Senior Portfolio Trader & Investment Analyst
One Wealth
One Wealth in Scottsdale, AZ, is seeking a Portfolio Analyst and Senior Trading professional for a full-time, on-site role. You will conduct market research, analyze investments, prepare financial models, and assist in portfolio management to deliver value to clients. Responsibilities include monitoring portfolio performance, creating reports for strategy decisions, and collaborating with the advisory team to align investments with client goals. #J-18808-Ljbffr One Wealth
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Portfolio Trader & Investment Analyst in Scottsdale, AZ vacancy
- ...clients. Role Description This is a full-time, on-site Portfolio Analyst and Senior Trading role based in Scottsdale, AZ. The individual in this... ...be responsible for conducting market research, analyzing investments, preparing financial models, and assisting in portfolio...SeniorFull time
- Senior Investment Analyst FAS Product & Portfolio Strategy, is a vital component of Vanguard’s offer to our financial intermediary clients and prospects. FAS has been one of the fastest growing centers of profitability for the Vanguard enterprise, and P&PS plays a key...SeniorFull time
- ...credit analysis experience to join our Portfolio Management team. How you will contribute to STORE’s mission: The Investment Analyst is an integral member of STORE Capital’... ..., presentations, and reports for Senior Management and Portfolio Managers Formulate...SuggestedWork experience placement
STORE CAPITAL ADVISORS LLC
Scottsdale, AZ6 days ago - The Vanguard Group is seeking an Investment Analyst in the FAS Product & Portfolio Strategy group. This role supports financial intermediary clients and prospects by delivering investment analyses and product insights, helping advisors build better portfolios and improve...Suggested
- The Vanguard Group is seeking a Senior Investment Analyst in the FAS Product & Portfolio Strategy area in Scottsdale. This role supports financial intermediary clients and prospects with investment analyses, product insights, and strategic recommendations. As part of a...Senior
- MidFirst Bank is seeking a detail oriented professional to oversee a diverse portfolio of commercial real estate and construction loans, taking full ownership of the construction loan lifecycle from pre‑closing due diligence through project completion. Join a proactive...For contractors
- ...detail oriented and proactive professional to oversee a diverse portfolio of commercial real estate and construction loans. This role... ...with internal and external stakeholders including loan officers, senior bank leadership, clients, developers, and contractors. Administer...Permanent employmentFor contractors
- FineMark Bank & Trust, a division of Commerce Bank, seeks an experienced investment professional to manage client portfolios and build trusted relationships. You will design tailored investment plans, monitor performance, and align strategies with fiduciary guidelines while...Senior
- FineMark Bank and Trust, a division of Commerce Bank, seeks a Private Wealth Advisor to manage client portfolios and provide comprehensive investment planning. You will develop wealth strategies, monitor accounts, and maintain fiduciary compliance while growing client relationships...Senior
- Bank of America seeks a senior investment portfolio professional to lead discretionary portfolio management for high-net-worth clients. You will design and oversee asset allocation, security selection, and risk controls while guiding client conversations and growth initiatives...Senior
- Old National Bank seeks a Senior Portfolio Manager to lead investment activities for high-net-worth clients within Wealth Management. You will develop client-centric portfolios and provide oversight for complex accounts. The role requires deep knowledge of investment strategies...Senior
- ...Senior Portfolio ManagerHow you will contribute to STORE's mission:The Senior Portfolio Manager is an integral member of STORE Capital's... ...4-5 years of experience working in a commercial real estate investment firm, with at least 3 years' knowledge of corporate credit analysis...Senior
STORE Capital
Scottsdale, AZ2 days ago - United States Digital Space LLC in Scottsdale seeks a senior investment professional to lead discretionary portfolio management for high-net-worth clients. You will design, manage and monitor investment strategies, including asset allocation, security/manager selection...Senior
- A leading investment firm in Scottsdale is seeking an experienced Investment Analyst to join its Portfolio Management team. The role focuses on analyzing tenant and property financials and assessing risks across a $16 billion net-lease portfolio. Qualified candidates should...
