Last updated: 2025-05-22

10 Fund Accounting And Administration jobs in Phoenix.

Hiring now: Fund Dir @ Cim, Trust Portfolio Mgr @ Umpqua Ban, Wealth Advisor @ Busey, Financial Reporting Assoc @ Equity Met.Explore more at at kaamvaam.com

šŸ”„ Skills

fiduciary objectives (4) financial analysis (4) compliance regulations (4) business development (4) communication skills (4) real estate (3) portfolio management (3) accounting (3) asset allocation (3) financial reporting (2)

šŸ“ Locations

Phoenix (7) Scottsdale (3)
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Cim Group

Fund Director Phoenix
Skills & Focus: fund accounting, financial reporting, technical issues, problem solving, training, infrastructure assets, investment oversight, accounting team, community-focused, real estate
About the Company: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create valā€¦

Umpqua Bank

Trust Portfolio Manager Phoenix
Skills & Focus: trust management, investment relationships, fiduciary objectives, financial analysis, portfolio management, compliance regulations, accounting principles, team collaboration, business development, communication skills
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: 5 years of industry work experience
Salary: $102,000.00 to $200,000.00
Type: Full-time
Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits including healthcare coverā€¦

Cim Group

Associate, Client Engagement Group Phoenix
Skills & Focus: client engagement, portfolio oversight, fund operations, marketing, compliance, accounting, investments, cross-functional collaboration, business development, capital attraction
About the Company: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create valā€¦
Type: Full-time

Umpqua Bank

Trust Portfolio Manager Phoenix
Skills & Focus: Trust Portfolio Manager, investment management, fiduciary objectives, investment portfolios, compliance regulations, trust software, financial analysis, asset allocation, accounting literature, communication skills
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicatedā€¦
Experience: 5 years of industry work experience
Salary: $102,000.00 to $200,000.00
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k) with employer match, employee assistance program, life insurance, disability ā€¦

Cim Group

Senior Associate Phoenix
Skills & Focus: accounting, financial information, preparation, consolidated, accuracy, timeliness, real estate, infrastructure, CIM Group, subsidiaries
About the Company: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create valā€¦
Portfolio Oversight Professional Phoenix
Skills & Focus: investments, portfolio management, real estate, fund performance, investor communication, valuation, investment vehicles, real assets, collaborative, CIM's funds
About the Company: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create valā€¦

Busey

Wealth Advisor Phoenix
Skills & Focus: client relationships, Wealth Management, financial planning, investment strategy, asset allocation, client recommendations, account reviews, client service, team coordination, business development
About the Company: Busey is a financial services provider that offers wealth management and banking services to clients.
Experience: Knowledge of Wealth Management Services including Investments, financial planning, banking and trust concepts.
Salary: $113,000 - $145,000/year
Type: Full-time
Benefits: Competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medicaā€¦

Umpqua Bank

Trust Portfolio Manager Scottsdale
Skills & Focus: trust management, investment relationships, fiduciary objectives, financial analysis, portfolio management, compliance regulations, accounting principles, team collaboration, business development, communication skills
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: 5 years of industry work experience
Salary: $102,000.00 to $200,000.00
Type: Full-time
Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits including healthcare coverā€¦

Equity Methods

Financial Reporting Associate Scottsdale
Skills & Focus: financial reporting, accounting, problem-solving, client communication, data handling, internal reporting, external reporting, process engineering, risk management, automation
About the Company: Equity Methods serves a diverse clientele from dozens of Fortune 500 firms to early-stage pre-IPO firms. Our clients span the entire United States, in additionā€¦
Experience: 0 ā€“ 4 years
Type: Full-time

Umpqua Bank

Trust Portfolio Manager Scottsdale
Skills & Focus: Trust Portfolio Manager, investment management, fiduciary objectives, investment portfolios, compliance regulations, trust software, financial analysis, asset allocation, accounting literature, communication skills
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicatedā€¦
Experience: 5 years of industry work experience
Salary: $102,000.00 to $200,000.00
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k) with employer match, employee assistance program, life insurance, disability ā€¦