Top 84 Investment analyst Jobs in Tempe, 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
Associate Analyst, Operations - Performance and Data Recon
LPL Financial Corp —Tempe, AZ
- $20.85 - $34.71 an hour
- Full-time
- Office
- Finance
- Analysis skills
- Health insurance
- Paid time off
Quick Apply
9d
Real Estate Development Analyst
Walton Global Holdings, LLC —Scottsdale, AZ
- $85,000 - $95,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
Analyst
Matthews Real Estate Investment Services, Inc —Scottsdale, AZ
- Full-time
- Mid-level
- Finance
- Real Estate License
- Health insurance
- Dental insurance
2d
Investment Portfolio Analyst
Columbia Banking System —Phoenix, AZ
- $68,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Disability insurance
- Health insurance
Land Acquisition Analyst
K. Hovnanian Homes —Scottsdale, AZ
- Full-time
- Office
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
3d
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
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
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
Analyst Positions
Actuarial Strategies and Tactics —Scottsdale, AZ
- Email
- Finance
- SQL
- Analysis skills
- Health savings account
- Health insurance
Analyst
Falck Revenue Cycle Management —Mesa, AZ
- Weekends as needed
- Computer literacy
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Fraud Risk Analyst
U.S. Bank National Association —Tempe, AZ
- $119,765 - $140,900 a year
- Full-time
- Mid-level
- Office
- Master's degree
- Paid holidays
- Disability insurance
7d
Credit Analyst - New Accounts
Sunstate Equipment Co., LLC —Phoenix, AZ
- Overtime
- Hybrid work
- Office
- Fair chance
- Entry level
- Paid holidays
- Health insurance
Quick Apply
Enterprise Risk Management Analyst
Columbia Banking System —Phoenix, AZ
- $60,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Disability insurance
- Health insurance
Finance Analyst Co-Op (Program Pricing) - Part-Time
COMTECH TELECOMMUNICATIONS —Chandler, AZ
- Temporary
- Pass drug screening
- Office
- Finance
Quick Apply
3d
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
Financial Analyst, Originations
Wolff Investment Management Services LLC —Scottsdale, AZ
- Hybrid work
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Finance Analyst III-FAS-Hybrid-ARZ
Mayo Clinic —Phoenix, AZ
- $92,830.40 - $129,958.00 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Health savings account
- Health insurance
4d
Land Acquisition Analyst
Century Complete —Phoenix, AZ
- Hybrid work
- Engineering
- Mid-level
- Office
Quick Apply
Mortgage Treasury Facility II, Analyst
Carrington Mortgage Holdings —Chandler, AZ
- $70,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Health insurance
- Tuition reimbursement

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investment analyst jobs near tempe, 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

investment analyst jobs in tempe, az

Investment & Trader Analyst

Associate Analyst, Operations - Performance and Data Recon

Real Estate Development Analyst

Analyst

Investment Portfolio Analyst

Land Acquisition Analyst

PWM Portfolio Investment Analyst

U.S. Private Bank - Program Analyst

Analyst, Alt Investments

Analyst Positions

Analyst

Fraud Risk Analyst

Credit Analyst - New Accounts

Enterprise Risk Management Analyst

Finance Analyst Co-Op (Program Pricing) - Part-Time

Authentication Fraud Strategy Analyst

Financial Analyst, Originations

Finance Analyst III-FAS-Hybrid-ARZ

Land Acquisition Analyst

Mortgage Treasury Facility II, Analyst

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