Last updated: 2025-05-22

19 Investment Finance jobs in Charlotte.

Hiring now: Sr Credit Underwriter @ Bank Of Am, Sr Risk Mgr Capital Marke @ Citizens, Commercial Real Estate Va @ Chatham Fi, Sr Analyst Risk Managemen @ Lincoln Fi, Actuary Annuity Rps Strat @ Lincoln Fi, Acquisition Agent @ New Wester, Sr Treasury Analyst Capit @ Albemarle, Sr Treasury Analyst Capit @ Albemarle, Commercial Real Estate Fi @ Bisnow.Explore more at at kaamvaam.com

🔥 Skills

derivatives (6) financial modeling (6) financial analysis (5) Treasury (5) underwriting (4) risk management (4) Capital Markets (4) capital markets (4) FX risk (4) working capital (4)

📍 Locations

Charlotte (19)
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Bank Of America

Senior Credit Underwriter Charlotte
Skills & Focus: financial analysis, credit documentation, loan structuring, risk assessment, portfolio management, communications, collaboration, negotiation, underwriting, credit approval
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Experience: 3-5+ years of commercial/private wealth management credit experience
Salary: $86,900.00 - $119,300.00 annualized salary
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support to our employees.
Senior Underwriter II - Asset Based Finance Charlotte
Skills & Focus: credit, underwriting, asset-based lending, financial analysis, collaboration, negotiation, risk management, deal structuring, client management, portfolio management
About the Company: A leading financial institution committed to responsible growth, diversity, and community impact.
Experience: 7+ years
Salary: $115,000.00 - $200,000.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources for employee wellness and growth.

Citizens

Senior Risk Manager - Capital Markets and Advisory Risk Charlotte
Skills & Focus: Risk Manager, Capital Markets, Advisory, Audit, Commercial Banking, Wealth Management, Data Analytics, Corporate, Asset Management, Portfolio Management
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Experience: Entry Level
Type: Full-time
Benefits: We’re committed to providing benefits, resources and programming to support the whole you, across all aspects of your l…

Chatham Financial

Commercial Real Estate Valuation Advisor Charlotte
Skills & Focus: valuation, debt management, consulting services, financial analysis, real estate investment, client service, market trends, analytical skills, communication skills, project management
About the Company: Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provide…
Experience: At least 2 years of experience working with institutional real estate or clients.
Type: Full-time

Lincoln Financial

Sr. Analyst, Risk Management - Market Risk Charlotte
Skills & Focus: risk management, market risk, derivatives, hedging strategies, financial instruments, quantitative skills, risk reporting, capital markets, insurance products, regulatory compliance
About the Company: Lincoln Financial helps people to confidently plan for their future, offering products like annuities, life insurance, group protection, and retirement plan se…
Experience: 5+ years in market risk management, financial analysis, or related field
Salary: $93,300 - $169,700
Type: Full-time
Benefits: Leadership development, virtual training, PTO, parental leave, 401K, employee benefits, financial counseling, health co…

Lincoln Financial Group

Actuary, Annuity & RPS Strategic Modeling Charlotte
Skills & Focus: actuarial modeling, projection experience, regulatory frameworks, capital markets, financial instruments, communication skills, programming skills, time management, organization skills, data analytics
About the Company: Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance an…
Experience: 7-10 years of actuarial experience, with substantial annuity experience
Salary: $108,501 - $195,900
Type: Hybrid/Common Days
Benefits: PTO/parental leave, Competitive 401K, free financial counseling, health coaching, employee assistance program, tuition …

Lincoln Financial

Associate Actuary, Corporate Actuarial Charlotte
Skills & Focus: Actuarial, Risk Management, Data, Valuation, Financial, Modeling, Insurance, Analysis, Investment, Compliance
About the Company: Lincoln Financial helps people to confidently plan for their version of a successful future, focusing on products including annuities, life insurance, group pr…
Experience: 3-6+ years of experience in actuarial science
Salary: $69,000 - $124,600
Type: Full-time
Benefits: Leadership development, virtual training, PTO/parental leave, 401K, financial counseling, health coaching, tuition assi…

Bank Of America

Analyst/Associate-Leveraged Finance Credit-Acquisition Finance Charlotte
Skills & Focus: financial analysis, financial modeling, credit risk analysis, underwriting, acquisition financing, M&A, leveraged buyouts, quantitative data, projection models, due diligence
About the Company: 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 Responsi…
Experience: 1 + yr of financial analysis and financial modeling experience for Analyst role; 2+ years of financial analysis and financial modeling experience for Associate role
Salary: $85,000.00 - $92,500.00
Type: Full-time
Benefits: We provide industry-leading benefits, access to paid time off, resources and support to our employees.

