$135.2k - $145.6k
years of IT experience; ideally 5+ years in a technology Business Analyst role ~ Experience gathering requirements, writing user... ...Technology team. The clients Treasury Platform serves internal investment banking emp…
Finance & Accounting · Charlotte, NC
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 roles today
$33–$89/hr
Typical pay range
$113k
Median, full-time
8
Fresh in this list
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Job-ID29230667Reference26-25310Remote50% Remote Years of Experience Required? 1-3 years What are the top 3-5 skills, experience or education required for this position? 1. Audit Background 2. Access Management- SharePoin…
$78k - $124.75k
strategies to address these risks, and proactively flag high risk themes for intervention and control enhancement.USCS is looking for a Sr. Analyst of Risk ID & Assessment focused on ensuring control management is embedd…
immigration sponsorship, now or in the future.Do you thrive on turning complex data into actionable insights? Join Spectrum as a Commission Analyst, where you will calculate and administer monthly commissions and incenti…
$69.92k - $133.62k
for active-duty military spouses consistent with applicable policy and business needs.The OpportunityAs a dedicated Life Actuarial Analyst on the Life Company’s Annuity Pricing Team you will involve pricing of deferred f…
$85 - $95 per hour
within are ambulatory, behavioral health, radiant, cadence, wisdom, PB, and HB. Candidates should have a solid experience as an epic analyst, building, testing, deploying, and supporting.SkillsEpic, Epic certified, Build…
$122k - $145k
Job Title: Salesforce - Business Analyst You are an experienced Salesforce Business Analyst with a passion for solving complex business... ...thrive in their work and life. As a result, Slalom is proud to invest in benef…
$105.4k - $124k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory... ...is seeking talented professionals for its 2027 full-time Analyst class in th…
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…
Job Description What's 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 e…
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…
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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.
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What employers ask for
The skills these listings keep naming
Valuation (DCF, comps)Financial statement analysisExcel modelingBloomberg or FactSetIndustry researchWritten investment memosPortfolio monitoringPython or SQLPresenting a thesis
04
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.
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Resume tips that move the needle
For investment analysts specifically — generic advice costs you here
01
Show real analysis output: number of companies covered, memos written, or models built, and the sectors involved.
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If you can, cite a recommendation and its outcome with honest framing, including your role in the decision.
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Name your data stack — Bloomberg, FactSet, Capital IQ, Python — since desks expect immediate tool fluency.
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State CFA progress prominently; it is the most-screened credential in investment roles.
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Include a personal research habit, like a tracked paper portfolio or published write-ups, if your professional record is thin.
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Where this role goes
Typical progression
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Investment Analyst
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Senior Investment Analyst
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Associate Portfolio Manager
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Portfolio Manager
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