Portfolio Manager Jobs in Tempe
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Search Results - Portfolio Manager Jobs in Tempe
Talently-Tempe-
/ The Opportunity:
Join a dynamic organization in the IT services and IT consulting industry, delivering complex technology solutions to a diverse client base. As PMO Manager, you will lead a team of project management professionals and oversee a portfolio...
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Edward Jones-Tempe-
Management
• Help define and pilot emerging HNW analytics, reporting, and portfolio planning capabilities
Key requirements
• Bachelor's degree required
• FINRA Series 7 and 66 required (preferred) or acquired within 6 months
• CFA designation (or progress...
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Edward Jones-Tempe-
While not directly leading associates, the Oversight Officer influences quality and consistency through coaching, committee participation, and collaboration with financial planners, portfolio managers, tax and estate experts and internal stakeholders...
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Wells Fargo-Tempe-
and translating analytics into business insights
• Familiarity with Model Risk Management (MRM) or governance frameworks
• Knowledge of transaction risk, fraud risk, customer decisioning, portfolio management, or risk optimization
• Strong written and verbal...
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Edward Jones-Tempe-
relationships to deliver high-quality, personalized advice with a particular focus on actionable financial planning, portfolio/product strategy, and services to meet our client's most important wealth management needs.
What You Will Do
As a Portfolio Consultant...
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Edward Jones-Tempe-
relationships to deliver high-quality, personalized advice with a particular focus on actionable financial planning, portfolio/product strategy, and services to meet our client's most important wealth management needs.
What You Will Do:
• Independently...
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Newrez-Tempe-
and cure collateral exceptions for delivery, sales, and certifications.
• Address inquiries from vendors, investors, Portfolio Managers, etc. professionally and in a timely fashion.
• Review daily task queue and exception reports to ensure completion...
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Edward Jones-Tempe-
fiduciary accounts.
• Coordinate onboarding activities across Trust Officers, Fiduciary Officers, Portfolio Managers, Trust Specialists, and internal partners.
• Provide initial guidance on whether EJTC can administer prospect's governing documents...
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Edward Jones-Tempe-
relationships to deliver high-quality, personalized advice with a particular focus on actionable financial planning, portfolio/product strategy, and services to meet our client's most important wealth management needs.
What You Will Do:
• Independently...
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Edward Jones-Tempe-
for client visits 25% of the time
• Advanced technical aptitude, analytical, and critical skills.
• Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts.
• Advanced skills in some of the following...
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NRZ-Tempe-
is obtained (within specific SLAs) to efficiently process Loss Mitigation, Bankruptcy and Foreclosure proceedings.
• Address inquiries from vendors, investors, Portfolio Managers, etc. professionally and in a timely fashion.
• Review daily task queue...
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