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One Month AgoSaved
In-Office
Charlotte, NC, USA
Internship
Internship
Fintech • Financial Services
A 10-week corporate finance and operations internship supporting financial analysis, reporting, portfolio and fund research, process improvement, and cross-functional initiatives. Interns apply accounting and finance concepts, use Microsoft Office and AI-enabled tools, and present a value-added project. Opportunities may span Corporate Finance, FP&A, portfolio delivery, pricing and valuations, and treasury.
Top Skills: Microsoft CopilotMS Office
One Month AgoSaved
In-Office
Charlotte, NC, USA
Senior level
Senior level
Fintech • Financial Services
Conduct trading-practices surveillance and compliance monitoring across best execution, cross trades, fair allocation, market abuse, insider trading, MNPI, wall-crossing, and trade errors. Identify and escalate risks, maintain policies, support regulatory projects, prepare governance reporting, deliver training, resolve compliance issues, and advise stakeholders on evolving regulations. The role collaborates with portfolio management, trading, legal, risk, operations, IT, and front-office teams.
Top Skills: AladdinExcelOrder Management Systems
Reposted 2 Months AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Financial Services
The Microsoft 365 Product Owner is responsible for the end-to-end product lifecycle of Microsoft 365, focusing on improving user experience, aligning stakeholders, managing product strategy and roadmap, and ensuring compliance and governance.
Top Skills: Microsoft 365Office ApplicationsOnedriveSharepointTeams
2 Months AgoSaved
In-Office
Chevy Chase, MD, USA
Mid level
Mid level
Fintech • Financial Services
Supports finance and operations through accounting processes, financial modeling, budgeting, forecasting, cash flow projections, variance analysis, month-end reporting, and profitability analysis. Partners with senior leaders and operational teams to communicate financial results, provide actionable insights, maintain reporting accuracy, and improve forecasting and reporting processes. The role also coordinates with accounting and third-party providers on tax and compliance matters.
Top Skills: Financial Accounting SoftwareExcelPower BIWorkday
2 Months AgoSaved
In-Office
Charlotte, NC, USA
Senior level
Senior level
Fintech • Financial Services
Support month- and quarter-end close reviews, SEC filings, financial statement preparation, earnings releases, board presentations, audit coordination, SOX controls, disclosure checklists, and reporting calendars for three BDCs. Analyze financial data under U.S. GAAP and SEC guidance, manage auditor requests and recurring deadlines, maintain documentation, and identify opportunities to automate reporting and improve controls and data quality.
Top Skills: ExcelMS OfficeSec Reporting SoftwareSoxU.S. GaapWorkiva
Reposted 2 Months AgoSaved
In-Office
Charlotte, NC, USA
50K-100K Annually
Senior level
50K-100K Annually
Senior level
Fintech • Financial Services
The Information Architect leads the design and governance of enterprise data architecture, collaborates with stakeholders, and resolves complex data issues to ensure data integrity across investment processes.
Top Skills: Aladdin Data CloudDatabricksMicrosoft Sql Server Management StudioSQL
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