43 cfa jobs at 30 companies in Apache Junction, AZ
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SITE MANAGER II - CFA
Phoenix, Arizona, United States
OnsiteFull Time
Murata Machinery USA: Manufactures and services automated machinery for factories and logistics.
3+ YOEAssociates degree in Electrical/Mechanical Engineering with 3-5 years semiconductor automation experience; strong project management and communication skills.
Microsoft Office, MS Project, Engineering Drawings
Integrity Marketing Group: Distributes life, health and wealth insurance products via technology.
Bachelor’s degree in business/finance/economics; MBA/CFA/FRM a plus; strong Excel/PowerPoint; experience with product development and project management.
Global Internal Audit Governance Learning & Development, Vice President
Tampa or Tempe
$133k-$172k/yrHybridFull Time
Mitsubishi UFJ Financial GroupNew York Stock Exchange: MUFG: Global financial group providing diverse banking and investment services.
10+ YOE10+ years internal or external audit experience in financial services; CPA required; CIA/CFA desirable; Bachelor’s degree in Accounting, Finance, or related field.
STORE Capital: Acquires and manages single-tenant operational real estate properties.
2+ YOEMinimum 2 years analyzing middle-market financial statements; Bachelor’s in Business/Finance; strong financial analysis and communication; CFA encouraged; able to work independently.
Alvarez & Marsal: Provides management consulting, restructuring, and business advisory services.
2+ YOE2+ years experience in restructurings/investment banking/consulting; BA/BS or MBA/MS; CPA/CFA/CIRA or progress toward; advanced Excel/PowerPoint; travel up to 100%.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
7+ YOEBachelor's in accounting/finance or equivalent, 7-9 years in alternative investments, supervisory experience, PCS (Investran)/Cascade/Advent familiarity and Microsoft Office skills; CPA or CFA preferred.
PCS (Investran), Cascade, Microsoft Office, Advent
Seattle or San Francisco or Southfield or Phoenix or St. Louis or Irvine or Los Angeles or Columbus or Denver or Chicago or Dallas or Minneapolis or Pittsburgh
$67k-$134k/yrHybridFull Time
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
2+ YOEBachelor's degree,2+ years investment experience,knowledge of performance/risk metrics,proficiency in Microsoft Excel/Word/PowerPoint,and pursuing or willing to obtain CFA/CAIA/CIMA/CIPM.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
10+ YOE10+ years working with institutional consultants, Series 7 and 63 required, strong investment due diligence and sales skills, willingness to travel ~50%, CFA/CAIA/MBA preferred.
Commerce BankNASDAQ: CBSH: Provides personal and commercial banking and wealth management services.
7+ YOEBachelor's in finance/economics or equivalent; 7+ years managing investment portfolios; proficiency with Microsoft Word/Excel/Teams/Outlook; Salesforce preferred; valid driver's license; CFA/CFP preferred.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
3+ YOEBachelor's degree and 3+ years finance/accounting or investments experience; intermediate banking and financial markets knowledge; B.A./Masters preferred; CFA or Certified Treasury Professional preferred; occasional travel.
CIM Group: Invests in and operates real estate and infrastructure assets.
7+ YOEBachelor's in Accounting/Finance; 7-10 years fund accounting/financial reporting; PE fund structures knowledge; ASC 606/810; MS Office proficiency; CPA/MBA/CFA preferred.
Albany or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Austin or Chicago or St. Petersburg or Pittsburgh or Hartford or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or San Francisco or Boston or Denver or Philadelphia or Des Moines or Overland Park or Los Angeles or Walnut Creek or Charlotte or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$80k-$294k/yrOnsiteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
5+ YOEBachelor's degree required, 5+ years treasury/consulting/finance advisory experience, strong analytical and communication skills, ability to travel; MBA/MSF or designations (CFA/CPA/FRM/CTP) preferred.
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
CFP or CFA and Bachelor's required, Series 7 and 66 required (may be obtained within 120 days), demonstrated complex client relationship and financial planning skills, strong time management and communication.
United States or Atlanta or Dallas or Chicago or Phoenix
FieldFull Time
RRA Capital: Commercial real estate bridge lender and investment firm.
7+ YOE7+ years CRE debt origination experience, demonstrated production track record, ability to source and lead loan transactions, strong communication and commercial judgment; CFA/CAIA/MBA a meaningful plus.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
5+ YOE5+ years in investment management with attribution, quantitative or risk analytics experience; proficiency with attribution/risk models; strong analytical, communication, and programming/data skills; Bachelor's or Master's degree; CFA/CIPM preferred.
Vaco: Provides professional staffing, recruiting, and business consulting services.
2+ YOEBachelor's degree required; 24–36 months experience in audit/tax/public accounting or relevant talent solutions preferred; recruiting or business development experience and professional designations (CPA/CFA/MBA) are a plus.
Chicago or Washington or Oklahoma City or San Francisco or Philadelphia or Houston or Denver or Atlanta or Nashville or Miami or San Diego or Phoenix or Orlando or Los Angeles or Dallas or Des Moines or Minneapolis or Tampa or Austin or New York City or Baltimore or Charlotte or Kansas City or Boston
$147k-$261k/yrOnsiteFull Time
RSM: Provides audit, tax and consulting services to middle-market businesses.
7+ YOE7+ years account management or enterprise sales experience in professional services; bachelor’s preferred; CPA/CFA a plus; mastery of account planning, cross-sell, relationship management; advanced M365 and CRM analytics skills.
Microsoft M365, CRM analytics, business intelligence tools
Quantitative Portfolio Construction Analyst - Optimization
St. Louis or Tempe or United States
HybridFull Time
Edward Jones: Offers investment management and financial planning through local branches.
5+ YOEBachelor's in a quantitative field and CFA (completed or in progress) required; Series 7/66 or ability to obtain; 5+ years portfolio construction/optimization experience; proficiency with Microsoft Office, Python, Tableau, and investment risk systems.
Microsoft Office, Python, Tableau, Aladdin, Axioma