20 senior investment analyst jobs found in Charlotte, NC

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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a Financial Analyst Lead , you will oversee key financial processes and expense categories, leveraging advanced financial analysis to solve complex business challenges. This role is responsible for forecasting, budgeting, financial planning, and modeling related to revenue, profitability, liquidity, capital structure,...

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...

CorVel is hiring a Medical Bill Review Analyst. The Bill Review Analyst is responsible for review, auditing and data-entry of medical bills for multiple states and lines of business.  This is a remote role. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES: Responsible for auditing medical bills to ensure that they are appropriate and adhere to the State Fee Schedules, customer guidelines and PPO discounts.  Position requires knowledge of the Fee Schedule and the operation of the computer terminal May consult reference materials in the auditing process Requires regular and consistent attendance. Comply with all safety rules and regulations during work hours in conjunction with the Injury and Illness Prevention Program (IIPP). Additional duties as assigned.   PRODUCTION REQUIREMENTS: Based upon situation or state specific issues meet 98% accuracy, 10,000+ keystrokes per hour   KNOWLEDGE & SKILLS: Knowledge of medical terminology, workers’...

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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a dedicated Financial Regulatory Reporting Senior , you will serve as a key contributor in the preparation, review, and analysis of reports compiled for regulatory agencies to include the FR Y-9C, FR Y-9LP, FR Y-11, FR 2314, and FFIEC 009/009a. You will be responsible for preparing highly technical components of the...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: We are a high-impact, fast-moving finance team that partners closely with senior leaders to shape decisions, drive performance, and create visibility into what matters most. As trusted business partners, we deliver sharp, actionable analysis grounded in a deep understanding of the E&S insurance market—helping leaders move quickly, think strategically, and stay ahead in a dynamic industry. The...

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 Investment Operations Analyst to join our Fixed Income Investment Operations team in Charlotte, NC . As a Senior Investment Operations Analyst, you’ll play a key role in supporting post-execution processes across our public fixed income portfolio, contributing to operational accuracy while strengthening operational...

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 The Commercial Lines Claims Specialist will be responsible for investigating, evaluating, negotiating, and resolving primarily non-litigated New York 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 some exposure to litigated...

The Workers’ Compensation 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 Workers’ Compensation 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 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 necessary...

The   Claims Specialist manages within company best practices low to mid Auto and/or General Liability claims, including bodily injury and property damage 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 auto and general liability 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 auto and general liability 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 necessary...

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 Accounting Manager is responsible for leading and overseeing enterprise-wide bank reconciliation and transactional matching processes within Account Reconciliation Cloud Service (ARCS) and PeopleSoft. This role is also responsible for the Enterprise governance of ARCS for the r econciliation compliance...

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, our Home Office is based 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 Southern 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...

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,...

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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a Director within the Strategy & Innovation organization, you will play a critical role in shaping the strategic direction of the USAA Federal Savings Bank and Member Value organization. You will partner with executive leadership to define long-term strategy, solve complex business challenges, and drive alignment across...

AVP Data Science - GD05AE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Assistant Vice President (AVP), Applied AI  leads data science, traditional machine learning, and agentic AI capabilities supporting The Hartford’s Business Insurance. This role partners closely with underwriting, product, actuarial, and technology leaders to deliver scalable, production ready models and ‑AI driven‑ decision systems that support complex risks, bespoke products, and profitable growth across specialty markets. This role will have a  Hybrid work schedule,  with the expectation of working in an office (Chicago, IL, Hartford, CT or Charlotte, NC) 3 days a week.  Candidates must be eligible to work in the US without company...

The Workers’ Compensation Medical Only Claims Specialist manages non-complex and non-problematic, medical only claims under close supervision, supporting the goals of the Claims Department and of CorVel.  This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives Workers’ Compensation claims, confirms policy coverage and acknowledgement of the claim Determines the validity and compensability of the claim Establishes reserves and authorizes payments within established 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 Assists other claims professionals with more complex or problematic claims as necessary Additional duties as assigned   KNOWLEDGE & SKILLS: Excellent customer service skills Excellent written and verbal communication skills Fast learner; develops knowledge and understanding of claims...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Project Analyst – AI & Data Transformation supports the delivery, financial governance, and reporting of enterprise AI and data initiatives within the insurance organization. This role partners with program managers, finance teams, data leaders, and engineering teams to coordinate AI platform initiatives, data modernization programs, and advanced analytics use cases. The position plays a...

The Liability Claims Specialist (floater) assists the team with providing claims handling coverage when needed. This role aims to achieve optimal outcomes and continuity for both CorVel and our clients. The Floater handles litigated files and works with delegated limited authority for a variety of clients on a temporary basis, adhering to company best practices. This is a remote role. Candidates residing in the east coast are preferred. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Work with a variety of clients on a temporary basis to provide claims handling coverage during periods of high demand Receives claims, confirms policy coverage and acknowledgment of the claim Determines validity and liability position 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...

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...