Investment manager Jobs in Glendale, AZ
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Investment manager • glendale az
Last updated: 1 hour ago
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: 10 days ago
Financial Controller - Real Estate Investment Trust.Are you a strategic financial professional with a vision for growth in the real estate investment sector? Join our thriving company based in Phoe...Show moreLast updated: 30+ days ago
Create Excel-based property valuation and cash flow models, then distill investment theses into professional PowerPoint pitch decks for real estate opportunities ranging from residential to c...Show moreLast updated: 30+ days ago
A company is looking for an Investment Reporting Accountant.Key Responsibilities Participate in the company's accounting close and reporting cycles Perform ledger and holdings reconciliations to...Show moreLast updated: 7 days ago
At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show moreLast updated: 1 hour ago
Get AI-powered advice on this job and more exclusive features.The Chief Investment Officer (CIO) is responsible for leading the firms investment strategy, overseeing capital deployment, and ensurin...Show moreLast updated: 15 hours ago
Real Estate Agent With Blackhorne.How Blackhorne Unlocks Your Potential.Blackhorne specializes in making real estate opportunities simple for investors, agents, buyers, and sellers alike.In additio...Show moreLast updated: 18 days ago
If you want to know about the requirements for this role, read on for all the relevant information.We believe tax services are rooted in trust, relationships, and clear communication.We create a we...Show moreLast updated: 3 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: 30+ days ago
Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-r...Show moreLast updated: 30+ days ago
Develop deep understanding of Lincoln Financial’s Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with Sales t...Show moreLast updated: 30+ days ago
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: 27 days ago
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
The Market Research Associate position is a corporate-level non-exempt position reporting to the Senior Manager in the firm’s Property Marketing department.
Property Marketing’s platform provides pr...Show moreLast updated: 30+ days ago
We are eagerly seeking a talented full-time real estate acquisitions specialist to join our real estate team.You will pursue new properties for the company and cultivate relationships with buyers t...Show moreLast updated: 6 hours ago
Sands Investment Group (SIG), is officially accepting applications for a highly-selective Broker Role in our emerging Phoenix office.
While prior commercial real estate experience is not explicitly ...Show moreLast updated: 28 days ago
You’ve always known you’re destined for more.You’ve managed portfolios, analyzed markets, and driven strategy—but you crave something bigger.
Foundations Investment Advisors.B in assets), and they'r...Show moreLast updated: 13 days ago
PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future.Depending on your eligibility, options for full-time employees include medical / prescription drug...Show moreLast updated: 30+ days ago
OPERATIONAL RISK BUSINESS OVERSIGHT PROGRAM MANAGER.Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of risks arising from City N...Show moreLast updated: 26 days ago
- Promoted
Investment Operations Administrator
JobotPhoenix, AZ, USFull-time
- Promoted
Financial Controller?? Real Estate Investment Trust
Software Placement GroupPhoenix, AZ, USFull-time
Real Estate Investment Analyst Expert
AfterQueryPhoenix, Arizona, USRemote
Part-time
- Promoted
Investment Reporting Analyst
VirtualVocationsPhoenix, Arizona, United StatesFull-time
- Promoted
- New!
Alternative Investment Consultant
Charles SchwabGlendale, AZ, USFull-time
- Promoted
- New!
CHIEF INVESTMENT OFFICER
Oasis Partners GroupPhoenix, AZ, United StatesFull-time
Investment Real Estate - Sales Agent
BlackhornePhoenix, Arizona, United States, 85003Full-time
- Promoted
TAX DIRECTOR, BRIDGEPORT
Cambridge Investment Research, Inc.Phoenix, AZ, United StatesFull-time
- Promoted
Licensed Investment Specialist
First Citizens BankPhoenix, AZ, USFull-time
- Promoted
Hybrid Real Estate Investment Representative / Disposition Agent
RebuiltPhoenix, AZ, USFull-time
Alternative Investment Sales Specialist Account Executive
Lincoln Financial GroupPhoenix, AZ (Arizona)Full-time
- Promoted
Account Director (Creative & Investment Banking)
RR DonnelleyPhoenix, AZ, USFull-time
Supervisor - Financial Analytics and Market Research (Investment Banking)
R.R. DonnelleyPhoenix, AZ, USFull-time
Investment Copy Analyst
Marcus & MillichapPhoenix, AZFull-time
- New!
