Investment analyst Jobs in Phoenix, AZ
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Investment analyst • phoenix az
Last updated: 17 hours ago
Being good neighbors – helping people, investing in our communities, and making the world a better place – is who we are at State Farm.
It is at the core of how we operate and the reason for our suc...Show moreLast updated: 8 days ago
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditio...Show moreLast updated: 1 day ago
N Central Ave, Phoenix, Arizona 85036 United States of America.Company : Oxford Life Insurance Company.Oxford Life Insurance, a division of U-Haul International, is seeking a talented Investment Acc...Show moreLast updated: 30+ days ago
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration...Show moreLast updated: 30+ days ago
Culdesac is a real estate developer and neighborhood manager of walkable, mixed-use communities designed to embrace a culture of belonging, transportation freedom, and thriving local businesses.We ...Show moreLast updated: 30+ days ago
Allied Talent Partners (ATP), a mission-driven, not-for-profit talent marketplace focused on solving the human capital bottlenecks slowing down sustainable development efforts in emerging economies...Show moreLast updated: 5 days ago
The Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients.
The Investment Specialist develops an understanding of each client or pro...Show moreLast updated: 1 day ago
The Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients.
The Investment Specialist develops an understanding of each client or pro...Show moreLast updated: 30+ days ago
Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future.
You will work closely with on...Show moreLast updated: 5 days ago
A company is looking for an Investment Data Analyst - Remote.Key Responsibilities Analyze investment data and provide insights for decision-making Manage reference data and data modeling process...Show moreLast updated: 17 hours ago
At Prologis, we create the intelligent infrastructure that powers global commerce, seamlessly connecting the digital and physical worlds.
With unmatched scale, innovation and expertise, Prologis is ...Show moreLast updated: 30+ days ago)
Our client, a Registered Investment Advisor (RIA), is seeking a Financial Investment Analyst with commercial Real Estate experience to join their office.
The Analyst will play a central role in eval...Show moreLast updated: 30+ days ago
Financial Risk Senior Analyst - Investment Portfolio Oversight.The Market Risk Team within Financial Risk Management Group (FRM) oversees risk-taking activities of Treasury focusing specifically on...Show moreLast updated: 17 days ago
Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future.
You will work closely with on...Show moreLast updated: 5 days ago
Customer Service Opportunity in Financial Services.Investment Advisory Business Analyst.Atlanta : 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339.
La Vista : 12325 Port Grace Blvd, La Vista, NE 6...Show moreLast updated: 1 day ago
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 21 days ago
Senior Investment Data Analyst.We are hiring a Senior Investment Data Analyst for our IMG Services Data team! This team supports Vanguard's Equity Investment Group and delivers high-quality, real-t...Show moreLast updated: 30+ days ago
Financial Risk Senior Analyst - Investment Portfolio Oversight.The Market Risk Team within Financial Risk Management Group (FRM) oversees risk-taking activities of Treasury focusing specifically on...Show moreLast updated: 1 day ago
We are hiring a Senior Investment Data Analyst for our IMG Services Data team! This team supports Vanguards Equity Investment Group and delivers high-quality real-time investment data and operation...Show moreLast updated: 4 days ago
Investment Knowledge Management Analyst
State FarmPhoenix, Arizona, USFull-time
- Promoted
Senior Analyst, Investment Solutions & Due Diligence
Kestra HoldingsTempe, AZ, United StatesFull-time +1
- Promoted
Investment Accountant
U-HaulPhoenix, AZ, United StatesFull-time
- Promoted
Outbound Investment Advisor
Edelman Financial EnginesPhoenix, AZ, USFull-time
- Promoted
Senior Investment Associate
CuldesacTempe, AZ, USFull-time
- Promoted
Investment Director (Interim)
Allied Talent PartnersPhoenix, AZ, USTemporary
- Promoted
Licensed Investment Specialist
First Citizens BancSharesPhoenix, AZ, USFull-time
- Promoted
Licensed Investment Specialist
First Citizens BankPhoenix, AZ, USFull-time
Investment Associate
0000050176 RBC Capital Markets, LLCPhoenix, Arizona, USFull-time
- New!
Investment Data Analyst
VirtualVocationsPhoenix, Arizona, United StatesFull-time
- Promoted
Investment Associate
PrologisPhoenix, AZ, USFull-time
- Promoted
Investment Analyst
Global Recruiters of Mid-Cities (GRN)Scottsdale, AZ, United StatesFull-time
- Promoted
Financial Risk Senior Analyst - Investment Portfolio Oversight
Western Alliance BancorporationPhoenix, AZ, USFull-time
Investment Associate
Royal Bank of Canada>Phoenix, United States of AmericaFull-time
Sr. Investment Advisory Business Analyst
Advisor GroupScottsdale, AZFull-time
- Promoted
Remote Investment Analyst – AI Trainer ($50-$60 / hour)
Data AnnotationGlendale, ArizonaRemote
Full-time +1
- Promoted
Senior Investment Data Analyst
VanguardScottsdale, AZ, USFull-time
- Promoted
Financial Risk Senior Analyst - Investment Portfolio Oversight
Western Alliance BankPhoenix, AZ, United StatesFull-time
Senior Investment Data Analyst
The Vanguard GroupScottsdale, Arizona, USAFull-time
The average salary range is between $ 87,500 and $ 120,000 year , with the average salary hovering around $ 101,350 year .
