Last updated: 2025-05-22

19 Investment Finance jobs in Phoenix.

Hiring now: Investment Management Tea @ Visasqcole, Analyst @ Marcus Mil, Sr Risk Mgr Capital Marke @ Citizens, Acquisition Agent @ New Wester, Financial Analyst @ Marcus Mil, Trust Portfolio Mgr @ Umpqua Ban, Portfolio Oversight Profe @ Cim, Servicing Portfolio Mgr @ Berkadia, Valuation Services Associ @ Equity Met.Explore more at at kaamvaam.com

🔥 Skills

financial modeling (5) fiduciary objectives (4) financial analysis (4) portfolio management (4) compliance regulations (4) communication skills (4) data analysis (4) team collaboration (3) investment management (3) valuation (3)

📍 Locations

Phoenix (11) Scottsdale (8)
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Visasq/Coleman

Investment Management Team Associate (Japanese & English Bilingual) Phoenix
Skills & Focus: Expert Recruitment, Industry Research, Client Communications, Compliance Standards, Networking Skills, Project Coordination, Negotiation Skills, Teamwork, Client Needs, Research Techniques
About the Company: VISASQ/COLEMAN is a partnership formed by VISASQ Inc. and Coleman Research, offering tailored consulting solutions with offices in Phoenix, Raleigh, New York, …
Benefits: Competitive compensation, health benefits, 401K contributions, flexible work, paid time off, parental leave, learning a…

Marcus & Millichap Capital Corporation

Analyst Phoenix
Skills & Focus: financial modeling, marketing materials, market analysis, debt financing, equity financing, commercial real estate, real estate developers, investors, owners, capital markets
About the Company: A subsidiary of Marcus & Millichap, Inc. (NYSE:MMI)
Type: Full-time

Citizens

Senior Risk Manager - Capital Markets and Advisory Risk Phoenix
Skills & Focus: Risk Manager, Capital Markets, Advisory, Audit, Commercial Banking, Wealth Management, Data Analytics, Corporate, Asset Management, Portfolio Management
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Experience: Entry Level
Type: Full-time
Benefits: We’re committed to providing benefits, resources and programming to support the whole you, across all aspects of your l…

New Western

Acquisition Agent Phoenix
Skills & Focus: Acquisition, Residential Real Estate, Investment, TLC, ARV, BRRRR, Wholesaling, Market Analysis, Opportunities, Competitive
About the Company: New Western is a real estate investment company focused on identifying lucrative opportunities in the residential market.
Experience: 2+ years in residential real estate
Type: Full-time

Marcus & Millichap

Financial Analyst Phoenix
Skills & Focus: Financial Analyst, Hospitality, Asset Sales, Real Estate, Portfolio Sales, Dynamic Team Environment, Work Ethic, Valuation Concepts, Sales Process, Commercial Property Brokerage
About the Company: The Marcus & Millichap Phoenix Office is a part of the national real estate investment services firm specializing in commercial property brokerage.
Experience: Strong foundational knowledge of financial/valuation concepts
Type: Full-time

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 cover…

Marcus & Millichap

Commercial Real Estate Analyst Phoenix
Skills & Focus: commercial real estate, market research, submarket research, investment sales, financing professionals, offering memorandums, transaction volume, marketplace intelligence, economic activities, data synthesis
About the Company: Marcus & Millichap is one of the nation’s leading commercial real estate investment services company, with more than 1,800 investment sales and financing profe…
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 dedicated…
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 …

Cim Group

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 val…

Marcus & Millichap

Research Associate Phoenix
Skills & Focus: Research, Presentation, Analysis, Client, Investments, Real Estate, Industry Conferences, Sales Agents, Deck Creation, Advisory Services
About the Company: Marcus & Millichap is the nation’s leading brokerage firm specializing in real estate investments with offices nationwide. Marcus & Millichap offers owners and…

Cim Group

Portfolio Oversight Professional Phoenix
Skills & Focus: investments, portfolio management, real estate, fund performance, investment vehicles, community-focused, lender, developer, sustainable infrastructure, asset management
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 val…

Berkadia

Servicing Portfolio Manager Scottsdale
Skills & Focus: loan servicing, financial analyses, property inspections, risk assessment, collateral management, stakeholder communication, performance analysis, real estate collateral, documentation standards, team collaboration
About the Company: Berkadia is the largest U.S. non-bank commercial mortgage servicer providing personal and professional development opportunities in the commercial real estate …
Experience: at least 2 years of relevant work experience
Type: Full-time
Benefits: Monthly paid volunteer hours, donation matching, employee resource groups, fertility and family planning services, up t…

Equity Methods

Valuation Services Associate Scottsdale
Skills & Focus: valuation consulting, data analysis, financial modeling, quantitative finance, accounting standards, client engagement, attention to detail, problem-solving, process engineering, Monte Carlo simulation
About the Company: Equity Methods serves a diverse clientele from dozens of Fortune 500 firms to early-stage pre-IPO firms. We have served 40 Fortune 100 firms all the way to ear…
Experience: 0 – 4 years
Type: Full-time

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 cover…

Berkadia

Portfolio Analyst Scottsdale
Skills & Focus: portfolio analysis, investment management, market research, financial data analysis, compliance, risk assessment, stakeholder collaboration, customer service, Microsoft Office, organization skills
About the Company: Leading commercial loan servicer specializing in non-bank commercial mortgage servicing.
Experience: 1+ years in a similar position
Type: Full-time
Benefits: Monthly paid volunteer hours, donation matching, employee resource groups, fertility services, paid parental leave, men…

Equity Methods

Valuation Manager Scottsdale
Skills & Focus: valuation, financial modeling, data analysis, project management, client interaction, economic consulting, compensation analytics, coaching, mentoring, financial reporting
About the Company: Equity Methods serves a diverse clientele from dozens of Fortune 500 firms to early-stage pre-IPO firms. We have served 40 Fortune 100 firms all the way to ear…
Experience: 5 – 9 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 dedicated…
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 …

Equity Methods

Associate, Valuation Consulting Scottsdale
Skills & Focus: valuation consulting, data analysis, financial modeling, quantitative finance, problem solving, attention to detail, client engagement, programming, process design, communication
About the Company: Equity Methods serves a diverse clientele from dozens of Fortune 500 firms to early-stage pre-IPO firms. We have served 40 Fortune 100 firms all the way to ear…
Experience: 0 – 4 years experience in a data analysis or financial modeling role.
Type: Full-time
Valuation Manager Scottsdale
Skills & Focus: valuation, financial modeling, data analysis, client interactions, project management, coaching, mentoring, valuation projects, financial reporting, analytics
About the Company: Equity Methods serves a diverse clientele from dozens of Fortune 500 firms to early-stage pre-IPO firms. We offer a diverse array of services that solve missio…
Experience: 5 – 9 years of experience in a relevant valuation consulting field.
Type: Full-time