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Investment banking associate Jobs in Scottsdale, AZ

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Investment banking associate • scottsdale az

Last updated: 12 hours 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

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

Assistant Banking Center Manager - Rural & Elliot

MidFirst BankTempe, AZ, United States
Full-time

Assistant Banking Center Manager - Rural & Elliot.Assistant Banking Center Managers will assist Banking Center Managers with the daily operations of the banking center as well as provide leadership... Show more

State Director, Commercial Banking

BOK FinancialScottsdale, AZ, US
Full-time

Scottsdale -SCOTT, Denver -DEN.Pay Transparency Salary Range:.BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc.BOK Financial Private Wealth, Inc.BOKF, NA operates Tr... Show more

Remote Investment Banking Expert - AI Trainer ($150-$220 per hour)

MercorTempe, Arizona, US
Remote
Full-time

Role Overview** Mercor is partnering with a leading AI research organization to engage experienced investment banking professionals for a project focused on evaluating how well AI systems perform r... Show more

Client Success Senior Associate - Tech/Startup Banking

ChaseTempe, AZ, United States
Full-time

Client Success Senior Associate.Be the hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country.As a Client Success Senior... Show more

Middle Office Investment Banking Analyst

MUFGTempe, AZ
$70,000.00 yearly
Full-time

Do you want your voice heard and your actions to count?.Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups.Across the globe, we’re 150... 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

Manager, Banking Operations

Northern TrustTempe, AZ, United States
$117,230.00 yearly
Full-time

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative f... Show more

Senior Commercial Banking Portfolio Manager

Wells FargoScottsdale, AZ, United States
Full-time

Senior Commercial Banking Portfolio Manager.Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue $25MM to $2B as part of the Commercial Bank.Learn mo... Show more

Preferred Banking Manager (Branch Manager) - Float

Western Alliance BancorporationScottsdale, AZ, United States
Full-time

Preferred Banking Manager (Branch Manager) - Float.As a Preferred Banking Manager (Float), you'll lead and coach a team responsible for executing the full client life cycle for clients.Your team un... Show more

Business Banking Market President

BmoTempe, AZ, United States
$123,300.00 yearly
Part-time

Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects.Understands the needs of BMO customers or prospects to provide sales and service in the best int... Show more

Business Banking Senior Credit Analyst

Sunflower BankScottsdale, AZ, United States
Full-time

Business Banking Senior Credit Analyst.Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible.As a full-service financi... Show more

Client Success Senior Associate - Tech/Startup Banking

JPMorgan ChaseTempe, AZ, United States
Full-time

Client Success Senior Associate.Be the hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country.As a Client Success Senior... Show more

PWM Investment Analyst

U.S. BancorpScottsdale, AZ, United States
Full-time

Private Wealth Management Analyst.Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Investments.Po... 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

Remote UK-Based Investment Banking M&A Specialists - AI Trainer ($160-$180 per hour)

MercorScottsdale, Arizona, US
Remote
Full-time

Mercor is recruiting UK-based Investment Banking M&A Specialists for a research project with a leading frontier AI lab.We are seeking experienced banking professionals with strong backgrounds in **... Show more

 • New!

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

Business Banking Market Manager

Sunwest BankScottsdale, AZ, United States
Full-time

Business Banking Market Manager.Business Banking Market Managers are trusted advisors within the communities in which they operate and are responsible for leading a team of Business Bankers to prom... Show more

Preferred Banking Manager (Branch Manager) - Float

Western Alliance BankScottsdale
Full-time

Preferred Banking Manager (Branch Manager) - Float.As a Preferred Banking Manager (Float), you'll lead and coach a team responsible for executing the full client life cycle for clients.Your team un... Show more

Associate, Investment Operations

Associate, Investment Operations

PathstoneScottsdale, AZ, United States
9 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.