Real Estate Investment Sales Specialist
Spark Capital USAPhoenix, AZ, USFull-time
Commercial Real Estate Advisor
Sands Investment GroupPhoenix, Arizona, United StatesFull-time
- Promoted
Investment Manager
Foundations Investment Advisors, LLCPhoenix, AZ, United StatesFull-time
Senior Investment Advisor (OCIO) - Institutional Asset Management
PNC Bank NAPhoenix , AZFull-time +1
- Promoted
Operational Risk Business Oversight Program Manager - Banking & Investment Services and Technology & Innovation
City National BankPhoenix, AZ, USFull-time
- senior database administrator (from $ 72,250 to $ 305,410 year)
- chief estimator (from $ 178,750 to $ 300,000 year)
- nurse practitioner (from $ 121,530 to $ 226,000 year)
- lease operator (from $ 15,548 to $ 225,000 year)
- engineering director (from $ 103,750 to $ 225,000 year)
- technical product manager (from $ 145,408 to $ 211,488 year)
- technical program manager (from $ 126,837 to $ 211,488 year)
- platform engineer (from $ 136,500 to $ 200,000 year)
- software engineering manager (from $ 152,625 to $ 200,000 year)
- risk management (from $ 77,500 to $ 197,500 year)
The average salary range is between $ 98,447 and $ 168,650 year , with the average salary hovering around $ 123,251 year .
Investment Operations Administrator
JobotPhoenix, AZ, US10 days ago
Job type
- Full-time
Job descriptionOpen new client accounts at custodians, and serve as liaison with those custodians Open new client accounts with third-party investment managers, and serve as operational liaison with those managers Facilitate client wire requests, deposits and journals between custodial accounts as well as other cash movements requested by clients Process other account service requests initiated by advisors and / or clients Maintain our internal portfolio accounting system utilizing Tamarac applications, including individual account maintenance, security re-classification and communication with Tamarac Review and submit mutual fund and equity trades for client accounts to third-party brokerage firms Maintain documents and records according to SEC and FINRA requirements Find ways to expand the role to further help our advisors serve clients efficiently and effectively Required 3 years or more of operational experience at a Registered Investment Advisor (RIA) Extremely detail-oriented, organized, and thorough Experience with Microsoft Excel in a financial context Experience with Salesforce, Tamarac Reporting, Tamarac Trading and / or Portfolio Center is helpful, as is experience with and a willingness to learn other financial software Familiarity with SEC and FINRA requirements Ability to prioritize effectively amongst a variety of tasks and manage deadlines effectively Excellent communication skills, both written and verbal A positive, service-oriented attitude Bachelor’s degree preferred, but not required
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 "Apply Now" button and sending us your resume.
Salary : $85,000 - $95,000 per year
A bit about us :
Top-ranked Wealth Management Firm in Phoenix looking to hire a full-time Investment Operations Associate. Our client has been in business for 12+ years and have maintained continuous growth in the number of client families we serve. Our goal is to help families by connecting wealth and purpose.
Why join us?
- Hybrid Schedule - 1 day a week work from home after training period
- Annual performance bonus AND Profit Sharing!
- Just earned "Best Places To Work” For the 11th Consecutive Year!
- Consistently named to Financial Advisor Magazine’s RIA Survey and Rankings List
- Excellent Work / Life balance and 4 weeks PTO
- 401(k) plan with 100% vested company match
- Comprehensive benefits package including Medical, Dental, and Vision plans (90% paid by company for employee AND dependents!)
- Collaborative, fun, flexible work environment
Job Details
We are seeking a motivated Investment Operations Administrator to join our team in Phoenix!
85k-$95k + 8% bonus
Duties and responsibilities of the position
Qualifications
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.