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Investment banking Jobs in Phoenix, AZ

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Investment banking • phoenix az

Last updated: 1 day ago
Investment Accountant

Investment Accountant

U-HaulPhoenix, AZ, US
Full-time
N Central Ave, Phoenix, Arizona 85036 United States of America.Oxford Life Insurance, a division of U-Haul International, is seeking a talented Investment Accountant for the Investments department ...Show moreLast updated: 30+ days ago
Investment Operations Administrator

Investment Operations Administrator

JobotPhoenix, AZ, US
Full-time
Experienced investment ops administrator with RIA experience sought to join award winning firm in Phoenix!.This Jobot Job is hosted by : Dan Asher. Are you a fit? Easy Apply now by clicking the "Appl...Show moreLast updated: 13 days ago
Outbound Investment Advisor

Outbound Investment Advisor

Edelman Financial EnginesPhoenix, AZ, US
Full-time
Outbound Investment Advisor (Phoenix, AZ or Remote).At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar sav...Show moreLast updated: 30+ days ago
Investment Advisor Representative

Investment Advisor Representative

ThisWayPhoenix, AZ, US
Full-time
Quick Apply
Our partner is a fast-paced, full-service financial firm specializing in retirement planning.Recognized nationally for its consistent growth and client service excellence, the organization operates...Show moreLast updated: 1 day ago
Account Director (Creative & Investment Banking)

Account Director (Creative & Investment Banking)

R.R. DonnelleyPhoenix, AZ, US
Full-time
RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry’s most trust...Show moreLast updated: 26 days ago
Account Director (Creative & Investment Banking)

Account Director (Creative & Investment Banking)

MediabistroPhoenix, AZ, United States
Full-time
Company Description RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey.The company offers the i...Show moreLast updated: 2 days ago
Investment Operations Associate

Investment Operations Associate

Harrison Gray Search and Consulting LLCPhoenix, AZ, US
Full-time
Investment Operations Associate to their team in Phoenix.Our client is a purpose-driven, multi-family office based in Phoenix, specializing in serving ultra-high-net-worth clients.Their team integr...Show moreLast updated: 30+ days ago
  • Promoted
Licensed Investment Specialist

Licensed Investment Specialist

First Citizens BankPhoenix, AZ, US
Full-time
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
Personal Banking Representative

Personal Banking Representative

FirstBankScottsdale, AZ, US
Full-time
Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philoso...Show moreLast updated: 30+ days ago
Operational Risk Business Oversight Program Manager - Banking & Investment Services and Technology & Innovation

Operational Risk Business Oversight Program Manager - Banking & Investment Services and Technology & Innovation

City National BankPhoenix, Arizona, United States
Full-time
OPERATIONAL RISK BUSINESS OVERSIGHT PROGRAM MANAGER WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of ...Show moreLast updated: 26 days ago
Account Director (Creative & Investment Banking)

Account Director (Creative & Investment Banking)

RR DonnelleyPhoenix, AZ, US
Full-time
RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry's most trust...Show moreLast updated: 30+ days ago
  • Promoted
Banking JOB Training Program

Banking JOB 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: 14 days ago
Investment Process Manager

Investment Process Manager

Yrefy LLCPhoenix, Arizona, United States
Full-time
Investment Process Manager (Series 7, and 63 required).Full-Time; Exempt, In-Office, Non-Remote .Yrefy is a dynamic lender solving the Student Loan dilemma with unique financial products ...Show moreLast updated: 6 days ago
Vice President / Sr. Associate of Investment Banking

Vice President / Sr. Associate of Investment Banking

TEEMAScottsdale, AZ
Permanent
Participate in the origination and execution of capital raise and M&A transactions, strategic advisory work, and valuations. Participate in the marketing of the company to new company prospects, com...Show moreLast updated: 16 days ago
Branch Banking - Leader

Branch Banking - Leader

Flagstar BankPhoenix, AZ, US
Full-time
A Branch Banking Leader coaches a high-performing branch team to meet and exceed performance targets by teaching, training, and modeling sales behaviors while ensuring operational excellence.In add...Show moreLast updated: 4 days ago
RR Donnelley & Sons is hiring : Account Director (Creative & Investment Banking)

RR Donnelley & Sons is hiring : Account Director (Creative & Investment Banking)

RR Donnelley & SonsPhoenix, AZ, United States
Full-time
RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry's most trust...Show moreLast updated: 30+ days ago
Relationship Manager I - Business Banking

Relationship Manager I - Business Banking

PNC Financial Services Group, Inc.Phoenix, AZ, US
Full-time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 8 days ago
People also ask
Investment Accountant

Investment Accountant

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

Location :

2721 N Central Ave, Phoenix, Arizona 85036 United States of America

Job Description

Company : Oxford Life Insurance Company

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 Holding Company, and its family of companies including U-Haul International, Inc. ("U-Haul"), continually strives to create a culture of health and wellness. Consistent with applicable state law, U-Haul will not hire or re-hire individuals who use nicotine products. The states in which U-Haul will decline to hire nicotine users are : Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington. U-Haul has observed this hiring practice since February 1, 2020 as part of our commitment to a healthy work environment for our team.

    U-Haul is an equal opportunity employer. All applicants 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.