Financial Services

Investment Fund Managers

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

A Day In The Life

Financial Services Industry

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Salary Breakdown

Investment Fund Managers

Average

$134,110

ANNUAL

$64.47

HOURLY

Entry Level

$61,370

ANNUAL

$29.50

HOURLY

Mid Level

$125,990

ANNUAL

$60.57

HOURLY


Current Available & Projected Jobs

Investment Fund Managers

140

Current Available Jobs

17,410

Projected job openings through 2030


Sample Career Roadmap

Investment Fund Managers

Supporting Certifications

Degree Recommendations




 Arizona State University


 Arizona State University


Top Expected Tasks

Investment Fund Managers


Knowledge, Skills & Abilities

Investment Fund Managers

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Administration and Management

SKILL

Active Listening

SKILL

Critical Thinking

SKILL

Reading Comprehension

SKILL

Judgment and Decision Making

SKILL

Speaking

ABILITY

Deductive Reasoning

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Written Comprehension

ABILITY

Inductive Reasoning


Job Opportunities

Investment Fund Managers

  • J.P. Morgan Wealth Management - Private Client Advisor - Prescott, AZ
    JPMorgan Chase    Prescott, AZ 86304
     Posted about 11 hours    

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

    As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

    **Job responsibilities**

    + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity

    + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management

    + Demonstrate a deep understanding of financial markets and sound business judgement

    + Exhibit unwavering integrity that points toward doing right by clients at every opportunity

    + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments

    + Provide a holistic view of clients' needs and financial coaching beyond investments

    + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

    **Required qualifications, capabilities, and skills**

    + At least 2 years in a Financial Advisor role or equivalent financial services experience

    + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

    + Demonstrated ability and commitment to goals-based planning and advice

    + A valid and active Series 7

    + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

    + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

    **Preferred qualifications, capabilities, and skills**

    + Certified Financial Planning (CFP®) certification is preferred

    + Bachelor's degree preferred

    INVESTMENT AND INSURANCE PRODUCTS ARE:

    • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

    Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

    We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

    Equal Opportunity Employer/Disability/Veterans


    Employment Type

    Full Time

  • Wealth Management Associate - AZ, Phoenix, Scottsdale (2678)
    Equitable    SCOTTSDALE, AZ 85258
     Posted about 11 hours    

    Wealth Management Associate - AZ, Phoenix, Scottsdale (2678) ( PIN\_15039 )

    **Primary Location** : UNITED STATES-AZ-SCOTTSDALE

    **Other Locations** : UNITED STATES-AZ-Phoenix

    **Organization** : Equitable Advisors

    **Description**

    **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

    **Our people**

    Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

    * We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment

    * Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit

    * Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually

    * Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves

    **Qualifications**

    **Training and support**

    To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.

    Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

    Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

    We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

    **Benefits and compensation**

    Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

    **Equitable Advisors** ’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

    Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE-2827277.4 (7/23)(Exp.7/25)

    **Req ID:** PIN\_15039


    Employment Type

    Full Time

  • Reinsurance Financial Analyst
    Zurich NA    Phoenix, AZ 85067
     Posted about 19 hours    

    Reinsurance Financial Analyst

    113610

    Zurich Services LLC (a division of Zurich North America) is currently hiring a Reinsurance Financial Analyst II on the WAQS/Bermuda team and this person will report to a Reinsurance Financial Manager within Group Reinsurance.

    The ideal candidate can work in Schaumburg, IL or remotely.

    This position is within Zurich's Group Reinsurance (Group Re) function; a global function. The North American Group Reinsurance hub function manages $18 billion in reinsurance recoverable, $9 billion of assumed and ceded premiums and has the fiduciary responsibility for reinsurance collateral of approximately $15 billion.

    The Reinsurance Financial Analyst II analyzes and performs intermediate to complex reinsurance accounting transactions and financial reporting, ensuring compliance with terms and conditions of the reinsurance agreements and department standards. The job entails preparations of statements, settlement, collection, cash application in the subledgers, reconciliations and analysis for proper accounting and reporting.

