Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Consumer Investment Banking Associate - Charlotte

Fwainvest

  • # Consumer Investment Banking Associate - CharlotteApplylocations: Charlotte, North Carolina - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011609**Job Description Summary**Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios and preparing documents related to the public issuance of stock.**Job Description****Responsibilities*** Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature.* Undertake strategic and tactical financial analysis, modeling, and evaluation to support business leaders in their decision-making.* Develop and write materials that are highly visible, such as sensitive press releases or speeches to critical audiences.* Participate in formulating the strategy to manage net present value (NPV) analysis on candidates (product pipeline). Perform business case development, financial modeling, and accounting and valuation analyses, incorporating probability, time, cost, budget impacts, and returns, to allow for optimal strategic and investment decision-making. Support to prioritize and close key deals of strategic and/or financial significance for the company.**Skills*** Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.* Develop financial and economic models for financial planning or monitoring purposes.* Estimate and manage the effort and finances to complete the work within budget.* Understand numerical concepts and use them to carry out mathematical operations e.g. in order to analyze reports.Required licenses: SIE, Series 63, and Series 79.**Education**Bachelor’s (Required)**Work Experience**General Experience – 10 to 15 years**Certifications**s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s79 - Investment Banking Registered Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Travel**Less than 25%**Workstyle**ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
  • J-18808-Ljbffr Fwainvest

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Consumer Investment Banking Associate - Charlotte in Charlotte, NC vacancy
  • $135k - $225k

    Piper Sandler & Co is seeking an experienced Investment Banking Associate to join the Consumer team in Charlotte, NC or San Francisco, CA. This role offers exposure to various consumer verticals in M&A, debt, and equity transactions. The ideal candidate will have over 3... 
    Suggested

    Piper Sandler & Co

    Charlotte, NC
    3 days ago
  •  ...returns, to allow for optimal strategic and investment decision-making. Support to prioritize...  ...Authority (FINRA), s79 - Investment Banking Registered Representative Examination -...  ...Myrjbenefits.com. At Raymond James our associates use five guiding behaviors (Develop, Collaborate... 
    Suggested
    Temporary work
    Work experience placement

    Raymond James Financial

    Charlotte, NC
    1 day ago
  • $170k

     ...industry. Intrepid is a specialty investment bank and provides M&A, capital...  ..., New York, Chicago, and Charlotte. Intrepid is the middle-market...  ...professional at the Associate level in the Food, Beverage...  ...including bakery, beverage, branded consumer package goods, distribution,... 
    Suggested
    Full time
    Work at office
    Local area
    Remote work

    MUFG

    Charlotte, NC
    18 hours ago
  •  ...Fifth Third Bank Personal Banker Associate I Make banking a Fifth Third better...  ...depth knowledge of Retail consumer and small business products...  ...Business, Commercial and Investment), referring customers when...  ...sessions. Location -- Charlotte, North Carolina 28203 Fifth... 
    Suggested
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Charlotte, NC
    4 days ago
  • 2027 Investment Banking Summer Analyst (Charlotte, NC) 2027 Investment Banking Summer Analyst Program Company Overview Citizens Financial Group, Inc. is...  ...Defense & Government Svcs; Transportation & Logistics; Consumer & Retail; Real Estate, Gaming, Lodging & Leisure;... 
    Suggested
    Permanent employment
    Full time
    Summer work
    Internship

    Southern Arkansas University

    Charlotte, NC
    1 day ago
  • Responsibilities Conduct research using primary data sources, and select information needed for the analysis of key themes and trends. Provide financial modeling input into business cases, costs, and schedules to support growth in the business. Write and edit material...

    Raymond James Financial, Inc.