- director of logistics (from $ 130,000 to $ 464,000 year)
- terminal operator (from $ 216,000 to $ 454,000 year)
- team owner operator (from $ 104,000 to $ 435,550 year)
- general practitioner (from $ 144,768 to $ 388,320 year)
- orthopedic surgeon (from $ 325,000 to $ 375,000 year)
- surgeon (from $ 100,000 to $ 375,000 year)
- emergency medicine physician (from $ 24,180 to $ 300,000 year)
- hospitalist (from $ 183,519 to $ 300,000 year)
- telephone triage nurse (from $ 54,600 to $ 280,560 year)
- cardiologist (from $ 25,000 to $ 275,675 year)
- Dallas, TX (from $ 80,000 to $ 175,000 year)
- Oakland, CA (from $ 87,850 to $ 154,420 year)
- Philadelphia, PA (from $ 49,000 to $ 139,183 year)
- New York, NY (from $ 79,977 to $ 130,010 year)
- Houston, TX (from $ 79,950 to $ 130,000 year)
- Kansas City, MO (from $ 62,419 to $ 125,000 year)
- Kansas City, KS (from $ 62,442 to $ 125,000 year)
- San Antonio, TX (from $ 81,736 to $ 125,000 year)
- San Francisco, CA (from $ 79,324 to $ 123,342 year)
The average salary range is between $ 70,000 and $ 124,349 year , with the average salary hovering around $ 90,000 year .
Investment Knowledge Management Analyst
State FarmPhoenix, Arizona, US8 days ago
Job type
- Full-time
Job descriptionExperience in broker dealer operations with an understanding of applicable laws and regulations dealing with investment securities, mutual funds, stocks, bonds, etc. Preferred Experience and knowledge of Suitability / Principal Review or in Investment Producer Sales Bachelor’s Degree preferred in Finance, Financial Planning, or Insurance related field 4+ years preferred in Finance, Insurance, or another related field Ability to quickly understand new concepts, interpret, analyze, and report across multiple areas Strong attention to detail and commitment to high standards of work product, including development of deliverables and executive summaries for various audiences Technical agility, including proficiency with the Microsoft Office suite of products High degree of initiative and accountability with ability to meet primary responsibilities, timelines, and effective dates with limited direction and oversight Written and verbal experience communicating effectively with all levels of leadership Ability to decipher and communicate risk and compliance topics to obtain buy-in, ownership, and drive action to achieve results Ability to multi-task and prioritize work based on business needs Ability to communicate priorities and / or associated conflicts, and must appropriately escalate issues to business partners, stakeholders, team members, and / or leadership Great relationship building and teamwork skills – maintaining relationships and communication with key business partners and team members regarding ongoing efforts and department initiatives, and assisting other team members and peers when needed Will be required to possess and / or obtain a Securities Industries Essentials (SIE) and Series 6 license Fingerprint, credit check and background check is required for sponsorship of FINRA licensing Continued employment requires incumbents to receive sponsorship from State Farm VP Management Corp. Incumbents must also be registered and remain in good standing as required by State Farm VP Management Corp. and the FINRA. This includes successfully completing all applicable FINRA exam(s) and state exams required by the state in which you are employed Selected candidates will be required to sign a Securities Registration Agreement Employees may be required to sign the Acknowledgement of Policy on Personal Account Transactions Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g. H-1B visa) now or in the future for this opportunity Potential starting salary range : $55, - $, Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 10% of base salary Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family’s health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide % coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24 / 7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility / IVF / adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little “You” Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours / year), bereavement leave, and community service / education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a (k) plan with company contributions of up to 7% of your salary.
Overview
Being good neighbors – helping people, investing in our communities, and making the world a better place – is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a #1 team and do some good!
Responsibilities
As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry.
- Researches, evaluates, interprets, and provides recommendation regarding Investment Planning Services policies, practices, projects, products, and / or procedures
- Analyzes trends and provides recommendations for improving procedural and training effectiveness to meet department and company business needs with a primary focus on the Suitability / Principal Review function
- Fosters and maintains relationships with internal / external business partners and customers
- Establishes, documents, maintains, and communicates business procedures
- Develops creditability and collaborative relationships in Broker Dealer operations, Regulatory Compliance and with business partners
- Actively seeks input on critical decisions to achieve buy-in, on-going support, and cooperation to promote enterprise compliance
Qualifications
License, Background Check and Credit Check Information
Our Benefits
Because work-life balance is a priority at State Farm, compensation is based on our standard 38 : 45-hour work week!
At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family!
Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team!