Senior finance analyst jobs in Concord, NC

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

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

Director of Finance COMPANY: One of the largest providers of automotive aftermarket upgrades in North America. REPORTS/RELATIONSHIPS: This position will report directly to the Chief Financial Officer, supervise two to three finance team members, and lead the Franchise Administration and Supply Chain teams. BASIC FUNCTIONS: The Director of Finance is a strategic leader responsible for overseeing all core financial operations for the Franchise Support team. This role serves as a strategic partner to the President and senior leadership, influencing business decisions through financial insight and cross-functional collaboration. The Director of Finance partners with executive leadership to ensure financial accuracy, drive business insights, and support long-term planning and growth initiatives, while serving as a direct liaison with the parent organization. This role oversees a multi-functional finance team supporting a national franchise network and supply chain operations, managing budgets exceeding $25 million annually. In addition, this role manages business accounting functions, including month-end reporting, budgeting, and forecasting, while also leading the Franchise Administration and Supply Chain teams. Specific duties will include, but not necessarily be limited to: Strategic Leadership and Cross-Functional Collaboration Serve as a financial advisor to the President and Leadership Team. Coordinate with the parent company on strategic initiatives and reporting. Lead capital expenditure planning and ROI analysis for major projects. Drive Financial Planning and Analysis (FP&A) Build and maintain financial models and sensitivity analyses. Establish and monitor key performance indicators (KPIs). Identify risks and opportunities and recommend mitigation strategies. Oversee Core Financial Operations Lead month-end close processes and ensure timely, accurate financial reporting. Develop and manage annual budgets and rolling forecasts. Provide financial analysis and insights to support strategic decision-making. Oversee audit preparation and regulatory reporting. Implement and monitor financial policies and procedures. Lead Franchise Administration Team Ensure accurate royalty rate calculations and timely invoicing. Manage vendor rebate tracking and distribution. Oversee business improvement incentive rebate programs. Maintain compliance with franchise agreements and financial policies. Manage Supply Chain Finance Functions Supervise order management, pricing strategies, and inventory controls. Oversee item lifecycle management and cost optimization. Collaborate with operations to align financial goals with supply chain performance. REQUIREMENTS: 5-10 years of progressive experience in finance or accounting, including team leadership or project ownership with broad experience in both finance and accounting. Proven track record of implementing financial systems and controls. Proficiency in financial modeling and reporting tools such as Excel and NetSuite. Experience in a franchise-based business model preferred. Demonstrated ability to translate financial insights into actionable strategies. High quality decision-making and analytical skills, with the ability to distill complex data into clear, actionable insights. Driven professional with strong team development capabilities, ready to step into a strategic leadership role. Effective communicator and adept at building rapport with franchisees. Experience managing cross-functional teams and large-scale projects. Skilled in delegation and delivering results on time and within budget. Bachelor's degree in finance, accounting, or a related field required; MBA or advanced degree preferred. COMPENSATION: Compensation will be commensurate with experience including a competitive base salary, bonus opportunity, and competitive benefits package. CONTACT INFORMATION: Robin Bagby, Senior Associate ********************* ************

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

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

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

About Judi Health Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: * Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, * Judi Health, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and * Judi, the industry's leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform. Together with our clients, we're rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve. To learn more, visit **************** Position Description: This Manager role is a critical position for Client Financial Operations and will partner with other internal departments. This role will be an instrumental team player that will drive process improvement with our invoicing (drug spend and ancillary) and reconciliations. The individual must have a strong financial and accounting background, preferably in PBM or Health care. The individual must be comfortable with all aspects of billing, collections, and revenue recognition, and experience leading a team of analysts. Position Responsibilities: * Oversee client invoicing, ensuring contractual alignment, accuracy, and timeliness * Submit journal entries, accruals, and adjustments as required * Track outstanding payments, follow up on overdue accounts, and implement collection strategies * Manage team of billing analysts, set performance goals, and ensure efficient workflows * Develop and refine billing procedures to enhance efficiency and reduce errors * Address client billing inquiries, resolve disputes, and improve client satisfaction * Work with finance, sales, and account management teams to align billing with overall business operations * Responsible for adherence to the Capital Rx Code of Conduct including reporting of noncompliance Required Qualifications: * Undergraduate bachelor's degree in business, Finance, or related field, or 10+ years' experience * At least 3 years in billing, accounts receivable, or finance, with leadership experience * PBM/Health care experience (preferred) * Strong Excel and SQL skills for frequent data mining and/or manipulation of large data sets * Proficiency in billing software (SAP, QuickBooks, etc.) * Ability to challenge and improve existing processes through automation and redesign * Motivated team player with the ability to work in a fast-paced, forward-moving environment * Attention to detail & commitment to delivering high quality work * Ability to communicate internally and externally across multiple departments and at all corporate levels * Ability to define problems, collect data, establish facts, solve problems, make recommendations, and draw valid conclusions in a timely and accurate manner Salary Range $95,000-$105,000 USD All employees are responsible for adherence to the Capital Rx Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals. Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at *********************************************

