Investment Associate Jobs in Charlotte, NC
Investment Associate jobs in Charlotte are concentrated in Uptown, South End, and Ballantyne, across private equity, wealth management, and commercial banking. Demand is active, with Piper Sandler, MUFG, and Baird among those posting openings right now. Scan the live roles below and apply to whichever ones fit.
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Job Description:
At Piper Sandler, we connect capital with opportunity to build a better future.
We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
We are currently looking for an Investment Banking Associate to join our Services & Industrials team in Charlotte, NC. Read more about our Services & Industrials team Here.
A successful candidate will possess the following characteristics:
- Bachelor’s degree or MBA and 2+ years of investment banking experience at the associate level or closely related experience
- Prior experience involving financial analysis and M&A transaction execution
- Excellent written and verbal communication skills, including ability to develop internal and external relationships
- Strong knowledge of accounting and financial modeling
- Highly motivated, team player with an ability to learn in a fast-paced environment
As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.
Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here.
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee’s health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond.
The anticipated starting salary range for individuals expressing interest in this position is $175,000 - $225,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. LI-AW1
See All 17 Investment Associate Jobs in Charlotte
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Who's Hiring



Top Industries Hiring
- Banking & Financial Services
- Law & Legal Services
- Staffing & Recruiting
- Investment & Asset Management
Investment Associate Jobs in Charlotte: Frequently Asked Questions
How do I get a investment associate job in Charlotte?
The strongest path into Charlotte's investment associate market runs through its financial services core: the large regional banks headquartered Uptown, the private equity and asset management firms concentrated in South End, and the family offices and RIAs clustered in Ballantyne and SouthPark. Candidates with a CFA Level I, a finance or economics degree, and any hands-on modeling experience stand out. Networking through Charlotte's CFA Society chapter and local finance meetups gives you a real edge over remote applicants.
Which companies hire investment associates in Charlotte?
Charlotte investment associate roles are posted by Piper Sandler, MUFG, and Baird and others right now, based on current listings on Migrate Mate as of November 2026. Charlotte's employer mix skews toward large bank investment arms, regional private equity shops, and independent wealth advisory firms, reflecting the city's status as the second-largest U.S. banking center.
Are there remote investment associate jobs in Charlotte?
Yes, though investment associate work is only partially remote because client-facing and deal-team responsibilities typically require in-person presence. About 17% of investment associate openings tied to Charlotte are remote or hybrid as of November 2026, covering a range of flexibility across firms. Analytical and research-focused roles at Charlotte's wealth management and asset management firms tend to offer the most hybrid flexibility compared to banking or PE deal roles.
How can I get a investment associate job in Charlotte with little or no experience?
The most realistic entry point in Charlotte is a financial analyst or junior analyst role at one of the regional banks or mid-size RIAs Uptown or in SouthPark, then transitioning internally after one to two years. Charlotte's large bank campuses regularly recruit recent graduates into rotational analyst programs that feed directly into investment teams. Building Excel and financial modeling skills, earning a CFA Level I, and getting in front of Charlotte's finance community through local CFA Society events accelerates that move considerably.
Which industries hire the most investment associates in Charlotte?
Charlotte investment associate roles concentrate in Banking & Financial Services, Law & Legal Services, and Staffing & Recruiting, based on current listings on Migrate Mate as of November 2026. Charlotte's position as a major U.S. banking hub, combined with a growing private equity and wealth management ecosystem, drives consistent demand across those sectors well beyond what most comparably sized cities generate.
Related Jobs in North Carolina
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