Talent.com

Investment associate Jobs in Scottsdale, AZ

Create a job alert for this search

Investment associate • scottsdale az

Last updated: 1 day ago

Associate, Investment Operations

PathstoneScottsdale, AZ, United States
$70,000.00 yearly
Full-time

Investment Operations Associate.The Investment Operations Associate position offers an opportunity to serve as a key member of our centralized investment operations team focused on private fund inv... Show more

Alternative Investment Associate

U.S. BancorpTempe, AZ, United States
$66,640.00 yearly
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

Senior Investment Professional - Technology Opportunistic Credit

CAPITAL IP INVESTMENT PARTNERS LLCParadise Valley, AZ, US
Full-time

We are an existing private credit firm building out our opportunistic credit platform focused on the technology landscape, broadly defined.We provide structured capital and credit solutions whereve... Show more

Sales Associate

EssilorLuxottica GroupMesa, AZ, US
Part-time

Benefits/Incentive Information.At Sunglass Hut, we're always in the sun.You’ll find a dynamic space with endless possibilities to grow your career.We are a culture that wants to see you succeed, de... Show more

J.P. Morgan Wealth Management - Private Client Investment Associate -Mandarin Speaking- Tempe, AZ

Arizona StaffingTempe, AZ, United States
Full-time

Private Client Investment Associate.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service ... Show more

Associate, Restructuring

Alvarez & MarsalScottsdale, AZ, United States
$125,000.00 yearly
Part-time

Restructuring Associate, Alvarez & Marsal Scottsdale Office.Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40... Show more

Alternative Investment Associate

U.S. BankTempe, AZ, United States
$66,640.00 yearly
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

Remote Investment Analyst - AI Trainer ($50-$60 per hour)

Data AnnotationGreen Valley, Arizona
$50.00 hourly
Remote
Full-time

DataAnnotation is committed to creating high-quality AI.Enjoy the flexibility of remote work and the freedom to set your own schedule.This is an opportunity to work with us as an independent contra... Show more

 • Promoted

Production Associate

WillowWoodMesa, AZ, USA
Full-time
Quick Apply

Production Associate – WillowWood West.The Production Associate performs a variety of manufacturing and production support activities to ensure the safe, efficient, and timely production of W... Show more

J.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZ

ChaseTempe, AZ, United States
Full-time

Private Client Investment Associate.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service ... Show more

merchandising associate

TJ MaxxScottsdale, Arizona, 85251
Part-time

At TJX Companies, every day brings new opportunities for growth, exploration, and achievement.You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your... Show more

J.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZ

JPMorgan ChaseTempe, AZ, United States
Full-time

Private Client Investment Associate.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service ... Show more

Investment Management Business Strategy Manager

DeloitteTempe, AZ, United States
Full-time

Deloitte is committed to providing reasonable accommodations for people with disabilities.If you require a reasonable accommodation to participate in the recruiting process, please direct your inqu... Show more

Investment Phone Specialist - JPMorgan Wealth Management - Tempe, AZ

JPMorgan Chase Bank, N.A.Tempe, AZ, US
Full-time

At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to div... Show more

Investment Analyst- Portfolio Management

STORE CapitalScottsdale, AZ, United States
Full-time

STORE Capital Advisors, LLC is seeking a team orientated, self starter with credit analysis experience to join our Portfolio Management team.The Investment Analyst is an integral member of STORE Ca... Show more

Sales Associate

Orangetheory - Franchise #0320TEMPE, AZ, US
$13.00 hourly
Full-time

Orangetheory Fitness - Sales Associate.The Sales Associate role assists in running all “front of house” fitness studio operations, with a strong focus on premium customer service as well as meeting... Show more

Management Associate

Toll BrothersScottsdale, AZ, United States
$12.00 hourly
Full-time

Since 1967, Toll Brothers has been building luxury homes and communities in the best locations in the U.Today, we're a Fortune 500 company operating in over 60 markets.We're the country's premier l... Show more

Sales Associate

Ace HardwareScottsdale, AZ, US
Full-time

Urgent Opening: Highly Skilled Sales Associate at Ace Hardware.Do you want to be part of a team that values your contributions and supports your growth? If yes, then Ace Hardware is the place for y... Show more

Sales Associate

VivintScottsdale, Arizona, United States
$60,000.00 yearly
Full-time

We are Vivint, a multi-billion-dollar company and leader in smart home technology, dedicated to transforming the way families interact with their homes.With accolades such as Forbes' Best Home... Show more

People also ask
The cities near Scottsdale, AZ that boast the highest number of investment associate jobs are:
Associate, Investment Operations

Associate, Investment Operations

PathstoneScottsdale, AZ, United States
6 days ago
Salary
$70,000.00 yearly
Job type
  • Full-time
Job description

Investment Operations Associate

The Investment Operations Associate position offers an opportunity to serve as a key member of our centralized investment operations team focused on private fund investments, separately managed accounts, client relationships, AML / KYC requirements, and transaction execution. The role requires strong attention to detail and a high degree of operational and process acumen.

Key Responsibilities:

  • Work independently and prioritize tasks based on urgency and deadlines.
  • Coordinate with necessary parties as needed (including relevant counterparties, custodians, portfolio managers, client teams, research, and Legal & Compliance) to ensure seamless processing of transactions.
  • Communicate directly with clients in a timely manner.
  • Independently complete fund subscription documents on behalf of clients.
  • Independently complete custodian new account opening forms for clients.
  • Timely and accurately execute investment operations (i.e. transaction processing, investment funding, cash transfers, facilitate securities trades, wire set-up, standing letters of authorization, etc.) in accordance with guidelines and regulatory requirements.
  • Coordinate the collection of AML/KYC documents for client investment in funds with external clients and internal teams, applying judgment in response to specific manager requests.
  • Using appropriate judgment, escalate issues and inaccuracies to the head of Investment Operations.

Qualifications:

  • Possess a strong motivation to provide great client service.
  • Enjoy problem solving, a fast-paced environment, and working as part of a team.
  • Value and model the attributes that make our firm great: collaboration, excellence, good judgement, initiative, innovation, integrity, and leadership.
  • Have a bachelor's degree and one to three years of financial services experience, with exposure to the areas of investment operations, fund administration, data governance, and/or investment management.
  • Work well in a "start-up" team environment where accountability and initiative are highly valued.
  • Are an intellectually curious, creative problem solver who is not afraid to ask questions.
  • Communicate effectively and are comfortable presenting in both verbal and written formats.
  • Demonstrate the ability to handle pressure and thrive in a fast-paced, deadline-motivated environment, while maintaining a high level of attention to detail.
  • Prioritize operating ethically and professionally, demonstrate a strong sense of integrity, and consistently exercise good judgement.
  • Welcome feedback and are quick to act on it.
  • Operate with a positive, proactive, "no-job-is-too-small" attitude.

Pay Transparency: Pathstone's expected starting base compensation range for the position as of the time of this posting is $70,000 - $85,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.