Investment Analyst- Portfolio Management STORE CAPITAL CORPORATIONInvestment Analyst- Portfolio ManagementScottsdale, AZHow you will contribute to STORE's mission: The Investment Analyst is an integral member of STORE Capital's Portfolio Management team, focused on maintaining and maximizing the health of our $16 billion net-lease portfolio. This role is responsible for analyzing tenant and property financials, reviewing industry and customer performing trends, and collaborating with Portfolio Managers to assess risks and opportunities across the portfolio.
PWM Portfolio Investment Analyst US BankPWM Portfolio Investment AnalystScottsdale, AZ$75,820–$89,200 / yearWill be responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Investment Portfolio Analyst Columbia BankInvestment Portfolio AnalystPhoenix, Arizona$68,000–$100,000 / yearPerforms security- and portfolio-level analysis to support buy and sell decisions including yield book analysis, unrealized loss analysis, stress and scenario analysis (including interest rate environments), and relative value to ensure alignment to strategy, liquidity, earnings (NII), capital and risk objectives. Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries, Agencies, Agency MBS/CMO, municipal securities, investment-grade corporates, and money market instruments.
Investment Portfolio Analyst Columbia Banking System, Inc.Investment Portfolio AnalystPhoenix, AZ$68,000–$100,000 / yearPerforms security- and portfolio-level analysis to support buy and sell decisions including yield book analysis, unrealized loss analysis, stress and scenario analysis (including interest rate environments), and relative value to ensure alignment to strategy, liquidity, earnings (NII), capital and risk objectives. Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries, Agencies, Agency MBS/CMO, municipal securities, investment-grade corporates, and money market instruments.
Analyst, Alt Investments Northern TrustAnalyst, Alt InvestmentsTempe, AZAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Knowledge of Capital Markets with exposure to Hedge Funds/Private Equity/Comingles Funds/Valuation Reporting/Reconciliation Principles, Syndicate Bank Loans, and finance or accounting preferred.
Investment Banking Analyst (Tech M&A) Kaizen Equity PartnersInvestment Banking Analyst (Tech M&A)Scottsdale, ArizonaSupport Business Development: Assist with business development initiatives by conducting industry and company research, preparing pitch materials, and supporting the development of client presentations and marketing collateral. What You Will Do Support Transaction Execution: Assist Associates and Vice Presidents with the execution of M&A and capital-raising transactions, including financial analysis, valuation work, diligence support, and preparation of transaction materials.
NewInvestment Sales Director - Healthcare Marsh McLennanInvestment Sales Director - HealthcarePhoenix, Arizona$119,000–$237,500 / yearThe applicable base salary range for this role is $119,000 to $237,500.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
NewSr Investment Advisor - Private Bank PNC BankSr Investment Advisor - Private BankPhoenix, ArizonaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
NewClient Manager - Employee Banking and Investments - Commercial Real Estate Banking Bank of AmericaClient Manager - Employee Banking and Investments - Commercial Real Estate BankingScottsdale, ArizonaKey responsibilities include working with corporate clients, promoting Bank programs to employees to generate banking relationships, launching, and driving new employee banking programs to increase enrollments and deepen relationships, initiating and managing all new client onboarding, and program development and execution. Supports comprehensive plans for product development and deployment, including engaging in the creation of sales training programs and marketing materials to educate clients and internal teams on product capabilities.
Public Finance Investment Banking AVP/VP - Special District Group Piper SandlerPublic Finance Investment Banking AVP/VP - Special District GroupPhoenix, ArizonaThe ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor to interact with senior partners, clients, and colleagues. The Special District Group (SDG) is a team in Piper Sandler’s Public Finance practice that is dedicated to raising capital for public infrastructure for new development or redevelopment projects.
Vice President, Technology Investment Banking (M&A) Kaizen Equity PartnersVice President, Technology Investment Banking (M&A)Scottsdale, ArizonaAs a Vice President, you will be a key driver of client engagements—leading deal execution, managing teams, and working directly with founders, investors, and senior executives. Lead Transactions: Partner with senior leaders to take ownership of M&A and capital-raising processes, managing all aspects of execution including diligence, modeling, valuation, and negotiations.
Public Finance Investment Banking AVP/VP - Special District Group Piper Sandler CompaniesPublic Finance Investment Banking AVP/VP - Special District GroupPhoenix, AZ$125,000–$150,000 / yearThe ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor to interact with senior partners, clients, and colleagues. The Special District Group (SDG) is a team in Piper Sandler's Public Finance practice that is dedicated to raising capital for public infrastructure for new development or redevelopment projects.
Investment Executive (Financial Advisor) Greater Phoenix, AZ Fifth Third BankInvestment Executive (Financial Advisor) Greater Phoenix, AZPhoenix, ArizonaInvestment Executive (Financial Advisor) Greater Phoenix, AZ At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
J.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZTempe, AZAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Morgan Chase: Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
Director, Investment Professional, Affordable Housing RDF.fundDirector, Investment Professional, Affordable HousingPhoenix, ArizonaIn collaboration with the loan operations team, complete post-closing financing follow-up activities, including project construction management, construction draw requests and supporting documentation, and collecting all applicable reporting requirements, monitoring borrower financial performance and compliance with loan covenants, and tracking key financial ratios, as necessary. • Develop and defend insightful investment theses by screening and underwriting financing requests, including analyzing community impact, historical and projected financial performance, management capacity, the feasibility of budgeted financing sources, and conducting prospect site inspection visits.
Investment Specialist - Remote Bank of MontrealInvestment Specialist - RemoteAZRemote$41,714–$77,500 / yearInquiries or instructions around customer service will range from assisting with password resets, qualified (registered) account opening and maintenance, provide account balances and details regarding client accounts, money movements, account transfers, provide quotes, handle fixed income and market linked certificates of deposit investment inquiries, purchases and redemptions, as well as general navigation of Wealth websites. Support service requests based on investment solutions from a product set (mutual funds, fixed income, certificates of deposit, managed asset allocation program, insurance products, fixed annuities, variable annuities and life insurance).
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentPhoenix, AZFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Investment Consultant II - Merrill Premium Bank of America CorpInvestment Consultant II - Merrill PremiumChandler, AZWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach.
Risk Director, Personal Wealth (Brokerage & Investments) The Vanguard GroupRisk Director, Personal Wealth (Brokerage & Investments)Scottsdale, PennsylvaniaThe successful candidate will partner closely with business, technology, operations, legal, compliance, and audit stakeholders to strengthen risk management practices, enhance governance and control effectiveness, and provide thoughtful risk-based guidance that enables innovation while protecting Vanguard, its clients, and its reputation. The division operates across a complex landscape of advice, brokerage & investments, cash management, wealth management, and technology-enabled services, creating unique opportunities to influence both business outcomes and client success.
J.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZ JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZTempe, AZFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.