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Investment banking Jobs in Glendale, AZ

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Investment banking • glendale az

Last updated: 11 hours ago
  • Promoted
Investment Accountant

Investment Accountant

U-HaulPhoenix, AZ, US
Full-time
Oxford Life Insurance, a division of U-Haul International, is seeking a talented Investment Accountant for the Investments department of Oxford. This position will report directly to the Manager of ...Show moreLast updated: 6 days ago
  • Promoted
Outbound Investment Advisor

Outbound Investment Advisor

Edelman Financial EnginesPhoenix, AZ, US
Full-time
Outbound Investment Advisor / h2pAt 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 lifet...Show moreLast updated: 30+ days ago
  • Promoted
Preferred Banking Advisor

Preferred Banking Advisor

Western Alliance BancorporationPhoenix, AZ, US
Full-time
Preferred Banking Advisor / h2pAs a Preferred Banking Advisor youll be a single point of contact responsible for executing the full client life cycle for clients with a particular focus on establishi...Show moreLast updated: 21 days ago
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Banking Systems Application Analyst

Banking Systems Application Analyst

ServbankPhoenix, AZ, US
Full-time
Banking Systems Application Analyst.You will work closely with various stakeholders, including business lines, operations, IT, and other cross-functional teams, to drive the creation and deployment...Show moreLast updated: 11 hours ago
Private Banking Credit Underwriter

Private Banking Credit Underwriter

Sunflower Bank, N.A.Phoenix, AZ, US
Full-time
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 financial institution, we offer a full ran...Show moreLast updated: 2 days ago
Credit Risk Director - Commercial and Investment Banking Risk-Executive Director

Credit Risk Director - Commercial and Investment Banking Risk-Executive Director

JPMorgan Chase & Co.Phoenix, AZ, United States
Full-time
Bring your expertise to JPMorgan Chase.As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a respo...Show moreLast updated: 30+ days ago
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  • New!
Investment Consultant - Peoria, AZ

Investment Consultant - Peoria, AZ

Fidelity CorpPeoria, AZ, United States
Full-time
You joined the financial services industry to make a difference in the lives of your clients.At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry l...Show moreLast updated: 12 hours ago
Intensive Banking Training Program

Intensive Banking Training Program

Year Up UnitedPhoenix, AZ, United States
Full-time
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and / or job placement services, and persona...Show moreLast updated: 2 days ago
Senior Banking Specialist

Senior Banking Specialist

First WesternPhoenix, AZ, United States
Full-time
YR + Commission •Actual offer will be based on experience, location, education, and / or skills •.Applications should be submitted for consideration no later than 2 / 28 / 2026. You're a high-performing de...Show moreLast updated: 5 days ago
  • Promoted
Business Banking Specialist

Business Banking Specialist

VirtualVocationsPhoenix, Arizona, United States
Full-time
A company is looking for a Business Banking Specialist to provide support to commercial calling officers and manage customer service issues. Key Responsibilities Serve as the primary contact for l...Show moreLast updated: 1 day ago
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Investment Consultant - Peoria, AZ

Investment Consultant - Peoria, AZ

FidelityPeoria, AZ, US
Full-time
You joined the financial services industry to make a difference in the lives of your clients.At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry l...Show moreLast updated: 2 days ago
  • Promoted
Banking

Banking

Phoenix StaffingPhoenix, AZ, US
Full-time
Year Up United Banking Training Pathway.Welcome to Year Up United's specialized Banking training pathway! At Year Up United, we believe everyone deserves the opportunity to build a rewarding career...Show moreLast updated: 29 days ago
  • Promoted
Analyst - Development and Investment

Analyst - Development and Investment

Atlas Healthcare Partners, LLCPhoenix, AZ, United States
Full-time
Atlas Healthcare Partners exists to form strategic partnerships with health systems across the nation to develop, manage and operate Ambulatory Surgery Centers (ASCs) in their markets.As a key play...Show moreLast updated: 2 days ago
  • Promoted
Healthcare Senior Investment Consultant

Healthcare Senior Investment Consultant

Marsh McLennanPhoenix, AZ, US
Full-time
Job Title : Healthcare Investment Consultant.We are seeking a talented individual to join our Healthcare Investment team at Mercer, a Marsh company. This role can be based in New York, Chicago, Bosto...Show moreLast updated: 3 days ago
Learning Consultant Business Banking

