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Investment manager Jobs in Phoenix, AZ

Last updated: 11 hours ago
  • Promoted
Risk Manager - Investment Advisory

Risk Manager - Investment Advisory

Edward JonesTempe, AZ, United States
$143,100.00 yearly
Full-time
Maybe the markets keep you up at night.Or your idea of a perfect day at the office is a deep dive into equity research.Whatever your passion, at Edward Jones it will have purpose.Your work is meani...Show moreLast updated: 3 days ago
Manager, Investment Accounting

Manager, Investment Accounting

CIM GroupPhoenix, Arizona, United States, 85003
CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer.Our team of experts works together to identify and create value in real assets, benefiting the commu...Show moreLast updated: 14 days ago
  • Promoted
Investment Banking M&A Associate Sales

Investment Banking M&A Associate Sales

Dinan & Company, LLCPhoenix, AZ, United States
Full-time
Dinan & Company LLC, founded in 1988, is the nation's leading acquisition search firm dedicated to buyer interests.We are uniquely qualified in generating proprietary deal flow to assist financial ...Show moreLast updated: 11 days ago
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Real Estate Investment Advisor (Residential)

Real Estate Investment Advisor (Residential)

EasyStreetOffersScottsdale, AZ, US
Full-time
Job Title : Real Estate Investment Advisor (Residential).Company : Easy Street Offers .At Easy Street Offers, we are a dynamic, technology-driven platform dedicated to revolutionizing the off-ma...Show moreLast updated: 6 days ago
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  • New!
Derivative Investment Accountant

Derivative Investment Accountant

AccenturePhoenix, AZ, United States
$77,700.00–$155,100.00 yearly
Full-time
The Derivative Investment Accountant is part of the Investment group which is responsible for the accounting and reporting for the client's Invested Assets comprised of fixed maturity securities, a...Show moreLast updated: 20 hours ago
Disposition Manager - Real Estate Investment Co.

Disposition Manager - Real Estate Investment Co.

Organic BiolabsPHOENIX, AZ, US
$90,000.00 yearly
Quick Apply
Real Estate Disposition Overview OfferoHomes.The primary responsibility of the disposition manager is to market, negotiate and sell properties prior to a predetermined deadline in unison wit...Show moreLast updated: 30+ days ago
Investment Analyst, Index

Investment Analyst, Index

Northern Trust CorporationTempe, AZ
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 moreLast updated: 30+ days ago
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Investment Development Management is hiring : Community Manager in Glendale

Investment Development Management is hiring : Community Manager in Glendale

MediabistroGlendale, AZ, United States
Full-time
It's fun to work in a company where people truly BELIEVE in what they're doing!.We're committed to bringing passion and customer focus to the business. Job Description : Community Manager.The Communi...Show moreLast updated: 14 hours ago
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Investment Operations Career Training Program

Investment Operations Career 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: 3 days ago
Investment Banking Auditor, AVP

Investment Banking Auditor, AVP

MUFGTempe, AZ
$103,000.00–$124,000.00 yearly
Full-time
Do you want your voice heard and your actions to count?.Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world.Across the globe, we’re 12...Show moreLast updated: 30+ days ago
  • New!
Investment Development Management is hiring : Community Manager in Glendale

Investment Development Management is hiring : Community Manager in Glendale

Investment Development ManagementGlendale, AZ, United States
Full-time
It's fun to work in a company where people truly BELIEVE in what they're doing!.We're committed to bringing passion and customer focus to the business. Job Description : Community Manager.The Communi...Show moreLast updated: 15 hours ago
State Income and Franchise - Investment Management Tax Manager - Multistate

State Income and Franchise - Investment Management Tax Manager - Multistate

DeloitteTempe, Arizona, US
$95,900.00–$203,060.00 yearly
Are you a strategic and creative Multistate Tax professional who loves solving complex state and local tax issues? Are you intrigued by the tax considerations specific to investment management, pri...Show moreLast updated: 30+ days ago
Investment Copy Analyst

Investment Copy Analyst

Marcus & MillichapPhoenix, AZ
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
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  • New!
Investment Accountant

Investment Accountant

U-HaulPhoenix, AZ, United States
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: 20 hours ago
Alternative Investment Custody Specialist

Alternative Investment Custody Specialist

Charles SchwabPhoenix, AZ, US
$46,000.00–$61,000.00 yearly
Full-time
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: 30+ days ago
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Independent Testing Specialist - Corporate & Investment Banking

