Real Estate Financial Analyst - Portfolio & Investments
Walton Global
Walton Global is seeking a Financial Analyst to join the Financial and Real Estate team at our Scottsdale headquarters. This in-office role focuses on analyzing current and future projects to inform executive decision making and supports portfolio management across departments. You will apply strong analytical abilities, attention to detail, and excellent communication skills to build complex models, underwrite opportunities, and contribute to investor reporting and distributions. #J-18808-Ljbffr Walton Global
- 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...Suggested
- ...guided by a common purpose to help make financial lives better through the power of every... ...-worth investors to create customized investment strategies. Key responsibilities include... ...all aspects of discretionary portfolio management including asset allocation,...SuggestedFull timeWork at officeFlexible hoursDay shift
- ...communities are growing and so is our corporate team! We’re hiring a Portfolio Analyst at our corporate office in Scottsdale, AZ.Why You’ll Love... ...research and detailed reporting related to multifamily real estate including but not limited to rent and occupancy trends,...SuggestedFull timeWork at office
- ...Portfolio Manager III Scottsdale, Arizona To proceed with your application, you must... ...by a common purpose to help make financial lives better through the power of every... ...net-worth investors to create customized investment strategies. Key responsibilities include...SuggestedWork experience placementWork at officeFlexible hoursShift workDay shift
- ...to STORE's mission: The Senior Portfolio Manager is an integral member of STORE... ...responsible for analyzing tenant and property financials, reviewing industry and customer... ...experience working in a commercial real estate investment firm, with at least 3 years'...SuggestedFull time
- ...guided by a common purpose to help make financial lives better through the power of every... ...-worth investors to create customized investment strategies. Key responsibilities include... ...all aspects of discretionary portfolio management including asset allocation,...Work experience placementWork at officeFlexible hoursShift workDay shift
- ...analysis experience to join our Portfolio Management team. How... ...STORE’s mission: The Investment Analyst is an integral member of... ...tenant and property financials, reviewing industry and customer... ...work experience in commercial real estate, banking, or a related area...Work experience placement
- Mark-Taylor in Scottsdale, AZ is seeking a Portfolio Analyst to support weekly and monthly Asset Management and Property Management reporting. You will analyze market data, track rent and occupancy trends, and develop operational tools to help the portfolio team make informed...
- Overview We are seeking a detail oriented and proactive professional to oversee a diverse portfolio of commercial real estate and construction loans. This role offers the opportunity to take full ownership of the construction loan lifecycle, from pre‑closing due diligence...Permanent employmentFor contractors
- Bank of America seeks a senior investment portfolio professional to lead discretionary portfolio management for high-net-worth clients. You... ...requires a decade of investment decision-making, breadth across financial products, and a proven ability to manage complex portfolios...
- 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
- 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...
$51.8k - $95.9k
...Ostler, you will partner with one or more Portfolio Managers to deliver an exceptional... ...account administration, client service, financial planning, and proactive communication.Key... ...with accuracy and professionalismDraft Investment Policy Statements (IPS) and IPS...Contract workPart timeWork at officeLocal area- ...specializes in providing carefully tailored financial planning and wealth management... ...Description This is a full-time, on-site Portfolio Analyst and Senior Trading role based in... ...conducting market research, analyzing investments, preparing financial models, and assisting...Full time
- 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...Full time
- ...seeks a Manager of Research Operations to oversee the research portfolio across the network, guiding prioritization and coordination... ...trial activation, sponsor relationship management, and ensuring financial health aligns with resources, under regulatory guidelines and...
- 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...
- 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...
- ...transforming how investors access personalized financial advice. Vanguard's Personal Wealth... ...'s client-first philosophy, low-cost investing expertise, and innovative technology to... ...capabilities. The division oversees a complex portfolio that includes equity, options, and fixed...Full timeWork at office
- ...integrity, and daily operations of our investment products. As a Fund & Investment Operations Analyst, you'll solve operational... ...cash flow, transaction, and portfolio holdings data.Leads process improvements... ....To work for the long-term financial wellbeing of our clients. To...Full timeWork experience placement
- 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...Full time
$77k - $115k
...to Day Indeed is seeking a Senior Financial Analyst to join our R&D FP&A team as a strategic... ...planning, growth optimization, and investment ROI analysis to enable data-driven decision... ...across a quickly evolving product portfolio. Responsibilities Oversee financial...Work experience placementLocal area$85k - $90k
...privately-owned land asset management and real estate investment company with over 47 years of... ...is currently looking for a full-time Financial Analyst that will work out of our global headquarters... .... This role will have companywide portfolio management responsibilities while...Full timeContract workTemporary workCasual workWork at office$94.4k - $293.8k
...experts with access to the most robust portfolio of capabilities and ecosystem relationships... ...mindset doesn't happen by chance. We invest in training and development in a big way... ...Qualifications: Minimum 7+ years of experience in Financial Services specializing in Investment...Live inWork at officeLocal area- ...investors access personalized financial advice. Vanguard's Personal... ...client-first philosophy, low-cost investing expertise, and innovative... ...their money with confidence. The portfolio includes Vanguard Cash... ...card programs, money movement, real‑time payments, and digital payment...Full timeWork 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,...
- ...Date: 2025 ESSENTIAL JOB FUNCTIONS The Investment Analyst position is an integral component of... ...RESPONSIBILITIES Performs daily operation of portfolio management software including analysis... ...Savings Account (HSA), ensuring financial stability and proactive health...Full timeTemporary workWork at office
$201.48k - $218.01k
...technology, cybersecurity, privacy, data, financial systems, and artificial intelligence.... ...technology, data, AI, and governance portfolio, this director will establish and operate... ...posture, remediation progress, and investment priorities.Govern IT programs and projects...Work experience placementFlexible hours- ...final sign-off on client-facing financial reporting, owns client... ...role for someone ready to take real accountability for both the accuracy... ..., venture capital, real estate, private credit, hedge fund,... ...deadlines are met across your portfolio, reallocating staff and resources...Work at officeFlexible hours
$70.35k - $205.8k
...experts with access to the most robust portfolio of capabilities and ecosystem relationships... ...mindset doesn’t happen by chance. We invest in training and development in a big way... ...Knowledge of digital assets and emerging financial market infrastructure, such as crypto markets...Work experience placementLive inWork at officeLocal area
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