Learning Consultant Business Banking

Desert Financial Credit UnionPhoenix, AZ, United States
Full-time
Business Banking Learning Consultant.The Business Banking Learning Consultant serves as a subject matter expert in business banking processes, products, and relationships, as well as adult learning...Show moreLast updated: 5 days ago
  • Promoted
Investment Analyst / Investment Associate

Investment Analyst / Investment Associate

Macdonald & CompanyPhoenix, Arizona, United States
Full-time
Macdonald & Company are proudly partnered with a global Private Equity Real Estate firm to appoint an Investment Analyst or Associate from an Investment Banking background.The firm are a global inv...Show moreLast updated: 23 days ago
  • Promoted
Product Owner Banking Domain

Product Owner Banking Domain

Syntricate TechnologiesSun City, AZ, United States
Full-time
Duration : Contract Location : Sun City, AZ.Product Owner, Agile Lead, Good Communication Banking Domain, Technology Experience. Technical Recruiter | Syntricate Technologies Inc.Show moreLast updated: 6 days ago
Senior Investment Associate

Senior Investment Associate

CuldesacPhoenix, AZ, US
Full-time
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
  • Promoted
Financial / Banking Project Manager

Financial / Banking Project Manager

InficarePhoenix, AZ, United States
Full-time
Experience with commercial banking and not digital banking.Keywords - loans, deposits, experience with core banking platforms like Jack henry, fiserv, FIS. Bachelor's degree with X2+ years of experi...Show moreLast updated: 5 days ago
People also ask
Investment Accountant

Investment Accountant

U-HaulPhoenix, AZ, US
6 days ago
Job type
  • Full-time
Job description

Investment Accountant

Oxford Life Insurance, a division of U-Haul International, is seeking a talented Investment Accountant for the Investments department of Oxford. This position will report directly to the Manager of Investment Reporting.

Job Responsibilities :

  • Record fixed income securities and mortgage loan activity journal entries and required correspondence.
  • Coordinate with Treasury and monitor the cash requirements related to all bank accounts and the preparation of the weekly cash / investment reports.
  • Assist with the preparation of the monthly reconciliation of the investment portfolio.
  • Assist with the preparation of the monthly / quarterly account reconciliations, research discrepancies, determine source of reconciling items and make recommendations to improve control over the systems.
  • Assist in the preparation of monthly / quarterly / and annual GAAP and statutory financial statements, including statutory investment schedules, exhibits, and notes.
  • Prepare and develop managerial reports reflecting significant events and / or trends.
  • Support and cross train in all investment functions.
  • Support the investment department in monitoring portfolio compliance to state and internal guidelines.
  • Assist in the preparation of audit schedules for internal / independent auditors. Answer inquiries regarding audit and accounting matters.
  • Assist and provide supporting documentation to the Manager of Investment Reporting.
  • Perform other related duties as required or assigned.

Requirements :

  • Minimum Bachelor's Degree in related areas Accounting and Finance.
  • Plus if 1+ years of experience in roles of Investment Accountant, but not required.
  • Plus if experience in related areas of Insurance, Real Estate and Mortgage loan accounting and reporting.
  • Demonstrate proficiency in Microsoft Office products with a focus on Excel, Word and Power Point, General ledger operational knowledge.
  • Working or Academic knowledge of Banking functions, Cash Management, Investment Reporting & Analysis.
  • Effectively communicate with customers inside and outside of the organization.
  • U-Haul Offers :

  • Full Medical coverage
  • Prescription plans
  • Dental & Vision Plans
  • New indoor fitness gym
  • Gym Reimbursement Program
  • Registered Dietitian Program
  • Weight Watchers
  • Onsite medical clinic for you and your family
  • Career stability
  • Opportunities for advancement
  • Valuable on-the-job training
  • Tuition reimbursement program
  • Free online courses for personal and professional development at U-Haul University
  • Business and travel insurance
  • You Matter Employee Assistance Program
  • Paid holidays, vacation, and sick days
  • Employee Stock Ownership Plan (ESOP)
  • 401(k) Savings Plan
  • Life insurance
  • Critical Illness / Group Accident
  • 24-hour physician available for kids
  • Subsidized gym / membership
  • MetLaw Legal program
  • MetLife auto and home insurance
  • Mindset App Program
  • Discounts on cell phone plans, hotels, and more
  • LifeLock identity Theft
  • Savvy consumer wellness programs- from health care tips to financial wellness
  • Dave Ramsey's SmartDollar Program
  • U-Haul federal credit union
  • Wellness Program
  • U-Haul is an equal opportunity employer. All applications for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state, or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.