7 portfolio analyst jobs at 5 companies in Apache Junction, AZ

1d
Save
Mark Applied
Hide
Senior Portfolio Analyst
Phoenix or Charlotte
$77k-$95k/yr HybridFull Time
AssetMark
AssetMark: Provides wealth management technology and investment solutions for advisors.
4+ YOE4+ years financial services or investment operations experience, bachelor's preferred; strong Excel and communication skills; experience with trading operations, SOPs, UAT, and cross-functional coordination; Series 7/Lean Six Sigma/PMP preferred; US work authorization required.
Microsoft Excel, Microsoft Office, Jira, Confluence, ServiceNow, Salesforce
2w
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
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
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
4w
Save
Mark Applied
Hide
Assistant Vice President, Portfolio Manager- Lender Finance
Los Angeles or Phoenix or San Diego or New York
$107k-$143k/yr OnsiteFull Time
Western Alliance Bank
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
2+ YOE2+ years portfolio management or related experience, bachelor's degree or equivalent, credit analyst training, knowledge of commercial credit, regulatory compliance, and strong communication skills.
1d
Save
Mark Applied
Hide
Trading Analyst, Overlay Portfolio Management
Fort Mill or Charlotte or Tempe
$31-$52/hr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOERequires Series 7 and 65 (or 66),3+ years in finance or high-volume processing,1+ year service-oriented experience,proficiency with Microsoft Excel and strong analytical and communication skills.
BETA, Vestmark, Microsoft Excel, Visual Basic, Excel Macro (Visual Basic)
1d
Save
Mark Applied
Hide
Trading Analyst, Overlay Portfolio Management
Fort Mill or Charlotte or Tempe
$31-$52/hr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides independent financial advisory and wealth management services.
3+ YOESeries 7 and 65 (or 66), 3+ years financial industry or high-volume processing experience, 1+ year service-oriented experience, strong analytical and communication skills.
BETA, Vestmark, Microsoft Excel, Visual Basic, Excel Macro (Visual Basic)
1mo
Save
Mark Applied
Hide
Assistant Vice President- Special Assets
Phoenix, Arizona, United States
OnsiteFull Time
Western Alliance Bank
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
2+ YOE2+ years portfolio management experience, bachelor's degree or equivalent, credit analyst training, knowledge of commercial credit, banking operations, and regulatory compliance; intermediate communication skills.
1w
Save
Mark Applied
Hide
Client Analyst II
North America or Sioux Falls or Scottsdale or Louisville or Troy or Franklin or Easton or United States
$60k-$101k/yr HybridFull Time
Pathward
PathwardNASDAQ: CASH: Provides banking infrastructure and commercial financing solutions.
3+ YOEBachelor's or equivalent,3+ years relevant experience,account portfolio management,analytical and communication skills,detail oriented and self-starter.