19 senior investment analyst jobs found in Charlotte

Position Title Municipal Products Analyst   Location Charlotte, NC 28202   Job Summary The Municipal Products Analyst is an entry-level professional who supports Senior Team members in market research, financial analysis, and preparation of transaction and pitch materials for both Municipal Credit and Municipal Underwriting/Placement Agent opportunities. This role provides exposure to a wide range of municipal products and offers a training ground for future advancement within the Municipal Products Group.   Job Responsibilities: Presentation and Material Support Assist in preparing client pitchbooks, market updates, transaction overviews, and internal briefing documents. Market Research and Data Analysis Conduct research on industry trends, investor appetite, comparable deals, and client profiles. Provide data-driven insights to support decision-making. Modeling and Financial Support Build and update models under guidance of Associates and...

THIS ROLE REQUIRES 4 DAYS PER WEEK IN OUR CHARLOTTE OR ATLANTA OFFICE. The GCMS Platform Support Lead is a key role responsible to support users of the Global Complaints Management System (GCMS), drive pro-active platform improvements and assure platform stability. The GCMS Platform Support Lead is the primary contact between the business user community and IT and acts as key facilitator in assuring business users’ priorities are met through ongoing platform maintenance and enhancements. Responsibilities: Provide leadership for GCMS and integrated reporting tools (Cognos, PowerBI). Assist in optimizing business support model for GCMS  Lead system & data design strategy to support global reporting needs, while supporting country-level regulatory compliance requirements. Lead system & data design strategy to support third party service provider access & management of complaints. Work with key business leaders and other partners, own the...

The Professional Review Analyst analyzes medical services and billing across various claim types to evaluate the accuracy of charges and the medical necessity of care provided. This is a remote role. Candidate must be located in the greater Charlotte, North Carolina Region and able to attend in office training for a minimum of 1 week at start of employment. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Identify the necessity of the review process and communicate any specific issues of concern to the claims examiner/client and or direct reporting manager Collect supporting data and analyze information to make decisions regarding appropriateness of billing, delivery of care and treatment plans Appropriately document work and final conclusions in designated computer program Additional duties as assigned   KNOWLEDGE & SKILLS: Thorough knowledge of ICD Diagnoses and Procedure Codes, and C.P.T., as well as an understanding of medical...

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. Unlock the Power of Data at Pacific Life. We’re seeking a talented Data Engineer to join our Pacific Life Team in Charlotte, NC. Looking for self-starters to help shape the future of data engineering and drive data-driven success.   This role is onsite in Charlotte, NC. This is not a remote position. As a Data Engineer you’ll move Pacific Life, and your...

Description The Senior Liquidity Specialist is a subject matter expert responsible for executing the Commercial Liquidity Strategy while driving revenue growth, portfolio expansion, and deep client engagement. The role partners closely with Relationship Managers (RMs), Treasury Management Sales Advisors (TMAs), and internal product teams to deliver consultative liquidity solutions for the firm’s largest and most complex commercial clients. As a product‑agnostic advisor on the Commercial Liquidity team, the Senior Liquidity Specialist independently manages a client portfolio, leads liquidity reviews, and contributes to strategic client planning while adhering to all applicable policies, procedures, and risk standards. Duties & Responsibilities: Serve as a client-facing Liquidity subject matter expert for the firm’s largest and most complex commercial clients (e.g., Corporate and Specialty Banking,...

The Claims Specialist manages within company best practices lower-level, non-complex and non-problematic workers’ compensation claims within delegated limited authority to best possible outcome, under the direct supervision of a senior claims professional, supporting the goals of claims department and of CorVel.  This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: 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 Manages non-complex and non-problematic medical only claims and minor lost-time workers’ compensation claims under close supervision Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic claims as...

Description This position is available to be filled at any Huntington Bank Corporate office location. The Underwriting Commercial Portfolio Manager – Technology Finance (HTF) underwrites credit exposure for large, complex customer relationships and circumstances and actively manages a portfolio.  Includes day-to-day interaction with assigned Sales Reps, management of portfolio risk, and adherence to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends.    Duties and Responsibilities: Services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. Responsible for underwriting quality, portfolio administration, and credit quality of assigned...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Financial Crimes Audit Executive directs and oversees independent audit coverage for USAA Federal Savings Bank’s Financial Crimes risk portfolio, including fraud, anti-money laundering (AML)/Bank Secrecy Act (BSA), and sanctions (OFAC) compliance. This role designs, administers, and executes a risk-based, comprehensive audit program that provides independent and objective assurance over the effectiveness of governance, risk management, and control processes across first- and second-line functions. The...

