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Investment specialist Jobs in Scottsdale, AZ

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Investment specialist • scottsdale az

Last updated: 10 hours ago

Associate, Investment Operations

PathstoneScottsdale, AZ, United States
$70,000.00 yearly
Full-time

Investment Operations Associate.The Investment Operations Associate position offers an opportunity to serve as a key member of our centralized investment operations team focused on private fund inv... Show more

Investment Consultant - Relationship Manager

Morgan StanleyScottsdale, AZ, United States
Full-time

Investment Consultant - Relationship Manager.The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with n... Show more

Middle Office Investment Banking Analyst

MUFGTempe, AZ, United States
$70,000.00 yearly
Full-time

Corporate Banking Middle Office Loan Trading Analyst.The Corporate Banking Middle Office Invest Banking Analyst is broadly responsible for coordinating and supporting the closing corporate/Investme... Show more

Senior Investment Professional - Technology Opportunistic Credit

CAPITAL IP INVESTMENT PARTNERS LLCParadise Valley, AZ, US
Full-time

We are an existing private credit firm building out our opportunistic credit platform focused on the technology landscape, broadly defined.We provide structured capital and credit solutions whereve... Show more

Investment Data & Trade Support, Specialist

VanguardScottsdale, Arizona, US
Full-time

Are you energized by investments, problem-solving, and delivering high-quality work in a fast-paced environment? Join.Specialist supporting Vanguard’s.FIG manages active and index bond funds and ov... Show more

PWM Portfolio Investment Analyst

US BankScottsdale, AZ, United States
$75,820.00 yearly
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

Field Supervision Director - Investment Advisory

Arizona StaffingTempe, AZ, United States
Full-time

Edward Jones Field Supervision Opportunity.Join a financial services firm where your contributions are valued.Edward Jones is a Fortune 500 company where people come first.With over 9 million clien... Show more

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Remote Investment Analyst - AI Trainer ($50-$60 per hour)

Data AnnotationScottsdale, Arizona
$50.00 hourly
Remote
Full-time

DataAnnotation is committed to creating high-quality AI.Enjoy the flexibility of remote work and the freedom to set your own schedule.This is an opportunity to work with us as an independent contra... Show more

J.P. Morgan Wealth Management - Vice President, Investment Product Specialist

ChaseTempe, AZ, United States
Full-time

Vice President, Investment Product Specialist.Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth m... Show more

J.P. Morgan Wealth Management - Vice President, Investment Product Specialist

JPMorgan ChaseTempe, AZ, United States
Full-time

Vice President, Investment Product Specialist.Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth m... Show more

Investment Management Business Strategy Manager

DeloitteTempe, AZ, United States
Full-time

Deloitte is committed to providing reasonable accommodations for people with disabilities.If you require a reasonable accommodation to participate in the recruiting process, please direct your inqu... Show more

Claims specialist

Pyramid ConsultingScottsdale, AZ, United States
Temporary

Immediate need for a talented Claims specialist with experience in the Insurance Industry.This is a 06+ Months Contract opportunity with long-term potential and is located in [Location].Please revi... Show more

PWM Portfolio Investment Analyst

U.S. BankScottsdale, AZ, United States
Full-time

Private Wealth Management Analyst.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities w... Show more

Investment Analyst- Portfolio Management

STORE CapitalScottsdale, AZ, United States
Full-time

STORE Capital Advisors, LLC is seeking a team orientated, self starter with credit analysis experience to join our Portfolio Management team.The Investment Analyst is an integral member of STORE Ca... Show more

Remote Investment Banking Expert - AI Trainer ($90-$100 per hour)

MercorScottsdale, Arizona, US
$90.00 hourly
Remote
Full-time

Role Overview** - Mercor is seeking senior investment banking professionals to build evaluation tasks for AI systems operating in Fortune 500 enterprise M&A and capital markets contexts.The workflo... Show more

ASSOCIATE, PRIVATE INVESTMENT OPERATIONS

Cresset CapitalScottsdale, AZ, United States
Full-time

Associate, Private Investment Operations.Scottsdale Office - Scottsdale, AZ 85254.Cresset is a firm built by clients, for clients.As an independent, award-winning multi-family office and private in... Show more

Associate Regional Consultant - Model Portfolios, AVP - State Street Investment Management

State StreetScottsdale, AZ, United States
$70,000.00 yearly
Full-time

Associate Regional Consultant, Model Portfolios.We are currently hiring a sales distribution role within State Street Investment Management's U.In this role, you will work with a team of model dist... Show more

Proposal Specialist

Edupoint Educational Systems, LLCMesa, AZ, United States
Full-time

Proposal Development Specialist.This position supports Edupoint Educational Systems by engaging in proposal development, proposal authoring, and the timely production of responsive and fully compli... Show more

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The cities near Scottsdale, AZ that boast the highest number of investment specialist jobs are:
Associate, Investment Operations

Associate, Investment Operations

PathstoneScottsdale, AZ, United States
30+ days ago
Salary
$70,000.00 yearly
Job type
  • Full-time
Job description

Investment Operations Associate

The Investment Operations Associate position offers an opportunity to serve as a key member of our centralized investment operations team focused on private fund investments, separately managed accounts, client relationships, AML / KYC requirements, and transaction execution. The role requires strong attention to detail and a high degree of operational and process acumen.

Key Responsibilities:

  • Work independently and prioritize tasks based on urgency and deadlines.
  • Coordinate with necessary parties as needed (including relevant counterparties, custodians, portfolio managers, client teams, research, and Legal & Compliance) to ensure seamless processing of transactions.
  • Communicate directly with clients in a timely manner.
  • Independently complete fund subscription documents on behalf of clients.
  • Independently complete custodian new account opening forms for clients.
  • Timely and accurately execute investment operations (i.e. transaction processing, investment funding, cash transfers, facilitate securities trades, wire set-up, standing letters of authorization, etc.) in accordance with guidelines and regulatory requirements.
  • Coordinate the collection of AML/KYC documents for client investment in funds with external clients and internal teams, applying judgment in response to specific manager requests.
  • Using appropriate judgment, escalate issues and inaccuracies to the head of Investment Operations.

Qualifications:

  • Possess a strong motivation to provide great client service.
  • Enjoy problem solving, a fast-paced environment, and working as part of a team.
  • Value and model the attributes that make our firm great: collaboration, excellence, good judgement, initiative, innovation, integrity, and leadership.
  • Have a bachelor's degree and one to three years of financial services experience, with exposure to the areas of investment operations, fund administration, data governance, and/or investment management.
  • Work well in a "start-up" team environment where accountability and initiative are highly valued.
  • Are an intellectually curious, creative problem solver who is not afraid to ask questions.
  • Communicate effectively and are comfortable presenting in both verbal and written formats.
  • Demonstrate the ability to handle pressure and thrive in a fast-paced, deadline-motivated environment, while maintaining a high level of attention to detail.
  • Prioritize operating ethically and professionally, demonstrate a strong sense of integrity, and consistently exercise good judgement.
  • Welcome feedback and are quick to act on it.
  • Operate with a positive, proactive, "no-job-is-too-small" attitude.

Pay Transparency: Pathstone's expected starting base compensation range for the position as of the time of this posting is $70,000 - $85,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.