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

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

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

Insight Global is seeking a Senior Quantitative Finance Analyst to conduct independent model validation, independent testing and review of complex models used to monitor and mitigate money laundering risk. The ideal candidate should be familiar with industry practices and have knowledge of up-to-date AML techniques. The candidate should also be able to provide both thought leadership and hands-on expertise in methodology, techniques, and processes in applying statistical and machine learning methods to manage the bank's AML models and model systems. The qualified candidate will be responsible for a broad range of model validation activities, including: Review, critical assessment, and challenge of models on conceptual soundness, assumptions and limitations, data, developmental evidence in support of modeling choices, performance, implementation, and documentation. Development and implementation of effective testing plans and testing code to critically challenge models through empirical analyses and to verify model implementation. Performing model review activities including but not limited to independent model validation/challenge, annual model review, ongoing monitoring report review, required action item review, and peer review. Conducting governance activities such as model identification, model approval and breach remediation reviews to manage model risk. Communicating and working directly with relevant modeling teams and their corresponding Front Line Units; and if needed, communicating, and interacting with the third line of defense (e.g., internal audit) as well as external regulators. Writing technical reports for distribution and presentation to model developers, senior management, audit, and banking regulators Acts as a senior leader and subject matter expert on analytic/quantitative modeling techniques used for Anti-money laundering. 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 5-8 Years exp in true model validation and/or development - 3 years+ experience in AML (Anti Money Laundering) models OR AI/ML Model Validation - Proficient in Python, SAS, and SQL

Building the people that build the world. With platforms in HVAC and Detection and Measurement, SPX Technologies builds innovative solutions that enable a safer, more efficient, sustainable world. Through our RiSE talent development framework, we Reach, Identify, Strengthen, and Engage our employees to support them in their continued development. We're a global company of problem solvers, collaborators, and innovators, and our businesses build solutions that impact the world. How you will make an Impact (Job Summary) SPX is a diverse team of unique individuals who all make an impact. As an Accounting and Finance Rotational Analyst, you will have the opportunity to gain real-world experience, contribute to meaningful projects, and develop valuable skills through a two-year rotational program. The Accounting and Finance Rotational program consists of three different rotations in a different sub-field and business, lasting around 7-10 months each. The first rotation will be located at the corporate headquarters in Charlotte, NC, and the following rotations will be located in one of multiple locations across the U.S. As a Rotational Analyst, you may work in a wide range of accounting and financial areas, which may include: SEC reporting, financial planning and analysis, internal audit, corporate accounting, corporate development, acquisitions and integrations, tax, investor relations, accounting/controllership, and project/cost accounting. What you can expect in this role (Job Responsibilities) While each day brings new opportunities at SPX, your core responsibilities will be: Financial Reporting and Accounting: Detail requirements for the preparation and analysis of consolidated financial statements, footnotes, reports, and budgets Reconciling financial data to ensure accuracy and completeness Document and organize financial records Assist in financial audits and compliance activities Research and understand quarterly and annual SEC reporting requirements and their impact on our businesses Review global capital structures and liquidity, including credit agreements, cash management and foreign currency and other derivative risk management Aggregate and calculate financial models for the following: Earnings per share (EPS), Cash Flow, Capital Structure, Cost Analysis, Mergers & Acquisitions Conduct thorough analysis of financial data to support decision making Assist in analysis of manufacturing costs, including direct materials, labor, and overhead as needed Communication: Develop an understanding of each SPX business unit and the SPX operating structures Collaborate with other departments to gather relevant financial data and ensure accurate and timely reports Support business by researching and providing financial insights and analysis Continuous Improvement: Use process mapping and other techniques to document process flows and identify areas for process improvement Stay updated on industry trends and regulatory changes related to accounting and finance Participate in other projects as assigned that relate to the overall goals of the department and organization What we are looking for (Experience, Knowledge, Skills, Abilities, Education) We each bring something to the table, and we are looking for someone who has: Required Experience 0 - 3 years of Accounting or Finance experience Application of Generally Accepted Accounting Principles (GAAP) Understanding of the general requirements of the Sarbanes-Oxley Act of 2002 (“SOX”) Preferred Experience, Knowledge, Skills, and Abilities Strong academic record (college GPA of 3.0 or higher is strongly preferred) with a genuine interest in a career in accounting or finance General business acumen Solid understanding of financial principles, concepts, and reporting standards Ability to multi-task and meet strict deadlines through appropriate planning and time management (e.g., use of checklists and frequent communication with team members and the program sponsor Excellent analytical, organizational, and problem-solving skills with keen attention to detail Professional communication and presentation skills for different levels of an organization Proficiency in Microsoft Office, including Excel Adaptability and flexibility with the willingness to learn different roles in accounting/finance Education & Certifications Bachelor's degree in accounting or finance Travel & Working Environment Hybrid work schedule Office environment Travel 75% and the ability to temporarily relocate based on rotation location How we live our culture Our culture is at the center of what we do and, more importantly, who we are. Our core values set a standard for how we manage ourselves, and our Leadership Model sets the standard for how we engage with each other. Whether you are an individual contributor or you lead a large team, each of us leads at SPX. What benefits do we offer? We know that the well-being of our employees is integral. Our benefits include: Generous and flexible paid time off including paid personal time off, caregiver, parental, and volunteer leave Competitive health insurance plans and 401(k) match, with benefits starting day one Competitive and performance-based compensation packages and bonus plans Educational assistance, leadership development programs, and recognition programs Our commitment to embrace diversity to build a culture of inclusion at SPX We value different backgrounds, experiences, and voices at SPX, and we are committed to challenging ourselves, openly communicating, and striving to improve every day. We believe in creating an inclusive work environment where everyone has a voice and is encouraged to realize their fullest potential. SPX is an affirmative action and equal opportunity employer committed to making selection decisions without regard to race, color, religion, sex, sexual orientation or identity, national origin, age, disability, veteran status, or any other legally protected basis.