    Additional responsibilities include:

    + Identify, calculate, record, report and settle premium and loss reinsurance in relation to contract terms and department standards. May include handling and collection of reinsurance claims of moderate to high complexity

    + Reconcile complex detail reinsurance related activity, identify issues, coordinate resolution and take corrective actions as directed. Update financial and underwriting and/or claim systems, accordingly

    + Prepare and analyze internal and external reports in accordance with regulatory and/or departmental guidelines. Analysis includes reviewing for trends, anomalies, and reconciliation to key data sources

    + May provide training and oversight review to junior peer accounts

    + Lead relationship and communication with internal Zurich business partners and external reinsurance customers within area of responsibility, including timely response to all external inquiries a prescribed by department standards

    + Provide ongoing work-flow status, risk assessment and issue insight to Group Reinsurance management and internal and external stakeholders

    Basic Qualifications:

    + Bachelors Degree and 4 or more years of experience in the Reinsurance, Insurance, or Finance areaOR

    + Zurich Certified Insurance Apprentice, including Associate Degree and 4 or more years of experience in the Reinsurance, Insurance, or Finance areaOR

    + High School Diploma or Equivalent and 6 or more years of experience in the Reinsurance, Insurance, or Finance area AND

    + Microsoft Office experience

    Preferred Qualifications:

    + Experience in Excel – Intermediate/Advanced

    + Insurance industry experience

    + Knowledge of reinsurance contracts

    + Demonstrate team-oriented experience

    + Knowledge of AR/AP (accounts receivable /payable)

    + Knowledge of reinsurance claim recoverable process and link to direct claim processing

    + Technology experience related to one or more of the following areas: General ledger, financial reporting systems and good knowledge of reconciliations.

    + Knowledge of Captive Reinsurance accounting helpful, but not required

    + Ability to multi-task, working on many projects

    + Strong verbal and written communication skills

    + Strong analytical and problem-solving skills

    Compensation for roles at Zurich varies depending on a wide array of factors including but not limited to the specific office location, role, skill set, and level of experience. As required by local law, Zurich provides in good faith a reasonable range of compensation for roles. For additional information about our Total Rewards, click here . Other rewards may include short term incentive bonuses and merit increases. **Candidates with salary expectations outside of the range are encouraged to apply, and will be considered based on experience, skill, and education.** The salary provided is a nationwide market range and has not been adjusted for the applicable geographic differential associated with the location where the position may be filled. The starting salary range for this position is $63,300.00 - $103,700.00.

    As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( https://www.zurichna.com/careers/faq ).

    A future with Zurich. What can go right when you apply at Zurich?

    Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please clickhere (https://www.zurichna.com/careers) to learn more.

    As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers’ expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet

    Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.

    Location(s): AM - Schaumburg, AM - Remote Work (US)

    Remote Working: Yes

    Schedule: Full Time

    Employment Sponsorship Offered: No

    Linkedin Recruiter Tag: #LI-AK1 #LI-ASSOCIATE #LI-REMOTE


    Employment Type

    Full Time

  • Trust Tax Department Manager/Liaison - Wealth Management
    U.S. Bank    Tempe, AZ 85282
     Posted about 21 hours    

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

    **Job Description**

    SUMMARY

    U.S. Bank is seeking a Trust Tax Department Manager/Liaison supporting its Wealth Management division.

    RESPONSIBILITIES

    Tax Competencies:

    - Very strong working knowledge of charitable foundation returns (990-PF, 5227)

    - Strong working knowledge of fiduciary income tax returns (1041)

    - Good working knowledge of NRA tax returns (1042, 1042-S, W-8/entire series and general FATCA)

    - Some working knowledge of individual income tax returns (1040, some knowledge of estates)

    - Proper reporting related to 1099DIOB and MISC/NEC forms.

    - Processing and reporting of federal and state tax payments, FIRE system, and EFTPS knowledge

    - Working knowledge of various IRS notices (penalties, audits, abatements), and communication with other tax revenue authorities

    - General knowledge related to taxation of trust assets (stocks, bonds, partnerships, farms, etc.)

    - Ability to review returns for taxability and reporting of account types, transactions, sales, cost basis, etc.

    Tax Preparation and Review:

    - Preparation, review, and tracking of fiduciary, individual, trust-estates, charities, etc.

    - In-depth and cursory reviews of several hundred returns as prepared by external CPA firms, with the majority through our outsourced relationship with our tax vendor.

    - Provide tax support and liaise with our tax vendor in an outsourcing arrangement.