New Western

Acquisition Agent Charlotte
Skills & Focus: Acquisition, Residential Real Estate, Investment, ARV, BRRRR, Wholesaling, Real Estate Market, Opportunities, Competitive, Identifying
About the Company: New Western is an award-winning real estate investment company.
Experience: 2+ years in residential real estate

Lincoln Financial

Sr. Analyst, Risk Management - Market Risk Charlotte
Skills & Focus: risk management, market risk, derivatives, hedging, quantitative skills, financial instruments, capital markets, risk exposure, regulatory requirements, risk reporting
About the Company: Lincoln Financial helps people to confidently plan for their future, focusing on products including annuities, life insurance, group protection, and retirement…
Experience: 5+ years of experience in market risk management or related field
Salary: $93,300 - $169,700
Benefits: Leadership development, PTO/parental leave, 401K, employee benefits, financial counseling, health coaching, tuition ass…

Albemarle Corporation

Senior Treasury Analyst, Capital Markets Charlotte
Skills & Focus: Treasury, finance solutions, FX risk, capital market activities, derivatives, financial modeling, working capital, cash flow, compliance, reporting
About the Company: Albemarle is an essential element in transforming essential resources into critical ingredients for mobility, energy, connectivity, and health.
Experience: 2 - 4+ years of directly related experience.
Type: Full Time
Benefits: Competitive compensation and a comprehensive benefits package.

Albemarle

Senior Treasury Analyst, Capital Markets Charlotte
Skills & Focus: Treasury, Capital Markets, FX Risk, Hedging, Financial Analysis, Commercial Paper, Working Capital, Debt Issuances, Analytical Ability, Financial Risk
About the Company: Albemarle is committed to transforming essential resources into critical ingredients for mobility, energy, connectivity, and health.
Experience: 2 - 4+ years of directly related experience.
Type: Full Time
Benefits: Competitive compensation, comprehensive benefits package, resources for professional and personal support.

Citizens

Private Client Relationship Manager Charlotte
Skills & Focus: Business Banking, Client Portfolio Manager, Wealth Management, Commercial Banking, Financial Advisor, Customer Service, Investment Assistant, Portfolio Management, Private Client Relationship Manager, Property Services
About the Company: Citizens is a leading financial institution committed to supporting its customers, colleagues, and communities, while fostering a culture of growth and inclusi…
Type: Full Time
Benefits: Comprehensive benefits to support well-being and professional growth.

Albemarle

Senior Treasury Analyst, Capital Markets Charlotte
Skills & Focus: Treasury, capital markets, FX risk, finance solutions, derivatives, working capital, funding strategy, commercial paper, financial modeling, financial risk
About the Company: Albemarle Corporation is a global specialty chemicals company focusing on lithium, bromine, and catalyst solutions.
Experience: 2 - 4+ years of directly related experience.
Type: Full Time
Benefits: Competitive compensation, comprehensive benefits package.

Bank Of America

Leasing Credit Officer II Charlotte
Skills & Focus: credit, underwriting, financial analysis, risk assessment, portfolio management, client interaction, transaction structuring, risk rating, financial statements, compliance
About the Company: Bank of America is a financial institution committed to responsible growth and delivering exceptional services to clients, communities, and shareholders.
Experience: 5+ years in credit/financial industries; 2+ years in financial analysis and structuring
Salary: $70,000.00 - $167,200.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, wellness resources, performance rewards

Bisnow

Commercial Real Estate Finance Analyst Charlotte
Skills & Focus: financial modeling, valuation, analysis, commercial real estate, investment, budgeting, cash flow, reporting, financial statements, due diligence
Experience: 2–3 years of experience in public accounting
Type: Full-time

Chatham Financial

Loan Asset Management Associate Charlotte
Skills & Focus: loan management, real estate, portfolio analytics, covenant testing, financial models, data management, client relationships, analytical dashboards, collaboration, risk management
About the Company: Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provide…
Experience: Minimum 3 years of working experience in real estate finance, real estate transaction law, asset management, or loan servicing.
Type: Full-time

Albemarle Corporation

Senior Treasury Analyst, Capital Markets Charlotte
Skills & Focus: Treasury, Capital Markets, FX risk, commodity hedging, interest rate hedging, working capital, funding strategy, financial modeling, derivatives, financial risk
About the Company: Albemarle is a global leader in the development and production of specialty chemicals, serving as essential resources for mobility, energy, connectivity, and h…
Experience: 2 - 4+ years of directly related experience
Type: Full Time
Benefits: Competitive compensation and comprehensive benefits package.

Albemarle

Senior Treasury Analyst, Capital Markets Charlotte
Skills & Focus: Treasury, Capital Markets, FX risk, hedging, financial modeling, working capital, derivatives, compliance, financial accounting, analytics
About the Company: Albemarle helps the company maximize shareholder value by delivering the appropriate finance solutions to our businesses.
Experience: 2 - 4+ years of directly related experience.
Type: Full Time
Benefits: Competitive compensation, comprehensive benefits package.