162 investing jobs at 59 companies in Phoenix, AZ
1w
Save
Mark Applied
Hide
Investment Risk Manager
Tempe or St. Louis
$120k/yr HybridFull Time
5+ YOEBachelor's degree in a quantitative discipline, 5+ years in portfolio construction, optimization, or investment risk, Series 7 and 66, and strong quantitative, analytical, communication, and investment technology skills.
Microsoft Office, R, Python, Tableau, FactSet, Aladdin Risk, MSCI BarraOne, Axioma, Bloomberg, Artificial Intelligence, databases
1w
Save
Mark Applied
Hide
Investment Optimization & Risk Analyst
Tempe or St. Louis or United States
HybridFull Time
5+ YOEBachelor's degree in a quantitative field, 5+ years in portfolio construction, optimization, or investment risk, Series 7 and 66 licenses, and proficiency with quantitative tools and investment risk platforms.
Microsoft Office, R, Python, Tableau, FactSet, Aladdin Risk, MSCI BarraOne, Axioma, Bloomberg, AI, databases, programming languages, investment risk platforms, spreadsheets, optimization platforms, investment risk management systems
3mo
Save
Mark Applied
Hide
Sr. Portfolio Advisor
Phoenix, Arizona, United States
OnsiteFull Time
8+ YOEMinimum 8-12 years of investment experience; strong knowledge of investment and portfolio management; leadership and communication skills; ability to develop and implement investment strategies.
1w
Save
Mark Applied
Hide
Head of Advised Asset Allocation
Malvern or Scottsdale or Charlotte
HybridFull Time
10+ YOERequires 10+ years in wealth management, investment strategy, portfolio construction, asset allocation, or multi-asset investing; expertise in personalized portfolios, risk management, and investment team leadership.
1mo
Save
Mark Applied
Hide
Senior Investment Consultant
Chicago or St. Louis or Minneapolis or Denver or Irvine or Los Angeles or Phoenix or San Francisco or Seattle
$122k-$245k/yr HybridFull Time
8+ YOEBachelor's degree,8+ years investment experience,deep knowledge of retirement plans and portfolio management,experience with RFPs and client presentations,proficiency in PowerPoint and Excel.
Microsoft PowerPoint, Microsoft Excel
1mo
Save
Mark Applied
Hide
Investment Portfolio Analyst
Phoenix or Lake Oswego or Hillsboro or Greenwood Village or South Jordan or Tacoma
$68k-$100k/yr OnsiteFull Time
2+ YOEBachelor's in finance-related field, 2 years treasury/investment securities experience, advanced Excel, fixed income knowledge, strong analytical and communication skills.
Microsoft Excel, Bloomberg, Yield Book
1mo
Save
Mark Applied
Hide
Investment Banking Manager
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Los Angeles or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$80k-$294k/yr OnsiteFull Time
7+ YOE5+ MgmtRequires 7+ years in financial services and 5+ years leading large-scale consulting or transformation programs, plus a bachelor's degree and deep investment banking expertise.
Murex, Calypso
3w
Save
Mark Applied
Hide
ASSOCIATE, PRIVATE INVESTMENT OPERATIONS
Scottsdale, Arizona, United States
OnsiteFull Time
3+ YOEBachelor's degree and minimum 3 years experience supporting private investment operations; strong attention to detail, communication, and proficiency with Microsoft Word, Excel, and Outlook.
Microsoft Office Word, Microsoft Excel, Microsoft Outlook
2d
Save
Mark Applied
Hide
Manager, Alternative Investment Operations
Tempe or Fort Mill
$80k-$133k/yr OnsiteFull Time
5+ YOERequires 5+ years of industry experience, Series 99, operational knowledge of alternative investments, strong communication and organizational skills; Series 7 and BA/BS preferred.
Microsoft Word, Microsoft Excel, Visual Basic for Applications (VBA), Microsoft Access, Microsoft PowerPoint
2d
Save
Mark Applied
Hide
Manager, Alternative Investment Operations
Tempe or Fort Mill
$80k-$133k/yr OnsiteFull Time
5+ YOERequires 5+ years of industry experience, Series 99, strong operations knowledge in alternative investments, communication and analytical skills; Series 7 and BA/BS preferred.
Microsoft Word, Microsoft Excel, Visual Basic for Applications (VBA), Microsoft Access, Microsoft PowerPoint
1mo
Save
Mark Applied
Hide
Investment Sales Agent
Phoenix, Arizona, United States
$1000k/yr FieldContract
Active state real estate license, proven commercial investment sales track record, established client relationships, self-directed producer comfortable working on a commission 1099 basis.