Independent Testing Specialist - Corporate & Investment Banking

WELLS FARGO BANKTEMPE, Arizona, United States of America
$63,600.00–$113,000.00 yearly
Full-time
Wells Fargo is seeking an Independent Testing Specialist within Independent Testing & Validation (IT&V) Corporate & Investment Banking (CIB) as part of Corporate Risk. Learn more about the career ar...Show moreLast updated: 14 hours ago
  • Promoted
Investment Manager

Investment Manager

VirtualVocationsGlendale, Arizona, United States
Full-time
A company is looking for an Investment Manager to join its growing investment team.Key ResponsibilitiesPursue revenue boosting opportunities through various channels including direct prospecting an...Show moreLast updated: 1 day ago
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  • New!
Sr. Program Manager, Investment Development & Success

Sr. Program Manager, Investment Development & Success

Arizona State UniversityTempe, AZ, US
$72,400.00–$78,000.00 yearly
Full-time
We believe that the rigid and linear design of traditional higher education is neither an effective ladder to social and economic opportunity for all learners nor is it responsive to rapidly evolvi...Show moreLast updated: 11 hours ago
  • Promoted
Inbound Investment Advisor

Inbound Investment Advisor

Edelman Financial EnginesPhoenix, AZ, United States
$50,700.00–$67,600.00 yearly
Full-time
At Edelman Financial Engines, we believe everyone deserves to move their financial life forward, and we're growing our team, so we can help more clients every day!. We know that assets have the powe...Show moreLast updated: 1 day ago
  • Promoted
Real Estate Investment Sales Specialist

Real Estate Investment Sales Specialist

SoldByCarin.com at PhoenixPhoenix, AZ, US
$80,000.00–$170,000.00 yearly
Full-time
Exciting Opportunity : Real Estate Acquisitions Specialist.We’re looking for a motivated and talented Real Estate Acquisitions Specialist to join our growing team.In this role, you’ll bu...Show moreLast updated: 4 days ago
Risk Manager - Investment Advisory

Risk Manager - Investment Advisory

Edward JonesTempe, AZ, United States
3 days ago
Salary
$143,100.00 yearly
Job type
  • Full-time
Job description

Your passion. Our purpose. This could be powerful.

Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus : client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.

Job Overview

Position Schedule : Full-Time

The Risk Manager - Investment Advisory partners with stakeholders in the Wealth Management Advice & Solutions (WMAS) division to manage the risks associated with the Investment Advisory program. Effectively controls the risks associated with business activities via the execution of firm's Enterprise Risk Management framework for identifying, assessing, treating, mitigating, monitoring, reporting and escalating risks.

  • Responsible for carrying out risk and control activities per the Enterprise Risk Management Program as well as any divisional-required elements.
  • Primary focus includes issue management, incident management, critical business process mapping / inventorying and risk assessment support.
  • Understands division processes, historical risk results, firm policies / programs including all Enterprise Risk Management Program Framework and Standards.
  • Identifies inconsistencies with ERM Risk Management Program or internal standards.
  • Stays informed on risk industry and educational / development opportunities.
  • Executes risk management procedural requirements for open high risks including root cause analysis, action plan development, evidence, and remediation documentation including supporting business risk owners.
  • Uses GRC to document risk issues and assessment data.
  • Provides insights to leadership for potential consideration in risk forums.
  • Escalates emerging risk concerns and provides early warning on key risks to divisional leadership.
  • Executes training and assists divisional associates in understanding the Enterprise Risk Management Program.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts : health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page .

Hiring Minimum : $84100

Hiring Maximum : $143100

Read More About Job Overview

Skills / Requirements

  • Bachelor's degree required.
  • 2-4 years of risk management experience required.
  • Series 7 required or attainable within twelve months of hire
  • Experience in financial services, specifically investment advisory.
  • Experience in controls documentation and assessment.
  • Experience in process mapping and documentation.
  • Experience with Microsoft Office and GRC tools.
  • Experience in building relationships and networks.
  • Strong written and verbal communication skills.
  • Read More About Skills / Requirements

    Awards & Accolades

    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

    Check out our U.S. awards and accolades : Insights & Information Blog Postings about Edward Jones

    Check out our Canadian awards and accolades : Insights & Information Blog Postings about Edward Jones

    Read More About Awards & Accolades

    About Us

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

    Behind everything we do is our purpose : We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

    People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

    View our Purpose, Inclusion and Citizenship Report .

    Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

    Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

    LI-HO