Investment Analyst jobs in Charlotte, NC
Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Recently Added Investment Analyst jobs
Investment Sales Analyst
- Walker & Dunlop, LLC
-
Charlotte, NC
FULL_TIME
- Department: Investment Sales We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, shop, and play — to life. We are committed to creating meaningful social, environmental, and economic change in our communities. We believe seeking diverse talent and promoting the inclusion of all perspectives are more than moral imperatives – they are critical to our success and ability to innovate and grow. Department Overview Walker & Dunlop Investment Sales (WDIS) represents the nation’s premier multifamily owners, developers, and operators with the highest level of investment advisory service. Since 2003, the WDIS experts have built a reputation as a market leader in multifamily investment sales and surpassed $19B in annual sales volume in 2022. We work with institutional and private clients, and we are active in seniors housing & healthcare, student housing, and land sales across the country. The Impact You Will Have The primary role of the Analyst position will be to assist in the creation and dissemination of Walker & Dunlop Investment Sales marketing materials for investment-grade multifamily properties throughout their Region. The position will report to Managing Director as well as other senior officers within the company. Primary Responsibilities Financial analysis of multifamily opportunities, including existing, value add, and ground-up developments using proprietary WDIS underwriting model Actively assist in the research, writing, and proofing of W&D Investment Sales marketing offering memorandums (OMs) and Broker Opinion of Values (BOVs) Research and maintain databases which track Investment Sales activity, construction pipeline, and other relevant real estate metrics Develop and maintain market knowledge through regular reading of industry trade journals, economic forecasts, and news-related periodicals Assist in the creation and editing of “state of the market” presentations given at national conferences and in private client meetings Maintain files to ensure all mandatory disclosures are completed and sent to the appropriate parties for review and approval Provide a consistent, quality-controlled system to ensure the smooth and efficient management of all relevant steps necessary to close a deal Monitor and assess the progress of sales so that important deadlines are met and contingencies are released Provide preliminary audits of files for management review Perform other duties as assigned Education and Experience Bachelor’s degree (Finance and/or Real Estate concentration preferred) 1 year of experience in Finance, Real Estate or related field preferred Knowledge, Skills and Abilities Client relationship management skills Excellent attention to detail and organizational skills Ability to accurately and productively handle multiple tasks during time sensitive situations Ability and willingness to work extended hours or weekends to meet deadlines when appropriate Excellent financial modeling skills including thorough knowledge of Excel Proficiency in MS Outlook, Excel, PowerPoint, Adobe Acrobat and Word, and ability to learn Salesforce and other company software as needed Advanced written and oral communication skills Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders #LI-NA1 #LI-Onsite What We Offer The opportunity to join one of Fortune Magazine’s Great Places to Work winners from 2015-2023 Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include: - Up to 83% subsidized medical payroll deductions - Competitive dental and vision benefits - 401(k) match - Pre-tax transit and commuting benefits - A robust health and wellness program – earn cash rewards and gain access to resources that promote health, engagement, and balance - Paid maternity and parental leave, as well as other family paid leave programs - Company-paid life, short and long-term disability insurance - Health Savings Account and Healthcare and Dependent Care Flexible Spending Commitment to diversity, equity, and inclusion, with employee resource groups organizing activities and providing a space for open communication Career development opportunities Empowerment and encouragement to give back – volunteer hours and donation matching *Eligibility may vary based on average number of hours worked EEO Statement We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information. We strive to be a safe place to ask questions, build professional relationships, and develop careers. SPAM Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at 301.215.5500, if you have any concerns about information requested during or after the application process. Our experience is the combination of everything that’s unique about our culture, our core values, our company meetings, our commitment to success, our recognition programs, but most importantly, it’s our people. Our employees are self-disciplined, hardworking, curious, trustworthy, humble and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in our area.
- 14 Days Ago
Data Analyst ( Banking Industry and Investment banking Domain )
- Nityo Infotech Corporation
-
Charlotte, NC
FULL_TIME
- Job DetailsJob Description: Role and Responsibilities Perform and track BAU data quality issues remediation activities, via leading working sessions with, the various EDMO pillars, Data Stewards, Busi...
