Financial Analyst Jobs in Indian Trail, NC
A Financial Analyst in the banking industry is responsible for examining financial data, analyzing trends, preparing reports, and making recommendations based on their findings. They provide guidance to businesses and individuals making investment decisions and are responsible for financial forecasting and modeling. The Financial Analyst contributes to the bank's financial planning efforts and helps to manage and mitigate risks. They are expected to understand and explain complex financial concepts and provide insights to both colleagues and clients.
Important skills for a Financial Analyst include strong analytical and problem-solving skills, excellent numerical proficiency, good communication skills, and knowledge of financial software and databases. They should have a strong understanding of financial markets and banking regulations. Relevant certifications such as Certified Financial Analyst (CFA), Certified Management Accountant (CMA) or Certified Public Accountant (CPA) are highly valued. Prior to becoming a Financial Analyst, a person might have roles such as Finance Intern, Junior Financial Analyst, or Financial Advisor.
- Charlotte, NC (15 miles from Indian Trail, NC)
- 1 day ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 1 day ago
Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst 2. Master's degree of MBA 3. Specific financial services or specialized industry experience. 4....
Product Owner/Lead Business Analyst - Financial Crimes Operations Transformation & Product
- Charlotte, NC (15 miles from Indian Trail, NC)
- 4 days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 4 days ago
About this role: Wells Fargo is seeking a detail-oriented and proactive Product Owner/Lead Business Analyst (Lead Business Execution Consultant) for our Financial Crimes Operations Transformation...
Senior Retirement Investment Analyst
- Fort Mill, SC (21 miles from Indian Trail, NC)
- 5 days ago
- Fort Mill, SC (21 miles from Indian Trail, NC)
- 5 days ago
Are you looking for an opportunity to help drive the Retirement Partners business at LPL Financial? Do you enjoy working directly with an investment team, advisors, and plan sponsors? Do you want...
Senior Business Analyst - Financial Crimes Operations Transformation & Product
- Charlotte, NC (15 miles from Indian Trail, NC)
- 5 days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 5 days ago
About this role: Wells Fargo is seeking a detail-oriented and proactive Senior Business Analyst (Senior Business Execution Consultant) to join our Financial Crimes Operations Transformation &...
- Charlotte, NC (15 miles from Indian Trail, NC)
- 5 days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 5 days ago
About this role: Wells Fargo is seeking a highly detail-oriented and proactive Sr Lead Product Owner/Sr Lead Business Analyst (Senior Lead Business Execution Consultant) to join our Financial...
Senior Quantitative Financial Analyst
- Charlotte, NC (15 miles from Indian Trail, NC)
- 5 days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 5 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Senior Retirement Investment Analyst
- Charlotte, NC (15 miles from Indian Trail, NC)
- 6 days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 6 days ago
Are you looking for an opportunity to help drive the Retirement Partners business at LPL Financial? Do you enjoy working directly with an investment team, advisors, and plan sponsors? Do you want...
Securities Analyst - S and T - Capital Trans - DME - Complex Securities - Mgr - Multi Pos - 1601258
- Charlotte, NC (15 miles from Indian Trail, NC)
- 17 days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 17 days ago
banking....
Sr. Quantitative Analyst/Data Scientist
- Charlotte, NC (15 miles from Indian Trail, NC)
- 17 days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 17 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Securities Analyst - S and T - Capital Trans - DME - Complex Securities - Mgr - Multi Pos - 1601258
- Charlotte, NC (15 miles from Indian Trail, NC)
- 19 days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 19 days ago
banking....
Quantitative Analyst Consultant
- Charlotte, NC (15 miles from Indian Trail, NC)
- 20 days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 20 days ago
Overview This is a hybrid role (if located in Charlotte or Raleigh, NC, Morristown, NJ) with the expectation that time working will regularly take place inside and outside of a company office....
Institutional Client Group Liquidity Solutions Portfolio Analyst
- Charlotte, NC (15 miles from Indian Trail, NC)
- 25 days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 25 days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Financial Planning Analyst III
- Charlotte, NC (15 miles from Indian Trail, NC)
- 30+ days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 30+ days ago
Apply Job Type Full-time Description JOB SUMMARY The Financial Planning Analyst III performs research and analysis to evaluate and forecast business performance and coordinates budgeting and...
Senior Portfolio Analyst (Charlotte, NC (Hybrid) or Remote)
- Charlotte, NC (15 miles from Indian Trail, NC)
- 30+ days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 30+ days ago
Where youll work: Our flexible, hybrid work model offers the option to work remotely or in the office. How youll contribute: As a Senior Portfolio Analyst, youll be responsible for...
Quantitative Analyst Consultant-Internal Audit
- Charlotte, NC (15 miles from Indian Trail, NC)
- 30+ days ago
- Charlotte, NC (15 miles from Indian Trail, NC)
- 30+ days ago
Overview This is a hybrid role (if located in Charlotte or Raleigh, NC, Morristown, NJ) with the expectation that time working will regularly take place inside and outside of a company office....
Demographic Data for Indian Trail, NC
Moving to Indian Trail, NC? Find some basic demographic data about Indian Trail, NC below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Indian Trail, NC
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Indian Trail, NC offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Modeling
- Asset Management
- Presentation
- Investment Analysis
- Implementation
- Budget Planning
- Private Equity
- Management Reporting
- Budget Analysis
- Budgets
- Budget Preparation
- Fixed Income
- Financial Forecasting
- Bloomberg Terminal
- Commercial Banking
- Cash Forecasting
- Private Banking
- Treasury
- Financial Services
- Wealth Management
- Corporate Finance
- Capital Markets
- Valuation
- Variance Analysis
- Financial Statements
- Investment Banking
- Financial Planning and Analysis
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Financial Analysis
- Financial Reporting
- Business Administration
- Budget Forecasting
- Forecasting
- Strategy Development
- Finance
- Accounting
- Analytical Skills
- Decision Making
- Auditing
- Written Communication
- Documentation
- Data Analysis
- Budgeting
- Collaboration
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Reporting
- Policy Development
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Financial Analyst Related Career Advice Articles
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »