Investment Analyst Jobs in North Carolina

What You'll Do:

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  Independently implement and resolve reconciliation problems between recordkeeping, accounting, broker/dealer and/or pricing system with minimal guidance. Identify and resolve issues associated with transactional data, trade variances, settlement variances, and/or compliance breaches.

Who You Are:

• 3+ years of accounting, finance or economics experience or equivalent, shown through one or a combination of the following: work experience, training, military experience, or education.
• A Bachelor's degree or equivalent experience in fields such as accounting, finance, economics, or business is preferred.
• Experience in investment/mutual fund operations or related field is helpful
• Strong problem solving, technical and analytical skills along with keen attention to detail.
• A self-starter who is effective with independent decision making and interpersonal skills.
• Ability to balance a full workload across multiple tasks and prioritize with frequent interruptions.
• Ability to build and maintain relationships and facilitate teamwork and communication.
• Strong mentoring, interpersonal and listening skills.

Skills That Will Help You Stand Out

• Experience with recordkeeping and accounting reconciliation, transaction processing and overall WSRS processing knowledge.
• Experience in either investment, fund, accounting, recordkeeping functions, or a similar area.
• Experience with basic Excel functions preferred. SQL background beneficial but not required.

Salary Range Information: Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range: $58900 - $84000 / year Salary Details:

The following locations are examples of market-specific salary ranges across different geographies.

• Des Moines, IA: $58,900 - $79,800 / year
• Charlotte, NC: $62,000 - $84,000 / year

Time Off Program: Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible: Yes Additional Information:

Location(s)

Work Environments

Work Authorization/Sponsorship

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Experience Principal

Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 9/9/2026 Latest Post Date: Careers - US: 9/16/2026