- About this role:Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager to support its Emerging Middle Market and Middle Market banking... ...may apply regarding outside activities or personal investing; affected employees will be expected to provide...SeniorFull timeWork experience placement
- Store Capital Corp. is seeking a Senior Portfolio Manager to join its Portfolio Management team in Scottsdale, Arizona. This role involves... ...candidate should have extensive experience in real estate investment, proficiency in financial modeling, and strong problem-solving...Senior
- ...a Sr. FP&A Manager to drive financial planning, reporting, and strategic analysis across a portfolio of terminals. You will partner with operations, Shared Services, and senior leadership to deliver insights and coordinate planning processes. The role emphasizes financial...Senior
- ...CHARACTERISTICS Job Level: Associate / Senior Associate Type of Position: Full Time Anticipated... ...: 2025 ESSENTIAL JOB FUNCTIONS The Investment Analyst position is an integral component of... ...Performs daily operation of portfolio management software including analysis...Full timeTemporary workWork at office
- A financial advisory firm is seeking an Investment Analyst to join their Analytics team in Milwaukee, Wisconsin. The role involves daily portfolio management, client reporting, and investment analysis. Candidates should have a Bachelor’s degree in finance or economics,...
$77k - $115k
...Senior Financial AnalystIndeed is seeking a Senior Financial Analyst to join our R&D FP&A team as a strategic partner to our Engineering... ..., growth optimization, and investment ROI analysis to enable data-... ...a quickly evolving product portfolio.ResponsibilitiesOversee financial...SeniorWork experience placementLocal areaArizona Staffing
Scottsdale, AZ2 days ago- ...investigators, biostatisticians, and clinical teams to support study objectives and regulatory compliance. Essential Functions Portfolio Oversight & Data Governance: Develop and maintain a centralized data infrastructure to support oversight of all IITs Ensure all studies...SeniorInterim roleWork at officeMonday to FridayShift work
$53k - $65k
Current Employees and Contractors Apply HereOsaic Careers Trading Opportunity in Financial Services Equity Trader Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale...Full timeFor contractorsWork at officeImmediate startOsaic
Scottsdale, AZ4 days ago- ...private equity, venture capital, real estate, private credit, hedge funds, and family offices. The Senior Fund Accountant owns the accounting process for an assigned portfolio, mentoring Associates and ensuring timely reporting. Responsibilities include overseeing...Senior
Acuityfundsolutions
Scottsdale, AZ2 days ago - Sunflower Bank, N.A. is seeking a Senior Credit Analyst to play a lead role in central underwriting for the Business Banking team in Scottsdale... ..., AZ. You will manage complex credit analyses, assist with portfolio management, and support senior underwriting goals. The role...Senior
- Sunflower Bank, N.A. in Scottsdale, AZ is seeking a Senior Credit Analyst to support the Business Banking team with centralized underwriting and portfolio management. The role focuses on producing complex credit analyses, monitoring covenants, and collaborating across...Senior
- ...at sunflowerbank.com. Position Full-time Business Banking Senior Credit Analyst Role Summary The Senior Credit Analyst position will be in... ...centralized underwriting needs, assist with line of business portfolio management and other complex credit functions. Responsibilities...SeniorFull timeWork at officeWeekend workAfternoon shift
Sunflower Bank, N.A.
Scottsdale, AZ5 days ago - Audit Senior/Manager - Public Accounting - HybridScottsdale, AZMust-HavesBachelor’s degree in Accounting requiredPublic accounting audit... ...CPA firm with strong leadershipExposure to a diverse client portfolio across multiple industriesStrong opportunities for advancement...SeniorRemote workFlexible hours
- ...Senior Fund Accountant ABOUT THE ROLE The Senior Fund Accountant owns the accounting process for an assigned portfolio of funds — exercising independent judgment, reviewing junior work, and mentoring Associates along the way. This is a role for someone ready to take real...SeniorWork at officeFlexible hours
Acuityfundsolutions
Scottsdale, AZ2 days ago $40 - $50 per hour
...Century Group is partnering with a client that is seeking a Senior Financial Analyst to assist their team. Exact compensation may vary based on skills, experience, and location. Expected starting pay rate of $40.00 to $50.00 per hour. Job Responsibilities:...SeniorHourly payCentury Group
Scottsdale, AZ1 day ago- Osaic is seeking a Compliance Analyst - IA Oversight in Scottsdale, AZ to support a comprehensive investment advisory compliance program. The role requires collaboration with RIAs and financial planning teams to monitor, test, train, remediate, and report on compliance...Full timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Portfolio Trader & Investment Analyst. Be the first to apply!
Related searches
- investment specialist Scottsdale, AZ
- investment analyst Scottsdale, AZ
- portfolio analyst Scottsdale, AZ
- investment officer Scottsdale, AZ
- investment banking analyst Scottsdale, AZ
- senior network engineer remote Scottsdale, AZ
- senior manager legal Scottsdale, AZ
- sr project manager Scottsdale, AZ
- senior account executive Scottsdale, AZ
- senior staff systems engineer Scottsdale, AZ