1mo
Save
Mark Applied
Hide
Financial Advisor – Global Credit Union
Scottsdale, Arizona, United States
$60k-$80k/yr OnsiteFull Time
3+ YOESeries 7 and 66 (63/65) and insurance license required, three or more years of investment sales experience, ability to build client relationships and create investment solutions.
1w
Save
Mark Applied
Hide
Head of Advised Asset Allocation
Malvern or Scottsdale or Charlotte
HybridFull Time
10+ YOE10+ years in wealth management, investment strategy, portfolio construction, asset allocation, or multi-asset investing; expertise in personalized portfolios, risk management, team leadership, and client solutions.
1mo
Save
Mark Applied
Hide
Investment Specialist
Phoenix, Arizona, United States
OnsiteFull Time
1+ YOEBachelor's +1 year or High School/GED +5 years in Registered Securities Representative; possess Series 7, 63, 65 or 66 and state life & health insurance licenses; knowledge of investment and financial markets.
1w
Save
Mark Applied
Hide
Healthcare Investment Sales Director
Phoenix or Boston or Denver or St. Louis or Seattle or New York City or Chicago or Dallas or Minneapolis or Atlanta or Los Angeles
$119k-$238k/yr HybridFull Time
Bachelor's degree in finance, business, or related field; healthcare sales success; investment knowledge including alternatives and risk modeling; strong communication skills; Series 7 and 63 licenses.
1mo
Save
Mark Applied
Hide
Client PM Portfolio Mgr, Sr
Scottsdale, Arizona, United States
$98k-$199k/yr OnsiteFull Time
8+ YOEBachelor's in business/finance/economics, minimum 8 years investment experience, CFA/CPA/CFP preferred, technical experience with investment software, strong decision-making and client relationship skills.
FIS, Charles River, Morningstar, Factset, First Rate, Salesforce, Microsoft Office
2mo
Save
Mark Applied
Hide
Investment Banking Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Oklahoma City or Cleveland or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Beaverton or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Detroit or Nashville or San Diego
$66k-$206k/yr OnsiteFull Time
2+ YOE2+ years consulting or investment banking experience, Bachelor’s degree, knowledge of trading lifecycle and sell-side products, consulting/program management experience on large programs, strong communication and client relationship skills.
Murex, Calypso
2mo
Save
Mark Applied
Hide
Head of Acquisitions and Investments
United States or Los Angeles or Phoenix
RemoteFull Time
10+ YOE10+ years in single-family rental or residential real estate investment; strong underwriting, financial modeling, portfolio judgment, investor-facing experience, and ability to manage full acquisition and asset management lifecycle.
4w
Save
Mark Applied
Hide
Investment Consultant - Phoenix, AZ (Biltmore)
Phoenix, Arizona, United States
OnsiteFull Time
Series 7 and 66 licenses or ability to acquire Series 66; state registrations, investment knowledge, financial planning ability, technology proficiency, relationship-building, communication, and consultative skills.
Fidelity’s planning tools
1mo
Save
Mark Applied
Hide
Credit Risk Manager - CREB Community Development Banking
Phoenix or San Francisco or Los Angeles
$137k-$197k/yr OnsiteFull Time
10+ YOE10+ years related financial institution experience (or 5+ years with tax credit investments), credit analysis and underwriting skills for multifamily and tax credit investments, superior communication, regulatory and portfolio management expertise.
Explore Jobs
Expand Your Job Search
Top Cities Near Phoenix for Investing
- Investing jobs in Mesa, AZ
- Investing jobs in Chandler, AZ
- Investing jobs in Gilbert, AZ
- Investing jobs in Glendale, AZ
- Investing jobs in Scottsdale, AZ
- Investing jobs in Peoria, AZ
- Investing jobs in Tempe, AZ
- Investing jobs in Surprise, AZ
- Investing jobs in Avondale, AZ
- Investing jobs in Goodyear, AZ
- Investing jobs in Casa Grande, AZ
- Investing jobs in Buckeye, AZ
- Investing jobs in Maricopa, AZ
- Investing jobs in Apache Junction, AZ
- Investing jobs in Queen Creek, AZ
- Investing jobs in El Mirage, AZ
- Investing jobs in Florence, AZ
- Investing jobs in Fountain Hills, AZ
- Investing jobs in Paradise Valley, AZ
- Investing jobs in Coolidge, AZ