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

How to Apply In order to be considered, an online application is . Please apply at BelkCareers.com As a participant in the Belk Summer Internship Program, you will gain real word experience and exposure to various functional areas of corporate finance. The FP&A intern will gain exposure to the financial decision-making process, working closely with finance professionals to analyze data, prepare reports, and support planning initiatives that drive business strategy. This internship provides hands-on experience across budgeting, forecasting, reporting, and financial modeling, with opportunities to contribute to meaningful projects. Interns will be required to relocate to Charlotte, NC for the summer. Essential Functions/Responsibilities: Assist in preparing monthly, quarterly, and annual financial reports. Support budgeting, forecasting, and variance analysis activities. Analyze key performance indicators (KPIs) to monitor financial performance. Research financial trends and provide insights on cost-saving opportunities. Develop and maintain financial models to support decision-making. Compile data for executive-level presentations and reports. Partner with business units to track spending, performance, and profitability. Participate in special projects across areas such as corporate finance, strategy, or accounting. Extract and analyze data from financial systems to support business insights. Assist with automation of reports or dashboards using Excel, Power BI, or other tools. Perform scenario analysis or sensitivity testing on business assumptions. Support long-range financial planning models. Contribute to competitive benchmarking or market analysis. Assist with evaluating business cases for new initiatives or investments. Requirements/Qualifications: Rising college senior planning to graduate in December 2026 or Spring 2027 majoring in Finance, Accounting, Economics, Business Administration, Business Analytics or related field Must be authorized to work in the United States and not require work authorization sponsorship by Belk for this position now or in the future Proven strong academic performer (GPA of 3.2 or higher preferred) Leadership skills that include professional business ethics, confidence and self-motivation Strong analytical and quantitative analysis skills with attendtion to detail Ability to analyze data and complex information into clear insights Collaborative mindset and willingnesss to learn in a fast-paced environment Previous retail experience preferred Proficiency in Microsoft Excel; familiarity with financial systems

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

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

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

About Judi Health Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, Judi Health™, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and Judi , the industry's leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform. Together with our clients, we're rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve. To learn more, visit **************** Position Description: This Manager role is a critical position for Client Financial Operations and will partner with other internal departments. This role will be an instrumental team player that will drive process improvement with our invoicing (drug spend and ancillary) and reconciliations. The individual must have a strong financial and accounting background, preferably in PBM or Health care. The individual must be comfortable with all aspects of billing, collections, and revenue recognition, and experience leading a team of analysts. Position Responsibilities: Oversee client invoicing, ensuring contractual alignment, accuracy, and timeliness Submit journal entries, accruals, and adjustments as required Track outstanding payments, follow up on overdue accounts, and implement collection strategies Manage team of billing analysts, set performance goals, and ensure efficient workflows Develop and refine billing procedures to enhance efficiency and reduce errors Address client billing inquiries, resolve disputes, and improve client satisfaction Work with finance, sales, and account management teams to align billing with overall business operations Responsible for adherence to the Capital Rx Code of Conduct including reporting of noncompliance Required Qualifications: Undergraduate bachelor's degree in business, Finance, or related field, or 10+ years' experience At least 3 years in billing, accounts receivable, or finance, with leadership experience PBM/Health care experience (preferred) Strong Excel and SQL skills for frequent data mining and/or manipulation of large data sets Proficiency in billing software (SAP, QuickBooks, etc.) Ability to challenge and improve existing processes through automation and redesign Motivated team player with the ability to work in a fast-paced, forward-moving environment Attention to detail & commitment to delivering high quality work Ability to communicate internally and externally across multiple departments and at all corporate levels Ability to define problems, collect data, establish facts, solve problems, make recommendations, and draw valid conclusions in a timely and accurate manner Salary Range$95,000-$105,000 USD All employees are responsible for adherence to the Capital Rx Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals. Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at *********************************************

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