    Charlotte, NC
    4 days ago
  •  ...Examination - Financial Industry Regulatory Authority (FINRA), s79 - Investment Banking Registered Representative Examination - Financial Industry...  ...offered, visit Myrjbenefits.com. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide,... 
    Work experience placement

    Raymond James Financial

    Charlotte, NC
    1 day ago
  •  ...Mortgage Loan Originator - Charlotte Make banking a Fifth Third better® We connect great people...  ...expectations. Attend and participate in all Consumer Lending meetings as required by...  ...28202 Fifth Third Bank, National Association is proud to have an engaged and... 
    Daily paid
    Local area

    Fifth Third Bancorp

    Charlotte, NC
    3 days ago
  • $175k - $200k

     ...Investment Banking Associate At Piper Sandler, we connect capital with opportunity to build a better...  ...Associate to join our Technology team in Charlotte, NC. Our experienced associate...  ...relationships in our core sectors of chemicals, consumer, diversified industrials & services,... 
    Work experience placement

    Piper Sandler

    Charlotte, NC
    2 days ago
  • $135k - $225k

     ...Investment Banking Associate At Piper Sandler, we connect capital with opportunity to build a better...  ...IT teams in Boston, MA, New York, NY Charlotte, NC, Chicago, IL, Minneapolis, MN or...  ...relationships in our core sectors of chemicals, consumer, diversified industrials & services,... 

    Piper Sandler

    Charlotte, NC
    1 day ago
  •  ...Mortgage Consumer Direct Sales Consultant Wells Fargo is seeking a Mortgage Consumer Direct Sales Consultant to support our Consumer...  ...necessary Posting Location(s): ~1525 W WT Harris Blvd, Charlotte, NC 28262 Posting End Date: 1 Jul 2026 We Value Equal... 
    Work experience placement
    Work at office
    Immediate start
    Monday to Friday
    Weekend work
    Weekday work

    Wells Fargo

    Charlotte, NC
    3 days ago
  • $84k - $98k

     ...Actuarial Associate (Charlotte, NC (Hybrid) or Remote) Where you'll work Our flexible, hybrid work model offers the option to work remotely or in the office. How you'll contribute As an Actuarial Associate, you'll be responsible for deliverables related to our variable... 
    Temporary work
    Remote work
    Flexible hours

    Brighthouse Financial

    Charlotte, NC
    4 days ago
  •  ...Job Posting This position is in-office located in Charlotte, NC Griffin Funding is a consumer direct mortgage company, meaning our Loan Officers work...  ...expressed interest in financing or refinancing a home. We invest heavily in marketing and technology to deliver high-... 
    Hourly pay
    Work at office
    Local area
    Immediate start

    Griffin Funding

    Charlotte, NC
    1 day ago
  • Acrisure Mortgage, LLC is seeking to hire a Team Mortgage Loan Originator in Charlotte, NC. The role involves assisting loan officers with origination tasks, managing client communications, and ensuring a smooth loan application process. Qualified candidates should have... 
    Base plus commission

    Acrisure Mortgage, LLC

    Charlotte, NC
    2 days ago
  •  ...As a Private Client Banker in Branch Banking, you are the main point of contact for a...  ...Disability/Veterans About the Team Our Consumer & Community Banking division serves our...  ...cards, mortgages, auto financing, investment advice, small business loans and payment... 
    Immediate start
    Afternoon shift

    Chase

    Charlotte, NC
    2 days ago
  • Mortgage Loan Officer - Charlotte page is loaded## Mortgage Loan Officer - Charlottelocations: Charlotte, NCtime type: Full timeposted on...  ...you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Truliant Federal Credit Union

    Charlotte, NC
    16 hours ago
  •  ...the utmost hospitality, using the latest banking solutions and cutting-edge financial...  ...Disability/Veterans About the Team Our Consumer & Community Banking division serves our...  ...cards, mortgages, auto financing, investment advice, small business loans and payment... 
    Afternoon shift

    JPMorgan Chase

    Charlotte, NC
    1 day ago
  • $400k

    Appointed Actuary (Charlotte, NC (Hybrid) or Remote) Where you’ll work: Our flexible, hybrid work model offers the option to work remotely...  ...shaping strategic risk management across complex products and investment portfolios. The role plays a pivotal part in ensuring the... 
    Remote job
    Temporary work
    Work at office
    Flexible hours

    Brighthouse Financial

    Charlotte, NC
    4 days ago
  • $162k - $185k

    Director & Actuary (Charlotte, NC (Hybrid) or Remote) Where you’ll work: Our flexible, hybrid work model offers the option to work remotely...  ...increasing responsibilities within an actuarial department. Associate of the Society of Actuaries (ASA) is required. Strong... 
    Remote job
    Temporary work
    Work at office
    Flexible hours

    Brighthouse Financial

    Charlotte, NC
    3 days ago
  • $175k - $200k

    A leading investment bank is seeking an experienced Investment Banking Associate in Charlotte, NC. The role involves preparing valuations, writing memorandums for sales, and executing transactions in M&A, debt, and equity markets. Candidates should have 1-2 years of relevant... 

    Piper Sandler & Co

    Charlotte, NC
    2 days ago
  • $87k - $100k

     ...Investments Accounting Consultant (Charlotte, NC (Hybrid) or Remote) Where you'll work: Our flexible, hybrid work model offers the option to work remotely...  ...for supporting the Derivative accounting team and associated reporting for Brighthouse Financial's investments in... 
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Brighthouse Financial

    Charlotte, NC
    3 days ago
  •  ...Security Analyst Duration: 1 year, contract to hire Location(s): Charlotte NC, Raleigh NC, or Atlanta GA Environment: 5 Days onsite (NON...  ...related experience Previous experience in financial services, banking, wealth management, credit card, or payment processing:... 
    Contract work

    Downtown Boulder Partnership

    Charlotte, NC
    16 hours ago
  •  ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to...  ...and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products... 

    U.S. Bank

    Charlotte, NC
    2 days ago
  •  ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to...  ...and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products... 
    Temporary work

    U.S. Bank

    Charlotte, NC
    2 days ago
  •  ...Investment Banking Senior Associate Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the...  ...consulting with your talent acquisition partner. Location -- Charlotte, North Carolina 28202 Fifth Third Bank, National... 
    Shift work

    Fifth Third Bancorp

    Charlotte, NC
    9 days ago
  • $249.36k

     ...subsidiary of Regions Bank, is a Southeast based,...  ...Business Services Consumer Products & Services...  ...Healthcare The BlackArch Investment Banker has a primary...  ...Analyst, Interns, and Associates) by assigning and overseeing...  ...Location: Charlotte, North Carolina Equal... 
    Full time
    Flexible hours

    Regions Financial

    Charlotte, NC
    2 days ago
  • $32k

     ...A growing financial services company is seeking a Consumer Loan Specialist in Matthews, NC to originate loans and ensure a positive customer experience. The role offers a competitive salary of $32,000 per year plus an uncapped monthly bonus average of $8,000. Applicants... 

    Republic Finance

    Matthews, NC
    20 hours ago
  •  ...Explore our current opportunities below. Multifamily Investment Associate Madison Capital Group Holdings, LLC | Charlotte, NC - In office Build the future of multifamily...  ...years of experience in real estate, investment banking, or a related field, preferably with a focus on... 
    Work at office

    Livemadisoncommunities

    Charlotte, NC
    4 days ago
  •  ...Specialist within PNC's retail banking organization, you will be based in Charlotte, NC at the Randolph...  ...share of wallet for Consumer and Business Banking...  ...management, payments, and investing. Solves clients'...  ...managing all of the risks associated with their business objectives... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Charlotte, NC
    3 days ago
  •  ...Investment Compliance Officer Zions Bancorporation is one of the...  ...consisting of a collection of great banks under local brands and...  ...TX, Salt Lake City, Utah, or Charlotte, NC. Description The Market...  ...(and expanding) processes associated with the financial services industry... 
    Work experience placement
    Local area
    Flexible hours

    Zions Bank

    Charlotte, NC
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Consumer Investment Banking Associate - Charlotte. Be the first to apply!