    - Review trust instruments for domiciliary tax assignment and proper tax reporting.

    - Complete analysis of trust instruments with generation skipping tax eligibility.

    - Provide statistical analyses related to work performed to management.

    - May prepare various tax returns (less than 100 trusts, individuals, foundations, 1099s, 1042/1042-S)

    Client Service and Management:

    - Ability to address tax-related questions and issues affecting clients, relationship managers, and vendors requiring immediate attention.

    - This role requires a can-do attitude and excellent client service skills, both written and verbal, and ability to deliver results quickly and accurately to our clients.

    - Solid, but versatile, leadership skills and may co-manage a small tax-technical liaison team and an indirect outsourced tax team through our vendor.

    - Demonstrated ability in being approachable and flexible in working with stakeholders and colleagues at all experience levels.

    Tax Operations:

    - General knowledge of fiduciary tax operations, including trusts, charitable accounts, and estates

    - Processing and maintenance of tax fees for various account types.

    - Position can be challenging and demanding during peak times throughout the year where significant time-investment may be expected.

    REQUIRED

    - Bachelor's degree in accounting or equivalent work experience.

    - 10 or more years of experience in accounting, tax accounting and planning.

    - Three or more year of management experience.

    PREFERRED

    - Bachelor of Science degree in Accounting or Finance (master's degree preferably).

    - CPA or Enrolled Agent (EA) certification.

    - 10+ years of related fiduciary and individual tax preparation experience preferably within a financial services environment.

    - System knowledge: SEI Trust3000, OneSource Trust Tax (formerly TrustEase or Fast-Tax).

    - System knowledge: MS Access, SQL and general database queries.

    - Strong system knowledge: Excel and PowerPoint.

    This role offers a hybrid/flexible schedule which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

    \#USBOps

    \#WCIBO

    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

    **Benefits:**

    Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

    + Healthcare (medical, dental, vision)

    + Basic term and optional term life insurance

    + Short-term and long-term disability

    + Pregnancy disability and parental leave

    + 401(k) and employer-funded retirement plan

    + Paid vacation (from two to five weeks depending on salary grade and tenure)

    + Up to 11 paid holiday opportunities

    + Adoption assistance

    + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

    **EEO is the Law**

    U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)** EEO poster.

    **E-Verify**

    U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $108,375.00 - $127,500.00 - $140,250.00

    Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.


    Employment Type

    Full Time

  • Wealth Management Advisor - Chandler, AZ
    U.S. Bank    Chandler, AZ 85286
     Posted about 21 hours    

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

    **Job Description**

    At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

    At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.

    The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

    In This Role You Will:

    + Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs

    + Determine which financial products are suitable for the client’s unique circumstances

    + Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance

    + Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence

    + Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation

    + Refer and partner with other financial services within other U.S. Bank channels, as appropriate

    Discover How You’ll Thrive!

    + An approachable and accessible leadership team that is dedicated to your success and career development

    + A rich product portfolio and open architecture so you can do what is best for your clients

    + A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients

    + Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently

    + All the resources of a Fortune 150 company with the personal feel of a smaller company

    + Marketing warm leads and qualified referrals from across the organization

    + Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools

    **_Learn more in our digital handbook_**

    Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments

    For You:

    + Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave

    + Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team

    + Work in a collaborative environment with a high-performing team

    + Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement

    Basic Qualifications

    + Bachelor's degree, or equivalent work experience

    + Three to five years of experience in a financial sales position, preferably working with the affluent client segment

    + FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

    Preferred Qualifications:

    + Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding

    + Extensive knowledge of the securities industry, including investment and insurance products and services

    + Knowledge of private banking products and services, including credit processes and policies

    + Strong presentation abilities

    + Strong relationship management, sales, and new business development skills

    + Well-developed analytical and problem-solving skills

    + Excellent interpersonal, verbal, and written communication skills

    + Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

    **Benefits:**

    Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

    + Healthcare (medical, dental, vision)

    + Basic term and optional term life insurance

    + Short-term and long-term disability

    + Pregnancy disability and parental leave

    + 401(k) and employer-funded retirement plan

    + Paid vacation (from two to five weeks depending on salary grade and tenure)

    + Up to 11 paid holiday opportunities

    + Adoption assistance

    + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

    **EEO is the Law**

    U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)** EEO poster.

