Talent.com

Investment manager Jobs in Scottsdale, AZ

Last updated: 1 day 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: 12 days ago
  • Promoted
Junior Engineer - Java,Spring Boot - Global Technology Investment

Junior Engineer - Java,Spring Boot - Global Technology Investment

Vets HiredPhoenix, AZ, United States
About the job Junior Engineer - Java,Spring Boot - Global Technology Investment.Entry level ability in software development. Previously completed internship with skills-based talent developer.Functi...Show moreLast updated: 10 days ago
Real Estate Investment Advisor (Residential)

Real Estate Investment Advisor (Residential)

EasyStreetOffersScottsdale, AZ, US
Quick Apply
Job Title : Real Estate Investment Advisor (Residential) Company : Easy Street Offers About Us : At Easy Street Offers, we are a dynamic, technology-driven platform dedicated to revolutionizing ...Show moreLast updated: 5 days 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
J.P. Morgan Wealth Management – Licensed Investment Professional

J.P. Morgan Wealth Management – Licensed Investment Professional

JPMorgan Chase & Co.Tempe, AZ, United States
Full-time
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Show moreLast updated: 30+ days ago
  • Promoted
Trading Operations Specialist

Trading Operations Specialist

Foundations Investment AdvisorsPhoenix, AZ, United States
Full-time
Are you a detail-oriented, analytical professional ready to elevate your career in investment operations? This is your chance to join a rapidly growing SEC-registered RIA that manages over $7.Imagi...Show moreLast updated: 4 days ago
  • Promoted
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: 1 day 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
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
Supervisor - Financial Analytics and Market Research (Investment Banking)

Supervisor - Financial Analytics and Market Research (Investment Banking)

R.R. DonnelleyPhoenix, AZ, US
$62,800.00–$111,400.00 yearly
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
Outbound Investment Advisor

Outbound Investment Advisor

Edelman Financial EnginesPhoenix, Arizona
Investment Advisor (Outbound) (Phoenix, AZ or Remote).At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! . We know that assets have the power to fund go...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
  • 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: 8 days 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
Regulatory GAAP and Statutory Investment Reporting Analyst

Regulatory GAAP and Statutory Investment Reporting Analyst

Lincoln Financial GroupPhoenix, AZ (Arizona)
$67,000.00–$120,700.00 yearly
You will provide timely and proper investment reporting of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. You will specifically be responsible for the in...Show moreLast updated: 30+ days 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: 2 days ago
Senior Investment Advisor (OCIO) - Institutional Asset Management

Senior Investment Advisor (OCIO) - Institutional Asset Management

PNC Bank NAPhoenix , AZ
Full-time
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
  • 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: 1 day ago
  • Promoted
Investment Analyst

Investment Analyst

VirtualVocationsScottsdale, Arizona, United States
Full-time
A company is looking for an Investment Reporting Analyst.Key ResponsibilitiesProduce and manage recurring investment reports for various stakeholdersPerform month-end portfolio performance procedur...Show moreLast updated: 6 days ago
Manager, Investment Accounting

Manager, Investment Accounting

CIM GroupPhoenix, Arizona, United States, 85003
12 days ago
Job description

ABOUT CIM GROUP :

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 communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 1,000+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today!

POSITION PURPOSE :

The Manager, Investment Accounting, will be responsible for the oversight and performance analysis of asset level accounting results and finalizing required monthly investment accounts in line with GAAP for assigned investments. The Manager will also be responsible for balance sheet reconciliations and compliance with CIM's control framework. Additional responsibilities may include oversight of cash management and third-party lender reporting.

The role supports the Controller & Vice President and relies heavily on independent judgment and discretion and includes only limited supervision.

RESPONSIBILITIES :

  • Monthly reporting and analysis
  • Review property accounts prepared by asset level accountants.
  • Responsible for accounting for investments, including preparing investment level financial statements, by consolidating property trial balances and preparing GAAP adjustments as required by ASC 970 Real Estate Accounting and ASC 820 Fair Value Accounting.
  • Accounting for investment level debt, property taxes, insurance payables and other non-operating accruals.
  • Assist with real estate investment and debt schedules for valuations, prepare fair value entries and supporting cost & debt roll forwards.
  • Calculation and accounting for property and development management fees and where required fund management fees based on fund tier levels.
  • Review of balance sheet reconciliations and analytical reviews of investment level performance.
  • Completion and review of quarter end and month end checklist tasks.
  • Prepare schedules and support for audits, tax preparation and valuations.
  • Review of semi and annual financial reporting, including consolidated financial reporting as required under GAAP.
  • Investment acquisitions and dispositions
  • Accounting for acquisition and disposition of assets and booking of required funding.
  • Assist in set up of accounting structures.
  • Cash and third-party lender management
  • Monitor cash balances and liquidity needs in the investment structures, approving settlement of invoices and working with team on capital draws and distributions.
  • Approval of non-operating accruals and accounts payable.
  • Preparation and / or review of lender reporting for third party debt that might be in place and supporting management, and other teams in calculation of loan level covenants.

EDUCATION / EXPERIENCE REQUIREMENTS : (including certification, licenses, etc.)

  • Bachelor's Degree in Accounting or related field.
  • CPA certification qualified with a large accounting firm and awareness of SOX controls.
  • Minimum of 5 years of previous GAAP accounting with experience in ASC 970 Real Estate and ASC 820 Fair Value preferred.
  • Industry experience should be with Real Estate and / or Investment Management firms.
  • Experience in Yardi and proficient in Microsoft Office, especially Excel and Word
  • ABOUT YOU :

  • Ability to independently organize and manage multiple tasks in a detailed and deadline-oriented environment with minimal supervision.
  • Analytical and critical thinking skills.
  • Strong written and verbal communication skills and the ability to clearly communicate trends in large volumes of financial data.
  • Ability to read, analyze and interpret complex agreements
  • Ability to solve practical problems and continuously identify new ways to improve processes.
  • WHAT CIM OFFERS :

    At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including :

  • A variety of Medical, dental, and vision benefit plans
  • Health Savings Account with a generous employer contribution
  • Company paid life and disability insurance
  • 401(k) savings plan, with company match
  • Comprehensive paid time off, including : vacation days, 10 designated holidays, sick time, and bereavement leave
  • Up to 16 hours of volunteer time off
  • Up to 16 weeks of Paid Parental Leave
  • Ongoing professional development programs
  • Wellness program, including monthly and quarterly prizes
  • And more!
  • Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required.

    HOW WE FEEL ABOUT DIVERSITY AND INCLUSION :

    At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.

  • Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.
  • CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy.

    LI-BL1

    PI262429929