Strategy Analyst Jobs in North Carolina
Strategy Analyst jobs in North Carolina are in steady demand, concentrated in financial services, technology, healthcare, and management consulting, with openings at every level from entry-level associate to senior strategy lead. Charlotte, Raleigh, and the Research Triangle are the state's primary hiring centers, where employers such as Bank of America, Duke Energy, and Red Hat regularly bring on strategy analysts. Corporate strategy, competitive intelligence, and financial planning and analysis are the most consistently sought specialties. Find a role that fits below and apply directly.
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Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
OPENING SUMMARY
Choreo is seeking a detail-oriented, analytical, and intellectually curious individual to join our Investment Strategy Group as an Analyst. Reporting to the Chief Investment Officer, this role will support the development and communication of the firm's investment outlook, portfolio strategy, asset allocation guidance, and macroeconomic insights. The Analyst will work closely with senior investment professionals and advisors and contribute to both client-facing and internal investment initiatives.
Primary Responsibilities:
Research & Analysis:
- Research macroeconomic data, financial markets, and asset class performance to support investment strategy decisions in both public and private markets.
- Monitor market trends, policy developments, and geopolitical events to assess potential investment impacts.
- Manage due diligence recordkeeping for the firm's approved list funds and managers.
Portfolio Strategy & Asset Allocation:
- Support the development and maintenance of strategic asset allocation models for client portfolios.
- Prepare investment proposals for clients and prospects and support calls on an as needed basis.
Reporting & Communication:
- Prepare market commentaries, investment strategy notes, and research presentations for internal and external audiences.
- Maintain and update charts.
- Participate in client and prospect calls as needed as the investment team representative.
- Manage the Investment Strategy Group's internal shared email box, triaging questions from advisors.
Basic Qualifications:
- Bachelor's degree in Finance, Economics, Statistics, or a related field; CFA designation or progress towards a CFA designation is preferred.
- 5-10 years of relevant experience in investment research, strategy, asset management, or financial services.
- Strong understanding of capital markets, asset classes, and macroeconomic concepts.
- Exceptional analytical, quantitative, and problem-solving skills.
- Proficiency with Microsoft Excel and PowerPoint required; exposure to YCharts is a nice to have
- Ability to efficiently incorporate and analyze data, augmented with a robust AI background.
- Strong written and verbal communication skills, with the ability to distill complex topics for a broad audience.
- Demonstrated ability to work independently and in a team-oriented, fast-paced environment.
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
OPENING SUMMARY
Choreo is seeking a detail-oriented, analytical, and intellectually curious individual to join our Investment Strategy Group as an Analyst. Reporting to the Chief Investment Officer, this role will support the development and communication of the firm's investment outlook, portfolio strategy, asset allocation guidance, and macroeconomic insights. The Analyst will work closely with senior investment professionals and advisors and contribute to both client-facing and internal investment initiatives.
Primary Responsibilities:
Research & Analysis:
- Research macroeconomic data, financial markets, and asset class performance to support investment strategy decisions in both public and private markets.
- Monitor market trends, policy developments, and geopolitical events to assess potential investment impacts.
- Manage due diligence recordkeeping for the firm's approved list funds and managers.
Portfolio Strategy & Asset Allocation:
- Support the development and maintenance of strategic asset allocation models for client portfolios.
- Prepare investment proposals for clients and prospects and support calls on an as needed basis.
Reporting & Communication:
- Prepare market commentaries, investment strategy notes, and research presentations for internal and external audiences.
- Maintain and update charts.
- Participate in client and prospect calls as needed as the investment team representative.
- Manage the Investment Strategy Group's internal shared email box, triaging questions from advisors.
Basic Qualifications:
- Bachelor's degree in Finance, Economics, Statistics, or a related field; CFA designation or progress towards a CFA designation is preferred.
- 5-10 years of relevant experience in investment research, strategy, asset management, or financial services.
- Strong understanding of capital markets, asset classes, and macroeconomic concepts.