    **E-Verify**

    U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

    This role receives an annual base salary between $65,000 and $68,000 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

    Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.


    Employment Type

    Full Time

  • Cyber Security Analyst (Continuous Monitoring)
    Mathematica    Phoenix, AZ 85067
     Posted 1 day    

    Position Description:

    Mathematica applies expertise at the intersection of data, methods, policy, and practice to improve well-being around the world. We collaborate closely with public- and private-sector partners to translate big questions into deep insights that improve programs, refine strategies, and enhance understanding. Our work yields actionable information to guide decisions in wide-ranging policy areas, from health, education, early childhood, and family support to nutrition, employment, disability, and international development. Mathematica offers our employees competitive salaries, and a comprehensive benefits package, as well as the advantages of being 100 percent employee owned. As an employee stock owner, you will experience financial benefits of ESOP holdings that have increased in tandem with the company’s growth and financial strength. You will also be part of an independent, employee-owned firm that is able to define and further our mission, enhance our quality and accountability, and steadily grow our financial strength. Learn more about our benefits here.

    We are looking for a Cyber Security Analyst (Continuous Monitoring), who will be responsible for the ongoing monitoring of our organization's security controls and systems. This individual will also be responsible for monitoring and interfacing with internal and client project teams and agencies on the continuous monitoring activities for both FedRAMP and ATO systems. This role will play a crucial part in our cybersecurity strategy, ensuring that our defenses are always up-to-date and effective.

    *Responsibilities:*

    * Regularly monitor and analyze the organization's security controls and systems to detect any anomalies or potential threats.
    * Responsible for compiling and submitting security authorization packages for 3PAO and Agency review and assessment in accordance with NIST 800-37 standards.
    * Prepare assessment and risk reports for government agency clients.
    * Work collaboratively with system owners and systems teams to respond to findings and identify and work with teams to remediate or document mitigating controls.
    * Conduct, evaluate and analyze vulnerability results, audit events and configuration deviations from approved tools and services.
    * Review documentation and artifacts presented by systems leads for accuracy and completeness.
    * Work with project teams to identify and document methods for improving the continuous monitoring process.
    * Maintain robust continuous monitoring programs utilizing guidance and compliance from NIST 800-37.
    * Maintain a solid understanding of the NIST Continuous Monitoring requirements and work with leadership on required updates to our processes and procedures.
    * Participate in monthly reviews with the larger security and compliance teams to validate that our planned and implemented security controls are aligned with the organizational risk tolerance.
    * Respond to security incidents promptly and manage the incident response process.
    * Generate regular reports on security status, incidents, and risks for management review.
    * Update the POA&M documentation along with any relevant artifacts and evidence required.
    * Risk Assessment: Conduct risk assessments and recommend mitigations to manage identified risks.
    * Assist in the development and updating of security policies and procedures.

    Position Requirements:

    * A bachelor's degree in Computer Science, Information Technology, Cybersecurity, or a related field is required. A master's degree is preferred.**
    * Minimum of 3 years of experience in Compliance frameworks including NIST/FedRAMP and SOC2.
    * A combination of equivalent education and work experience may be substituted for the above requirement.
    * Experience with cloud security and cloud-based tools is a plus.
    * Experience participating in a Vulnerability Management program.
    * Familiarity with a Security Information and Event Management (SIEM) tool for querying data.
    * Familiarity with automation tools and techniques for security monitoring.

    This position offers an anticipated annual base salary range of $75,000 - $100,000.

    To apply, please submit a cover letter, resume, location preference, and salary expectations. To choose "remote" as your location, select "no preference."

    *As a federal government contractor, all staff working in our central ITS group with access to corporate computer systems are required to successfully undergo a background investigation and/or security clearance as a condition of employment.*

    / STAFFING AGENCIES AND THIRD PARTY RECRUITERS:// Mathematica is not accepting candidates for this role or any technical role from staffing agencies or third party recruiters. Please do not contact technical or senior staff at Mathematica or share unsolicited resumes. All agency inquiries go through the talent acquisition team and will be routed accordingly. /

    * *

    *Available Locations:* Washington, DC; Princeton, NJ; remote

    #remote-usa

    #LI-NN1

    We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.


