Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Investment & Portfolio Advisor

0000050176 RBC Capital Markets, LLC

0000050176 RBC Capital Markets, LLC is seeking a Senior Financial Associate in Phoenix, Arizona, to play a critical role in managing client accounts and executing financial transactions. This role requires strong analytical skills and an excellent understanding of investment products. The ideal candidate will have over 5 years of experience, relevant licenses, and advanced computer skills, including in Microsoft Office. The company offers a dynamic work environment with a comprehensive rewards program and a focus on professional development. #J-18808-Ljbffr 0000050176 RBC Capital Markets, LLC

Vacancy posted 22 hours ago
Similar jobs that could be interesting for youBased on the Senior Investment & Portfolio Advisor in Phoenix, AZ vacancy
  •  ...contribute to STORE's mission: The Senior Portfolio Manager is an integral member of STORE...  ...working in a commercial real estate investment firm, with at least 3 years' knowledge...  ...Charging Program STORE Capital Advisors, LLC is a proud equal opportunity... 
    Senior
    Full time

    STORE Capital

    Scottsdale, AZ
    22 hours ago
  • UMB Bank, located in Phoenix, AZ, is seeking a Sr. Portfolio Manager to assist loan officers in managing complex portfolios and risks associated with commercial loans. The role involves credit underwriting, client interaction, and oversight of financial service needs. Applicants... 
    Senior

    UMB Bank

    Phoenix, AZ
    4 days ago
  • IT Portfolio Financial Analyst, Senior / Consultant | Information Technology This role helps keep APS Operations running smoothly and effectively by bringing structure, insight, and coordination to complex business activities. By analyzing processes, strengthening systems... 
    Senior
    Work experience placement

    Arizona Public Service Company

    Phoenix, AZ
    22 hours ago
  • $120.75k - $189k

     ...exceptions, past dues, field exams, borrowing base reports, and covenant exceptions. Recognize and manage early warning signs for the portfolio on a recurring basis, analyzing borrower financial performance upon receipt of reporting requirements (monthly, quarterly, or... 
    Senior
    Local area
    Flexible hours

    UMB Financial Corporation

    Phoenix, AZ
    3 days ago
  • RBC is seeking a Senior Financial Associate in Phoenix, Arizona. In this role, you will play a vital part in enhancing the Financial Advisor Team's business by independently managing client portfolios and transactions. You will be expected to have more than 5 years of industry... 
    Senior

    RBC

    Phoenix, AZ
    22 hours ago
  • $69k - $127.8k

     ...information to support lending decisions for new and existing commercial banking loans and credit solutions within an assigned client portfolio. Deliver policy‑compliant credit recommendations while leading projects and initiatives focused on enhancing credit quality,... 
    Senior
    Part time
    Work experience placement
    Local area

    Women Veterans Interactive

    Phoenix, AZ
    4 days ago
  • FineMark National Bank & Trust in Scottsdale, Arizona, is seeking an experienced Investment Manager to oversee and manage the investment team and client portfolios. The role requires developing investment strategies for unique client goals and ensuring compliance with... 
    Senior

    FineMark National Bank & Trust

    Scottsdale, AZ
    3 days ago
  • $69k - $127.8k

    BMO is seeking a skilled credit analyst in Phoenix, Arizona, to analyze and prepare credit information for lending decisions. The ideal candidate must possess a Bachelor’s degree and have 3-5 years of experience in credit operations, along with expertise in commercial banking...
    Senior

    BMO

    Phoenix, AZ
    2 days ago
  • Women Veterans Interactive is looking for a professional to analyze and prepare credit information to support lending decisions within commercial banking. The successful candidate will have a strong operational understanding of loan agreements, compliance experience, and...
    Senior

    Women Veterans Interactive

    Phoenix, AZ
    4 days ago
  • $62.31k - $90.76k

    CREDIT PORTFOLIO MANAGER-OVERLAND PARK, KS OR AURORA, CO As the Credit Portfolio Manager, you will manage an assigned portfolio of Business...  ...UMB. #LI-CH1 Who we are We are more than a company. We are advisors, consultants, problem solvers, friends, community members,... 
    Local area
    Flexible hours

    UMB Bank

    Phoenix, AZ
    3 days ago
  • $92k - $120k

     ...Position Summary The SBA Portfolio Manager is responsible for overseeing the management and performance of the SBA loan portfolio, in most cases following final disbursement. This role involves collaborating with internal business partners to ensure effective portfolio... 
    Temporary work
    Interim role
    Work at office
    Local area
    Flexible hours

    Busey Bank

    Phoenix, AZ
    3 days ago
  • UMB Financial Corporation is seeking a skilled professional for a role focused on managing commercial banking relationships and performing detailed credit underwriting. Candidates should possess strong analytical skills and experience in banking, ensuring compliance and...
    Senior

    UMB Financial Corporation

    Phoenix, AZ
    3 days ago
  • Newmark Group is seeking an experienced property manager in Phoenix, Arizona, with a Bachelor's degree and at least 8 years in property operations management. The role requires overseeing operations, budget preparation, and fostering client relationships. Responsibilities...
    Senior

    Newmark Group

    Phoenix, AZ
    3 days ago
  • $118k - $196.7k

     ...Principal Portfolio Manager As a Principal Portfolio Manager, you'll take the lead in shaping a critical portfolio for Stryker's Sustainability Solutions business and accelerate growth in a dynamic, mission-focused environment. Lead market strategy by forecasting... 
    Work experience placement
    Work from home
    Relocation
    Relocation package
    Monday to Friday
    Shift work

    Stryker

    Phoenix, AZ
    2 days ago
  • $72k - $120k

     ...profitably secure, maintain, and grow the company’s real estate portfolio of leased and owned properties in a manner consistent with...  ...engaging in our wellness program ~ A people-first culture that invests in connection, community involvement, and transparency around employee... 
    Full time
    Temporary work
    Work at office
    Local area
    Relocation
    Monday to Friday
    Night shift

    Lamar Advertising Company

    Phoenix, AZ
    17 days ago
  • First Horizon in Scottsdale, Arizona, is seeking a professional to support the portfolio management team. The role involves assisting with transaction setups, credit analysis, annual evaluations, and managing loan maintenance. Qualified candidates should have a college... 