Description Associate Director will work directly with senior originators to help connect private businesses at all stages of their lifecycle to a full spectrum of tailored Capital Markets solutions, investment banking capabilities, transition advisory, and industry expertise.  Associate Director will train, manage, and monitor work product of Analysts and Associates and oversee the creation, maintenance, continued improvement, and production of high-quality templates to promote consistency of appearance and delivery across Capital Markets. They will work directly with senior originators to identify opportunity specific ideas, insights, industry comparable analysis, financial modeling, and ensuring all are summarized in concise, illustrative, and persuasive presentations and support all of Huntington’s regions and industry verticals while remaining committed to delivering holistic advice and bringing creative thought...

Description Summary: The Managing Director - Leveraged Finance Execution, in conjunction with Huntington’s Capital Markets, Investment Banking and Sponsor Coverage, evaluates credit opportunities, mitigates associated risks, structures, and underwrites financial sponsor and leveraged finance transactions for Huntington’s private equity and corporate clients across multiple specialty industry and client coverage groups, delivering the Bank’s balance sheet capital commitments in support of these transactions. Duties and Responsibilities: Help the Head of Leveraged Finance Execution to build and manage the team, assist in setting policy and strategy, oversee workflow and develop/mentor team members.  Serve in player/coach role on the team, advising on and assisting in the execution of deals when appropriate. Oversee the junior team members' execution of sponsor and leveraged financing transactions, including...

The Claims Specialist manages within company best practices lower-level, non-complex and non-problematic workers’ compensation claims within delegated limited authority to best possible outcome, under the direct supervision of a senior claims professional, supporting the goals of claims department and of CorVel.  This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: 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 Manages non-complex and non-problematic medical only claims and minor lost-time workers’ compensation claims under close supervision Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic claims as...

The Claims Specialist manages within company best practices lower-level, non-complex and non-problematic workers’ compensation claims within delegated limited authority to best possible outcome, under the direct supervision of a senior claims professional, supporting the goals of claims department and of CorVel.  This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: 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 Manages non-complex and non-problematic medical only claims and minor lost-time workers’ compensation claims under close supervision Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic claims as...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is the one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability...

The Company    At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte. What you will do You'll be responsible for investigating, evaluating, negotiating, and resolving primarily school-based commercial general liability claims with moderate complexity.  With skills in detail orientation and analysis, you will interpret coverage and prepare coverage letters as well as handle risk transfer.  Consultation with supervisors on more complex coverage will occur as needed and this role will provide exposure to litigated claims. This position requires strong claims handling...

The Claims Specialist manages within company best practices lower-level, non-complex and non-problematic workers’ compensation claims within delegated limited authority to best possible outcome, under the direct supervision of a senior claims professional, supporting the goals of claims department and of CorVel.  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 Establishes reserves and authorizes payments within reserving authority limits Manages non-complex and non-problematic medical only claims and minor lost-time workers’ compensation claims under close supervision Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic claims as...

Description Huntington's Vice President is a mid-career professional within the Syndicated and Leveraged Finance (SLF) team, responsible for leading key aspects of transaction origination and execution. Positioned between senior coverage officers, Managing Director and junior team members, Analysts and Associates, this role plays a critical part in driving deal success and supporting the broader strategic goals of the team.  Our new colleague will manage the full lifecycle of SLF transactions—from developing client materials and leading investor meetings to coordinating execution and mentoring junior colleagues. The role requires strong technical expertise, market awareness, and the ability to operate independently while collaborating across teams. Duties and Responsibilities: Lead execution efforts for mandated and prospective transactions, ensuring timelines and deliverables are met. Prepare launch...

Description The Managing Director of the Investment Grade (IG) Syndicate desk is a senior-level leader that leads the strategy, execution, and risk management of all investment‑grade debt capital markets transactions. This role is responsible for managing issuer relationships, driving primary market execution, overseeing deal distribution, and partnering with DCM, Sales & Trading, and Capital Markets leadership to deliver best‑in‑class issuance outcomes. The Managing Director is a key external ambassador for the firm’s IG desk and an internal leader driving operational excellence, revenue growth, and market share. Duties and Responsibilities: Lead the execution of all investment‑grade bond transactions, including corporates, financials, agencies, and SSAs. Provide strategic new‑issue guidance to issuers, including market tone, pricing levels, investor demand, and structural considerations. Manage...

The Auto and General Liability Claims Specialist manages within company best practices lower-level, non-complex and non-problematic liability claims within delegated limited authority to best possible outcome, under the direct supervision of a senior claims professional, supporting the goals of claims department and of CorVel. 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 Commercial Auto & 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 Requires regular and consistent attendance Additional...

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...