25 Investment Finance Jobs in Phoenix, AZ, United States

Role highlights

• Lead team of Portfolio Managers ranging in experience providing oversight, mentorship and coaching.
• Proven leader with the ability to balance risk and growth by delivering disciplined credit decisions, negotiating optimized loan structures…

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• Job Description Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining cli…
• Provides Partners with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials…

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• Job Description: This job is responsible for working with complex, high-net-worth investors to create customized investment strategies.
• Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio managemen…

Role highlights

• Job Description: This job is responsible for working with complex, high-net-worth investors to create customized investment strategies.
• Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio managemen…

Role highlights

• What you'll do Manage and optimise the corporate real estate portfolio across North and South America, leading transaction execution and…
• Excel-based real estate modelling) Deep understanding of commercial lease structures, landlord/tenant dynamics, and key legal terms Strong…

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• Demonstrated ability to interface directly with senior executives with clients and target companies Ability to participate in presentations…
• The individual will work alongside senior leadership by preparing Appraisal Reports and related Consulting and Financial analytics.

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• Industry knowledge of credit and financial analysis fundamentals, including cash flow analysis, balance sheet analysis, tax returns, profit…
• Analyzes legal documentation such as corporate entity documents to understand borrower structure and works with Compliance for AML/KYC.

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• Perform advanced analysis and reconciliation of investment and portfolio data inputs, including daily portfolio modeling, reporting activit…
• You will support assigned products, partner closely with portfolio managers, traders, and key business stakeholders, respond to operational…

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• You will build and maintain relationships with key internal business partners, including Internal & External Sales, Marketing, Research, an…
• These skills will help you succeed in this role: Bachelor's degree required Series 7 and 63 licensed Minimum 3-5 years…

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• Participates in the management and execution of the OPMG processes as they relate to trading and day to day maintenance…
• Subject Matter Expert on Operational Policies and procedures with a primary focus on one of the centrally managed platforms.

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• Relationship management and development: Partners with Wealth Management client team in client presentations, review of portfolio structure…
• Responsibilities We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to d…

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• In Short, the Capital Markets (Treasury Analyst) will support Bridgecrest’s capital raising initiatives by assisting with due diligence, ra…
• Buckle up for plenty of opportunities to grow in a professional, fun, and high-energy environment!

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• 1-5 years of sales/consulting experience preferably within the financial services industry.
• Act as Fund/Firm/Separate Account/Marketing Liaison.

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• Educate clients on the use of Corporate Action department specific technology to monitor, maintain, and service their operational needs.
• 3 years plus of financial and/or brokerage industry experience, preferably in operations Proficient in Microsoft applications, particularly…

Role highlights

• Educate clients on the use of Corporate Action department specific technology to monitor, maintain, and service their operational needs.
• 3 years plus of financial and/or brokerage industry experience, preferably in operations Proficient in Microsoft applications, particularly…

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• Other responsibilities include reviewing financial information on a periodic basis and analyzing borrowing base certificates along with acc…
• Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a…

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• Direct experience working with or alongside private equity firms, investment banks, or deal advisors is an advantage.
• Communicate directly with target company management and C-suite executives to collect and clarify diligence information Review and interpre…

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• The Expertise and Skills You Bring FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to…
• The Role Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services,…

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• Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools.
• Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.

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• Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broad…
• Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the cli…

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• The Investment Specialist develops an understanding of each client or prospect's financial situation in order to recommend the appropriate…
• Responsibilities Sales - Promotes investment and securities products through sales outreach and calling efforts to mass affluent clients or…

Role highlights

• POSITION PURPOSE: The position of Senior Analyst, Financial Reporting is responsible for the preparation of financial and SEC reporting of…
• Today, we are a diverse team of 900+ employees with projects across the Americas.