    Employment Type

    Full Time

  • Principal Security Analyst, CPSO
    RTX Corporation    Tucson, AZ 85702
     Posted 3 days    

    Date Posted:

    2024-05-23

    Country:

    United States of America

    Location:

    AZ201: RMS AP Bldg 801 1151 East Hermans Road Building 801, Tucson, AZ, 85756 USA

    Position Role Type:

    Onsite

    Job Description

    At Raytheon, the foundation of everything we do is rooted in our values and a higher calling – to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today’s mission and stay ahead of tomorrow’s threat. Our team solves tough, meaningful problems that create a safer, more secure world.

    Role Summary

    The Principal Analyst, Security will perform a wide variety of tasks as part of the Special Access Programs (SAP) Security Team. Duties include but are not limited to: developing, reviewing and administering the program’s security policies in a fast-paced, deadline driven environment to ensure compliance with the NISPOM, DoDM 5205.07 series, JSIG, and ICD-705. The Principal Analyst, Security will provide oversight and guidance related to security policies and procedures to ensure successful contract execution.

    U.S. Citizenship status is required as this position needs an active U.S. Security Clearance as of day one of employment.

    What You Will Do:

    + Administering the security procedures (NISPOM, DoDM 5205.07 series, ICD 705, and JSIG), as they relate to operating in a classified environment for: personnel processing, media control, marking and control of documents / materials, security education, visitor control, destruction of classified.

    + Develop, prepare, and implement local Standard Operating Procedures (SOP), Operations Security (OPSEC) Plans, and proprietary test plans utilizing risk management principles.

    + Implement a media control program in accordance with JSIG requirements.

    + Provide security oversight and management to subcontractors and subordinate business units via the DD Form 254 or other contractual methods.

    + Establish, gain accreditation, and maintain a secure facility in accordance with (IAW) ICD-705.

    + Establish and oversee specialized procedures for the transmission of classified and/or proprietary material/information.

    + Establish and maintain a visitor control program.

    + Conduct and/or participate in internal reviews and/or Government inspections.

    + Investigate security infractions/violations and prepare reports specifying the potential for loss or compromise and the associated risk to the program(s).

    + Collaborate and assist the ISSO/ISSM on implementation of JSIG requirements.

    + This position may require travel on company business and some potential overtime as needed.

    Qualifications You Must Have:

    + Typically requires a Bachelor’s degree and a minimum of 4 years of prior relevant experience OR in absence of a degree, 8 years of relevant experience is required. Advanced degrees may be considered in lieu of prior experience.

    + Active and In-Scope Secret security clearance - (Please note the current, final Secret clearance must have an investigation not older than 6 years on the first day of employment confirmed prior to interview).

    + U.S. Citizenship status is required as this position needs an active U.S. Security Clearance as of day one of employment

    + Must be able to obtain and maintain SAP access

    + A valid driver’s license is required, as this position may involve escorting individuals across business locations

    Qualifications We Prefer:

    + Previous experience as a security professional supporting SAP and/or SCI programs.

    + Experience with any of the following: NISPOM, DoDM 5205.07 series, JSIG, and/or ICD 705.

    + Degree major in Business Management, Security and/or Risk Management, Government Policy, Information Management, Criminal Justice, or other related field of study.

    + At least 6 years of National Security experience preferred.

    + Completed related training and/or certification with DCSA and/or CDSE (ex. Introduction to SAPs, ICD-705, SFPC, SPSC, PSC, etc.)

    + Top Secret clearance is desired

    What We Offer :

    + Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.

    + This position is eligible for relocation.

    Learn More & Apply Now!

    + RTX solves some of the toughest challenges in aerospace and defense. That requires expansive thinking and bold innovation – and that, in turn, requires a culture that is diverse, equitable and inclusive.

    We embrace individuality and diversity of thought to fuel opportunity for our employees, our customers, and our communities. We work toward progress, knowing that a more inclusive world is critical to our mission. Not just in this moment, but always.

    + Please consider the following role type definition as you apply for this role: Onsite - Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.

    Whether you’re just starting out on your career journey or are an experienced professional, we offer a total rewards package that goes above and beyond with compensation; healthcare, wellness, retirement, and work/life benefits; career development and recognition programs. Some of the benefits we offer include parental (including paternal) leave, flexible work schedules, achievement awards, educational assistance, and child/adult backup care.

