work in a large, complex organization, and influence various stakeholders and partners Self-starter; Initiates work independently, before being asked Strong team player able to seamlessly transition between contributing individually and collaborating on team projects; Understands that individual actions may require input from manager or peers; Knows when to include others Strong communication skills and ability to effectively communicate quantitative topics to technical and non-technical audiences Experience with engineering complex, multifaceted processes that span across teams; Able to document process steps, inputs, outputs, requirements, identify gaps and improve workflow Strong programming skills, e.g. Python, R, or similar language Strong analytical and problem-solving skills Desired Skills and Experience: The ideal candidate will possess the following skills and experience: Hands-on experience with developing and implementing machine learning methods, and data science approaches Experience with Python (pandas, NumPy, scikit-learn) and SQL in financial service application is a plus Proficiency in software development best practices, including version control (Git), modular coding, and workflow automation. Demonstrated ability to drive action and sustain momentum to achieve results Experience with complex model documentation and LaTeX Skills: Critical Thinking Quantitative Development Risk Analytics Risk Modeling Technical Documentation Adaptability Collaboration Problem Solving Risk Management Test Engineering Data Modeling Data and Trend Analysis Process Performance Measurement Research Written Communications Minimum Education Requirement: Master's degree in related field or equivalent work experience Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540) Pay and benefits information Pay range$89,800.00 - $153,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

We invite you to explore a future with us at PRA Group, a diverse and growing company that has a tangible impact on the global economy. Follows standardized practices/procedures while working on routine assignments. Applies broad theoretical knowledge obtained through education. Supports projects and programs. Primary point of responsibility for the quantitative and qualitative analysis of individual investment opportunities. The Investment Analytics professional collects and analyzes data for the development of investment\forecasting strategies for one or more portfolios and interprets price, yield, stability, or other financial metrics. These roles also track and report on current or expected financial performance and makes recommendations meant to improve portfolio returns. Drives innovation and development of future techniques to continuously improve underwriting results and processes. Professional Experience, Skills and Qualifications: Must have effective organizational, time-management and high attention to detail skills. Strong data analysis capability with technical knowledge. Strong excel skills (charts/graphs/formulas/Visual Basic Application (VBA)/data tables/goal seek). Basic version control knowledge -(Example: GitHub). Entry level knowledge of relational database programming tools for extracting data such as SQL. Ability to learn SQL code for intermediate query level functioning including the ability to: Import data into SQL Server from various sources (text files, spreadsheets, Access Data Bases) Export data out of SQL Server to various targets (text files, spreadsheets, Data Bases). Execute existing Transact-SQL (T-SQL) Queries and Scripts. Modify T-SQL Queries and Scripts. Create T-SQL Queries and Scripts. Ability to mine, clean, and manage large data sets and troubleshoot data issues identified. Knowledge of data preparation methods: handling of missing data and general imputation. In-depth knowledge of concepts and processes including: Analytical problem-solving skills. Ability to complete business problem solving tasks when assigned. Ability to interpret data, identify trends, and report data findings. Intermediate level of analytics autonomy and independence. Project implementation focus. Capable of day-to-day project oversight on task needed to execute. Additional Experience: Intermediate-level experience in business analytics. Knowledge of Financial Services and/or non-performing loan market preferred. BA/BS in a Business, Finance, Science, Technology, Engineering, Mathematics (STEM) or quantitative field. Key Responsibilities: Assist with ad-hoc project work when needed. Maintain ongoing self-study programs to enhance knowledge of various software and computer languages, including, but not limited to SQL, Visual Basic, MS Access, MS Excel, R and Python. Must be able to discover and learn new programming languages and apply them to solve new business challenges. Present ad-hoc, research, and study findings to peers and management. Research the cause and effects of known problems discovered through the data when assigned. Work closely with subject matter experts to correctly document changes and improvements to policies and procedures. Assist with audits and research to verify accuracy of historical pool forecast data. Prepare templated pricing materials under supervision as needed for the underwriting department. Verify data produced by the underwriting department is stored accurately. Help with audits where necessary. All qualified applicants will receive consideration for employment regardless of age, race, color, sex, gender, religion, national origin, physical or mental disability, citizenship, or any other classes recognized by state or local law or any other characteristic protected under applicable federal, state or local law. We are a drug free workplace. To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status.

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.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. 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 About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. 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.