- 3 Days Ago
Investment Banking Analyst - Asset-Backed Securities
- Wells Fargo
-
CHARLOTTE, NC
FULL_TIME
- About this role:Wells Fargo is seeking an Investment Banking Analyst to join their Asset-Backed Securities (ABS) team within the Structured Products Group (SPG). The ABS group provides structured lend...
- 1 Month Ago
Investment Sales Analyst Internship - Charlotte, NC
- Greysteel Company Llc
-
Charlotte, NC
INTERN
- Smart investments begin with sustainable relationships.Founded in 2012, Greysteel is a leading property advisor for private, middle market, and institutional real estate investors. Our platform optimi...
- 1 Month Ago
Investment Banking Analyst I/II - Health Care (Charlotte, NC)
- Raymond James Financial, Inc.
-
Charlotte, NC
FULL_TIME
- Investment Banking Analyst I/II - Health Care (Charlotte, NC)-2401172 Description Job Summary Analysts are given a high level of responsibility as members of a specific industry or product-focused tea...
- 20 Days Ago
Flight / Indoor Skydiving Instructor
- Skygroup Investment LLC
-
Concord, NC
FULL_TIME
- Flight / Indoor Skydiving Instructor $18/hr starting guarantee and $1,000 Sign-On Bonus! Our mission is to deliver the dream of flight! Learn about iFLY’s Indoor Skydiving. iFLY is a global company wi...
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0 Investment Analyst jobs found in Charlotte, NC area
Strategic Investments Risk Manager
- U.S. Bank
-
Charlotte, NC
- At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
- 4/24/2024 12:00:00 AM
Director of Asset Management
- Macdonald & Company
-
Charlotte, NC
- Macdonald & Company are proudly partnered with a regionally recognized property management and investment services multi...
- 4/24/2024 12:00:00 AM
Manager, Asset Management Partnerships
- KPMG
-
Charlotte, NC
- Business Title: Manager, Asset Management Partnerships Requisition Number: 107735 - 51 Function: Tax Services Area of In...
- 4/24/2024 12:00:00 AM
Senior Enterprise Client Executive, F&O
- Neudesic, an IBM Company
-
Charlotte, NC
- About Neudesic Passion for technology drives us, but it’s innovation that defines us. From design to development and sup...
- 4/24/2024 12:00:00 AM
Investment Banking Analyst
- Global Accounting Network
-
Charlotte, NC
- We are seeking a skilled Investment Analyst to join a dynamic team. The Investment Analyst will play a critical role in ...
- 4/22/2024 12:00:00 AM
Investment Banking Analyst
- Global Accounting Network
-
Charlotte, NC
- We are seeking a skilled Investment Analyst to join a dynamic team. The Investment Analyst will play a critical role in ...
- 4/22/2024 12:00:00 AM
Director of Asset Management
- Macdonald & Company
-
Charlotte, NC
- Macdonald & Company are proudly partnered with a regionally recognized property management and investment services multi...
- 4/21/2024 12:00:00 AM
Financial Planning and Investment Analyst
- Ryan Consulting Group
-
Charlotte, NC
- Job Description Job Description ROLE AND RESPONSIBILITIES: - Support financial managers in delivering timely and accurat...
- 4/20/2024 12:00:00 AM
About Charlotte, North Carolina
Charlotte (/ˈʃɑːrlət/) is the most populous city in the U.S. state of North Carolina. Located in the Piedmont, it is the county seat of Mecklenburg County. In 2017, the U.S. Census Bureau estimated the population was 859,035, making it the 17th-most populous city in the United States. The Charlotte metropolitan area's population ranks 22nd in the U.S., and had a 2016 population of 2,474,314. The Charlotte metropolitan area is part of a sixteen-county market region or combined statistical area with a 2016 census-estimated population of 2,632,249.
Between 2004 and 2014, Charlotte was ranked as...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$85,659 to $127,757
Charlotte, North Carolina area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does an Investment Analyst do?
Investment Analyst in Augusta, GA
It will help you understand the performance of business, ongoing projects, and investments.
November 21, 2019
Investment Analyst in Burlington, VT
This is one statistic of many, showing how much ESG investment is growing.
October 28, 2019
Investment Analyst in Pensacola, FL
You can find out more about becoming an investment analyst from.
October 04, 2019