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5 portfolio analyst jobs at 4 companies in Superior, AZ

1mo
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Portfolio Monitoring Analyst 1
Tempe, Arizona, United States
$23-$30/hr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
Bachelor's degree or equivalent experience; accounting/finance knowledge; experience with financial statement spreads, covenant testing, and credit analysis; strong analytical, communication, and attention-to-detail skills.
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2w
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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)
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2w
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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)
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3w
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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.
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6d
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Investment Optimization & Risk Analyst
Tempe or St. Louis or United States
HybridFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
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
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