9 portfolio analyst jobs at 5 companies in Phoenix, AZ
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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
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
3+ YOE3+ years in accounting/finance or related field; bachelor's degree; knowledge of banking operations, regulatory/compliance, Excel, Python, SQL; data analytics; problem solving; able to work with APIs and multiple data sources.
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.
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.
Edward Jones: Offers investment management and financial planning through local branches.
1+ YOEBachelor's in finance/accounting/economics/business required; Series 7 and Series 66 (or 63/65) required or obtainable within six months; CFA progress preferred; 1–4 years investment or portfolio analysis experience preferred; proficiency with investment/data tools and Excel; strong communication and analytical skills.
Security Analyst - Reporting, Analytics, and Metrics
Pittsburgh or Strongsville or Denver or Phoenix or Birmingham or Dallas
$75k-$138k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree and 3+ years relevant experience preferred; strong analytical and communication skills; experience with security metrics, reporting, and portfolio support; certifications desired.
Edward Jones: Offers investment management and financial planning through local branches.
5+ YOEBachelor's degree required; 5+ years industry experience preferred. Series 7 and Series 66 required or to be obtained; CFA required. Strong investment due diligence, portfolio construction, and communication skills.