    This requisition is eligible for an employee referral award. ALL eligibility requirements must be met to receive the referral award.

    The salary range for this role is 77,000 USD - 163,000 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location, education/training, and key skills.

    Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.

    Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company’s performance.

    This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.

    RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.

    RTX is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

    Privacy Policy and Terms:

    Click on this link (http://www.rtx.com/privacy/Job-Applicant-Privacy-Notice) to read the Policy and Terms

    Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.


    Employment Type

    Full Time

  • Sr. Financial Analyst (Remote - WA, OR, CA)
    CBRE    Phoenix, AZ 85067
     Posted 3 days    

    Sr. Financial Analyst (Remote - WA, OR, CA)

    Job ID

    167686

    Posted

    14-May-2024

    Service line

    GWS Segment

    Role type

    Full-time

    Areas of Interest

    Accounting/Finance

    Location(s)

    Anaheim - California - United States of America, Bellevue - Washington - United States of America, Burbank - California - United States of America, Edmonds - Washington - United States of America, Los Angeles - California - United States of America, Portland - Oregon - United States of America, Remote - US - Remote - US - United States of America, San Francisco - California - United States of America, Seattle - Washington - United States of America, Tacoma - Washington - United States of America

    **JOB SUMMARY**

    Get ready for an exciting career with CBRE! We offer a comprehensive benefits package, 401k, and other extraordinary perks such as career growth and longevity!

    An additional requirement for this role is the ability to align with vaccinations and safety protocols in a Healthcare environment.

    Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

    This is a remote position where candidates is residing in Washington, Oregon or California.

    **About the Role:**

    As a CBRE Finance Sr. Analyst, you’ll apply advanced cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a complex portfolio of CBRE clients and properties.

    This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial, and reporting policies and controls.

    **What You’ll Do:**

    + Complete intermediate to advanced-level accounting transactions in preparation for client financial statement packages.

    + Create and post journal entries and ensure that all expenses, receipts, owner's distributions, funding requests, and other transactions for the accounting period have been accurately posted.

    + Generate and review financial packages for accuracy and comprehensive reporting. Prepare packages on a schedule to ensure timely delivery to the client and other management teams.

    + Review and audit funding and payment requests for accuracy, documentation, and authorization in accordance with established operating procedures.

    + Respond to and resolve complex issues and requests from management teams and clients regarding various accounting issues and reports.

    + Recognize potential issues and conflicts and take corrective action to minimize issues.

    + Facilitate the maintenance and reporting of benchmarks and performance metrics.

    + Apply general knowledge of standard principles and techniques/procedures to accomplish assigned tasks and solve routine problems.

    + Have a broad knowledge of own job discipline and some knowledge of several job disciplines within the function.

    + Lead by example and model behaviors that are consistent with CBRE RISE values. May convince to reach an agreement.

    + Impact the quality of own work and the work of others on the team.

    + Work primarily within standardized procedures and practices to achieve objectives and meet deadlines.

    + Explain complex information to others in straightforward situations.

    **What You’ll Need:**

    + Bachelor's Degree preferred with 2-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.

    + Understanding of existing procedures and standards to solve slightly complex problems.

    + Ability to analyze possible solutions using technical experience to apply appropriate judgment and precedents.

    + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.

    + Strong organizational skills with an inquisitive mindset.

    + Advanced math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations.

    RESIDENTS: CBRE CAREFULLY CONSIDERS MULTIPLE FACTORS TO DETERMINE COMPENSATION, INCLUDING A CANDIDATE’S EDUCATION, TRAINING, AND EXPERIENCE. THE MINIMUM SALARY FOR THE SR FINANCIAL ANALYST POSITION IS $95,000.00 PER YEAR AND THE MAXIMUM SALARY FOR THE SR FINANCIAL ANALYST POSITION IS $105,000.00 PER YEAR. THE COMPENSATION THAT IS OFFERED TO A SUCCESSFUL CANDIDATE WILL DEPEND ON THE CANDIDATE’S SKILLS, QUALIFICATIONS, AND EXPERIENCE.

