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Investment Analyst
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
Responsibilities
- Track, evaluate and perform due diligence for investment advisory offerings across Liquid Markets, Structured Products, and Alternatives
- Prepare ad hoc and ongoing investment analysis for weekly investment team meetings
- Prepare investment memos, investment analysis, and general market update materials
- Collect, validate, and maintain financial data from multiple sources
- Collaborate with client solutions, investment product, and performance teams to improve processes
- Support financial modeling and scenario analysis for team projects and financial requests from senior management
- Be involved with special teamwide projects as needed
- Bachelor’s degree in Finance, Economics, Business, or related field
- 2+ years of experience in investment analysis, performance reporting/analysis or similar
- FINRA Series 7 license preferred
- Demonstrated understanding of investment products and capital markets
- Excellent analytical, problem-solving, and communication skills
- Proficiency with Microsoft’s suite of products; familiarity with data analytics tools preferred.
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