7 portfolio analyst jobs at 5 companies in Apache Junction, AZ
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Senior Portfolio Analyst
Phoenix or Charlotte
$77k-$95k/yrHybridFull Time
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
Phoenix or Lake Oswego or Hillsboro or Greenwood Village or South Jordan or Tacoma
$68k-$100k/yrOnsiteFull Time
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.
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.
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)
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)
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.
North America or Sioux Falls or Scottsdale or Louisville or Troy or Franklin or Easton or United States
$60k-$101k/yrHybridFull Time
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.