Top 158 Equity analyst Jobs in Phoenix Az

Investment & Trader Analyst
Phoenix based Financial Service Firm —Phoenix, AZ
- $78,000 - $92,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Financial Analyst
Century Group International Inc —Scottsdale, AZ
- $55 - $60 an hour
- Contract
- Mid-level
- Finance
- Analysis skills
Quick Apply
6d
Behavior Analysis Practicum (Master's Level)
Action Behavior Centers —Scottsdale, AZ
- $24 - $30 an hour
- Full-time
- Clinic
- Senior level
- Continuing education credits
- Paid parental leave
Quick Apply
10d
Police Department Systems Analyst/Programmer II
City of Scottsdale —Scottsdale, AZ
- $48.18 an hour
- 8 hour shift
- Background check
- Pass drug screening
- Mid-level
- Paid holidays
- Disability insurance
6d
Junior Financial Analyst
PCRK Group —Tempe, AZ
- Hybrid work
- Azure
- Office
- 3 years
Quick Apply
Operations Analyst
Achieve —Tempe, AZ
- Full-time
- Hybrid work
- Research
- Microsoft Office
- Business
- Health savings account
- Health insurance
Quick Apply
4d
Equity Analyst
4Square Media —Paradise Valley, AZ
- From $75,000 a year
- Contract
- Hybrid work
- Background check
- CPA
- Office
- Relocation assistance
- Flexible schedule
Quick Apply
PWM Portfolio Investment Analyst
U.S. Bank National Association —Scottsdale, AZ
- $75,820 - $89,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
EHR Support Analyst
Salt River Pima-Maricopa Indian Community —Scottsdale, AZ
- $96,325 - $134,856 a year
- Full-time
- Background check
- Pass drug screening
- HIPAA
- Wellness program
- Health savings account
6d
U.S. Private Bank - Program Analyst
JPMorganChase —Phoenix, AZ
- $100,000 - $110,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Authentication Fraud Strategy Analyst
U.S. Bank National Association —Tempe, AZ
- $119,765 - $140,900 a year
- Full-time
- Office
- 8 years
- SQL
- Paid holidays
- Disability insurance
13d
Financial Analyst, Originations
Wolff Investment Management Services LLC —Scottsdale, AZ
- Hybrid work
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Strategic Financial Analyst
U.S. Bank National Association —Tempe, AZ
- $86,360 - $101,600 a year
- Full-time
- Writing skills
- Office
- 8 years
- Paid holidays
- Disability insurance
Workforce Analytics Reporting Analyst
U.S. Bank National Association —Tempe, AZ
- $81,515 - $95,900 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
Product Analyst
LifeStance Health —Scottsdale, AZ
- $71,779 - $86,135 a year
- Full-time
- Remote
- Mid-level
- SQL
- Analysis skills
- Paid parental leave
- AD&D insurance
Quick Apply
Analyst, Alt Investments
Northern Trust Corp. —Tempe, AZ
- $41,040 - $61,560 a year
- Full-time
- Mid-level
- Analysis skills
- Mentoring
- Health insurance
- Dental insurance
Fraud Risk Analyst
U.S. Bank National Association —Tempe, AZ
- $105,400 - $124,000 a year
- Full-time
- 6 years
- Computer Science
- Office
- Paid holidays
- Disability insurance
Senior Financial Analyst, Ops Finance (OH / AZ)
Hims & Hers —Mesa, AZ
- Full-time
- Remote
- Bachelor of Science
- Mid-level
- Finance
- Employee stock purchase plan
- Health insurance
9d
Management Analyst Sr.
City of Scottsdale —Scottsdale, AZ
- $88,670.40 - $120,889.60 a year
- 8 hour shift
- Background check
- 5 years
- Office
- Paid holidays
- Disability insurance
4d
Senior Financial Analyst
PacSci EMC —Chandler, AZ
- $91,700 - $170,100 a year
- 5 years
- Office
- Finance

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equity analyst jobs near phoenix az

Investment & Trader Analyst

Phoenix based Financial Service Firm
Phoenix, AZ

Quick Apply

Job Details

Full-time
$78,000 - $92,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Series 6
Trading
Investment management software
Series 7
Driver's License
Bachelor's degree
Series 24
Financial services
Series 65
Experience practicing in the securities industry

Full Job Description

Position Summary:

This is a full-time, on-site Investment Analyst and Trading role based in Scottsdale, AZ. The individual in this position will be responsible for conducting market research, analyzing investments, preparing financial models, and assisting in portfolio management. Key day-to-day responsibilities include monitoring portfolio performance, creating reports to

support strategy decisions, collaborating with the advisory team to align investment strategies with client goals, and a strong proficiency and accuracy with stock and bond trading. Trading responsibilities involve but are not limited to: raise cash requests,

allocation rebalancing, tax-harvesting, and initial allocation implementation. Individual will need to work closely with the One Wealth advisory team and be familiar with placing equity options trades including but not limited to: covered calls, protective puts, and options collars.

Individual will also work alongside fellow Investment Services team members to execute

account opening, transfers, and advisor-submitted investment tasks in line with daily SLAs, ensuring timely, accurate completion. This role offers a unique opportunity to ensure operational excellence and continue to build One Wealth’s scalable processes for their fast-growing RIA business.

Job Description:

Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax-harvesting
Execute cash raises, rebalances, and one-off trades in Orion Eclipse and at custodian
Process advisor-submitted investment tasks via Salesforce CRM and complete same-day executions (per SLA)
Leverage trading software (Orion Eclipse) to support daily operations and manage client portfolios at scale
Implement new accounts and execute rebalances within investment accounts
Assist with firm-wide model updates and trading
Identify and implement improvements to trading, portfolio management, and investment operations procedures to enhance scalability and efficiency
Apply knowledge of investment strategies and portfolio construction to support advisor requests and execution

Required Qualifications:

A Bachelor’s degree in Finance, Economics, Business Administration, Accounting or a related field.
2+ years of relevant experience in wealth management, trading, or investment operations.
2+ years of experience trading client portfolios using portfolio management and trading software.
Strong understanding of the wealth management industry and experience collaborating with advisors.
Proven ability to take ownership of tasks and execute with efficiency and accuracy.
Working knowledge of Orion Eclipse (or similar portfolio management system) and Schwab.
Current Series 65 license.

Preferred Qualifications, however, not required:

Experience with Orion Eclipse or comparable trading platforms
CFA or similar certifications strongly preferred but not required.
Familiarity with financial markets and regulatory compliance is an advantage.

Work Environment:

Scottsdale, AZ
In Office Position
Ideal Hours: 6:30 AM to 3:30 PM (or 7 AM – 4 PM)
Some Travel Required: conferences, team events, client events, etc (all with advance notice)

Job Type: Full-time

Pay: $78,000.00 - $92,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Health savings account
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

equity analyst jobs in phoenix az

Investment & Trader Analyst

Financial Analyst

Behavior Analysis Practicum (Master's Level)

Police Department Systems Analyst/Programmer II

Junior Financial Analyst

Operations Analyst

Equity Analyst

PWM Portfolio Investment Analyst

EHR Support Analyst

U.S. Private Bank - Program Analyst

Authentication Fraud Strategy Analyst

Financial Analyst, Originations

Strategic Financial Analyst

Workforce Analytics Reporting Analyst

Product Analyst

Analyst, Alt Investments

Fraud Risk Analyst

Senior Financial Analyst, Ops Finance (OH / AZ)

Management Analyst Sr.

Senior Financial Analyst

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