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Investment Analyst: Portfolio Research & Strategy

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: CFA Institute
Full Time position
Listed on 2026-02-24
Job specializations:
  • Finance & Banking
    Financial Analyst, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services organization is seeking an Investment Analyst / Associate in Charlotte, North Carolina, to support portfolio management, research, client reporting, and trading. The ideal candidate has 1–4 years of experience, strong analytical capabilities, and proficiency in Microsoft Excel.

This role offers a chance to work within a high-performing team and contribute to investment strategy execution while developing a deep understanding of portfolio construction.
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