Investment Jobs in Charlotte, NC
Investment jobs in Charlotte, North Carolina are concentrated in Uptown, South End, and Ballantyne, where banking, asset management, and private equity firms anchor a deep financial services market. Employers hiring right now include Wells Fargo, MUFG, and Citizens. Scan the live roles below and apply to whichever ones fit.
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INTRODUCTION
A rapidly scaling start up, ready to shake up the insurance space.
ABOUT THE JOB
We are seeking a dynamic and experienced Permanent Investment Accounting Manager to join our fast-paced Accounting + Finance industry. This is an exceptional opportunity for someone with a strong background in insurance investment accounting and Singularity investment platform. The ideal candidate will be a seasoned professional with a minimum of 5 years of experience who can effectively own reporting, be an internal expert on Singularity, and ensure all investments are correctly documented.
ROLE AND RESPONSIBILITIES:
As our Investment Accounting Manager, you will be responsible for a wide array of duties, including but not limited to:
- Overseeing all aspects of insurance investment accounting and reinsurance accounting.
- Utilizing the Singularity investment platform to manage and monitor investments.
- Serving as the internal expert on Singularity, providing guidance and support to other team members.
- Ensuring all investment documentation is accurate, complete, and compliant with industry standards and regulations.
- Owning reporting responsibilities, including the preparation, review, and presentation of financial statements and reports.
- Collaborating with other teams to develop and implement investment strategies.
- Continually evaluating current accounting practices and procedures to identify opportunities for improvement and implement necessary changes.
- Providing leadership and guidance to junior team members, fostering a positive and collaborative work environment.
BASIC QUALIFICATIONS
The successful candidate will possess the following qualifications:
- A minimum of 5 years of experience in investment accounting, preferably within the insurance industry.
- Extensive experience with the Singularity investment platform.
- Proven ability to own reporting and ensure all investment documentation is accurate and compliant.
- In-depth knowledge of reinsurance accounting.
- Exceptional leadership skills, with a proven ability to guide and motivate a team.
- Strong analytical and problem-solving skills.
- Excellent communication skills, both written and verbal.
- Detail-oriented with the ability to manage multiple tasks simultaneously.
- A degree in Accounting, Finance, or a related field.
- Professional accounting certification (CPA, CMA, etc.) is preferred.
This is a fantastic opportunity to join a vibrant team and make a significant impact on our company's financial operations. If you are a dedicated, ambitious, and experienced investment accounting professional, we would love to hear from you.
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See All 53 Investment Jobs in Charlotte
Find roles in Charlotte that match your experience and apply in just a few clicks.
Find Investment JobsInvestment Job Market in Charlotte
Who's Hiring



Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Insurance
- Staffing & Recruiting
- Law & Legal Services
Investment Jobs in Charlotte: Frequently Asked Questions
How do I get a investment job in Charlotte?
Charlotte's investment market is driven by its identity as a major U.S. banking hub, so candidates who align with financial services, wealth management, or private equity fare best. Target Uptown and Ballantyne, where most firms concentrate. A CFA designation or progress toward one carries real weight locally, and networking through Charlotte's active CFA Society chapter gives candidates a measurable edge over remote applicants.
Which companies hire investments in Charlotte?
Companies currently hiring investments in Charlotte include Wells Fargo, MUFG, and Citizens, per current listings on Migrate Mate as of August 2026. Charlotte's employer mix skews toward large financial institutions, regional banks, and independent wealth management firms, reflecting the city's long-standing position as a major banking center.
Are there remote investment jobs in Charlotte?
Yes, though it depends heavily on the role, since client-facing and trading-desk positions are almost always on-site while research, analysis, and portfolio reporting roles are more commonly offered remotely. About 44% of investment openings tied to Charlotte are remote or hybrid as of August 2026. Analytical and back-office investment functions are the most likely to offer schedule flexibility in the Charlotte market.
How can I get a investment job in Charlotte with little or no experience?
The most realistic entry path in Charlotte is through large financial institutions that run structured analyst or rotational programs, since they hire in cohorts and build in formal training. Look for operations analyst, financial analyst, or client associate roles at Charlotte's regional banks and wealth management firms, which regularly bring on candidates with relevant coursework rather than full experience. A finance or economics degree from a local university and demonstrated knowledge of financial modeling or Excel gives applicants a concrete advantage.
Which industries hire the most investments in Charlotte?
Charlotte investment roles concentrate in Investment & Asset Management, Banking & Financial Services, and Insurance, based on current listings on Migrate Mate as of August 2026. Charlotte's standing as one of the largest U.S. banking markets by assets under management means financial services consistently generates the deepest and most sustained local demand for investment professionals.
Related Jobs in North Carolina
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