12 investment operations analyst jobs found in Charlotte

Description The Associate - Leveraged Finance Execution, is responsible for providing underwriting and execution support to senior deal team members on leveraged finance transactions pertaining to M&A, LBOs, recapitalization, etc. The Associate may also serve as a lead on select transactions under guidance from the Vice President, Associate Director, Director and/or Managing Director. Additionally, the Associate is responsible for training, managing, and monitoring work product of Analysts. This position includes all aspects of the leveraged finance execution process such as performing due diligence and preparing internal credit approval documents. Additionally, as part of the Huntington Capital Advisors (HCA) sub-team, this role will focus on executing transactions for privately held businesses, including founder-owned, family office–owned, and small-cap sponsor-backed companies. Typical client needs include...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  We’re actively seeking a talented Senior Treasury Analyst to join our Treasury Cash Management team in Charlotte, NC.  This position will work onsite Monday-Thursday and Fridays remote. This position will be required to be in alignment with Newport Beach, CA daily work schedule of 9 am - 6 pm EST. As a Senior Treasury Analyst you’ll move Pacific Life, and your...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  We’re actively seeking a talented Treasury Analyst to join our Treasury Cash Management team in Charlotte, NC.  This position will work onsite Monday-Thursday and Fridays remote. The Treasury Analyst will support enterprise liquidity, banking operations, and assist with efforts in Treasury Capital Management and Procurement. Responsible for day-to-day treasury...

The Senior Liability Claims Specialist manages mid to complex Auto and/or General Liability claims, including bodily injury and property damage. This role aims to achieve optimal outcomes for both CorVel and our clients. The Senior Liability Claims Specialist handles litigated files and works with delegated authority, adhering to company best practices. This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claims, confirms policy coverage and acknowledgment of the claim Determines validity and compensability of the claim Investigates claims and handles Auto and/or General Liability claims Establishes reserves and authorizes payments within reserving authority limits Communicates claim status with the customer, claimant, and client Adheres to client and carrier guidelines and participates in claims review as needed Collaborates with team members on more complex or problematic claims as necessary Additional duties as assigned...

CorVel is actively seeking an experienced North Carolina Auto and General Liability Claims Specialist to join our growing team. In this role, you will manage low to mid-level complex claims — including bodily injury and property damage — with a focus on achieving optimal outcomes for both CorVel and our clients. North Carolina experience and North Carolina Municipality experience is a plus. This is a remote role. Must have an active North Carolina Independent Adjuster License. Candidates located in Virginia, North Carolina or South Carolina are preferred, as occasional travel is needed to the client in Raleigh, NC. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Manages non-complex and non-problematic medical only claims and minor lost-time liability claims under close supervision Receives claims, confirms policy coverage and acknowledgment of the claim Determines validity and compensability of the claim Establishes reserves and authorizes payments within...

The Senior Liability Claims Specialist manages mid to complex Auto and/or General Liability claims, including bodily injury and property damage. This role aims to achieve optimal outcomes for both CorVel and our clients. The Senior Liability Claims Specialist handles litigated files and works with delegated authority, adhering to company best practices. This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claims, confirms policy coverage and acknowledgment of the claim Determines validity and compensability of the claim Investigates claims and handles Auto and/or General Liability claims Establishes reserves and authorizes payments within reserving authority limits Communicates claim status with the customer, claimant, and client Adheres to client and carrier guidelines and participates in claims review as needed Collaborates with team members on more complex or problematic claims as necessary Additional duties as assigned...

The Liability Claims Specialist manages non-complex and non-problematic Liability claims under direct supervision of a senior claims professional. This role aims to achieve optimal outcomes for both CorVel and our clients. The Liability Claims Specialist handles litigated files and works with delegated limited authority, adhering to company best practices. This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Manages non-complex and non-problematic medical only claims and minor lost-time liability claims under close supervision Receives claims, confirms policy coverage and acknowledgment of the claim Determines validity and compensability of the claim Establishes reserves and authorizes payments within reserving authority limits Communicates claim status with the customer, claimant, and client Adheres to client and carrier guidelines and participates in claims review as needed Collaborates with team members on more complex or problematic...

The Senior Liability Claims Specialist manages mid to complex Auto and/or General Liability claims, including bodily injury and property damage. This role aims to achieve optimal outcomes for both CorVel and our clients. The Senior Liability Claims Specialist handles litigated files and works with delegated authority, adhering to company best practices. This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claims, confirms policy coverage and acknowledgment of the claim Determines validity and compensability of the claim Investigates claims and handles Auto and/or General Liability claims Establishes reserves and authorizes payments within reserving authority limits Communicates claim status with the customer, claimant, and client Adheres to client and carrier guidelines and participates in claims review as needed Collaborates with team members on more complex or problematic claims as necessary Additional duties as assigned...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. The Manager of General Accounting Bank Reconciliation Team is responsible for leading and overseeing enterprise-wide bank reconciliation and transactional matching processes within Account Reconciliation Cloud Service and PeopleSoft. This role manages a team of accounting professionals and is accountable for ensuring the accuracy,...

Job Description: At Pacific Life , we’re investing in bright, driven leaders who want to make an impact. Here, you’ll be supported in your career growth while helping us provide financial security and peace of mind to our policyholders, partners, and communities. We’re seeking an experienced AVP, Treasury Operations to lead enterprise cash management, liquidity, banking, and payment operations across a complex, regulated organization. This role offers broad exposure, senior‑level partnership, and the opportunity to modernize and strengthen Treasury operations that are critical to our business. How you’ll help move us forward: As AVP, Treasury Operations, you’ll lead the end‑to‑end cash lifecycle—balancing precision, control, and agility—while developing a high‑performing Treasury team. Key responsibilities include: Cash Operations & Short-Term Liquidity Management Lead daily cash positioning, concentration, and liquidity management across operating,...

Job Description: Pacific Life is seeking a Director, Treasury Systems Support to lead the strategy, implementation, and ongoing optimization of treasury technology platforms supporting our global Treasury organization. This role plays a critical part in enabling resilient operations, real‑time cash intelligence, and strong risk and control environments through modern, scalable technology. How you’ll help move us forward As the Director, Treasury Systems Support, you will have end‑to‑end ownership of treasury technology platforms, including Treasury Management Systems (TMS), payment hubs, and bank connectivity solutions. You will define the treasury technology roadmap, ensure operational excellence, and partner across Treasury, Finance, IT, Risk, and the broader enterprise to deliver solutions aligned with business objectives and regulatory requirements. You will also lead and develop a high‑performing treasury systems team, strengthening technical capability,...

Delivery Quality Lead - GenAI Be part of something groundbreaking  At AIG, we are making long-term investments in a brand-new, innovative Generative AI team, designed to explore new possibilities for how artificial intelligence can be applied in insurance and beyond, and we need your help.   With the support and investment needed to explore new frontiers in generative AI, you’ll be working alongside talented colleagues, innovating and leading projects that will transform how we manage risk and serve our customers.   This team is central to our vision of the future and the core of our business offering. We will incorporate best-in-class engineering and product management principles and your guidance and collaboration will be critical to its success. To rapidly advance and innovate, we need your skills and expertise to build and scale world-class products. If you’re excited by the opportunity to create meaningful impact, we’d love to hear from you.  Who we are...