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44 cfa jobs at 31 companies in Phoenix, AZ

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SITE MANAGER II - CFA
Phoenix, Arizona, United States
OnsiteFull Time
Murata Machinery USA
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
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1mo
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Forensic Accounting Senior Associate (Construction)
New York or Philadelphia or Chicago or San Francisco or Phoenix
HybridFull Time
Grant Thornton
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
2+ YOEBachelor's degree; 2+ years in real estate/construction advisory; CPA/CFE/CMA/CFA/CIA/PMP preferred.
Microsoft Excel, Microsoft Office, Data analysis tools
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2mo
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Product Manager Annuities and Life
Scottsdale, Arizona, United States
OnsiteFull Time
Integrity Marketing Group
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.
Microsoft Excel, PowerPoint, PowerBI, Tableau
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3mo
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Global Internal Audit Governance Learning & Development, Vice President
Tampa or Tempe
$133k-$172k/yr HybridFull Time
Mitsubishi UFJ Financial Group
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.
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3mo
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Underwriter
Scottsdale, Arizona, United States
HybridFull Time
STORE Capital
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.
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1w
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Institutional Investment Consulting Associate
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/yr HybridFull Time
Marsh McLennan
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
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2mo
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Associate, Restructuring
Scottsdale, Arizona, United States
$125k-$145k/yr OnsiteFull Time
Alvarez & Marsal
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%.
Excel, PowerPoint
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Director, Consultant Relations
Seattle or Los Angeles or San Francisco or Phoenix or Denver
$200k-$225k/yr HybridFull Time
Invesco
InvescoNYSE: IVZ: Provides diversified investment management services and financial products globally.
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.
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3w
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Alternative Invest Supv 2
Chicago or Englewood or Tempe or Milwaukee
$111k-$131k/yr OnsiteFull Time
U.S. Bank
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
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5d
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1834 Wealth Advisor III
Scottsdale, Arizona, United States
$98k-$199k/yr OnsiteFull Time
Old National Bank
Old National BankNASDAQ: ONB: Regional financial services provider offering banking and wealth solutions.
7+ YOE7+ years wealth management experience with high-net-worth clients; bachelor’s degree required; CFP/MBA/CFA/JD preferred; strong sales, planning, and investment knowledge.
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2w
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Senior Treasury Analyst - Investments
Phoenix, Arizona, United States
OnsiteFull Time
Western Alliance Bank
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.
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2w
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Private Wealth Advisor - FineMark
Scottsdale, Arizona, United States
OnsiteFull Time
Commerce Bank
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
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1mo
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Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Phoenix, Arizona, United States
$140k-$190k/yr OnsiteFull Time
Charles Schwab
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.
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Treasury Advisory Manager/ Senior Manager
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/yr OnsiteFull Time
Accenture
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.
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Director/Senior Director, Originations
United States or Atlanta or Dallas or Chicago or Phoenix
FieldFull Time
RRA Capital
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.
CRM
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3mo
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Controller
Phoenix, Arizona, United States
OnsiteFull Time
CIM Group
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.
Yardi, Microsoft Excel, Microsoft Office
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2w
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Executive Accounting and Finance Recruiter
Phoenix, Arizona, United States
$65k-$80k/yr HybridFull Time
Vaco
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.
Bullhorn
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3w
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Sr. Consultant - Investment Performance Attribution
Stamford or Jersey City or Chicago or Tempe
$132k-$224k/yr OnsiteFull Time
Northern Trust
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.
Aladdin, FactSet, Perform, Bloomberg, Morningstar
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1mo
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Market Analyst
Vancouver or Toronto or Los Angeles or Seattle or Phoenix or Chicago
$120k-$250k/yr OnsiteFull Time
Onni Group
Onni Group: Develops, constructs, and manages residential and commercial real estate.
5+ YOE5+ years equity research or investment analysis experience, bachelor’s in finance/economics/accounting, strong mining/commodities knowledge, financial modeling and valuation skills, proficiency with Excel/Bloomberg/Capital IQ, CFA preferred.
Microsoft Excel, Bloomberg, Capital IQ
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2w
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Quantitative Portfolio Construction Analyst - Optimization
St. Louis or Tempe or United States
HybridFull Time
Edward Jones
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
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