    **Equal Employment Opportunity:** CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

    **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccomodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

    **NOTE:** Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.

    CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)


    Employment Type

    Full Time

  • Field Research Analyst
    CBRE    Phoenix, AZ 85067
     Posted 3 days    

    Field Research Analyst

    Job ID

    160595

    Posted

    22-May-2024

    Service line

    Advisory Segment

    Role type

    Full-time

    Areas of Interest

    Research

    Location(s)

    Phoenix - Arizona - United States of America

    CBRE is looking for a Research Analyst in our Phoenix office to support Brokerage for the Arizona markets. This is not a remote role and does require someone in Phoenix that can be in the office regularly.

    About the role

    As a CBRE Research Analyst, you’ll provide research and analysis in support of commercial real estate markets. The role will encompass certain regular tasks around the collection and analysis of core data, as well as a range of activities that support the team’s production and delivery of research material.

    What you'll do

    - Assist in the creation of both standard and customized point of sale Field Research outputs, usually under the supervision of a Sr Research Analyst or Research Manager.

    - Liaise with brokers, sales management and marketing on specific pitches and projects.

    - Research and collect market information regarding the commercial real estate market.

    - Gather data on newly available properties, transactions, tenants, tenants in the market, and new developments.

    What you'll need

    - Bachelor's Degree in Economics, Finance, Business Administration or related field of study.

    - 0-4 years of related experience in commercial real estate or other market research role.

    - Excellent written and verbal communication skills. Strong organizational and analytical skills.

    - Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires intermediate analytical and quantitative skills.

    - Good technical skills with intermediate Microsoft Office (Word, Excel, PowerPoint, etc.) and Tableau.

    - A keen understanding of Research fundamentals. Knowledge of how to apply research and data analytics expertise to the benefit our brand and core businesses.

    - Must have project management abilities. Can be responsible for small projects or assigned project tasks, determine priorities and develop a through-line to completion, including harnessing the right resources and collaborating along the way.

    Why CBRE?

    We lead by example, guided by the needs of the cities we inhabit, the communities we build and the world we live in. The more perspectives we have, the more dimensions we’re able to see. A culture of respect, integrity, service and excellence shapes our approach to every opportunity.

    Our competitive and comprehensive benefits program was designed to make sure you feel valued in your role, with benefits that support the mental, physical, emotional and financial health of you and your family.

    Maintain your career momentum with the best tools and training in the industry. You’ll have everything you need to thrive in your role: challenging work, a commitment to results, fast-paced assignments and a culture of constant learning.

    Diversity, equity and inclusion (DE&I) are more than just values—they're a competitive advantage. By creating a culture where our employees are recognized for their contribution and given a chance to grow, we regularly open ourselves and our business to new opportunities.

    **Equal Employment Opportunity:** CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

    **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccomodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

    **NOTE:** Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.

    CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)


    Employment Type

    Full Time

  • Research Analyst Positions (West)
    CBRE    Phoenix, AZ 85067
     Posted 3 days    

    Research Analyst Positions (West)

    Job ID

    92728

    Posted

    09-May-2024

    Role type

    Full-time

    Areas of Interest

    Research

    Location(s)

    El Segundo - California - United States of America, Glendale - California - United States of America, Los Angeles - California - United States of America, Newport Beach - California - United States of America, Ontario - California - United States of America, Phoenix - Arizona - United States of America, San Diego - California - United States of America

    CBRE is using this platform to provide general information to individuals who want to learn more about a career at CBRE. If an opportunity opens that matches your qualifications, we will reach out to you at that time. We are growing a world-class organization with a world-class team and appreciate your interest in CBRE. We welcome you to explore our Careers (https://careers.cbre.com/en\_US/careers) page and apply directly to any positions that interest you. We will not consider the submission of resumes on this platform as an expression of interest in any posted position at CBRE.

    Responsible for conducting research and data analysis for a variety of organizational projects and initiatives. Provides research and analysis support of commercial real estate markets. These roles will encompass certain regular tasks around the collection and analysis of core data, as well as a range of activities that contribute to and support the team's production and delivery of research material.

    All Research Analyst positions require at least a Bachelor's degree (BA/BS) from four-year college or university:

    Research Analyst Roles (Entry Level)

    Sr Research Data and Field Analyst (4-6 years experience experience in commercial real estate or other market research role)

    **Equal Employment Opportunity:** CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

    **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccomodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

    **NOTE:** Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.

    CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)


    Employment Type

    Full Time


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