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Investment Analyst jobs in Charlotte, NC
Investment analysts research securities, funds, or deals to support buy and sell decisions. They build valuation models, monitor markets and portfolios, and write up recommendations for portfolio managers.
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Open investment analyst roles
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and attracting expertise that differentiates us as a company as we continue to raise the bar. Job Summary The Financial Data Analyst, Strategic Analytics position is responsible for contract compliance and analysis of mo…
wafers, and innovative photovoltaic modules, enabling low-cost solar energy solutions Role Purpose The Distribution Financial Analyst II will be a key role to support the Distribution Controller for COC. The Financial An…
flexible, hybrid work model offers the option to work remotely or in the office. How you’ll contribute: As a Senior Financial Analyst, you’ll be responsible primarily for expense allocations, statutory expense reporting…
forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and generating value creation ideas and new investment business cases. Job expectations include preparing insights to guide managemen…
difference. Position Overview: The Financial Reporting Analyst at BWXT ensures the accuracy and integrity of financial... ...balances, currency translation adjustments and inter-company investments. What We Offer: Compet…
fittings. Charlotte Pipe is headquartered in Charlotte, NC, and has seven plant locations across the United States. Financial Analyst – Audit, Tax, & Compliance Department: Finance / Accounting Reports To: Audit & Tax Di…
researching abilities within a Global Fortune 500 financial services company? This role is within the investment space. The main focus of the Jr. Investment Operations Analyst is to provide investment and financial portf…
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest busine…
We have an immediate opportunity for a Mergers & Acquisitions Analyst to join our already successful and fast-growing business development... ...information from practice owners, participate in internal investment commit…
We are looking to identify a Transactional Corporate M&A Associate Attorney to join our client's growing corporate practice. This is a strong opportunity for an attorney looking to deepen their experience in middle-marke…
Job Description What is the opportunity? RBC Capital Markets is the global investment banking arm of the Royal Bank of Canada (RBC). The real estate analyst position focuses on modeling and underwriting multifamily real…
What investment analysts earn in Charlotte
Hourly first — that's how the offer arrives
| Experience | Hourly | Annual, full-time |
|---|---|---|
| Entry level | $33–$45 | $69k–$93k |
| Mid level | $45–$63 | $93k–$132k |
| Senior | $61–$89 | $127k–$186k |
Adjusted for the Charlotte market from national ranges.
What employers ask for
The skills these listings keep naming
Interview questions worth rehearsing
With the thing the interviewer is actually listening for
Pitch me a stock or investment idea.
Have one ready with a clear thesis, valuation support, catalysts, and the main risk to your view. Be prepared to defend it under pushback without getting rattled.
Walk me through a DCF.
Move cleanly through free cash flows, discount rate, and terminal value, then note the assumptions the output is most sensitive to. Fluency signals practice.
How do you evaluate whether a company's earnings are high quality?
Mention cash conversion, accruals, one-time items, and revenue recognition choices. Show you read the footnotes, not just the headline number.
Tell me about a call you got wrong.
Own it plainly: what your thesis missed, when you recognized it, and how it changed your process, such as adding a disconfirming-evidence check.
What is your view on the current market environment?
Have an informed, hedged view tied to data — rates, earnings trends, valuations — and acknowledge the counterargument. Curiosity beats bravado.
How do you monitor positions after the initial recommendation?
Describe tracking the thesis, not just the price: key metrics per position, alerts on filings and guidance, and predefined conditions for revisiting the call.
Why this asset class and this firm?
Connect your genuine interest to the firm's strategy and show you know what they hold or invest in. Specific research into the firm reads as seriousness.
Resume tips that move the needle
For investment analysts specifically — generic advice costs you here
Show real analysis output: number of companies covered, memos written, or models built, and the sectors involved.
If you can, cite a recommendation and its outcome with honest framing, including your role in the decision.
Name your data stack — Bloomberg, FactSet, Capital IQ, Python — since desks expect immediate tool fluency.
State CFA progress prominently; it is the most-screened credential in investment roles.
Include a personal research habit, like a tracked paper portfolio or published write-ups, if your professional record is thin.
Where this role goes
Typical progression
Applying for investment analyst jobs in Charlotte?
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