    Firsthorizon

    Scottsdale, AZ
    2 days ago
  • $162k - $324k

     ...Healthcare Investment Consultant We are seeking a talented individual to join our Healthcare Investment team at Mercer, a Marsh company...  ...and solutions. Analyze markets, investment managers, portfolios, and investment performance. Leverage your expertise to design... 
    Senior
    Minimum wage
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week
    1 day per week

    Marsh & McLennan

    Phoenix, AZ
    4 days ago
  • $140k - $165k

     ...Assistant Portfolio Manager Los Angeles, California, United States, Phoenix, Arizona, United States Arixa Capital is a leading private real estate lender and alternative investment manager with over $8 billion in originations completed since inception and a servicing... 
    Full time
    Work at office
    Immediate start

    Arixa Capital

    Phoenix, AZ
    9 days ago
  • $212k - $318k

     ...requirement of working at least three days a week in the office. As a Senior Leader, Government Health Actuary, you will develop the overall...  ..., clinicians and health policy consultants supporting a portfolio of large, complex capitation rate setting, risk adjustment and... 
    Senior
    Minimum wage
    Work at office
    Local area
    Flexible hours
    3 days per week
    1 day per week

    Dormont Manufacturing Co

    Phoenix, AZ
    1 day ago
  • Liberty Mutual Insurance is seeking an experienced Underwriter in Phoenix, Arizona, to manage broker portfolios, support product development, and analyze performance. This role demands 7-10 years of progressive underwriting experience and a degree in Business. The successful... 
    Senior

    Liberty Mutual Insurance

    Phoenix, AZ
    3 days ago
  • Bryten is seeking a Portfolio Community Manager for Avilla Camelback Ranch & Avilla Meadows in Phoenix, AZ. In this role, you will lead daily operations across two communities and emphasize resident experience. You will coach a team, manage budgets, and oversee leasing... 

    Bryten

    Phoenix, AZ
    22 hours ago
  • Capital Consultants Management Corporation in Scottsdale, AZ is seeking a Portfolio Community Manager to oversee community operations and ensure compliance with regulations. The ideal candidate will have an Associates Degree and management experience, along with strong... 

    Capital Consultants Management Corporation

    Scottsdale, AZ
    1 day ago
  • $75k - $85k

    Onni Group is seeking a detail-oriented Senior Property Accountant in Phoenix, Arizona. This role involves full‑cycle accounting and financial reporting across our US portfolio, ensuring compliance with GAAP. The ideal candidate should have 2-4 years of experience, expertise... 
    Senior

    Onni Group

    Phoenix, AZ
    22 hours ago
  • HOAMCO is seeking a Portfolio Community Manager in Scottsdale, AZ, responsible for managing day-to-day operations of assigned communities in accordance with company policies. The ideal candidate will possess a background in community management and have strong leadership... 

    HOAMCO

    Scottsdale, AZ
    2 days ago
  • $65k

    Job Overview In conjunction with the Regional Manager and Board of Directors, the Portfolio Manager will manage the business of the associations assigned to deliver exceptional services and solutions that enhance the value of the property and the lifestyle of the residents... 
    Contract work
    For contractors
    Work at office
    Local area
    Monday to Friday
    Weekend work
    Afternoon shift

    FirstService Residential

    Scottsdale, AZ
    3 days ago
  • Capital Consultants Management Corporation is seeking a Portfolio Community Manager in Phoenix, Arizona. This role encompasses managing community operations, ensuring compliance with regulations, and fostering relationships with Boards and residents. Candidates should have... 

    Capital Consultants Management Corporation

    Phoenix, AZ
    1 day ago
  • $125k - $170k

    The Portfolio Value Marketing Manager is responsible for defining and activating the integrated value story of LivaNova's cardiopulmonary portfolio in North America. This role integrates all of the products and services within our total perfusion solution across multiple... 
    Flexible hours
    Shift work

    LivaNova

    Phoenix, AZ
    4 days ago
  • HOAMCO is seeking a Portfolio Community Manager in Scottsdale, AZ, to oversee community operations and ensure regulatory compliance. This role requires an Associates Degree, along with 1-2 years of relevant experience. The ideal candidate will manage day-to-day activities... 

    HOAMCO

    Phoenix, AZ
    2 days ago
  • $80k

     ...more than just a place to live in. We’re a vibrant community built on empowerment, inclusivity, and connection. We’re looking for a Portfolio Community Manager who’s excited to make a difference and help shape the residents’ experience. What You’ll Be Doing Key... 
    Temporary work
    Live in
    Flexible hours

    Bryten

    Phoenix, AZ
    1 day ago
  • Careers at Capital Consultants Management Corporation Current job opportunities are posted here as they become available. Portfolio Community Manager HOAMCO - Scottsdale, AZ HOAMCO CULTURE: At HOAMCO, our team members are passionate about their work, bringing enthusiasm... 
    Contract work
    Temporary work
    For contractors
    Local area
    Flexible hours

    Capital Consultants Management Corporation

    Scottsdale, AZ
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Investment & Portfolio Advisor. Be the first to apply!