- Exceptional analytical, quantitative, and problem-solving skills.
- Proficiency with Microsoft Excel and PowerPoint required; exposure to YCharts is a nice to have
- Ability to efficiently incorporate and analyze data, augmented with a robust AI background.
- Strong written and verbal communication skills, with the ability to distill complex topics for a broad audience.
- Demonstrated ability to work independently and in a team-oriented, fast-paced environment.
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
See All 15 Strategy Analyst Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find Strategy Analyst JobsStrategy Analyst Jobs by City in North Carolina
Where North Carolina roles are concentrated, by current openings.
Strategy Analyst Job Market in North Carolina
A snapshot from current North Carolina openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Chemicals & Materials
- Technology & Software
What North Carolina Employers Look For
The qualifications that appear most often in strategy analyst jobs across North Carolina.
- Bachelor's degree in business, economics, finance, or a related analytical field
- Demonstrated experience with data analysis tools such as Excel, SQL, or Tableau
- Ability to build financial models and synthesize quantitative findings into clear recommendations
- Experience supporting strategic planning cycles, market assessments, or business development initiatives
- Strong written and verbal communication skills for presenting findings to senior leadership
- Familiarity with North Carolina's financial services, healthcare, or technology sector contexts
Strategy Analyst Jobs in North Carolina: Frequently Asked Questions
How do you become a strategy analyst in North Carolina?
A bachelor's degree in business, economics, finance, or a quantitative field is the standard entry point for strategy analyst roles in North Carolina. No state-issued license is required, but employers in Charlotte's financial sector and the Research Triangle's technology corridor frequently expect proficiency with analytical tools and a demonstrated ability to support business planning. An MBA or relevant certification such as the CFA or PMP can accelerate advancement, particularly at North Carolina's major corporate headquarters and large healthcare systems.
How much do strategy analysts make in North Carolina?
Strategy analysts in North Carolina earn a median of about $98,560 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $49,990 for the lowest 10% to over $163,950 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire strategy analysts in North Carolina?
Employers hiring strategy analysts in North Carolina right now include Choreo, Ecolab, and Intuit, based on current listings on Migrate Mate as of November 2026. North Carolina's concentration of Fortune 500 financial institutions in Charlotte and technology and life sciences companies in the Research Triangle means demand for strategy analysts is distributed across several distinct industry clusters throughout the state.
Which North Carolina cities have the most strategy analyst jobs?
Charlotte, Durham, and Greensboro account for the largest share of strategy analyst openings in North Carolina. Charlotte's role as a national banking and energy hub drives the bulk of corporate strategy demand, while Raleigh and Durham attract openings tied to technology companies, research universities, and a growing cluster of life sciences firms that have established operations in the Research Triangle.
Are there remote strategy analyst jobs in North Carolina?
Yes, and more than most fields. Strategy analysis is desk-based and output-driven, making it well suited to remote and hybrid arrangements. About 75% of strategy analyst openings tied to North Carolina are remote or hybrid as of November 2026, reflecting how broadly employers in financial services and technology have adopted flexible work. Research, competitive analysis, and financial modeling work tends to be the most consistently remote-eligible portion of the role.
How can I get hired as a strategy analyst in North Carolina with little or no experience?
The most realistic entry path is a rotational business analyst or corporate development associate program at one of North Carolina's large employers, such as Bank of America in Charlotte or a major Research Triangle technology firm. Lateral moves from adjacent roles in financial analysis, operations, or market research are common. A strong Excel and data modeling portfolio, combined with coursework or a certificate in business analytics from a North Carolina university, meaningfully strengthens applications for candidates without direct strategy experience.
Where can I find and apply to strategy analyst jobs in North Carolina?
You can find and apply to strategy analyst jobs in North Carolina on Migrate Mate, which lists current openings across the state. Find roles that fit your background and apply directly to the ones that match.
See All 15 Strategy Analyst Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find Strategy Analyst Jobs